Adding placeholders to a template

Placeholders are text fields that prompt you for input when using a template. You can easily incorporate placeholders into a version before setting it as a template, and it can help streamline the process of filling in multiple fields efficiently.

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'

What does a placeholder look like?

1. How a placeholder will look in a text editor once added to a panel, such as a Story or Text panel.
2. How a placeholder will look in Design mode once added to a panel, such as a Story or Text panel.