With Asite, users have the option to upload multiple revisions on any of the project files accessible to them.
Pre-requisites:
Apart from the required access or visibility as applicable on the file for which a revision is to be uploaded, you need to have:
Permission as mentioned below, on the project folder in which a revision of an existing file is to be uploaded:
To upload or publish files, 'Publish' or 'Publish & Link' or 'Admin' permission.
Folder permissions defined at the default level or the role level can be overridden. Click here for detailed help (See point 4).
Additionally, the below conditions should be satisfied for the file on which a revision is to be uploaded:
The file must be active in the project folder where it is located.
Activity lock status as mentioned below, on the latest active version of the file for which a revision is to be uploaded.
The 'Revision Upload' activity shouldn't be locked.
Checkout status as mentioned below, on the file for which a revision is to be uploaded.
The file shouldn't be checked out.
Limitations:
The file shouldn't have a running workflow or a system task that restricts the upload of new revisions.
A file revision cannot be uploaded on a static or dynamic file link (as it would already be linked to some other project folder).
Below are the steps for uploading a revision of an existing file:
1. First, select the project and destination folder containing the current version of the file on which a revision is to be uploaded.
2. On the file listing area, click on the 'Upload' dropdown at the top right and select 'Files' to upload files to Asite.
Alternately, find the concerned files using the search options and right-click on them, then select 'New' and then 'Revision'. It will allow you to directly select file revisions from your local network and then skip to step 4 below.
3. A popup screen will appear allowing you to select files for upload.
4. Select the file revision to be uploaded and drag it to the upload area or click the 'Select Files' button to browse and select required files.
There are two possible scenarios when you are uploading a file revision onto a project folder.
Scenario 1 - If the file is uploaded with the same name as the previous revision
This means that the file revision being uploaded has the same 'File Name' matching with its previously uploaded version. In such a scenario, the 'Doc Ref' value cannot be changed as the field will become non-editable as shown above. When entering a revision number in such cases, you will be able to mouse hover on the 'Rev' field and find the revision number of the previous file revision. You can then enter other necessary details and continue uploading the file revision. Click here for detailed help.
Scenario 2 - If the file is uploaded with a different name than the previous revision
This means that the file revision being uploaded has a different 'File Name' which does not match its previously uploaded version. In such a scenario, you can click on the icon to select an existing document reference from a list of files in the selected folder.
Here, you can find and select the file name as per the previously uploaded version, then click the 'Select' button at the bottom to confirm. Next, enter other necessary details on the 'Upload' screen including the revision number, and continue uploading the file revision. Click here for detailed help.
5. Additionally, you can also distribute the file being uploaded to other users and assign them tasks. Click here to understand how to distribute a file while uploading it.
If uploading and distributing a new revision of any file that was previously uploaded and distributed, you will see an icon opposite the 'To' field. Click on it to pre-populate the 'To' field with objects/users to whom the revision was shared previously.
To distribute files, click the icon. The upload window expands and displays a section with 'To' and 'Subject' fields. Click here for detailed help on how to upload files with distribution.
Note:
Selecting a distribution group, a role, or an organization is treated as an object, and when pre-populating them in any future case, they will be pre-populated as an entire object and not as individual recipients from the object.
When the project setting 'Enable Object level visibility of private information' is enabled, distributed objects (i.e. Distribution Groups/Roles/Organizations) will be automatically assigned visibility when the file is distributed using the object.
6. Click 'Upload' once done. If uploading multiple files at a time, the files that have the 'Revision Upload' activity locked will be filtered out automatically.
Check: FAQs
Next Article: Upload and Distribute a File (in parallel)