What are Placeholders

Placeholder is a feature that allows users to create placeholders entries on the Document Manager for external documents (including Word/Excel/File URL files) that do not currently exist in the engagement file.

Placeholder entries allow firms or engagement teams to create their Document Manager structure regardless of whether the documents already exist. To create a placeholder entry:

1. Choose the position of the Placeholder in the Document Manager and select Document | New > Document Link.

2. Type the required document number, name, and select the appropriate format type for the future file (e.g. Word Document).

3. Tick the Placeholder option and click OK. 

Note: 

Placeholder document references cannot be executed by Working Papers.

Drag and dropping the actual document over the top of the placeholder will automatically update the item and embed the appropriate document.

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