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Publish Files in Bulk via MS Excel Plug-in
Publish Files in Bulk via MS Excel Plug-in

This article describes publishing files in bulk through the Asite MS Excel plug-in.

Updated this week

Users on Asite can publish files in bulk directly to Asite using the MS Excel plug-in.

1. Open the MS Excel file and in the Asite tab select the 'Never' option for 'Save to Asite'.

  • To use the 'Save to Asite' feature instead of bulk upload, click here for more help on the MS Excel plug-in (Navigator).

2. Click the 'User Login' option and provide the login credentials.

3. Click the 'Select Workspace' button next to 'User Login' and select the desired project.

4. Define the file naming convention for files to be published. Click 'Add' for the new field and then click 'Modify' and 'Remove' to modify and remove respectively.

Existing naming conventions are visible after clicking 'Naming Convention', and if there are no existing conventions create a new one.

5. Selecting files, click 'Add Files' or 'Add Folder'. 'Add Files' allows you to select files to be published from your device. 'Add Folder' lets you choose a folder on your device containing files to be published.

The files should be named based on the naming convention selected. Click 'Add Files'/'Add Folder', and select the files/folder containing files to be published.

6. File attributes will be auto-selected and captured in the Excel sheet.

7. Click on 'Retrieve Metadata' to retrieve the metadata of selected files from their previous revisions already published to Asite.

If there is no default folder selected, please select one. Default folders can be different for files or the same folder can be applied to all files.

8. Click on 'Prepare Upload' to prepare an MS Excel file for publishing. Once prepared, the system will prompt you with the file location on your device.

9. Log in to the Asite Web Application and in the 'Files' tab, navigate to the project and folder selected in Excel described above.

10. On the files listing area, click the 'Upload' dropdown at the top right and select 'Files' to publish files to Asite. This option validates your permission to publish new files to the selected folder.

11. The listing page displays a page with an 'Upload' window.

12. Select the files to be published and drag them to the 'Drag Files Here' area or click the 'Select Files' button to browse and select required files.

Publishing of file revisions may depend upon whether the 'Revision Upload' activity is locked or unlocked for the existing file (with the same doc ref). While publishing multiple files, the files with the 'Revision Upload' file activity locked will be removed automatically.

13. Click on the icon to download the MS Excel template for importing file attribute details and save it on your computer.

14. Open the downloaded Excel template file. The first sheet of the Excel file shows 'Notes' which gives important information about publishing files.

15. Capture the required details of the files to be published in the second sheet - named 'Import-Data' and save the file.

16. Return to the file publishing screen of Asite.

17. Click the icon to publish the updated MS Excel file. The 'Import from Excel' screen will appear.

18. Drag and drop the updated MS Excel file or click 'Browse' to select the file manually. Once done, click 'Import' to continue.

19. Details of the files captured in the Excel sheet are updated on the user interface. Click on 'Select Files' to modify the file selection if required. You can also edit the file attribute details directly from the user interface at this step.

20. Click on 'Upload' to publish files with attributes.

21. The activity centre displays the progress of file uploads. The activity centre screen automatically closes once all the files are published successfully.

22. In case, selected files already exist in the folder all the attributes will be automatically pre-populated. The attributes will be included in the publishing of the revision.


Check: FAQs


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