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Open and View a File in Viewer
Open and View a File in Viewer

This article helps you understand how to open and view a file in Asite File Viewer.

Updated over a month ago

All 2D files accessible to you on Asite can be viewed using the Asite's 2D file viewer.

Pre-requisites:

Apart from the required access or visibility as applicable on the file which is to be viewed, you need to have:

  1. Permission as mentioned below on the project folder where required file to view is located:

    1. 'View Only' or above permission assigned to your role.

Below are the steps to open and view a file in file viewer:

1. In 'Files' area, navigate to the project where a file is to be viewed. Next, navigate to the folder where the file is located.

2. A list of existing files under selected folder, if any, will appear at the right side.

3. To view a file, click on a document reference (Doc Ref) or a document title (Doc Title) or file name. The selected file will open for viewing in a new browser tab. By default, the latest file revision will appear while viewing.

2. File viewer displays relevant details of the opened file. Details include document

reference, status, incomplete tasks, revision number, published date and document

title.

Click on a relevant topic below (based on the corresponding section number as highlighted in above screenshot) to understand how to use each of the available options within the file viewer:

  1. Doc Ref - To view document reference of the file open in viewer.
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  2. Status Change - To change status of the file open in viewer.
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  3. File Tasks - To view and complete your pending tasks on the file revision open in viewer.
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  4. View Superseded Revisions - To view superseded revisions i.e. all the previous revisions on the file revision open in viewer.
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  5. Doc Title - To view document title of the file open in viewer.
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  6. ​Download & Download Preferences - To download the file revision open in viewer, by setting specific download preferences.
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  7. ​aMessages - To view ongoing discussions on the file revision open in viewer, or create a new discussion if required.
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  8. Start Meeting - To start a meeting based on the file open in viewer using Zoom, Microsoft Teams or Google Meet.
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  9. More Options - To access more options menu specific to the file open in viewer. It can include different options as mentioned below:

    1. Share

      1. Distribute File - To distribute file open in viewer.

      2. Share Link - To share a link to the file open in viewer.

    2. New

      1. Edit Attributes - To edit attributes on the file open in viewer.

      2. Edit in Microsoft Office for the web - To edit the file open in viewer, via Microsoft Office for the web (for supported file formats only).

      3. New Form - To create a new form by associating the file open in viewer.

      4. New Revision - To upload a new revision on the file open in viewer.

      5. Start Workflow - To start workflow on the file open in viewer.

    3. Print

      1. Print File - To print the file open in viewer.

      2. Save as PDF - To save the file open in viewer as a PDF file (for viewer supported file formats only).

    4. More Info

      1. Attachments & Associations - To view any attachments & associations available on the file open in viewer.

        1. Associate Attachments & Associations & Create a Form - To associate any attachments & associations on the file open in viewer and create a new form.

      2. Compare File With - To compare the file revision open in viewer with its other revisions as applicable.

      3. Dashboard - To switch to your Asite dashboard.

      4. File Details - To view details available for the file revision open in viewer.

      5. History - To view audit history for the file revision open in viewer.

      6. Navigate to Folder - To navigate to project folder containing the file open in viewer.

      7. Start Watching / Stop Watching - To start or stop watching the file open in viewer.

      8. Workflows - To view workflow instances on the file open in viewer.

  10. (?) Help - To see all available help content related to viewing files.
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  11. Toggle side panel - To hide or show the side panel of viewer - that includes the thumbnails or outlines view.
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  12. View Controls - To access available options in view controls menu.
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  13. Pan - To scroll through / move around the file.
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  14. Zoom Level - To set zoom level - based on available fixed percentage options - or use other zoom related options like 'Fit to Width', 'Fit to Page' or 'Marquee Zoom' options from the menu as and when required.
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  15. Zoom Out - To zoom out of the file view.
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  16. Zoom In - To zoom in to the file view.
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  17. Page Navigation - To navigate to a specific page based on page number.
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  18. Access Markup Library - To view all markups added to markup library.
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  19. Markup Tools - The markup toolbar contains related groups of markup tools which can be used to create new markup or edit existing markups as applicable.
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  20. Select - To change selection mode.
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  21. View - To access available menu options related to measurement or markup as applicable. Available options include - View (default), Measure, Annotate, Shapes, Insert. Markup options (Annotate, Shapes, Insert) are only available while creating or editing markups.
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  22. Show/Hide - To hide/show markups on the file being viewed.
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  23. Menu - To access other menu items for the viewer which includes - Search Text, Settings (to set the language or theme for the viewer).
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Check: FAQs

Next Article: Change Status of a File open in Viewer

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