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File Actions on Asite Field

This article will explain the various file actions available in Asite Field.

Updated this week

  • Users can quickly work with project files on the go using the Asite Field App.

  • You can access, view, and manage your project files directly from your mobile device.

  • Create markups, add comments, link files, and update statuses directly in the app.


Search and Filter Files in Field

To quickly search for a specific file, use the available File filter options.

  • Click the Files icon in the bottom bar.

    • A new screen will open showing all files you have access to in the selected project.

  • Click the Filter icon (top-right).

  • Choose from the available filters to quickly find the file you need.

NOTE: Each filter has its own input type (dropdown, text box or date picker) and, upon clicking, opens a menu for users to enter the required input to apply that filter.


Download a File in Asite Field

Required Privileges and Folder Permissions

Privileges

Privilege

Description

Can Download Documents

Allows users to download files from Asite.


Folder Permissions

Permission

Description

View and Download

Allows users to download files stored in that folder.

NOTE:

  • Users require both the privilege and permission to download files.

  • When a new role is created, the Can Download Documents privilege is enabled by default.


How Do I Download a File to My Device?

  1. From the Asite Field Home, navigate to Files from the bottom bar.

  2. Locate your file from the list of files within that project.

    • Tap a File to open and view it instantly.

  3. Click the More Options icon next to the chosen file.

  4. Select Download to Your Device from the dropdown.

    • A warning pop-up will appear, indicating the size of the download.

  5. Click Download if you wish to proceed, and the chosen file will be saved to your device.


Change Status of a File in Field

To view the Required Permissions and Privileges for updating a File's Status, click here.


Updating the Status

  1. From the Asite Field Home, navigate to Files from the bottom bar.

  2. Locate your file from the list of files within that project.

  3. Click More Options icon next to the chosen file.

  4. Tap the Change Status option.

  5. In the New Status column, select a status to assign to the file and enter the reason for the change.

  6. Click Save at the bottom to save the new status.


Accessing File Information

View quick metadata information for a selected file in your Field app.

  1. From the Asite Field Home, navigate to Files from the bottom bar.

  2. Locate your file from the list of files within that project.

  3. Click More Options icon next to the chosen file.

  4. Tap the File Information to view it.


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