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Placeholders

Use placeholders to speed up documentation and ensure consistency across multiple documents. Updating a placeholder automatically updates all documents using it.

Step 1: Adding Built-in Placeholders

  1. In the document editor, type the @ key to view available placeholders.

  2. Examples of built-in placeholders:

    • Company logo

    • Company name

    • Company address

  3. Insert the placeholder; it will appear highlighted while editing but display as normal text once the document is approved.

Step 2: Cross-referencing Other Documents

  1. Use the @ key and type document to tag another document.

  2. Example: Tag the Privacy Notice document; this will create a live link across documents.

Step 3: Using Live Tables

  1. Place live tables into documents to display dynamic data. Examples include:

    • Hazard log summary tables

    • Document version history tables

  2. Click on the table to configure columns, appearance, and filters.

    • Example: Filter hazards with an initial risk over 3.

  3. Tables update automatically when underlying data changes (e.g., new hazard added or document version approved).

Step 4: Creating Custom Placeholders

  1. Click Create Custom Placeholder.

  2. Types of placeholders:

    • Text

    • Number

    • Date

    • Content block (can include images, tables, etc.)

  3. Example: Create a Text Placeholder for the Project Manager

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