To ensure that RFQs contain the most up-to-date project documentation and save you time monitoring documents between the two systems, Felix has two methods to check for document updates.
By default, Felix checks all live RFQs on connected projects for updates once a day. The integration will notify RFQ Owners and relevant RFQ Watchers via email if there are new versions of documents available in Asite so that these can be released to vendors in Felix.
Only live RFQs on Felix are checked for document updates automatically. Closed RFQs can be checked manually in exception cases.
Felix checks for new 'revisions' in Asite. Updating metadata or attributes in Asite without making a new revision will not be considered a revision.
If you do not want to wait for Felix's automated check, you can check for updates as soon as needed. This can be helpful if you have revisions that need to be sent to vendors as soon as possible.
To check for Asite updates:
The latest revisions from Asite should now be available for you to release to vendors or to skip. For more information on that workflow, see How to Release Asite Document Revisions
Felix checks for new ‘revisions’ in Asite. Updating metadata or attributes in Asite without making a new revision will not be considered a revision.