Add Documents from the DMS to Placeholders

You can add files already published to the Document Management System to document placeholders within a project's DLM. If any files cannot be matched to existing placeholders, you are prompted to first create the required placeholders.

To add files from the DMS to placeholders in DLM:

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. Click the Assigning Renditions tab.
4. Click Uncategorized Renditions.
5. Optional: In the Filter Uncategorized dialog box, select one or more filters to filter the list of project documents by.
   If you do not select any filters, all documents that can be added to the project's DLM display in the results list.
6. Click Continue.
7. In the Rendition Files automatically matched to Document Placeholders step, specify or modify any placeholder or file properties, as required.
   For information, see Rendition Files Automatically Matched to Document Placeholders.
   Tip: You can use the fields at the top of the window to enter the same information for all placeholders in the list, including the received date, requested approval date, status, sending organization, and the detail. After you specify one or more fields, click Apply to all to apply the same information to all placeholders.
   Note: If one or more files cannot be matched to existing placeholders, the New Document Placeholders from Files step displays. This step requires you to first create placeholders for any unmatched files. For information on the available fields, see New Document Placeholders from Files.
8. Click Process and Continue.