Placeholders are text fields that you are prompted to fill in when using a template. Simply add any placeholders you need to a version before setting it as a template.
Where can a placeholder be added?
Text panel.
Story panel.
List panel.
More Information module.
How to add a placeholder
Navigate to a document and select ‘Design’ for the version.
Click on a Text, Story or List panel.
Click Edit Content’ and the text editor for the panel will open.
Position your cursor where you would like to add the placeholder and select the ‘Placeholder’ icon [{P}].
Placeholder options
Two options are available when adding a placeholder.
Select Existing
If you have already added a placeholder it will appear here, or you can select a pre-configured placeholder that is information already held by the platform, for example, PT Issue Date or PT Reader Email.
Add New
If you would like to add a placeholder it can be entered here. Simply type in the placeholder name, for example ‘Full Name’ and select ‘OK'
Once either of the above options are complete the placeholder will be added.
What does a placeholder look like?
Text Editor
Number 1 shows how a placeholder will look when it's added into a panel, such as a Story or Text panel.
Design
Number 2 shows how the placeholder will look view you view the design of your document.
Read more about how to fill in placeholders when you use a template.