--- title: Placeholders description: Every organization has frequently updating figures throughout their content. Using Placeholders can help you ensure the latest information is used while… --- [Skip to content](https://support.rocketdocs.com/en-us/knowledgebase/wiki/spaces/rdsd/pages/1849098376/placeholders#main-content) English - United States Show submenu for translations ![RocketDocs\_Logo\_Flame\_Orange\_v2](https://support.rocketdocs.com/hs-fs/hubfs/RocketDocs_Logo_Flame_Orange_v2.png?width=500&height=52&name=RocketDocs_Logo_Flame_Orange_v2.png) Open main navigation Close main navigation - English - United States Show submenu for translations - [Contact Us](https://13knt.share-na2.hsforms.com/2arNyK8LnTriPpUcjEqzpvg) [Contact Us](https://13knt.share-na2.hsforms.com/2arNyK8LnTriPpUcjEqzpvg) How can we help you? - There are no suggestions because the search field is empty. 1. [RocketDocs Knowledge Base](https://support.rocketdocs.com/en-us/knowledgebase?hsLang=en-us) 2. [Administration](https://support.rocketdocs.com/en-us/knowledgebase/administration?hsLang=en-us) 3. [Content Styles](https://support.rocketdocs.com/en-us/knowledgebase/administration?hsLang=en-us#content-styles) # Placeholders Every organization has frequently updating figures throughout their content. Using Placeholders can help you ensure the latest information is used while reducing the frequency of required reviews. Common Placeholders include number of employees, years in business, and firm AUM, to name a few. Content Settings Administrators have the ability to set up Placeholder tags and update their values in Content Settings. Here is an article on the [**Placeholder Settings**](https://app-na2.hubspot.com/knowledge-article/1846361/editor/375828188916/content?redirectUrl=%2Fknowledge%2F1846361%2F370283836093%2Farticles%2Fstate%2Fall). ### Adding Individual Placeholders 1\. To add a new Placeholder, click on the plus sign at the top right of the Placeholders section in Content Settings, enter the appropriate Tag, Value, and a Description, if you wish. ![image-20260515-174604.png](https://support.rocketdocs.com/hs-fs/hubfs/confluence-migration/RDSD/1849098376/image-20260515-174604-2.png?width=670&height=87&name=image-20260515-174604-2.png) --- #### **📋 Example:** Tag = # employees Value = 20 ![image-20260515-174939.png](https://support.rocketdocs.com/hs-fs/hubfs/confluence-migration/RDSD/1849098376/image-20260515-174939-2.png?width=441&height=385&name=image-20260515-174939-2.png) ---   2\. Click Save. ![image-20260515-175212-2](https://support.rocketdocs.com/hs-fs/hubfs/confluence-migration/RDSD/1849098376/image-20260515-175212-2.png?width=396&height=350&name=image-20260515-175212-2.png)   ### Editing Individual Placeholders 1\. Edit existing Placeholders by clicking the Tag hyperlink and updating the value field in the side panel. ![image-20260515-175120.png](https://support.rocketdocs.com/hs-fs/hubfs/confluence-migration/RDSD/1849098376/image-20260515-175308-2.png?width=670&height=87&name=image-20260515-175308-2.png)   2\. Modify the Value field and click Save. ![image-20260515-175212-2](https://support.rocketdocs.com/hs-fs/hubfs/confluence-migration/RDSD/1849098376/image-20260515-175212-2.png?width=395&height=350&name=image-20260515-175212-2.png)   ### Delete Individual Placeholders 1\. You can delete a Placeholder by clicking on the Placeholder tag and clicking DELETE PLACEHOLDER in the side drawer. ![image-20260515-175308-2](https://support.rocketdocs.com/hs-fs/hubfs/confluence-migration/RDSD/1849098376/image-20260515-175308-2.png?width=670&height=87&name=image-20260515-175308-2.png)   ![image-20260515-175315-2](https://support.rocketdocs.com/hs-fs/hubfs/confluence-migration/RDSD/1849098376/image-20260515-175315-2.png?width=378&height=354&name=image-20260515-175315-2.png)   --- #### **📋Tip:** Be sure not to modify the Placeholder tags once they have been implemented. Modifying a Placeholder tag in Content Settings will require updating the tag across all responses. --- ### Adding & Updating Placeholders in Bulk 1\. To add or edit multiple Placeholders, click on the Export icon at the top right of the Placeholders section in Content Settings to export a template. ![image-20260515-181246-2](https://support.rocketdocs.com/hs-fs/hubfs/confluence-migration/RDSD/1849098376/image-20260515-181246-2.png?width=669&height=88&name=image-20260515-181246-2.png)   2\. When given the option to select export format, select Csv. ![image-20260515-181319.png](https://support.rocketdocs.com/hs-fs/hubfs/confluence-migration/RDSD/1849098376/image-20260515-181319-2.png?width=670&height=82&name=image-20260515-181319-2.png)   3\. To update values, modify the figures in column B. ![image-20260515-181347-2](https://support.rocketdocs.com/hs-fs/hubfs/confluence-migration/RDSD/1849098376/image-20260515-181347-2.png?width=670&height=134&name=image-20260515-181347-2.png)   4\. To add Placeholders, add a new Tag, Value, and a Description, if you wish. ![image-20260515-181417-2](https://support.rocketdocs.com/hs-fs/hubfs/confluence-migration/RDSD/1849098376/image-20260515-181417-2.png?width=599&height=275&name=image-20260515-181417-2.png)   5\. Save the CSV file. ![image-20260515-181449-2](https://support.rocketdocs.com/hs-fs/hubfs/confluence-migration/RDSD/1849098376/image-20260515-181449-2.png?width=600&height=233&name=image-20260515-181449-2.png)   