Add a placeholder document

It's easy to add a placeholder document to your Overview page!

Add a placeholder document:

1. Hover your mouse on the documents section, either above or below an added documents
2. Click the purple + droplet
3. Select 'placeholder' and enter the placeholder document name.

Add a placeholder to your binder index:

On the Build Binder page, you can add the placeholder to the binder index. When you've uploaded the actual document, it will replace the placeholder and keep the correct place in the index. You can still build the binder with the placeholder document there, and a placeholder slip page will be added to the binder.

Add an InstaPage to a placeholder:

1. Click the placeholder document card
2. Click the ellipsis option
3. Select 'Create InstaPage' from the menu

Upload a document to replace the placeholder:

1. Click the upload document icon on the placeholder document card
2. Upload the document from your computer or from a DMS
3. Confirm document status from the menu in the upper left corner of the pop-up
4. Confirm placement of any InstaPages
5. Click 'Upload'

Use a placeholder as an attachment:

You can use a placeholder as an attachment in another document. When you have the document ready, you can upload the document to the placeholder and it will update the attachment as well.