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Files Navigation

This article will explain how to work with files within a project.

Updated today

The Files tab acts as a central platform for publishing, sharing, viewing, and collaborating on files. It allows users to notify team members for various tasks, enabling easy follow-ups and always working with the latest versions of files.

Accessing Files Under the Files Tab

  • The folder tree on the left displays all project folders and subfolders. When you click on a folder, the Files tab updates to show the files inside it.

  • Files are displayed in a list format with metadata information in separate columns.

NOTE: If you haven’t applied any project filters, the Files tab will display files from your favourite projects by default.

File Navigation Options

Bottom Bar

Within the Files navigation, users can edit the appearance of their files using the options in the bottom bar.

The table below explains the available options in the bottom bar:

Name

Function

Maximise Icon

For a maximised view of the listed files, click the maximise icon. Select it again to return to a normal view.

Customise Button

Edit metadata columns as per your preference. To learn more about this option, click here.

Show Button

Set how many Files to display at once in your file listings.

TIP: You can further edit the columns via the column header by sliding them in your preferred order.

File Settings

Right-click a file to access its settings. Below is a list of available settings, along with a brief description of their uses.

Name

Function

Sub-Options

New

Choose between various sub-options:

  • Revision

  • Start a Discussion

  • No Comment

  • Project Form

  • Placeholder

  1. Revision :

    Publish a revision to any File you have access to.

  2. Start a Discussion :

    Start a discussion on a file via aMessages (availability is based on your role privilege).

  3. No Comment :

    If you are assigned a For Comment task on a file but have nothing to add, you can use the No Comment option.

  4. Project Form :

    Create a new App (form) by associating the selected file.

  5. Placeholder :

    Add a blank record (placeholder) for a file to be published later.

Create Model

Add a 3D model file to your project folder.

Prerequisites:

  • BIM must be enabled for the project.

  • This setting appears only when you right-click on a model file.

N/A

Flag

Set the priority on your files by flagging their urgency (high, medium, or low).

N/A

Edit

Edit your files using various editing options.

  1. Edit File Locally :

    Edit your files using aDrive Desktop.

  2. Attributes :

    Edit various attributes of a file, like Purpose of Issue, Status, Doc Title, etc.

  3. Secondary File :

    Add a secondary file to the selected primary file or replace the existing secondary file.

  4. Status :

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

  5. Customise Status :

    Create new file statuses or edit existing ones in your project.

  6. Start Association : Users granted this permission by the Asite System Administrator can associate one file with another. 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 or Sharing an Asite File 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 with other users.

More Options

Choose between Associations, Deactivate or Reactivate a file.

  1. Associations :

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

  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 files 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

  • Distribution

  • Revision

  • Status

Copy

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

N/A

Move Files

Move selected files to other folders you have access to within a project.

N/A

Tasks

Complete different tasks assigned to you on 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 actions on accessible files within a project, including editing attributes, publishing revisions, or changing their status.

N/A

Save as PDF

Download selected files and save them to your local folder.

N/A

Check FAQs on Files here

Related Articles - How to publish Files, Edit File Attributes

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