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Right-click Options on a File

This article helps you understand the right-click options on a file in the listing view under 'Files' tab.

  1. New
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    1. Revision - To publish new revisions of selected file records.
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    2. Create Review - To create a review on selected files. This option is only available for projects where the 'Enable Comment Review' setting is enabled.
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    3. Start a Discussion - To start a discussion on selected files.
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    4. No Comment - To create 'No Comment' on selected files.
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    5. Project Form - To create a new app by associating selected files.
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    6. Placeholder - To create a new placeholder on selected files.
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    7. Create Model - To create a new federated model on the selected project by including the chosen model files.
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  2. Flag - To flag selected files as 'High', 'Medium', and 'Low'. It also allows you to clear existing flags on selected files.
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  3. Edit
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    1. Edit File Locally - To edit a file using the aDrive Desktop app.
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    2. Edit in Microsoft Office for the Web - To edit a file using the relevant Microsoft Office application for the web.
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    3. Attributes - To edit the attributes of selected files.
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    4. Secondary File - To add a new secondary file or replace the existing secondary file of the selected file.
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    5. Status - To change the status of selected files.
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    6. Customise Status - To format the selected file status.
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    7. Start Association - To associate the selected files with another existing file.
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  4. View - To view the selected file in Asite Viewer.
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  5. Download Files - To download selected files.
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  6. Visibility - To assign visibility or remove existing visibility (if already defined) on the selected file.
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  7. Start Workflow - To start a workflow on the selected file.
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  8. Checkout - To check out the selected files.
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  9. Undo Checkout - To undo checkout on selected files.
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  10. Compare
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    1. Files - To compare two selected files side by side.
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  11. Share
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    1. Distribute - To distribute selected files to your project team members.
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    2. Share Asite File Link - To share public or private links of selected files with other users.
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  12. More Options
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    1. Associations - To download the attachments and view associations of selected files (opens in file viewer as a new browser tab).
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    2. Deactivate Files - To deactivate selected files.
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    3. Reactivate Files - To reactivate selected files.
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  13. History - To view distribution, revision, and status history information of selected files (opens in file viewer as a new browser tab).
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  14. Copy
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    1. File(s) - To copy selected files.
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    2. Name - To copy the file name with extensions.
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    3. Location - To copy the file location, which includes the project name, the parent folder and subfolder names as applicable, and the file name with extension.
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  15. Start Watching - To start watching the selected file.
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  16. Watch
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    1. Stop Watching - To stop watching the selected file.
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    2. Edit Settings - To edit the watch configuration of the selected file.
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  17. Link Files - Link selected files to other folders in the same or other projects as per the project filter applied.
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  18. Move Files - To move selected files to other folders within the same project.
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  19. Tasks
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    1. For Information - To complete the 'For Information' task in bulk on all selected files (as applicable) in one click.
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    2. For Acknowledgement - To complete the 'For Acknowledgement' in bulk on all selected files (as applicable) in one click.
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    3. For Comment Coordination - This task type is currently not supported for bulk operation.
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    4. For Comment Incorporation - This task type is currently not supported for bulk operation.
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    5. For Action - To complete batch tasks 'For Action' on all selected files (as applicable) in one click.
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  20. Activity Locks - To lock or unlock key activities on selected files.
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  21. Save as PDF - Download selected files, including markups and save them to your local folder in PDF file format. This is currently supported for all file formats supported in Universal Web Viewer.
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  22. Print File - To print selected files, including comments and markups, as required.

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