You are here

Create a placeholder

Need to create a placeholder document for your project?

If you are creating than one or two placeholder documents follow Create multiple document placeholders at the same time instead.

  1. Make sure you have the correct project selected.
Project selector
  1. Click Documents.
  2. Select Upload a new document.
  3. 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
mandatory or not mandatory

If it is not mandatory to upload a file

  1. Complete all the fields marked in yellow.
  2. Click Upload.
  3. 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.
Final step for creating placeholder

If it is mandatory to upload a file

You will not be able to create a placeholder at the moment.

Contact your Org Admin for help. Your Org Admin can find more information about project settings for placeholders here.

Any feedback?

Thanks. A ticket has been opened with the Support Central team.