What are placeholder documents?
How do I create a placeholder document?
If you are creating one or two placeholder documents follow this article - Create a placeholder.
If you are creating more than a few placeholder documents follow this article - Create multiple document placeholders at the same time.
When would I use placeholder documents?
Placeholder documents are usually used:
- If you're using Supplier Documents to request documents from suppliers
- If you're using O&M Manuals Solutions
- A Project Administrator is setting up a new project and wants to reserve specific document numbers for certain key documents.
Help! I can't create a placeholder document for my project
Ask your Org Administrator to check the Project Settings for your project.
If you are an Org Admin or a Project Administrator
- Click Setup
- Select Project Settings.
- Select the Document Fields tab.The mandatory checkbox beside the File field should not be ticked (otherwise it will always be mandatory for project participants to upload a file).