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Getting Started in OpenAsset
Getting Started in OpenAsset
Advice and best practices for launching and implementing OpenAsset
27 articles in this collection
Written by
Alex
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
Written by
Alex
Updated over a week ago
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
Written by
Alex
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
Written by
Alex
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
Written by
Alex
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
Written by
Alex
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
Written by
Alex
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
Written by
Alex
Updated over a week ago
Technical Articles
Whitelisting OpenAsset Cloud
How to ensure your network permits access to OpenAsset
Written by
Alex
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