A1. The role you belong to does not have the required role privilege to perform the concerned action. To request access, please check with your Asite administrator. In case you already have the required privilege on the concerned project, the availability of certain options may depend on whether the selected task is completed, cleared, deactivated, or reactivated.

A1. From the 'Files' tab, right-click the project folder you want to mark

as a favourite and select 'Mark as Favourite'. Accordingly, to unmark a folder

as a favourite, right-click on the same folder again and select 'Remove as Favourite' when required.

A2. You can right-click on a folder and select 'Copy', then select 'Link' to copy a folder's link. If the folder configuration has 'Enable Public Links' and 'Set as Public' on, the link that gets copied will be a public link to the selected project folder. To include public sub-folders (if any) from the chosen project folder, select the option 'Inc. Public Sub-Folders'.

A1. This can happen in projects cloned from project templates and with the inheritance option turned on.

You can identify the project template from which the selected project was cloned and edit folders in that specific template.

Click here for detailed help on how to break the inheritance of workspace objects.

A2. No, breaking a folder's inheritance will require breaking the inheritance of dependent objects which can include folder permissions, workflow definitions, workflow system tasks, etc...

Suppose a change in folder configuration is specifically required on a project. In that case, you can create a new folder with the configuration needed for that project.

Suppose a similar configuration is required for the other projects. In that case, it is best to communicate the general configuration to the relevant project manager and update it directly on related project templates so that all projects can benefit from it.

A3. The 'Type' column in the 'Projects' area displays whether the corresponding record is an 'Independent' project, a 'Cloned' project, or a 'Template' i.e. a project template.

In the case of a 'Cloned' project, you can see the 'Cloned From' column corresponding to that particular project in the projects listing screen displaying the template name from which it was cloned.

If the required columns are not visible in the listing, see how to customize columns in a listing area.

A4. From the 'Files' tab, right-click on the project folder you want to mark

as a favourite and select 'Mark as Favourite'. Accordingly, to unmark a folder

as a favourite, right-click on the same folder again and select 'Remove as Favourite' when required.

A5. Yes, you can reactivate a project folder. Click here to learn how to reactivate a project folder once deactivated.

A6. No. A folder cannot be deleted once it is created. However, it can be deactivated if required (See how to deactivate a folder).

A7. You can right-click on a folder and select 'Copy', then select 'Link' to copy a folder's link. If the folder configuration has 'Enable Public Links' and 'Set as Public' on, the link that gets copied will be a public link to the selected project folder. To include public sub-folders (if any) from the chosen project folder, select the option 'Inc. Public Sub-Folders'.

A1. No. A folder can be moved within the same project only.

A1. You won't be able to publish a file if you don't have the required folder permission to publish files i.e. 'Publish', 'Publish & Link', or 'Admin' permission on the project folder selected.

A2. Yes, you can. Follow the steps mentioned in the help links below as required:

Publish a File Folder as a Parent Folder | Publish a File Folder as a Sub-Folder

A3. Yes; however, such a file will be considered a revision and not a separate file record. Each document reference is unique folder-wise, irrespective of the selected project.

A4. This is because the selected folder is configured to enter mandatory custom attribute details.

A5. Even if you don't share a document / assign tasks, all the administrators in the selected folder can still access your private documents.

A6. Though there can be multiple ways to manage this scenario, you may publish the file correctly with the same document reference as the next revision, but with the same revision number so that it can help you identify the correct revision. Next, you can deactivate the incorrect file revision with the matching revision number.

A7. No, there is no file size limit when publishing files on Asite. The time to upload a file depends on its size, internet connection availability, and the device from which it is uploaded.

A1. You won't be able to publish a file if you don't have the required folder permission to publish files i.e. 'Publish', 'Publish & Link', or 'Admin' permission on the selected project folder.

A2. You can select multiple files on which you need to publish revisions and follow the steps to publish a revision of an existing file. While selecting revisions to publish, select revisions for each file based on their Doc Ref one by one from the 'Upload' window.

