When publishing a file on Asite, you can assign various attributes to it. These attributes help you search for information based on those criteria.

For example, you can assign a 'status' to a file as 'Approved' or a 'purpose of issue' as 'For Review'. Based on the assigned value of status or purpose of issue of the file, you can apply a search filter in your files listing anytime later and find out how many files match the 'Approved' status and the 'For Review' purpose of issue. Similarly, you can use any configurable attributes applicable to your files in the selected project folder.

Pre-requisites:

Apart from the required access to files for which the attribute needs editing, you need to have the required role privileges and permissions to edit attributes of those files as mentioned below:

Additionally, the below conditions should be satisfied for the files on which the attribute needs editing:

Limitations:

Following are the steps to update attributes of files:

1. Select the project folder under the 'Files' tab.

2. Select files to edit attributes and click 'More Options' to select the 'Edit Attributes' button.

3. Click the 'Edit Attributes' button. It populates a layered screen with the name 'Edit Attributes'.

4. Edit file details as required. You can edit the file's document reference (doc ref), revision number, document title, revision notes, and other file metadata as applicable. Along with this, you can assign a new purpose of issue to the file and change the privacy of the file using the 'Mark as Private' option as required.

If the file is public, you can select the 'Mark as Private' box to make the file private. Similarly, if the file is private, you can unselect the 'Mark as Private' box to make the file public. A private file can only be accessed by:
(a) file publisher and
(b) folder administrator and
(c) users to whom the file was distributed and
(d) users to whom file visibility was specifically assigned

5. Select the checkbox for 'Update the status for Static and Dynamic links' to update the attributes of all the file links within the project.

6. By clicking the icon, you can apply value to a particular attribute through the 'bulk apply' option.

To apply values in bulk for a specific field (like Doc Ref), go to the column header in the bulk apply section. Enter your desired value and click the down arrow icon next to that column header.

To remove values in bulk from a field, go to the relevant column header, leave the value blank, and click the corresponding down arrow icon.

If you want to apply values in bulk to multiple columns at once, check each relevant column header in the bulk apply section, enter the needed values, and click the 'Apply to All' option at the top left.

To remove values in bulk from several columns simultaneously, go to each column header, leave the values blank, and then click the 'Apply to All' option at the top left. Remember, applying values in bulk does not overwrite any existing values in the selected files. If needed, remove those existing values first and then apply new values in bulk.

7. Click on 'Assign Attributes' to confirm all changes. Your file attributes will be updated and displayed in the file listing area.