Document Placeholders

Document placeholders are perfect for documents that are required for a transaction, but aren't necessarily a template themselves. A good example of this is a scanned check or receipt. If you keep your templates organized into packets, you'll immediately recognize the benefits in the example below.

• Adding a placeholder to templates
• Renaming the placeholder

Adding a placeholder to templates

Here, we have a buying packet that I've created.

If we assume that I need a copy of the earnest money check, I obviously cannot make a template for that. However, what I can do is make a placeholder that reminds anyone using this packet they need this document. Clicking the arrow to the right of Add Document allows me to choose Add Document Placeholder.

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Renaming the placeholder 

After adding my new placeholder, I click the down arrow to the very far right of it's title, allowing me to choose RENAME. We can now rename the placeholder.

You now have a placeholder available to be pulled into any loop that includes this packet!

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