A3. Yes. However, such a file will be considered a revision not a separate record. Each document reference is unique folder-wise, irrespective of the selected project.

A4. Even if you don't share a document / assign tasks, all the administrators in the selected folder can still access your private documents.

A5. Though there can be multiple ways to manage this scenario, you may publish the file correctly with the same document reference as the next revision, but with the same revision number so that it can help you identify the correct revision. Next, you can deactivate the incorrect file revision with the matching revision number.

A6. No, there is no file size limit when publishing files on Asite. The time to upload a file depends on its size, internet connection availability, and the device from which it is uploaded.

A7. This can happen when an attribute set is applied to the concerned folder with a rule for 'Doc Ref' or other mandatory fields. An attribute set may be applied by default to all or selected folders under a project based on configuration. For changes to the attribute set applicable to a specific project folder, check with the related Asite project administrator. Click here to learn how to update attribute details for any file revision.

A8. To remove an attribute set applicable to a project, check with the related project administrator. If you are a project administrator, below are the steps to be followed for removing the attribute set applicable to a project folder:

Once done, the selected attribute set will no longer apply to that particular folder.

A1. You can combine multiple attachments (i.e. secondary files) into a single .zip or .rar file and then publish that single .zip or .rar file as the secondary file. Learn how to view ZIP or RAR file contents once published.

A1. This can happen if you don't have the required folder permission to download files i.e. 'View & Download' or above permission on the selected project folder. Also, you need the 'Can Download Documents' privilege on the project which contains the related file folder.

A2. There is no specific option to include comments (if any) while downloading files. However, as a workaround, you can print files by selecting the 'Print Comments' option as and when required (depending on your access).

A3. You can select a maximum of 250 file records at a time for downloading (based on the number of records configured to show in the files listing area in your account). Only the latest revision of selected files will be downloaded unless a filter is applied separately.

To download any old revisions, apply the 'Revisions' filter and select the 'Superseded' option.

A4. No, project folders cannot be downloaded separately. However, you can select multiple files from the listing and download them in batches of a maximum of 250 records at a time (based on the number of records configured to show in the files listing area of your account).
If you need to share an entire project folder with another user (without downloading it), you may choose to share a folder link instead.

A1. You can select up to 250 file records at a time for distribution (from the files listing area). Only the latest revision of selected files will be distributed if no specific filter is applied.

To distribute old revisions if any, apply the 'Revisions' filter and select the 'Superseded' option as needed then select revisions to distribute as required.

A2. You can view task notes (i.e. subject line) for a file distribution from the 'Distribution' view in the 'Files' tab under the 'Task Notes' column.
If you don't see the required columns in the 'Distribution' view under the 'Files' tab, you can click here to understand how to customize columns to view only the required columns.

A1. It depends on which task you need to complete. You can select multiple files with similar tasks assigned and use right-click options to complete tasks on those files at the same time. Completing file tasks in batches is supported only if the task assigned is 'For Information', 'For Acknowledgement', or 'For Action'.

A1. No, a placeholder cannot be deleted once created on a project folder in Asite. However, it can be deactivated as required. Click here to learn how to deactivate a placeholder.

A2. To deactivate an old revision of a file, you will first need to filter out the old file revision in the files listing area. To do this, apply the 'Revisions' search filter, then select 'Superseded' revision to see old file revisions in the listing.

Once you have found the file revision you need to deactivate, right-click, go to 'More Options', and then select 'Deactivate Files'.

In the next screen, avoid selecting the 'Deactivate Entire File' checkbox and click 'Deactivate' to confirm the deactivation of the selected file revision.

A1. No. Linking a file is considered the same as publishing a file in a new location. Due to audit purposes, we do not provide the functionality to unlink the files. You can move linked files to a separate project folder if you must manage them separately. Click here to learn how to move files.

