Using a placeholder

What is a placeholder?

A placeholder is a text line that resembles a document and has an index number. A placeholder is not a file, it acts as a short textual memo. In this article you will learn how to you use a placeholder and how to insert it in your document structure.

How to use placeholders

• A placeholder can indicate that a question from the questionnaire is not applicable or that it is been processed.
• A placeholder can indicate that the information can be found in another folder (then a file does not need to be uploaded twice).
• When a document is deleted after the Vault has been opened a placeholder can be used to maintain the indexation, the deleted document is replaced by a placeholder.
• If a document is going to be uploaded later and you want to prevent changes in the index, a placeholder can be used until then.

How to insert placeholders

1. Navigate to the Documents section of your Vault.

2. Select the folder (or subfolder) where you want to insert the placeholder.

3. Look for the Manage pane on the right of your screen and click  Create placeholder.

4. Give your placeholder a name or write down a note and click  Ok to finalize the action. (Users are notified when a new placeholder is created.) Example: The current permits are not available yet. The placeholder can be removed later when the permits are available.