6\. Click on the Import icon at the top right of the Placeholders section in Content Settings to import the template. ![image-20260515-181515-2](https://support.rocketdocs.com/hs-fs/hubfs/confluence-migration/RDSD/1849098376/image-20260515-181515-2.png?width=670&height=90&name=image-20260515-181515-2.png) --- #### **📋Tip:** Be sure not to modify the Placeholder tags once they are implemented. Modifying a Placeholder tag in Content Settings will require updating the tag across all responses. --- ### **Insert a Placeholder** Placeholders are available to be added to responses, in the Content Details view and can be added directly to the Plain Text Response box and the Rich Text Response box. You can also insert a Placeholder directly in your RFP using the LaunchPad. ### To insert Placeholder in the Plain Text Response box: 1\. Put your cursor where you would like to insert your Placeholder in your response. ![image-20260515-181733-2](https://support.rocketdocs.com/hs-fs/hubfs/confluence-migration/RDSD/1849098376/image-20260515-181733-2.png?width=670&height=37&name=image-20260515-181733-2.png)   2\. Click on Insert Placeholder to insert your Placeholder. ![image-20260515-181758-2](https://support.rocketdocs.com/hs-fs/hubfs/confluence-migration/RDSD/1849098376/image-20260515-181758-2.png?width=670&height=37&name=image-20260515-181758-2.png)   3\. Select your Placeholder from the dropdown menu. ![image-20260515-182107-2](https://support.rocketdocs.com/hs-fs/hubfs/confluence-migration/RDSD/1849098376/image-20260515-182107-2.png?width=249&height=589&name=image-20260515-182107-2.png)   4\. Your Placeholder will look like this when inserted. ![image-20260515-181903-2](https://support.rocketdocs.com/hs-fs/hubfs/confluence-migration/RDSD/1849098376/image-20260515-181903-2.png?width=670&height=32&name=image-20260515-181903-2.png)   ### To insert Placeholder in the Rich Text Response box: 1\. Put your cursor where you would like to add your Placeholder in your response. ![image-20260515-182003-2](https://support.rocketdocs.com/hs-fs/hubfs/confluence-migration/RDSD/1849098376/image-20260515-182003-2.png?width=670&height=182&name=image-20260515-182003-2.png)   2\. Click on Add Placeholder to insert your Placeholder. ![image-20260515-182034.png](https://support.rocketdocs.com/hs-fs/hubfs/confluence-migration/RDSD/1849098376/image-20260515-182034-2.png?width=670&height=182&name=image-20260515-182034-2.png)   3\. Select your Placeholder from the dropdown menu. ![image-20260515-182107-2](https://support.rocketdocs.com/hs-fs/hubfs/confluence-migration/RDSD/1849098376/image-20260515-182107-2.png?width=250&height=592&name=image-20260515-182107-2.png)   4\. Your Placeholder will look like this when inserted. ![image-20260515-182145-2](https://support.rocketdocs.com/hs-fs/hubfs/confluence-migration/RDSD/1849098376/image-20260515-182145-2.png?width=670&height=202&name=image-20260515-182145-2.png)   ### To insert Placeholder using the LaunchPad: 1\. Download your RFP from RocketDocs. ![image-20260515-182702-2](https://support.rocketdocs.com/hs-fs/hubfs/confluence-migration/RDSD/1849098376/image-20260515-182702-2.png?width=670&height=148&name=image-20260515-182702-2.png)   2\. With LaunchPad open, put your cursor where you would like to add your Placeholder in your RFP. ![image-20260515-182725-2](https://support.rocketdocs.com/hs-fs/hubfs/confluence-migration/RDSD/1849098376/image-20260515-182725-2.png?width=670&height=138&name=image-20260515-182725-2.png)   3\. In the LaunchPad panel, click on the three dots at the top right corner and select Add Placeholder to insert your Placeholder. ![image-20260515-182750.png](https://support.rocketdocs.com/hs-fs/hubfs/confluence-migration/RDSD/1849098376/image-20260515-182750-2.png?width=474&height=408&name=image-20260515-182750-2.png)   4\. Select your Placeholder and then click on the plus sign next to it. ![image-20260515-182824.png](https://support.rocketdocs.com/hs-fs/hubfs/confluence-migration/RDSD/1849098376/image-20260515-182824-2.png?width=438&height=464&name=image-20260515-182824-2.png)   5\. Your Placeholder will look like this when inserted. ![image-20260515-182855-2](https://support.rocketdocs.com/hs-fs/hubfs/confluence-migration/RDSD/1849098376/image-20260515-182855-2.png?width=669&height=145&name=image-20260515-182855-2.png)   ### Project Placeholders: Any project attribute can be used as a Placeholder by putting the exact name of the attribute between your Placeholder tags. --- #### 📋Note: Default Placeholder tags are double angle brackets, but these can be adjusted in [**Placeholder Settings**](https://app-na2.hubspot.com/knowledge-article/1846361/editor/375828188916/content?redirectUrl=%2Fknowledge%2F1846361%2F370283836093%2Farticles%2Fstate%2Fall)**.** --- Project Placeholders can be inserted into a response in all the same ways as the content Placeholders: in the Plain Text Response box, the Rich Text Response box, or directly in a project, as described above. Unlike content Placeholders, project Placeholders do not need to be updated and maintained. They will simply pull in the value that is filled in for the attribute for the project. 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