What are Placeholders in the Document Management Tool?

Disponibilité régionale

L’outil de gestion de documents est disponible dans certains pays. Il n’est pas encore disponible pour les comptes Procore aux États-Unis. Pour en savoir plus, veuillez contacter votre point de contact Procore.

Answer

In the Document Management tool, a placeholder is a digital reservation for a document that is expected but not yet available. It allows project teams to track a future deliverable before the actual file is uploaded. Currently, in Phase 1, you can only upload a single document to a placeholder; bulk upload capabilities will be introduced in Phase 2.

What is it?

A placeholder acts as a structured container that defines:

  • What is needed: Document name and type.

  • When it’s due: Specific deadlines for submission.

  • Who is responsible: Assigning ownership to a subcontractor or consultant.

Why use it?

Instead of relying on fragmented spreadsheets or misusing the Submittals tool, placeholders allow you to:

  • Centralize Tracking: Keep all expected deliverables in one place rather than external trackers.

  • Ensure Consistency: Pre-define naming conventions and metadata before the file even exists.

  • Drive Accountability: Easily identify missing or overdue documents to avoid project delays.

  • Align with Plans: Seamlessly manage requirements from MIDPs and TIDPs.

Once the actual file is ready, it simply replaces the placeholder, instantly inheriting all the pre-set information.

Learn how to Create and Manage Placeholders in the Document Management Tool.

See Also

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