Files module

Add a placeholder file

A placeholder file can be used to manage file lists and supports many standard file features, such as tags, versioning and tasks.
For example, you can organise files into groups and use a placeholder file as a title for the group, or add a placeholder file as a reminder to add a file or complete a task.
In
Files
, select
New
, then select
Placeholder file
.
The
Add Placeholder file
 screen opens:
Enter the name of the Placeholder file in the
Details
 tab, then add any further information such as tags and version notes.
To add a disclaimer to the file, select the
Disclaimer
 checkbox. Select
Add
 to save changes and create the placeholder file.
If the
Add another placeholder box
 is selected, after the current placeholder file has been added the window will be refreshed so you can enter the details for the second placeholder file. A message saying
The placeholder was added successfully
 displays to confirm the placeholder file has been created.

Adding Tasks

Tasks
 can be added to a placeholder. Select the
Tasks
 tab, then
Add
, while creating the Placeholder file, or select
More actions
 then
Add task
 from the file list.
While creating a Placeholder file:
Add a task to an existing Placeholder file:
Enter details for the task including title, description, priority, and status:
Select the
Attachments
 tab to add attachments; browse for files or drag a file to the
Add task
 window.
Select
Add
 to add the placeholder file with its tasks and any attachments.
Placeholder files will be listed in the
Files
 list.
Select the placeholder file to view or download the file and see the contents such as tasks and attachments. Select the
More actions
 icon to see more options.
If you open the Placeholder file, tasks and comments are shown in the right-hand pane.

This article applies to:

  • Product: HighQ
  • Subject: Documents, File Exchange