Create an aMessage on a File open in Viewer
Updated over a week ago

Users on Asite having the role privilege 'Can Create Comments' on a project will be able to create comments i.e. aMessages on files uploaded in folders under that particular project. Accordingly, users on Asite having the role privilege 'Can Create Private Comments' on a project will be able to create private comments i.e. aMessages on files uploaded in folders under that particular project.

Below are the steps to create an aMessage on a File open in Viewer:

1. Follow the steps to open the required file in viewer.


2. Click on icon available at top right to create a new aMessage on the file open in viewer.

4. Click on 'Start a Discussion' button to open a page with different options to create an aMessage on the file.

5. A layered screen appears. Below is a description of fields available while starting a discussion i.e. creating an aMessage or a comment on the file open in viewer.

To - To add recipients for this aMessage and also assign them various tasks along with completion time. You can assign tasks by clicking the down arrow next to the name of user. An aMessage can be distributed to distribution groups, roles and organizations directly.


Click here for detailed help on how to distribute.

Title - To specify the title of the aMessage. This is a mandatory field.

Description - To specify the aMessage details. Use the text editor options at the top as required to style your text, insert images from a URL or enter hyperlinks.

Mark As Private - To mark the aMessage to be created as private.

6. Below is a description of the icons available at top right which can also be used optionally while creating an aMessage:

Icon

Title

Description

No Comment

To proceed further without entering any specific aMessage on the file open in viewer.

Specifically helpful if you are assigned a 'For Comment' task on the file open in viewer and you have nothing to comment on that particular file.

Attachment

To attach an external file to the file aMessage being created on the file open in viewer.

Files selected to attach will appear at the bottom of the window while creating an aMessage on a file open in viewer.

Associate

To associate files, file aMessages, forms or markups to the file aMessage being created on the file open in viewer.

  • Click on icon and pick from the available options - 'Associate Files', 'Associate aMessages', 'Associate Apps', 'Associate Markups'.

  • On the next screen, select what objects to associate based on the option you selected in the previous screen.

    • You can associate single or multiple objects that may belong to same or different projects.

    • You can also use search and filter options available at the top while selecting objects to associate.

    • For projects migrated from Java Viewer or Thin Client Viewer to Universal Web Viewer, any markups created in Java Viewer or Thin Client Viewer are no longer available to associate.

  • If associating only a single object or multiple objects from the same location, navigate to the required object location, select the objects you want to associate then click 'Associate and Close'.

  • If you need to associate multiple objects from different locations, follow the same process as mentioned above to associate by going to each location from where you need to associate files. Here, instead of clicking 'Associate and Close', click 'Associate' and revise the same process until you have finished selecting all required objects. Once all required objects to associate are selected, click on 'Associate and Close' to continue.

Objects selected to associate will appear at the bottom of the window while creating an aMessage on a file open in viewer.

Maximize

To maximize the layered page.

Minimize

To minimize the layered page.

Dock Content

To dock the content within the layered page so that you don't need to click again to view its content.

Undock Content

To undock the docked content.

Close

To close the layered page.

7. Once done with entering required details, click on 'Submit'.

Click on 'Save Draft' in case you need to edit and submit later. If you don't want to save any of the changes you made, click 'Cancel' to go back to previous screen.



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