Placeholders reside in your document index structure and are represented by a circular icon. Placeholders are temporary items, intended to inhabit the space of a folder or file to be posted at a later time. 

To create a placeholder:

  1   From within the Documents tab, navigate to the desired folder in the Index navigation pane.

  2   Click the folder icon to display contents in the main content pane.

  3   In the toolbar, click Add.

  4   Choose Add Placeholder.

  5   Enter one or multiple placeholder names.

  6   Click Add.

The new placeholder appears in the next available index position. Placeholders post unpublished by default.


To replace a placeholder with a file:

  1   In the main content grid within the Documents tab, select the check box associated with the placeholder.

  2   In the toolbar, select Replace.

  3   Select With a File.

  4   Drag and drop, or navigate to the replacement file and select.

  5   Click Replace.


To replace a placeholder with a folder:

  1   In the main content grid within the Documents tab, select the check box associated with the placeholder.

  2   In the toolbar, select Replace.

  3   Select With a Folder.

  4   Enter a folder name.

  5   Click Replace.


Placeholders can be renamed, moved, copied, or sent to the recycle bin by selecting the appropriate toolbar option.