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Uploading Documents to Placeholders

Documents can be uploaded directly to designated placeholders in specific folders. Step 1: Locate and select the relevant placeholder to u...

C
Written by Casey Huxtable
Updated over 3 weeks ago

Documents can be uploaded directly to designated placeholders in specific folders.

Step 1: Locate and select the relevant placeholder to upload a document to within Kivo.

Step 2: Documents can be uploaded to the placeholder using the "Drop file here to create a new version" or "Browse" fields.

a) From Template icon allows the user the create a document from an available template in Kivo.

b) Document Alias icon allows the user to alias a document from another location to this placeholder. For more information, reference Creating an Alias Document.

b) Exclude Placeholder icon allows the user to fulfill the placeholder even if content is not received.

Step 3. Document is uploaded.

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