Getting Started in OpenAsset

I'm New to OpenAsset

Contacting OpenAsset Support

How to contact our Support team or your Customer Success Manager when issues arise or you are seeking advice on using OpenAsset

Written by Alex
Updated over a week ago

OpenAsset Glossary

This article covers key terms and concepts associated with using OpenAsset. Glossary items link to more detailed support articles

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Updated this week

Useful OpenAsset Workflows for General Users

An introduction to the main features and workflows that you will use in OpenAsset

Written by Alex
Updated over a week ago

Onboarding

Infographic: OpenAsset Onboarding Plan

Visualising how your OpenAsset Onboarding Plan will progress

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Updated over a week ago

Infographic: OpenAsset Onboarding Plan (Without Employee Module)

Visualising how your OpenAsset Onboarding Plan will progress

Written by Alex
Updated over a week ago

The Onboarding Project Plan

This article outlines the steps of a typical implementation of OpenAsset, so you can prepare for a successful launch

Written by Alex
Updated over a week ago

Onboarding Checklist for Project Content

This is the list of tasks to be completed in order to successfully migrate your Project content into OpenAsset

Written by Alex
Updated over a week ago

The Kickoff Call

Your onboarding process begins with the Kickoff Call. This article explains what to expect and how best to prepare

Written by Alex
Updated over a week ago

The Implementation & Rollout of OpenAsset

An overview of how your implementation and rollout of OpenAsset will progress up to your launch date

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Updated over a week ago

Keys to a Successful Implementation of OpenAsset

These are our recommendations for ensuring that OpenAsset is successfully implemented and widely adopted across your firm

Written by Alex
Updated over a week ago

Preparing to Launch

Use this article to assess what is left to complete before launching OpenAsset to the rest of your company

Written by Alex
Updated over a week ago

Training Your Team for Success

Use this article as an outline for your user training sessions and meetings

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Updated over a week ago

Best Practices for Keeping Your Projects Up To Date

This article outlines our best practices for your Project intake process

Written by Alex
Updated over a week ago

Migrating Your Content into OpenAsset

Migrating Content from a Folder Structure

This article outlines the steps you should follow throughout your Data Migration Service, as well as the rules for the Folder Scan

Written by Alex
Updated over a week ago

Migrating Content from an Existing DAM System

This article outlines the steps you should follow throughout your Data Migration Service

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Updated over a week ago

Top Tips for a Successful Data Migration Service

If you have opted for a Data Migration for your Content Upload, this article offers some useful advice to ensure it is a success

Written by Alex
Updated over a week ago

Employee Module

What is the Employee Module?

An overview of what the Employee Module is and the workflows that it offers to your users

Written by Alex
Updated over a week ago

Getting Started with the Employee Module

This guide outlines the process for setting up the Employee Module in your OpenAsset system, as well as advice for ensuring it is a success

Written by Alex
Updated over a week ago

Our Guide For Successfully Implementing the OpenAsset Employee Module

This article gives a full overview of the Employee Module Implementation process, as well as advice for ensuring it is a success

Written by Alex
Updated over a week ago

Onboarding Checklist for the Employee Module

This is the list of tasks to be completed in order to successfully configure the Employee Module in OpenAsset

Written by Alex
Updated over a week ago

Adding Data to the Employee Module by CSV or XLSX Import

A guide for preparing your CSV or XLSX files for importing employee data and project roles into OpenAsset

Written by Alex
Updated over a week ago

Adding Data to the Employee Module using Deltek Vision

How to automatically synchronise employee data between Deltek Vision and OpenAsset

Written by Alex
Updated over a week ago

Custom Templates

Creating Custom InDesign Templates

An overview of why Custom InDesign Templates are useful and how they can be used to generate documents automatically

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Updated over a week ago

Custom Templates with OpenAsset

This article outlines an overview of the process, capabilities, timelines, associated costs, as well as what we need to get started

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Updated over a week ago

Technical Articles

Whitelisting OpenAsset Cloud

How to ensure your network permits access to OpenAsset

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Updated over a week ago

Migrating from OpenAsset On-Premises to Cloud

This article outlines the steps involved in moving from OpenAsset On-Premises to Cloud

Written by Alex
Updated over a week ago

Your Feedback

Let Us Know About Your Experience of OpenAsset

How to provide feedback to the OpenAsset team

Written by Alex
Updated over a week ago