Accessing and Managing Requests Assigned to You

Requests Overview

Requests centralize all your organization’s Snippet suggestions, making it easy to collaborate, keep content accurate, and maintain consistency.

Team members can submit requests for new Snippets to grow your library or changes to existing Snippets to help keep them up to date. Requests go directly to the assigned Organization admin or members with Can Edit or Can Manage permission for that Snippet. They are instantly notified and can review, track, and resolve requests assigned to them right in TextExpander.

By keeping all suggestions and discussions in one place, Requests closes the content collaboration loop and helps your organization maintain quality and consistency without having to manage Snippet changes in external apps.

Organization admins and members with “Can Manage” or “Can Edit” permission on an Organization Snippet Group can be selected as the assignee for a request.

Receiving Requests

When a request is assigned to you, you’ll be instantly notified in two ways:

• Email notification
• In-app notification
  • Notifications must be turned on in order to receive in-app notifications. Learn how to check your notification settings here.

You can also track all your requests from one central location, in the Requests tab in Snippet Activity. To access the Requests tab:

1. Log in to app.textexpander.com
2. Select “Snippet Activity” in the left side bar under your organization’s name
3. Click on “Requests”

In the Requests tab, you can:

• See all requests assigned specifically to you.
• View requests assigned to other members in your organization.
• Click the three-dot menu next to any request to View or Resolve it.

Viewing and Replying to Requests

When you click to view a request (either from a notification or the Requests tab), you’ll be taken to the relevant Snippet or Snippet Group. The Requested Snippets panel will appear on the right side of your screen and you can:

• See open requests and details of the request
• Reply to the requestor, see their replies and replies from other assignees, if applicable
• Filter requests to “Include resolved requests” and “Only assigned to you”.
• Resolve open requests

To reply to the person who submitted the request:

1. Click “Reply…” in the Requested Snippets panel.
2. Type your message.
3. Click the orange arrow to send your message.

The original requestor will be instantly notified via email and an in-app notification. You can view the full conversation history in this same panel.

Resolving Requests

Once you’ve addressed a request, you can mark it as resolved.

There are two ways to resolve a request:

1. From the Snippet/Snippet Group: In the Requested Snippets panel, click the Resolve request checkmark.
2. From the Requests tab: Find the request, click the three-dot menu, and select Resolve request.

Resolving the request removes it from your active list and notifies the requestor that the task is complete. If the requester is not receiving notifications, have them check that they have notifications enabled by following these steps.

When you resolve a request, it disappears from your active list and the requestor gets a notification that the request is complete. If they don’t see the notification, have them double-check that notifications are enabled by following these steps.