Deactivating Placeholders

"Workflow Manager" allows team members with the following privileges and permissions to deactivate a Placeholder in the same way as deactivating a published document.

 

Privilege and Permissions

Action that can be performed

Manage Organisation Placeholders

+

Admin Permissions on a folder

Can Deactivate Placeholders created by any user of his/her organisation only

Manage Workspace Placeholders

+

Admin Permissions on a folder

Can Deactivate Placeholders created by any user on the Workspace

 

 

The following lists the steps to deactivate a Placeholder:

 

1. From the Doc Listing page, select the Folder from which Placeholders are to be deactivated.

 

2. Select Placeholders only option from the Doc. Type dropdown.

 

3. Click on Search

 Search results will display the Placeholders available in the folder.

 

4. Select the Placeholders that are to be deactivated by marking the checkbox as ON.

 

5. Click on icon.

 The selected Placeholders will be listed in the confirmation page.

 

6. Click on the Continue

 The selected Placeholders will be deactivated  and will be displayed with an icon on all the pages and will be displayed with an icon on all the pages if entire document is being deactivated along with the placeholder.

 

 A confirmation of the Placeholder deactivated will be displayed in a result page.

 

 If you are not having privileges, a confirmation of the Placeholders not being deactivated will be displayed in the result page.

 

 

 

Useful Tips:

A new actual document/ a new Paper document can not be published over the deactivated Placeholder.

 

 

FAQ's:

Q: I am not able to deactivate a Placeholder though i have Admin permissions on the folder.

A: You need the privileges mentioned above besides Admin permissions on the folder in order to be able to deactivate a placeholder.

 

Useful Links:

About Documents

Publish Documents & Drawings

Publish Document Revisions to Paper Docs

Deactivate Documents Revisions

Deactivate Documents - Entire