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High Compliance Environment Help Center

Add Placeholders

Create placeholders for your documents in seconds.

 

Tip!

You can create up to 5,000 placeholders at once.

 

  1. From the main navigation menu, click Documents and select Add Placeholders. You can also select Add Placeholders from the document register search screen.
  1. Choose from the following options:

   From Excel - create placeholders from metadata contained in an excel spreadsheet. 

   Manually - enter metadata (Document Number, Title, Discipline) manually for the new placeholders. 

  1. If you selected Manually, enter the number of placeholders you want to create, then skip to step 11 below. You can always add more placeholders on the next screen if you need to.

    If you selected From Excel, follow the steps below to import metadata.

Import Metadata

  1. If you selected From Excel, download the template containing the document fields that need to be populated. Each project will have a unique template. Templates will change if document fields are changed on your project, so it's always best to start with a fresh template.
  2. Open your metadata template file in your spreadsheet application such as Excel.
  3. Complete all the mandatory fields. They're shown in bold in your file.
  4. Complete as many of the other fields in the template as you need to.
  5. Upload the populated metadata file by dragging and dropping the file, or click anywhere in the outlined space and choose files from your computer. 
  6. Click Next.
  7. Check your placeholders have been created with the correct metadata

Finalize your placeholders

  1. Click each placeholder and complete the document information such as Title, Revision, or Status. Make sure all mandatory fields (highlighted in red) are completed.
  1. Select multiple placeholders and click Bulk edit to update metadata for all of them in one go. For example, you may want to set the Discipline as Electrical for all except one of them.
  2. If you need to add more placeholders, click Add more. If you need to remove a placeholder you no longer wish to create simply select it and click Remove. Alternatively hover over the document and click the X next to the status label.
  3. Once all mandatory fields are completed, the files will be labeled as Ready to Register.
  4. If you are ready to register the placeholders in Aconex click Register. You'll see a prompt that your placeholders have been created in your organization's Document Register.
  5. Choose to Transmit the document(s) so other organizations can access them and upload the corresponding files as required.