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File templates allow you to prepare a library of templates, which can be used by anyone having access to a project folder to quickly edit and create new files keeping the template design as the base design of the file.

Client administrators with the required system-level privilege can manage file templates from the 'Admin' tab in Asite, including adding new file templates. Contact your Asite Professional Services Consultant or email us to get this privilege.

Below are the steps to add or upload file templates. Currently, file templates are supported when uploaded in the '.DOCX', '.XLSX', or '.PPTX' file formats.

1. Navigate to the 'Admin' tab and click 'File Templates'.

2. You can view the file templates listing page which displays details of any existing file templates in your organization.

3. Click the 'Add File Templates' button to add new templates.

4. The 'File Upload' window will appear. Browse and select the files required to upload as file templates (in '.DOCX', '.XLSX' or '.PPTX' file format), then click 'Open' to continue.

5. On the next screen, you can track the progress of file upload by seeing the movement of the green bar below the thumbnail image of the file template selected for upload. Here, you can edit the file name for the selected file template on Asite and select users and organizations to give permissions on the file template under publishing.

File Name - Enter a name to help identify the selected file template later in the listing area.

Tags - Enter a tag for the selected file template. Tags let you group your file templates manually. File templates with a tag can be easily searched by applying a filter.

If adding multiple file templates at once, use the 'Apply to All' option at the top to apply the same tag to all the file templates selected for upload.

6. Click 'Save' to complete adding the selected file as a file template on Asite. The saved file template will be accessible to users and organizations as chosen under the 'Permission' field (See also how to manage access on file template to change permissions on file template later after upload if required).

Client administrators with the required system-level privilege can manage file templates from the 'Admin' tab in Asite, including uploading a revision to an existing file template. Contact your Asite Professional Services Consultant or email us to get this privilege.

Below are the steps to upload a revision of an existing file template. Currently, file templates are supported when uploaded in '.DOCX', '.XLSX', or '.PPTX' file formats.

1. Navigate to the 'Admin' tab and click 'File Templates'.

2. You can view the file templates listing page which displays details of any existing file templates in your organization.

3. Click the 'More Options' menu icon with three dots available opposite the template record in the listing then click 'New Revision' to upload a revision on the selected file template.

4. The 'File Upload' window will appear. Browse and select the file required to upload as the next revision of the selected file template (in '.DOCX', '.XLSX', or '.PPTX' file format), then click 'Open' to continue. Only a single file can be selected at a time for upload as a revision of the file template.

5. On the next screen, you can track the progress of file upload by seeing the movement of the green bar below the thumbnail image of the file template revision under publishing. You cannot edit the file name. However, you can select users and organizations to give permission.

File Name - To identify the file template in the file templates listing area. It cannot be edited when uploading a revision to an existing file template.

Tags - Add a new tag label or remove the existing tab label as required. Tags let you group your file templates. File templates with a tag can be easily searched by applying a filter.

6. Click 'Save' to complete uploading the selected file as a file template revision on Asite. The saved file template will be accessible to users and organizations as chosen under the 'Permission' field (See also how to manage access on file template to change permissions on file template later after upload as required).

Client administrators with the required system-level privilege can manage file templates from the 'Admin' tab in Asite, including downloading an existing file template. Contact your Asite Professional Services Consultant or email us to get this privilege.

Below are the steps to download an existing file template.

1. Navigate to the 'Admin' tab and click 'File Templates'.

2. You can view the file templates listing page which displays details of any existing file templates in your organization. Switch from 'List View' to 'Thumb View' or vice versa by clicking the relevant icon at the top right.

3. Use the keyword search option to find the file template to download, if required.

4. Click the 'More Options' menu icon with three dots opposite the template record in the listing which you need to download. From the 'More Options' menu, click 'Download' to download the selected file template.

5. The selected file template is downloaded to your local device storage depending on your web browser configuration.

Client administrators with the required system-level privilege can manage file templates from the 'Admin' tab in Asite, including managing access to an existing file template. Contact your Asite Professional Services Consultant or email us to get this privilege.

Below are the steps to manage access on an existing file template.

1. Navigate to the 'Admin' tab and click 'File Templates'.

2. You can view the file templates listing page which displays details of any existing file templates in your organization. Switch from 'List View' to 'Thumb View' or vice versa by clicking the relevant icon at the top right.

3. Use the keyword search option to find the file template to download, if required.

4. Click the 'More Options' menu icon with three dots opposite the template record in the listing for which you need to define permissions. From the 'More Options' menu, click 'Settings' to select users and organizations to give permissions on the selected file template.

5. On the next screen, you can select users and organizations to give permissions on the selected file template under the 'Permission' field.

6. Click 'Save' to complete updating access on the selected file template. The saved file template will be accessible to users and organizations as chosen under the 'Permission' field.

Click here to understand how to create a file from a file template using aSync.