A1. You can move a maximum of 1000 files at a time. This is considering file revisions as well. So if you are moving 250 files having 4 revisions in each file, it is considered 1000 files (250 multiplied by 4) so you cannot move any more files in that particular instance.

A2. No, you cannot move model files within or outside the project.

A1. From the files listing area, head to the project folder where you need to search for old revisions. Here, apply the 'Revisions' filter and select the 'Superseded' option only so you see all old revisions available under the selected project folder. It can be filtered further based on other file-related information like 'Doc Ref', 'Doc Title', etc.

A2. From the files listing area, select the project folder to filter files. Apply the 'Include Subfolders' filter and uncheck the 'Yes' option. As a result, you'll see files only from the selected folder excluding any subfolders as applicable.

A1. You can configure the 'Filters' group type in the distribution group to share a filter with that distribution group. You can click here for detailed help.

A1. Yes. You may contact our Sales or Customer Success team for more information on Asite + Microsoft Office for the Web Integration.

A2. Only .docx, .xlsx, and .pptx file formats are supported currently.

A3. You may contact your Asite Customer Success representative to enable this feature.

A4. You need 'Admin' or 'Publish' or 'Publish & Link' permission on the folder where you need to use this feature.

A5. You need to right-click select the 'Open File in <<Word, Excel, Powerpoint>>' option to launch the Microsoft Office for the web application with the document content available for editing.

A6. Yes. If prompted, you need to use your Microsoft Office 365 credentials to access the file for editing.

A7. No, the revision respects file security, and only users having permission to access the file revision can view and edit the contents using Microsoft Office for the web application.

A8. In such a scenario, the icon will show against the file in the checkout column instead of the regular file checkout icon on the listing page. It indicates that the corresponding file has been checked out for editing in Microsoft Office for the web application.

A9. Once the project user opens the document revision in Microsoft Office for the web application, Asite creates a copy of the file as a new revision, and all edits (by single or multiple users) are directly saved in this new revision.

A10. Clicking on the icon available against the files edited via Microsoft Office for the web application, the corresponding file opens in the same application with the latest edits available.

A11. No. Using Microsoft Office for the web application, you can only edit the content of the selected file on Asite and then publish its new revision as applicable from the Asite web application. The file name on Asite is not impacted if you are using the option to edit the selected file in related Microsoft Office for the web application.

A12. This can happen if a file revision has already been published from another browser tab or window when another tab or window had a previous file revision open for editing in Microsoft Office for the web application. Once a file revision is published, if you try to edit an earlier copy of the same file, it will no longer be available on Asite, and you won't be able to save any such changes.

A13. Refer to the following link for a table showing the auto-save frequency and permissions check frequency as per available Microsoft Office for the web applications:

https://learn.microsoft.com/en-us/microsoft-365/cloud-storage-partner-program/online/scenarios/coauth#how-co-authoring-works-in-office-for-the-web

If your session in Asite is timed out for any reason, you must log in again on Asite and make the required changes to your file.

A14. Refer to the following link for a table showing the file sizes supported by Microsoft Office for the web:

https://learn.microsoft.com/en-us/microsoft-365/cloud-storage-partner-program/faq/file-sizes

A15. This can happen due to some issue related to the file. In such a scenario, you can create a copy of the same file in a related Microsoft application, publish the new file copy to Asite and see if it works.

A16. No. Before taking away a user's access to publish files in the related project folder on Asite, please make sure any changes made to your files on Asite using Microsoft Office for the web application are published to Asite. Once a user's access to publish on a related Asite folder is removed, they can no longer publish any changes to Asite.

A17. No. You cannot change the CDE project folder path while editing the document.

A18. No. You cannot edit in parallel using aSync and open files in Microsoft Office for the web application.

A19. You can access the audit information of who viewed the file via Microsoft Office for the web application along with the date and timestamp, while viewing the file in Asite. You can also track who accessed/edited the file in Microsoft Office for the web, including who checked out the file and published a new revision.