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.
- 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.
|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.