Create a placeholder
Need to create a placeholder document for your project?
- Make sure you have the correct project selected.
- Click Documents.
- Select Upload a new document.
- Check whether uploading a file is mandatory on your project. Mandatory fields are marked in yellow.
- If it is not mandatory to upload a document
- If it is mandatory to upload a document
If it is not mandatory to upload a file
- Complete all the fields marked in yellow.
- Click Upload.
- You'll receive a confirmation screen.
Make sure you keep a record of the document number. This is particularly helpful when you are creating placeholders for Supplier Documents requests.