Users on Asite with required folder permissions can link files from one folder to another, and make it visible to users with access to that folder. Files can be linked between folders within the same project or across different projects.
The following lists the steps to link files (static link) into other folders:
If files need to be linked to another project, you need to include that particular target project in the project filter.
1. Select the project folder under the 'Files' tab to create a link. Next, choose files to be linked to another project folder.
2. Click 'More Options' and select 'Files', then select the 'Link Files' option.
3. Clicking the 'Link Files', the files listing page populates a layered page to select the target folder.
4. Files can be linked based on the projects accessible to you and the project filter applied. Choose the project and target folder to link the selected file and click 'Select'.
5. Click on the 'Link Type' dropdown and select the link type - 'Static' or 'Dynamic'. Drawing files with xRefs can only be linked as 'Static' within the same project.
[5a] Static Link - Select the link type as 'Static' if only the selected file revision needs to be linked to the target folder.
[5b] Dynamic Link - Select the link type as 'Dynamic' to link the selected file revision and the versions that may be published (in the future) based on 'Doc Ref'. To link superseded revisions, select the checkbox against 'Link Superseded Rev' (This option will populate only when selecting the 'Dynamic Link' link type).
Always - Set the dynamic link as 'Always' to link the selected file always as dynamic.
Status - Set the dynamic link as 'Status' to trigger a dynamic link automatically by changing the file status.
Select the operator as equal to ( = ) or not equal to ( ≠ ) and the status value from the dropdown. It allows you to select the status from the list of statuses that are accessible to you. To add one more condition for status, click on the icon and select the operator and status value. In the same way, you can add multiple status conditions to trigger dynamic links automatically.
6. The confirmation screen displays the names of files for linking. Select file attribute values in the projects where the files are being linked.
7. You can select the 'Bulk Apply' checkbox to apply the same attributes to multiple files.
8. Fill in all the mandatory values and click on the 'Apply To All' button to apply the entered values to all the attributes of selected files.
9. You can also apply value to a particular attribute through the 'bulk apply' option. By clicking the arrow icon, you can use the value entered in the header of an attribute column towards all the listed files.
10. Select recipients, task required, and task due date for individuals to receive files.
11. Select the 'Private' checkbox to publish the selected file as a private linked file into the target folder.
12. Click the 'Submit' button to link selected files to the new folder with the same issue number as the parent files.
If any selected files are greyed out, they cannot be linked. The error code identifies the reason from those listed below:
Error Code | Description |
LE | The file is already a link. |
DLE | A 'Dynamic Link' of the document already exists in the folder selected. |
DE | A file with the same filename/document reference already exists in the folder selected. |
ODSLE | An active 'Static link' to a file with the same name exists in the folder selected. |
AVL | All versions of the file are linked in the target folder. |
PH | Selected revision is a file placeholder, and so cannot be linked. |
FPERM | To link the selected file, you require 'View and Link', 'Publish and Link', or 'Admin' permission on the subfolder. |
Linking a file is considered the same as publishing a file in a new location. Due to audit purposes, we do not provide the functionality to unlink the files (once linked).
If you need to manage them separately and avoid confusion, you can move such linked files to a separate project folder. Click here to learn how to move files.
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