Placeholder Files

Who can do this?
Leaders and Publishers on a project can create file placeholders.

What is a Placeholder file?
A placeholder is a File entity that does not actually have a file uploaded to it but is expecting one to be uploaded in the future. This Placeholder can be assigned to a member of the team with a due date.

Example: Leia assigns Luke to a do a corporate review of a company they are looking to partner with. Leia can create a Placeholder file, assign it to Luke and create a due date. Luke is automatically notified that he is responsible for the placeholder file and can upload his corporate report to this space when it is ready.

Steps:

1. Open the project you wish to create a Placeholder file in
2. Select the "Files" tab in the project
3. Select the "New Placeholder" sub-tab
4. Complete the placeholder file form
5. select the "Create Placeholder" button on the lower left to save

• If the placeholder file is assigned to a member, that member will receive an email that the placeholder file is assigned to them.
• If a placeholder file is not assigned to anyone it will remain open until someone uploads a file to the placeholder.