How to Roll Forward Documents as Placeholders

As part of the Year-End Close process, document placeholders can be created for documents that users do not want to have rolled forward as the same document as last year; but want a placeholder for the document to remain so that all cross-references and annotations continue to work next year. This feature saves significant time in not having to re-create the Document Manager each year. 

To ensure an external document is rolled forward as a Placeholder, access the document's properties and ensure the following checkboxes are ticked:

  • Roll forward
  • Roll Forward as Placeholder

After the roll forward, the new version of the external document can be dragged onto the placeholder when it becomes available.

Documents can be selected to be rolled forward as a placeholder by the following settings shown below.

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