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Using MS Excel Plugin

Using MS Excel Plugin

This article helps you understand how to use Asite's plugin for MS Excel.

Updated over 2 weeks ago

Users on Asite can upload revisions of MS Excel files directly to Asite using the MS Office plug-ins.

  • Asite Navigator, the desktop application of Asite, must be installed on the user's machine.

1. Once the MS Excel plug-in is installed, you will see the add-in when you view a file in the MS Excel application. Select 'Ask' from the dropdown list.

2. By selecting 'Ask' system will ask you to save the revised document on Asite.

  • Selecting the 'Always' option will skip the above step, and the following pop-up window for selecting a project appears.

3. By clicking 'Yes', the system will open a new pop-up for Asite Navigator. Select the appropriate project.

4. Select the appropriate folder from the selected project. Click on 'Select Folder'.

5. Key in the required attributes for this document, like document title and revision number.

6. Click 'Set Distribution' to distribute this document to other users, and click 'Upload'.

7. The published document is accessible from Asite Navigator and Asite Web.

8. Each time you edit and save a document, associated options will be displayed based on your choice of 'Ask' or 'Always'.



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