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

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

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

as a favourite, you can 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, then the link that gets copied will be a public link to the selected project folder. For including public sub-folders (if any) from the selected project folder, turn on the 'Inc. Public Sub-Folders' option.

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

You need to find out the relevant project template from which the concerned project was cloned and then edit folders within that specific project template as required.

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

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

However, if a change in folder configuration is specifically required on a project, it is suggested to create a new folder with the required configuration in that project so that it serves your purpose.

If a similar configuration is required in general for other projects as well, it is best to communicate to the relevant project manager about the general configuration and get it updated on the related project template directly 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.

In case you don't see the required columns in the projects area, click here to understand how to customize columns in listing areas.

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

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

as a favourite, you can 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 understand how to reactivate a project folder once it is 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, then the link that gets copied will be a public link to the selected project folder. For including public sub-folders (if any) from the selected project folder, turn on the 'Inc. Public Sub-Folders' option.

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

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

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

Click here for detailed help on how to upload a folder as a parent folder.

Click here for detailed help on how to upload a folder as a subfolder.

A3. Yes; however, such a file will be considered as 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 for entering mandatory custom attribute details.

A5. Even if you don't share a document / assign tasks, all the administrators on the selected folder will still be able to access your private documents.

A6. Though there can be multiple ways to manage this scenario, you may upload 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, deactivate the incorrect file revision (with the matching revision number) to avoid any further confusion.

A7. No, there is no file size limit while uploading files on Asite. However, the time for the upload process will depend upon file size, internet connection speed, and availability on the device from where the file is getting uploaded.

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

A2. Select multiple files on which you need to upload revisions and follow the steps to upload a revision of an existing file. While selecting revisions to upload, you will need to 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 and not a separate file 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 on the selected folder will still be able to access your private documents.

A5. Though there can be multiple ways to manage this scenario, you may upload 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, deactivate the incorrect file revision (with the matching revision number) to avoid any further confusion regarding the same.

A6. No, there is no specific file size limit while uploading files on Asite. However, the time for the upload process will depend upon file size, internet connection speed, and availability on the device from where the file is getting uploaded.

A7. This can happen when an attribute set is applied to the concerned folder having a rule for 'Doc Ref' or other mandatory fields. An attribute set may be applied by default to all folders or single/multiple folders under a project based on configuration. To make any changes to the attribute set applicable to a specific project folder, you need to contact the related project administrator. To understand how to update attribute details for any of the file revisions accessible to you, click here.

A8. You need to contact the related project administrator to remove an attribute set applicable to a project. Below are the steps to be followed by a project administrator to remove 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 them and upload them as a single .zip or .rar file. Learn how to view ZIP or RAR file contents once uploaded.

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. Additionally, you need the privilege of 'Can Download Documents' on that particular project which contains a 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 available option to 'Print Comments' 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). Please note that only the latest revision of selected files will be downloaded if there is no specific filter applied.

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

A4. No, project folders cannot be downloaded separately. However, you can select required files based on the selected folder and download them in batches, 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 a maximum of 250 file records at a time for distribution (from the files listing area). Please note that only the latest revision of selected files will be distributed if there is no specific filter 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 past distribution of a file from the 'Distribution' view in the 'Files' tab under the 'Task Notes' column.
In case you don't see the required columns in the 'Distribution' view under the 'Files' tab, click here to understand how to customize columns.

A1. It depends on which task you need to complete. You can select multiple files having 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 file cannot be deleted once it is uploaded to a project folder on Asite. However, it can be deactivated as required. See how to deactivate a file.

A2. No, a placeholder cannot be deleted once it is created on a project folder in Asite. However, it can be deactivated as required. See how to deactivate a placeholder.

A3. 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 which you need to deactivate, right-click on the same, go to 'More Options' then select 'Deactivate Files'.

In the next screen, avoid selecting the checkbox 'Deactivate Entire File' and click on '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.

It is advisable to move such linked files to a separate project folder in case you need to manage them separately and avoid any sort of confusion. See how to move files if required.

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 which has 4 revisions in each file, it is also considered as 1000 files (250 multiplied by 4) so you cannot move any more files in that particular instance.

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

project.

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

A2. From the files listing area, head to the project folder where you need to filter the files. Here, apply the filter called 'Include Subfolders' and uncheck the 'Yes' option so that you can see files only from the selected folder excluding any subfolders if applicable.

A1. You need to create a distribution group by selecting 'Filters' as the group type. Click here for detailed help.

A1. Please contact our Sales / Customer Success for more information.

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

A3. Please get in touch with the Asite Customer Success representative to enable this feature.

A4. You need 'Admin' or 'Publish' or 'Publish & Link' folder permission 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 please 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 on it.

A11. No. Using Microsoft Office for the web application, you are only able to 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 revision to the file was already published from some other browser tab or window, while another browser tab or window had a previous revision of the file open for editing in Microsoft Office for the web application. Once a file revision is published, if you are trying to edit an earlier copy of the same file it will no longer be available on Asite and hence you won't be able to save any such changes.

A13. Refer below 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

In case your session in Asite is timed out due to any reason, you will be required to log in again on Asite and make the required changes to your file.

A14. Refer below 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 may try creating a copy of the same file in a related Microsoft application and upload the new file copy to Asite and see if it works.

A16. No. Before removing access to publishing files in the related project folder on Asite, you need to 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 will no longer be able to 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 at the same time.

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.