Team members with the appropriate permissions can create placeholders for revisions of files whereby the application creates a record for the revision, captures relevant attributes for it, and allows you to publish the file to the record later.

1. Select a project and a folder containing the file on which a placeholder for revision will be created. Right-click on the file record.

2. Select 'Placeholder', to create a placeholder for revision. The upload of file revisions for placeholder may depend upon whether the 'Revision Upload' Activity is locked or unlocked for the existing file (with the same document reference).

3. It opens a 'Publish Placeholder' window with the file attribute details pre-filled.

4. Document reference, revision number, document title, and purpose of issue populate with the data from the file's current revision. Doc Ref cannot be changed while its status will default to 'Prepublished' and cannot be changed.

5. To distribute files, click the icon. From the 'To' box, select the recipient for this placeholder and its task of 'For Publishing'.

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

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

8. Click the 'Publish' button to publish a placeholder for revision.

9. A placeholder will be created with the 'Prepublished' status.