When publishing files on Asite, you can assign attributes based on the configuration of the selected project folder.
These attributes help categorise files, making it easier to locate them through filtered searches.
EXAMPLE: If a file's Status attribute is set to Approved, you can apply a filter in the Files tab to display all files marked as Approved.
Prerequisites
Permissions and Privileges
To edit file attributes, users must have access to the file and meet one of the following requirements:
Permission/ Privilege | Description |
Admin permission | User has Admin permission on the folder. |
Publisher of the file | User is the publisher of the file whose attributes need editing. |
Assign Document Metadata (privilege) | Users hold this privilege, allowing editing of file attributes. |
Conditions Required to Edit File Attributes
Condition | Requirement |
File Status | The file must be active within its project folder. |
Activity Lock | The file must not have an activity lock on Edit Attribute. |
Workflow/ Task State | The file must not be associated with an active workflow or system task that prevents revision publishing. |
How Do I Edit File Attributes?
Select the required Project.
Navigate to the Files tab.
Select the file whose attributes you want to edit.
Click the More Options icon (top-right).
Select Edit Attributes.
In the pop-up window, update the desired attribute fields.
Click Assign Attributes to confirm changes.
TIP: You can also edit file attributes by right-clicking the selected file and hovering over Edit > Attributes.
System Attributes
System Attribute | Description |
Doc Ref | Displays the document reference number assigned to the file. |
Rev | Indicates the current revision of the file. |
Doc Title | Displays the document title as defined by the user. |
Purpose of Issue | Specifies the reason for the file's publication. |
Publish as Private | Marks the file as private, restricting its visibility. |
Rev Notes | Allows you to add notes related to the file revision. |
File Association | Displays associated files. |
NOTE: Project administrators can define custom attributes in addition to system ones. These will appear in the same pop-up and can also be edited.
Linked Files
For files linked from other folders, you can:
Change the Link Type between Static and Dynamic using the Link Type field.
Select Update the status for Static and Dynamic links to update attribute changes across all linked files.
NOTE: This option will only appear for files linked within the same project.
Related Articles: Watch Files, Status Change