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What are Placeholders in the Document Management Tool?

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Answer

In the Document Management tool, a placeholder is a digital reservation for a document that is expected but not yet available. It allows project teams to track a future deliverable before the actual file is uploaded. Currently, in Phase 1, you can only upload a single document to a placeholder; bulk upload capabilities will be introduced in Phase 2.

What is it?

A placeholder acts as a structured container that defines:

  • What is needed: Document name and type.

  • When it’s due: Specific deadlines for submission.

  • Who is responsible: Assigning ownership to a subcontractor or consultant.

Why use it?

Instead of relying on fragmented spreadsheets or misusing the Submittals tool, placeholders allow you to:

  • Centralize Tracking: Keep all expected deliverables in one place rather than external trackers.

  • Ensure Consistency: Pre-define naming conventions and metadata before the file even exists.

  • Drive Accountability: Easily identify missing or overdue documents to avoid project delays.

  • Align with Plans: Seamlessly manage requirements from MIDPs and TIDPs.

Once the actual file is ready, it simply replaces the placeholder, instantly inheriting all the pre-set information.

Learn how to Create and Manage Placeholders in the Document Management Tool.

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