Placeholders

You can create your own unique placeholders for productions using images or custom text. Once you create the placeholders, you can attach the placeholders to the production data source. You can also produce the same document in multiple productions with different placeholders. The Placeholder library automatically includes a default image placeholder. If you need to attach a placeholder to a production data source, see Production data source .

Note: When creating a template workspace using production, Relativity automatically copies Placeholders.

This page contains the following:

• Creating an image placeholder
• Creating a custom placeholder
• Previewing placeholders

See these related pages:

• Production Data Source
• Production sets

Creating an image placeholder

You can create an image placeholder using saved image files on your machine. Relativity supports uploading of TIF, JPEG, PNG, BMP, and GIF files for image placeholders. When saving the image placeholder, it is saved as a JPG file. To create and save an image placeholder for your productions, follow these steps:

Note: It's recommended image placeholders image size should be 2,550 pixels by 3,300 pixels at 300 DPI.

1. Navigate to the Production tab.
2. Click the Placeholder tab.
3. Click New Placeholder. To edit an existing image placeholder, click Edit next to the placeholder name.
4. Add or edit the following fields as necessary. Required fields are orange.
   • Name - the name of your Placeholder. Give your placeholder a descriptive name based on the image.
   • Type - the type of placeholder. Select Image.
   • Placeholder - the location of the image on your computer. Click Choose File and browse to the location of the image you want to use.
5. Click Save.

Creating a custom placeholder

You can create a custom placeholder with your own text using the custom text editor within Relativity. To create a custom placeholder for your productions, follow these steps:

Note: If you add a large amount of text or upload large images to your custom placeholders there can be an increase in the staging and producing time of your productions.

1. Navigate to the Production tab.
2. Click the Placeholder tab.
3. Click New Placeholder. To edit an existing custom placeholder, click Edit next to the placeholder name.
4. Add or edit the following fields as necessary. Required fields are orange.
   • Name - the name of your Placeholder. Give your placeholder a descriptive name based on the custom text.
   • Type - the type of placeholder. Select Custom.
   • Custom Text - using the custom text editor enter the text you want to appear on your placeholder. You can also change your entered text using the options in the text editor. For more information, see Using the rich text editor.
     • The rich text editor for Placeholders contains a plugin you can use to add any document field or Bates number field to stamp on the placeholder. The field name inserts into your custom placeholder, but when you kick off the production, the field name dynamically updates per document. For example, [ControlNumber] updates with the control number field for the document the placeholder corresponds to. Custom type placeholders support document fields using the field name surrounded by brackets: [Document Field Name]. To include a square bracket in the plain text of the placeholder, escape it with a backslash: \[bracketed phrase\].

     Note: You can only use the date, decimal, fixed-length text, whole number, yes/no, single and multiple choice fields as a token for your placeholder. You must have permissions to the document fields to use them as a token for your placeholder.

5. Click Save.

Creating a PDF placeholder

You can create a PDF placeholder using saved PDF files on your machine. To create and save a PDF placeholder for your productions, follow these steps:

1. Navigate to the Production tab.
2. Click the Placeholder tab.
3. Click New Placeholder. To edit an existing placeholder, click Edit next to the placeholder name.
4. Add or edit the following fields as necessary. Required fields are orange.

   • Name - the name of your Placeholder. Give your placeholder a descriptive name.

   • Type - the type of placeholder. Select PDF.

   • Placeholder - the location of the PDF file on your computer. Click Choose File and browse to the location of the PDF file you want to use.

5. Click Save.

Previewing placeholders

You can preview your image and custom placeholders via the Placeholder Library before you attach the placeholder to your production data source. To preview your placeholders:

1. Select the Placeholder tab.
2. Click the name of the placeholder you want to preview.

The placeholder opens in the Placeholder Layout displaying placeholder information and a preview.

3. Navigate through your placeholder library using the navigational arrows in the upper right of the Placeholder layout.

If a placeholder does not generate the way you want it to, click Edit to open the placeholder and make any necessary changes.