Managing Document Placeholders

To save time when you set up a project, you can create placeholders in advance for any documents that you expect to receive. Each placeholder can store multiple file types, versions, and metadata for a selected document.

A document placeholder is a container used to store and manage all versions of a project document. Each placeholder has an assigned version numbering scheme, and an originating organization. Multiple document types can be stored against a specific placeholder, and these are known as renditions. For example, a document placeholder could have a Word, TIFF, and PDF rendition.

When you receive controlled documents, you upload them to a project's DLM. These can be documents that you receive directly from an external source, or documents that have already been published to the DMS. When you upload a document to the DLM, the system attempts to match it with an existing document placeholder, based on the title of the document. If a matching placeholder does not exist, you are prompted to create one.