Edit a Placeholder

You edit a placeholder to update its document properties. You can edit multiple placeholders at once. When you edit any fields in the Document Properties Causing Revision Change section, it creates new revisions for all documents issued against the placeholders.

To edit a placeholder:

1. Navigate to the project.
   You can search for projects using the Search Projects link in the Activity Zone. Projects that you are linked to also appear on the History tab in your contact record, and in the Projects dashpart in the Personal Zone.
2. On the project window, click the DLM tab.
3. Select the check box for each placeholder that you want to edit.
   If there are many placeholders in the list, use the search to find placeholders, or add filters to narrow down the list.
4. Click Edit Properties.
5. Modify any of the details, as required.
   For information, see Document Placeholder Properties.
6. Click Save.