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Files Navigation

This article will explain how to work with Files within a Project.

The Files tab is the central workspace for managing Project documents. From here, you can Publish and Revise Files, Share Documents with teams, complete file-related tasks, and collaborate with other users.
It also helps ensure everyone is working with the latest approved version of a File.

Accessing Files Under the Files Tab

  • The Folder tree on the left displays all Project Folders and Subfolders.

  • Select a Folder to view the Files it contains.

  • The selected Folder's Files are displayed in a list, with File Metadata shown in separate columns.

NOTE:

  • If no Project Filter is applied, the Files tab displays Files from your Favourite Projects by default.

  • All assigned tasks on files are displayed in a collapsible pane on the right side of the Files listing, along with the task time. The pane can be collapsed when not required.

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File Navigation Options

Bottom Bar

The bottom bar provides options to customise how Files are displayed within the Files tab.

Name

Function

Maximise Icon

Expands the Files tab to provide more viewing space. Select it again to return to the default view.

Customise Button

Choose which Metadata columns are displayed in the File list to suit working preferences. To learn more about this option, click here.

Show Button

Select how many Files are displayed on each page.

TIP: Column headers can be dragged and reordered to arrange them in your preferred order.

File Settings

Right-click a File to access additional actions and management options.

Name

Function

Sub-Options

New

Create a new item related to the selected file.

  1. Revision :

    Publish a new revision of the selected File.

  2. Start a Discussion :

    Start an aMessages discussion related to the File (based on role privilege).

  3. No Comment :

    Complete a For Comment task without adding comments.

  4. Project Form :

    Create a new App (form) associated with the selected file.

  5. Placeholder :

    Create a Placeholder record for a File that will be published later.

  6. Create Model :

    Upload a new 3D model to the project.

NOTE: Create Model is applicable to Model Files and available only when BIM is enabled for the Project.

Flag

Mark the selected File with a High, Medium, or Low priority to indicate its urgency.

N/A

Edit

Edit the selected File or modify its associated information.

  1. Edit File Locally :

    Edit the File using aDrive Desktop.

  2. Attributes :

    Update File Metadata, such as Purpose of Issue, Status, or Document Title, etc.

  3. Secondary File :

    Add or replace a Secondary File associated with the Primary File.

  4. Status :

    Change a file's status from the dropdown, add a reason, and save.

  5. Customise Status :

    Create or Edit File Status values available in the Project.

  6. Start Association : Associate the selected File with another File (permission required). For more information on File Association, click here.

View

View the selected file(s).

N/A

Download

Download selected files.

N/A

Start Workflow

Start a workflow on any Files you have access to.

N/A

Checkout

Lock the file to prevent other users from making edits.

N/A

Compare

Compare two selected files opened in the same viewer, displayed next to each other.

N/A

Share

Choose between Distributing a File, Sharing an Asite File Link or Copy Direct Link.

  1. Distribute Files :

    Distribute files to different users, user groups, roles, or users from different organisations.

    Click here for detailed help on distributing files.

  2. Share Asite File Link :

    Share the Public or Private Link of a selected File(s) with other users.

  3. Copy Direct link: Copy Direct Link of the selected File.

More Options

Choose between Associations, Deactivate or Reactivate a file.

  1. Associations :

    Download attachments or view association(s) on a selected File(s).

  2. Deactivate/Reactivate Files :

    Deactivate or reactivate selected files.

Start Watching

Monitor different activities performed on selected File(s), including:

  • Revision Upload

  • Distribution

  • Status Change

  • Discussions

  • Associations

N/A

Link Files

Link selected File(s) from one Folder to another within a Project or across different Projects. To learn more about how to link files, click here.

NOTE: Users must have the respective File, Folder and Project access.

N/A

History

View the history of the selected File.

Available Options:

  • All: See all the history the File.

  • Distribution: View Distribution history of the File.

  • Revision: View Revision history of the File.

  • Status: View Status update history of the File.

Copy

Copy files within the same project or between projects that share the same cloud location.

N/A

Move Files

Move selected File(s) to other accessible folders within a project.

N/A

Tasks

Complete different tasks assigned to a file.

Options available:

For more details on assignable tasks, check Completing Tasks on Files or Placeholders.

  1. For Information:

    (Available for bulk selection).

  2. For Acknowledgement:

    (Available for bulk selection).

  3. For Comment Coordination: (Not available for bulk selection).

  4. For Comment Incorporation

    (Not available for bulk selection).

  5. For Action :

    (Available for bulk selection).

Activity Locks

Restrict specific actions on the selected File, such as Editing Attributes, Publishing Revisions, or Changing its Status.

N/A

Save as PDF

Download and save the selected File as a PDF on the local device.

N/A

Print File

Print the selected File.

Check FAQs on Files here

Related Articles - How to publish Files, Edit File Attributes

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