About Placeholders

Placeholders are records of documents that will be published in the future. The relevant meta data for the document is entered with the Placeholder. This functionality can be used to:

 

 

 

 

The action of creating a placeholder for a document allows the Workspace team to know that the document is being edited and when they can expect the next version.  

 

Use the Create Placeholder(s) for new Documents functionality if the document for which you are creating a placeholder, is a new document (i.e. no revisions of it have been published to Workflow).

 

Use the Create Placeholder(s) for new Revsions of Existing Documents functionality if the documents for which you are creating placeholders, is already existing.

 

Key to the placeholders functionality is the addition of a document reference field that acts as the unique identifier of all documents stored within Workflow

 

Placeholders will be displayed with the icon

 

 

Useful links:

Create Placeholder(s) for new Documents

Create Placeholder(s) for new Revisions of Existing Documents

Clear For Publishing Action

Document Reference