This functionality allows you (if you have appropriate permissions) to pre-publish files. The system creates a record of the file and captures relevant attributes for the file. Then it allows you to publish the file to the record at a later point in time.

Following are the steps to create a new placeholder:

1. Select the project folder under the 'Files' tab.

2. Click the icon to access more options. Select the 'Files > Publish Files Placeholder' option.

3. Click on 'Publish Files Placeholder', to create a new placeholder.

4. It opens a 'Create Placeholder' window.

5. Enter the number of new placeholders if multiple placeholders need to be created. This value is 1 by default.

6. Enter the file details for the placeholders in the required fields. The fields marked with an asterisk(*) are mandatory to fill.

7. Status will default to 'Prepublished' and cannot be changed.

8. To import placeholders in bulk using an Excel template, click the icon at the top right of the window to download the import template in MS Excel. You can create placeholders in bulk in both scenarios - creating placeholders for new files and publishing revisions.

9. Open the Excel template for bulk placeholders and key in the details for all mandatory and optional fields.

10. Now, click the icon at the top right of the window to upload the duly filled Excel template. A prompt message will appear.

11. Click 'Continue' to proceed.

12. The screen to import file attributes will appear. Select the file to import and then click 'Import'.

13. Data entered in the Excel template will be pre-filled in the 'Create Placeholder' popup screen.

14. To distribute files, click the icon.

To - The 'To' field enables you to add the recipient names for distribution. Suggested names can be viewed as you click or type in the characters in the 'To' textbox.

15. Only one recipient can be selected from the dropdown list and only the 'For Publishing' task can be assigned. The number of placeholders can be one or more.

16. Select a task due date. The same task date will apply to all the placeholders you create in one go.

17. Subject - Enter the relevant subject for the distribution.

18. If creating multiple placeholders, you can use the 'Bulk Apply' option to apply the same attributes to all placeholders as needed.

19. Click the 'Assign Placeholder Action' button to publish a new placeholder.

20. Placeholder gets created with status as 'Prepublished'.