OpenAsset

CJ Teeter

Piers Lowe

George Bains

Store and organize assets so they can be easily found for use

Storing & Organizing

Taxonomies are important as they keep your Files and Projects organized and searchable.

Understanding Taxonomies

Learn how to manage Categories and Keywords within your Taxonomies

Managing your Taxonomies

Managing your Filing System (Taxonomy)

How to use the Asset Metrics dashboards to monitor File Assets stored in your system and make improvements to data stored against them

Monitoring your File Assets

How to use the Asset Metrics dashboards to monitor Project Assets stored in your system and make improvements to data stored against them

Monitoring your Project Assets

How to use the Asset Metrics dashboards to monitor Employee Assets stored in your system and make improvements to data stored against them

Monitoring your Employee Assets

Monitoring your Stored Assets

Tools for ensuring file Copyright Information is easily accessible to users

Updating Copyright Holders & Policies

Manage information about photographers used across your OpenAsset system

Updating Photographers

Managing Copyright

This article takes you through the process of uploading files to OpenAsset, and applying metadata and keywords as you upload

Uploading & Storing your Files

How OpenAsset Manages Duplicate Detection

How to store, find and preview VR files in OpenAsset

Storing VR Files in OpenAsset

How to use OpenAsset Camera to upload photos and videos to your OpenAsset system from your mobile phone or tablet

Uploading Files to OpenAsset from your Phone or Tablet

How to ensure your marketing team have the images they need to create bid proposals and other marketing documents

Uploading images to OpenAsset using the OpenAsset Procore Connector

How to upload employee photos to your Staff category

Uploading Employee Photos to your System

A comprehensive list of the image and video file types supported by OpenAsset

OpenAsset Supported File Formats

How to upload, preview and download large files including video in OpenAsset

Storing Video and Other Large Files

How to package INDD files for uploading to OpenAsset

Storing InDesign Files

How to store .DOCX and .PPTX files in OpenAsset

Storing MS Word and PowerPoint Files

This article explains how to submit uploads for approval, and how administrators can approve, reject and make changes to uploads

Using Upload Approvals

This article shows you how to edit metadata stored in editable fields and tag your assets with keywords

Editing Information and Keywords for Individual Uploaded Files

This article shows you how to edit file information and keywords for multiple files at once using the Batch Editor

Editing Information and Keywords for Multiple Uploaded Files

This article explains how Suggested Keywords work, and how to use them to speed up your keyword tagging process.

Using Suggested Keywords

This article explains why Access Levels are used and how they are applied to files

Setting Access Levels for Files

Ranks can be helpful if you would like to organise and find Files by something like image quality or usage preference

Setting Priority for Files Using Ranks

This article explains how you can rotate or replace existing files within your OpenAsset system

Modifying Files that have been Uploaded

How to move a selection of files between Categories or Projects

Moving Files between Categories and Projects

This article shows you how to delete individual or multiple files from your image library

Deleting Files

How to upload images to a specific Project in your OpenAsset system

Uploading Assets Directly to Projects

Storing Files & Associated Information

This article shows you how to create Albums and add Files or remove them from Albums

Collecting Files using Albums

How to change the order of Files within your selection, or Album that you have permission to modify

Reordering Files within a Selection or an Album

How to create, duplicate, merge and delete albums from your system

Creating, Managing and Deleting Albums

How to link Albums to Projects, filter Album searches by linked Projects, and view Albums from Project Overview pages

Linking Albums to Projects

Storing Files in Albums

This article demonstrates how to create new projects and delete or deactivate existing projects within your system

Creating, Deleting, and Deactivating Projects

This article shows you how to update information such as location, employee roles and keywords for your Projects

Editing Project Information

The article shows you how to add or remove Project Keywords and identify Projects that are missing Keywords

Editing Project Keywords

How to add a new Project Location, edit an existing location or identify Projects without locations

Setting Project Locations

How to identify Projects missing Hero Images and set Hero Images for your Projects

Setting Project Hero Images

Learn how to export your project and employee data into CSV format for easier analysis.

Exporting Project and Employee information to CSV Format

Ordering Files within Projects

Storing Projects & Associated Information

How to include the number of hours an employee has worked on a project within project roles

Storing the hours that Employees have worked on Projects

How to create new Employee Objects, and disable or delete them from your system

Creating, De-Activating, & Deleting Employees

How to edit the information that appears on the Employee Overview page

Editing Employee Information

Attach Files to Employees.  Set Primary Photos.  Control Files seen on the Employee Page.

Managing Employee Files

How to use the batch editor to apply multiple images to employees

Attaching Multiple Files to an Employee

How to edit, delete and add Project Roles for Employees from an employee profile or the Project Overview page

Setting Project Roles for Employees

How to identify Projects lacking Employee Project Roles and edit Roles for your Projects

Editing Roles for your Projects

Save time managing and finding images of people using AI

Using AI Facial Recognition

Storing Employees & Associated Information

Text Library

How to store reusable Text Assets for your Marketing and Proposals 

Storing Text Assets

Bulk load your Projects, Employees and Text Assets using Spreadsheets

Importing with Spreadsheets

Bulk load Project, Employee and Text Assets

Bulk Loading Assets

Help Videos

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