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Files Overview
Files Overview

An overview of the Files section in Asite.

Updated today

The files area enables users to upload, share, view, and collaborate files in a central location.

Files functionality provides users with a centralized folder structure to store and share files created by them. Rather than emailing huge attachments, users can notify their team of files on Asite, saving the time and effort of each party managing their filing system.

The files management system automatically manages revisions to files, meaning users are always working on the latest version of a file dramatically reducing the risk of working on out-of-date information. The user's files are instantly accessible to other members of the project. The powerful indexed search facility allows users to instantly locate files at the touch of a button, and the detailed audit trail ensures that users know what is happening to their files.

The Asite File Viewer allows users to view a wide variety of file formats (including all major CAD / CAM formats) without needing the native software to be installed on the computer. Add to this, a collaborative reviewing facility that allows users to overlay mark-ups and create aMessages on documents to collaborate with the project team and make sure everyone is on the right page.

Files area can be used to:

  • Create a centralized hierarchical folder structure to store and share files

  • Search for files using a powerful search facility including indexed content search

  • Asite Upload Manager can be used to share the documents created by a user with other members of the project

  • Notify project team members of the files created by the user

  • Manage revisions of files and track interactions with the files in an extensive audit trail

  • View files of different file formats within the Asite File Viewer without needing the native software (including all major CAD / CAM formats)

  • Collaboratively review and markup documents

  • Track additional information regarding files such as titles, purpose of issue, and status

Click on a relevant link below to access detailed help:

  1. Files Navigation

  2. Searching Files

    1. Overview

    2. Create Filter

    3. Edit Filter

    4. Filter Options for Custom Attributes

    5. Share Filter

  3. Folder Options on a Project

    1. Create a Parent Folder

    2. Create a Subfolder

    3. Edit a Folder

    4. Reactivate a Folder

    5. View Permissions on a Folder

    6. Copy a Folder Structure

    7. Move a Folder

  4. Folder Options on a Project Template

    1. Create a Parent Folder

    2. Create a Subfolder

    3. Edit a Folder

    4. Reactivate a Folder

    5. View Permissions on a Folder

  5. Publish File on a Project

    1. Upload a File using the 'Drag and Drop' Option

    2. Create a File from a File Template using aSync

    3. Upload a File via the 'Simple Upload' Option

    4. Upload a Revision of an Existing File

    5. Upload and Distribute a File (in parallel)

    6. Upload Files in Bulk via MS Excel Plug-in

    7. Upload a File with Attribute Details fetched automatically

    8. Two-Way Automatic Synchronization of Files

    9. Upload a File with Attribute Details

      1. Overview

      2. From User Interface

      3. Via Import from Excel

    10. Upload Files as a Folder in a Project

      1. Upload a File Folder as a Parent Folder on a Project

      2. Upload a File Folder as a Subfolder on a Project

  6. Working with Files

    1. Flag a File

    2. Change the Status of a File

    3. Assign/Remove Visibility

    4. Start Workflow on Files

    5. Compare Files

    6. Distribute Files

    7. Link Files

    8. Copy Files

    9. Move Files

    10. Delete Files

    11. Batch Processing

    12. Associate a File and Create a Form

    13. aMessage/Review Options on Files

      1. Start a Discussion

      2. No Comment

      3. Create a Review on File

    14. Editing Files or its Attributes, Editing Secondary Files

      1. Edit File Locally

      2. Edit File using Microsoft Office for the Web

      3. Edit File Attributes

      4. Add/Replace Secondary File

    15. Sharing Asite File Link

      1. With Users having access to File on Asite

      2. With Users not having access to File on Asite

    16. Check-In / Check-Out options

      1. Check-In and Check-Out Files

      2. Undo File Check Out

    17. Deactivate/Reactivate Files or Placeholders

      1. Deactivate

      2. Reactivate

    18. Watching Files

      1. Overview

      2. Start Watching

      3. Stop Watching

      4. Edit Watch Settings

    19. Tasks on Files

      1. Understanding File Tasks

      2. Completing File Tasks

      3. Clear File Tasks

      4. Delegate File Tasks

      5. Deactivate File Tasks

      6. Reactivate File Tasks

    20. Locking/Unlocking File Activities

      1. Overview

      2. Lock Activities on Files

      3. Unlock Activities on Files

    21. Download/Print Files, Export Options in Files Listing

      1. Download Files

      2. Export Files List in MS Excel

      3. Print Files

  7. Working with Placeholders

    1. Publish Placeholder

    2. Create New Placeholder

    3. Create a Placeholder for Revision

  8. Working with 3D Model Files

    1. 3D Files

    2. Upload 3D Files

    3. Uploading Assembly / Product Files and its Part Files

    4. Viewing Assembly Files and Part Files

    5. Create a Federated Model

    6. Model Options

  9. Watching File Folders

    1. Overview

    2. Start Watching

    3. Stop Watching

    4. Edit Watch Settings

  10. Additional Listing Views (in the 'Files' tab)

    1. Overview

    2. Distribution View

    3. View File Distribution

    4. Distribution Batch Processing

    5. Comments View

    6. View File Comments

    7. Comment Associations

    8. Associate a Comment and Create a Form

    9. Associate a Review Comment and Create a Form

    10. Comments Batch Processing

  11. Right Click Options (in the 'Files' tab)

    1. Overview

    2. On a Project (from the folder tree)

    3. On a Project Template (from the folder tree)

    4. On a Folder in a Project (from the folder tree)

    5. On a File

    6. On a File Distribution

    7. On a File aMessage

    8. On a File Review

  12. Integration Options for Files

    1. Asite + Microsoft Office for the Web Integration
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Next Article: Files Navigation

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