This functionality allow users with the appropriate permissions to create Placeholders by importing information from an Excel (xls format) file.
1. Select Folder to create placeholder.
2. Click on the 
icon
and select Publish
Document Placholder.
3. Click on “Use Excel Spreadsheet to define Placeholders” tab in order to import information from excel.
4. Click on the link "Click here to download a placeholder template" for downloading a placeholder template.
5. Define the values required in the metadata section and save the file.
6. Click on "Browse".
.
7. Select the xls file and click on "Create New Placeholders".
8. Information in the xls will be auto-populated in the metadata section.
9. Amend the document details for the placeholder/s in the required fields.
Status will default to pre-published and cannot
be changed
Select Distribute
options. Default value is Distribute
Now
10.
Click on 
icon
or Document
Distribution link to
select the distribution
11. Select Company or Distribution Groups from the top drop down menu
12. Once a Group or Company have been selected, the appropriate individuals will appear. Select individuals to receive file/s by clicking on their name/s
Users may multiple select by using their
Shift or Ctrl key
13. Click on Add to Distribution List to confirm selection
14. Select Action Required, Action Due Date & enter Action Notes for each individual where necessary. Apply the For Publishing action to the user you wish to publish the new revision of the document
Click on the 
icon
to select Action Due date
15. Click on Distribute to display the selected users in the distribution table
16. Click on Create Placeholders
17. Click on OK to confirm
Create placeholders for Revisions