Once you have rolled out OpenAsset to your Core Users, it's time to train your colleagues! You can use the following article as an agenda when conducting training sessions.

1. Review the Benefits of OpenAsset

  • Quickly find your firm's best project images
  • Improve (& restrict) accessibility to image resources
  • Automatically resized images
  • Project-based structure
  • Drag and drop images directly from your browser into InDesign, PowerPoint and Word
  • Create and share albums of images
  • Easily train new staff

2. Brief Overview of Homepage and How to Login

3. How to Search for Images

Show the Project Portfolio to see a full overview of projects

  • Show how to select your firm's best projects

Review how to search for images

  • Plan your searches in advance
  • Determine some well-known projects to use as an example when searching
  • Use various Project Keywords and File Keywords to filter the search results

Demonstrate the 'slideshow' view from the File Overview page 

  • Discuss how rank and access levels are being used in your system

4. How to Use Images

  • Drag and drop files into InDesign or Powerpoint
  • Features and uses of the 'Carousel'
  • Create a contact sheet
  • Download images
  • Creating and sharing albums
  • Searching for albums in the top Search Bar
  • Browse the Albums page to demonstrate album sharing
  • Advantages of creating and sharing albums internally

5. How to Manage Images (depending on your audience) 

  • Create and edit Projects
  • How to sync with Deltek Vision (if applicable)
  • Tag Projects with Project Keywords
  • Upload process
  • Tag images with File Keywords
  • Create new Keywords

We have helped hundreds of clients successfully roll out OpenAsset to their users. Contact your Customer Success Manager for any support or advice when it comes to training your team to use OpenAsset.

Did this answer your question?