Pre-requisites:
Permission as mentioned below, on the project folder in which a 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).
Role Privilege as mentioned below, on the project folder in which a file is to be distributed:
To distribute a file, the 'Allow Custom Distribution - Own Org' and/or 'Allow Custom Distribution - All Org' (as applicable) privileges must be assigned to you, your organization, or a user group in which you are a member.
Activity Locks as mentioned below, on the file which is to be distributed.
'File Distribution' activity shouldn't be locked.
Below are the steps for uploading and distributing a file in parallel:
1. To upload files with distribution, you need to select the project and destination folder.
2. On the file listing area, click on the 'Upload' dropdown at the top right and select 'Files' to upload files to Asite. This option validates your permission to upload new files to the folder.
3. A layered page will appear.
4. Select the files by dragging the required files to the area or click the 'Select Files' button to browse and select the required files.
Upload of file revisions may depend upon whether the 'Revision Upload' activity is locked or unlocked for the existing file (with the same document reference). While uploading multiple files at a time, the files that have the 'Revision Upload' file activity locked will be filtered out automatically.
5. To distribute files, click on the icon. The upload window expands and displays a section with 'To' and 'Subject' fields. 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.
Click in the 'To' box to see a list of users, roles, or distribution groups from which you can add a recipient name for distribution. Type in the initial characters of the user, role, or distribution group to get auto-suggestions based on the same.
To expand distribution groups or roles and find the users in them, click on the icon that will appear upon mouse over the concerned distribution group or role name.
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 by selecting the object.
By default, the 'For Information' task associates with all the users added in the 'To' textbox. In the 'For Information' task. It is not mandatory to select a task due date while assigning a 'For Information' task.
To change the task, click on the name of the specific user for whom the task needs to be changed. You can select the task from the dropdown as well as select the expected date to complete the tasks from the calendar.
The yellow color on the envelope icon () indicates email notification will be sent for selected file distribution. Click on it to avoid sending email notifications if required, which would change the icon color to grey.
Click the icon to give other tasks to the same user. You can do this for individual users as well as users in a particular distribution group or role.
Click the icon corresponding to the name of selected distribution groups, users, roles, or organizations to remove them from distribution.
Subject - Enter the notes for tasks assigned and click 'Close' to close the tasks window.
Once done, click on the icon again to close the distribution screen.
6. Enter attribute details as required then click on 'Upload' to start upload with distribution.
7. The activity center displays the progress of file uploads. The activity center screen automatically closes once all the files are uploaded successfully.
Check: FAQs
Related Articles: Upload a Files with Attribute Details Overview, Auto-Fetch Attributes Rule
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