Users on Asite can quickly create files by using File Templates. File Templates are previously created files saved as reusable templates. Anyone with the required privilege, folder and file template access can create files using these templates.
Prerequisites
Before creating a file from a template, the following conditions must be met:
Condition | Requirement |
Role Privilege | User must have the Can Create Files from Document Templates privilege. |
Required Apps/Subscriptions | User must have an active subscription for the aDrive Desktop app and have it installed on their PC. |
Folder Permissions | User must have one of the following permissions on the folder where the file will be published:
To learn more about these folder permissions, click here.
[NOTE: Folder-level permissions defined at the Default or Role level can be overridden by user-level permissions.] |
Permission on File Template | The user must have permission on the specific file template. |
NOTE: Only Organisation-level Admins authorised by Asite can add and access templates. They are the ones who can grant other users access to the file templates. To access File Templates in the Admin tab, please contact Asite support.
How Do I Create a File from an Existing File Template using aDrive?
Select the required Project.
Navigate to the Files tab.
Select the folder where you want to create the file.
Click Upload and select Create File from the dropdown.
A pop-up displaying all the available File Templates will appear.
By default, the file templates are displayed in a list format. However, you can switch to a thumbnail view by clicking the thumbnail icon
at the top right corner (the icon's appearance changes based on the current view).
Search for the required file template by entering its name into the search bar.
Click the chosen file template, and in the pop-up, select between downloading the aDrive Desktop installer or logging in to the aDrive Desktop app if it's already installed.
If you choose to download the app, follow the steps for installation.
When logging in to the aDrive Desktop app, a browser prompt will appear asking to open aDrive. Click Open and enter your credentials.
When logged in, the chosen template will appear in the aDrive Desktop app. Click the Edit icon to open it and start editing.
Once editing is complete, check Publish a File via aDrive Desktop to finalise creating a file from a template.
TIP: You can download any file templates by clicking the file icon 
next to it.
