OpenAsset

Alex

Advice and best practices for launching and implementing OpenAsset

Getting Started in OpenAsset

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

Contacting OpenAsset Support

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

OpenAsset Glossary

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

Useful OpenAsset Workflows for General Users

Learn the basics and get up to speed with using OpenAsset

OpenAsset Essentials

I'm New to OpenAsset

An overview of the phased implementation project from the kickoff to the initial rollout of your OpenAsset system

OpenAsset Implementation Overview

An overview of the steps taken in preparation for launch, and to ensure your future successful adoption of OpenAsset

Our Approach to Launching OpenAsset

Visualising how your OpenAsset Onboarding Plan will progress

Infographic: OpenAsset Onboarding Plan

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

The Kickoff Call

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

Keys to a Successful Implementation of OpenAsset

This article outlines our best practices for your Project intake process

Best Practices for Keeping Your Projects Up To Date

Onboarding

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

Migrating Content from a Folder Structure

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

Migrating Content from an Existing DAM System

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

Top Tips for a Successful Data Migration Service

Migrating Your Content into OpenAsset

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

What is 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

Getting Started with the Employee Module

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

Our Guide For Successfully Implementing the OpenAsset Employee Module

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

Onboarding Checklist for the Employee Module

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

Adding Data to the Employee Module by CSV or XLSX Import

How to automatically synchronise employee data between Deltek Vision and OpenAsset

Adding Data to the Employee Module using Deltek Vision

Employee Module

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

Creating Custom InDesign Templates

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

Custom Templates with OpenAsset

Custom Templates

How to ensure your network permits access to OpenAsset

Whitelisting OpenAsset Cloud

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

I'm New to OpenAsset

Onboarding

Migrating Your Content into OpenAsset

Employee Module

Custom Templates

Technical Articles

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