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Publish New Files via aSync
Publish New Files via aSync

This article helps you understand how to publish new files via aSync application.

Updated today

Enable publishing new Files via aSync

You can publish new files on Asite via the aSync app in a project folder only if that particular project folder is enabled for synchronization in your aSync app. You can click here to learn how to enable synchronization on a project folder in your aSync app.

The folders enabled for synchronizing will appear separately at the below path in your local device storage in the same structure as in your Asite project:

'C' drive / Users / <user_name> / aSync / <project_name>

Publish new Files to Asite Cloud via aSync

You can publish new files to Asite Cloud via aSync if you have 'Publish' or above access on the selected project folder. Click here for detailed help on how to check folder permissions on Asite. If you can't access the required folder, contact your project administrator on Asite.

Publish new files automatically on Asite Cloud via aSync

To publish new files via aSync, go to the aSync project folder path in your local device storage and place a copy of the new file in the related project folder.

If your aSync preference is set to 'Automatic Sync records' and the selected project folder is enabled for 'simple upload', any new files identified in the related local folder will be synchronized automatically to Asite Cloud. You can then start accessing those files directly on Asite Cloud. Any files automatically synchronized by aSync won't appear under the 'Recent Uploads' tab in the aSync window.

If the file is to be published with attribute details, click here to learn how to publish new files manually on Asite Cloud via aSync.

To use file templates to create a new file via aSync, you can click here for detailed help.

Publish new files manually on Asite Cloud via aSync

To publish new files via aSync, you can go to the aSync project folder path in your local device storage and place a copy of the new file you need to publish in the related project folder.

Once the required file/s to publish are available in your local aSync project folder, aSync will track them once you're logged in and your aSync window will update accordingly.

If your aSync preference is set to 'Automatic Sync records' and the selected project folder is not enabled for 'simple upload', you can still publish the files manually by entering attributes. In such a scenario, an 'Open' button will appear at the top right of your aSync window.

Click the 'Open' button to fill in attribute details for the new file identified in your local aSync project folder.

At the top, you can find details of the new file identified for upload, including the file name, folder path where it will be published, and the project name.

Enter file details which include Doc Ref, Rev, Doc Title, Purpose of Issue, Status, Mark File as Private, Rev Notes, Upload Secondary File, and other additional details if required.


Doc Ref

'Doc Ref' stands for document reference. Enter a unique 'Doc Ref' in the selected folder. Each file record is identified and tracked using its Doc Ref value. The Doc Ref is also matched when a file revision is being published (See how to publish a revision of an existing file). If you need to, click the 'Select existing Doc Ref' icon to select from existing document references.
Note: The 'Doc Ref' field will appear disabled if an attribute set is applied to the concerned folder, or if you are publishing a revision of an existing file.

Rev

'Rev' stands for revision number. You can enter an alphanumeric revision number to help identify the file revision that you are publishing.

Doc Title

'Doc Title' stands for the document title. You can enter a title specific to the document you are publishing. Alternatively, click on the 'Clone' icon in the column header to copy the doc ref of the corresponding file as the 'Doc Title'.

Purpose of Issue

'Purpose of Issue' indicates the purpose for publishing the selected file. Project administrators can configure values for the 'Purpose of Issue' field. Click here to understand how to manage the purpose of issues.

Status

'Status' indicates the status of the file being published. Project administrators can configure the values for the 'Status' field. You can click here to understand how to manage file statuses.

'Publish as Private' checkbox

Select the 'Publish As Private' checkbox against a file record to mark it as private. A private file can only be accessed by:
(a) file publisher and
(b) folder administrator and
(c) users to whom the file was distributed and
(d) users to whom file visibility was specifically assigned

Rev Notes

'Rev Notes' stands for revision notes. You can enter notes specifically related to the file revision you are publishing.

Secondary File

Upload a secondary file or an attachment for the selected file.

Depending on the configurable attributes the project administrator defines for the selected folder, you may need to provide additional details while uploading files. If you are a project administrator, you can click here to understand how to manage configurable attributes.

If more than one file is identified for publishing, you can apply values in bulk by clicking on the 'Bulk Apply' icon at the top right of the window.

  • To remove values for all records for selected fields, keep the value blank on the header, and then click on the bulk apply icon for the specific field.

  • To replace values on all records, first remove the values, then enter the required value on the header, and click on the 'bulk apply' icon for the specific field.

  • To replace values for selected files, first remove the values from the required files, enter the required value, and then click on the 'bulk apply' icon for the specific field.

  • To apply changes to all the fields at once, enter values on each field header, and then click on the 'Apply to All' option on the left of the bulk apply header.

Once you're done, click the 'Upload' button to continue. Otherwise, click 'Cancel' to return to the main aSync window.

If some or all files are not published due to connection issues, such file records will appear in the 'Error' section in the aSync window. You can go ahead and publish again once the required connection is available. aSync will always notify you whether you are online or not connected.


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