Asite

This article will introduce you to the basics of project navigation on Asite’s platform.

Project Navigation

This article will explain how to search and filter your projects on Asite.

Search and Filter Projects

Find the most commonly asked questions on Projects here.

Projects FAQs

This article will build your understanding on the usage of links in projects listing.

Links in Projects Listing

Projects

This article will explain how to create a new Project in Asite for Architects and configure the available Project settings.

Add a Project

This article helps you understand how to enter additional information while adding a new project.

Add a Project - Additional Information

This article helps you understand how to configure project settings while adding a new project.

Add a Project - Project Settings

This article helps you understand how to configure QR code while adding a new project.

Add a Project - Configure QR Code

This article helps you understand how to configure email notifications while adding a new project.

Add a Project - Email Notifications

This article helps you understand how to configure working calendar while adding a new project.

Add a Project - Working Calendar

This article will explain how to edit the configuration, settings, notifications, and other information for an existing Project in Asite.

Edit a Project

This article helps you understand the inheritance option applicable for projects cloned from project templates.

Edit a Project - Inheritance Option

This article will explain how to edit inheritance settings for a Project created from a Project Template.

Break Inheritance of Project Objects

This article will explain how Project objects are connected when managing Project Template inheritance.

Relationships Between Project Objects

This article helps you understand how to define and manage file statuses in your projects.

Define File Statuses in a Project

This article helps you understand how to define and manage the purposes of issuing files on your projects.

Define the Purposes of Issuing Files in a Project

This article helps you understand how to define and manage distribution groups in your projects.

Define Distribution Groups in a Project

This article helps you understand how to view access history on your projects.

View Access History on a Project

This article helps you understand how to view working calendar as defined on your projects.

View the Working Calendar on a Project

This article helps you understand how to clone a project from a project template.

Clone a Project from a Project Template

Project Options

This article explains how to define user roles, access levels and how to assign users to roles on a project.

Define User Roles and Access on a Project

This article will explain how to assign different role privileges on a project.

Assign Role Privileges on a Project

This article helps you understand different role privileges that can be assigned on a project.

Role Privileges and Their Impact

This article helps you understand how to assign proxy access for users in your projects.

Assign Proxy Access for Users on a Project (as an Admin)

This article helps you understand how to view history of roles assignment on your projects.

View Roles History on a Project

This article helps you understand how to add users to your projects.

Add Users to a Project

Remove Users from a Project

This article helps you understand how to assign your proxy access to users on a project.

Assign Your Proxy Access to Users on a Project

Create Roles and Grant Access to Users on a Project

This article helps you understand how to set up a new project mailbox for files.

Set Up a File Mailbox in a Project

This article will explain how to access and manage configurable attributes within a project.

Define Configurable Attributes in a Project

This article will explain how to create attributes within a project.

Create an Attribute in a Project

This article will explain how to create an attribute within a project.

Create an Attribute Set in a Project

This article will explain how to view previous versions of an attribute.

How Do I View the Audit History of an Attribute?

This article helps you understand how to access your archived projects online.

Access an Archived Project Online

This article will explain how users can securely download and work with their archived project data offline.

Offline Project Archive

This article will explain how project data is transferred from Asite’s S3 bucket to your Amazon S3 bucket.

S3 to S3 Project Data Transfer

Access an Archived Project

This article helps you understand how to save the structure of an existing project as a project template.

Create a Project Template from an Existing Project

This article explains each of the icons you may see within the 'Projects' tab.

Functionality Icons in Projects Tab

This article helps you understand the left-hand options in the 'Projects' tab on Asite.

Left-Hand Options in the 'Projects' tab

Menu Options in the Projects Tab

This article helps you understand the right-click options on a project in the 'Projects' tab.

Right-click Options on a Project

Right-Click Options in the Project Tab

Asite Playbook Help

Asite Field Help

Asite Project Financials Help

Contact Us

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

You're not signed in on this browser. Sign in through this site's Messenger, then reload this page.

Sign in to view your company's tickets

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.