OpenAsset

CJ Teeter

Advice and best practices for launching and implementing OpenAsset

Getting Started in OpenAsset

What is OpenAsset for and how does it help me to complete my work more efficiently?

What is OpenAsset?

Available resources accessible from your OpenAsset site

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

OpenAsset Glossary

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

Best practices for maintaining your DAM system

Keeping Your DAM in Top Shape: A Practical Guide

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

Useful OpenAsset Workflows for General Users

Drag & Drop directly from OpenAsset into InDesign, PowerPoint, and more

Generate Project Sheets, Resumes, and Presentations out of OpenAsset with Custom Templates

Introduction to OpenAsset

Uploading project photography

Uploading packaged InDesign files

Uploading content 

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

OpenAsset Implementation Overview

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

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

How to automatically synchronize employee data between Deltek VantagePoint and OpenAsset

Adding Data to the Employee Module using Deltek VantagePoint

Employee Module

This article outlines the different user license options for OpenAsset (OA) and the user roles for Shred, helping you understand what permissions and capabilities are available for each.

Understanding User Roles: OpenAsset DAM (and Shred)

How to ensure your network permits access to OpenAsset

Whitelisting OpenAsset Cloud

Technical Articles

How to provide feedback to the OpenAsset team

Let Us Know About Your Experience of OpenAsset

Your Feedback

Help Videos

Webinars

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