File Templates

This article helps you understand how to upload and manage your file templates on Asite.

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Add a File Template

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

Client administrators having required system level privilege can manage file templates from 'Admin' tab in Asite, including adding new file templates. To get this privilege, contact your Asite Professional Services Consultant / drop an email to Asite Support.

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

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

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

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

4. The 'File Upload' window will appear. Browse and select the files required to upload as file template (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 movement of green bar below the thumbnail image of file template getting uploaded. Here, you can also edit the file name for selected file template on Asite as well as select users and organizations for giving permissions on the file template being uploaded.

File Name - Edit the file name to help identify particular file template later in the listing area.

Tags - Enter a label for tagging as required. Tags let you group your file templates together, manually. Files templates having a tag can be easily searched based on the tags applied to them.

If adding multiple file templates at once, use the 'Apply to All' option at top to apply same tag to all the file templates which are being uploaded.

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

Upload a Template Revision

Client administrators having required system level privilege can manage file templates from 'Admin' tab in Asite, including uploading a revision on an existing file template. To get this privilege, contact your Asite Professional Services Consultant / drop an email to Asite Support.

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

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

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

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

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

5. On the next screen, you can track the progress of file upload by seeing movement of green bar below the thumbnail image of file template revision getting uploaded. Here, you cannot edit the file name; however, you can select users and organizations for giving permissions on the file template being uploaded.

File Name - Helps identify the file template in the file templates listing area. This cannot be edited when you are uploading a revision on an existing file template.

Tags - Add new tag label or remove existing tab label as required. Tags let you group your file templates together, manually. Files templates having a tag can be easily searched based on the tags applied to them.

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 selected under 'Permission' field (See also how to manage access on file template to change permissions on file template later after upload as required).

Download an existing Template

Client administrators having required system level privilege can manage file templates from 'Admin' tab in Asite, including downloading an existing file template. To get this privilege, contact your Asite Professional Services Consultant / drop an email to Asite Support.

Below are the steps describing how to download an existing file template.

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

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

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

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

5. The selected file template is downloaded to your local device storage as per relevant web browser configuration.

Manage Access on File Template

Client administrators having required system level privilege can manage file templates from 'Admin' tab in Asite, including managing access on an existing file template. To get this privilege, contact your Asite Professional Services Consultant / drop an email to Asite Support.

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

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

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

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

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

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

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



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