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:
To edit attributes of a file, the 'Assign Document Metadata' privilege must be assigned to your role on the project in which the required file belongs OR
'Admin' permission on the folder where the required file belongs OR
You need to be a publisher of the file for which the attribute needs editing.
Additionally, the below conditions should be satisfied for the files on which the attribute needs editing:
The file must be active in the project folder in which it is located.
The 'Edit Attribute' activity shouldn't be locked on the file revision for which attribute needs editing.
Limitations:
The file shouldn't have a running workflow or a system task that restricts the editing of file attributes.
Editing of file attributes is not allowed in projects with 'Archived' status.
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.
Click here to understand system attributes for files. These include the 'Doc Ref', 'Rev', 'Doc Title', 'Purpose of Issue', 'Status', 'Publish as Private', 'Rev Notes', and 'Upload Secondary File'.
Depending on the configurable attributes the project administrator defines for the selected folder, you may need to provide additional details while editing the attributes of files in that folder. If you are a project administrator, you can click here to understand how to manage configurable attributes.
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. To understand how to apply attributes to files in bulk (if needed), click here.
7. Once done, click 'Assign Attributes' to confirm all changes. Your file attributes will be updated and displayed in the file listing area.
Related Articles: Watch Files, Status Change
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