OpenAsset

How to edit settings for your File Categories

Configuring File Categories

CJ Teeter

Configuring Data and Metadata

Help Videos

Webinars

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

You're not signed in on this browser. Sign in through this site's Messenger, then reload this page.

Sign in to view your company's tickets

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

Reading along with you

Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

Style guide

Article page title

Home hero title

English

Deutsch

Español

Getting Started in OpenAsset

What is OpenAsset?

Available resources accessible from your OpenAsset site

OpenAsset Glossary

Contacting OpenAsset Support

Keeping Your DAM in Top Shape: A Practical Guide

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 

OpenAsset Implementation Overview

Infographic: OpenAsset Onboarding Plan

The Kickoff Call

Keys to a Successful Implementation of OpenAsset

Onboarding

Migrating Content from a Folder Structure

Migrating Content from an Existing DAM System

Top Tips for a Successful Data Migration Service

Migrating Your Content into OpenAsset

What is the Employee Module?

Getting Started with the Employee Module

Our Guide For Successfully Implementing the OpenAsset Employee Module

Onboarding Checklist for the Employee Module

Adding Data to the Employee Module by CSV or XLSX Import

Adding Data to the Employee Module using Deltek Vision

Adding Data to the Employee Module using Deltek VantagePoint

Employee Module

Understanding User Roles: OpenAsset DAM (and Shred)

Whitelisting OpenAsset Cloud

Technical Articles

Let Us Know About Your Experience of OpenAsset

Your Feedback

Overview of Custom Templates

Template Types

Template Creation Process

Template Details: Images, Parent Pages, Tables, and Fonts

Common Logic Requests

Revisions

Limitations

Creating Simple InDesign Templates

Templates

Storing & Organizing

Understanding Taxonomies

Managing your Taxonomies

Managing your Filing System (Taxonomy)

Monitoring your File Assets

Monitoring your Project Assets

Monitoring your Employee Assets

Monitoring your Stored Assets

Updating Copyright Holders & Policies

Updating Photographers

Managing Copyright

Uploading & Storing your Files

How OpenAsset Manages Duplicate Detection

Storing VR Files in OpenAsset

Uploading Files to OpenAsset from your Phone or Tablet

Uploading images to OpenAsset using the OpenAsset Procore Connector

Uploading Employee Photos to your System

OpenAsset Supported File Formats

Storing Video and Other Large Files

Storing InDesign Files

Storing MS Word and PowerPoint Files

Using Upload Approvals

Editing Information and Keywords for Individual Uploaded Files

Editing Information and Keywords for Multiple Uploaded Files

Using Suggested Keywords

Setting Access Levels for Files

Setting Priority for Files Using Ranks

Modifying Files that have been Uploaded

Moving Files between Categories and Projects

Deleting Files

Uploading Assets Directly to Projects

Storing Files & Associated Information

Collecting Files using Albums

Reordering Files within a Selection or an Album

Creating, Managing and Deleting Albums

Linking Albums to Projects

Storing Files in Albums

Creating, Deleting, and Deactivating Projects

Editing Project Information

Editing Project Keywords

Setting Project Locations

Setting Project Hero Images

Exporting Project and Employee information to CSV Format

Ordering Files within Projects

Storing Projects & Associated Information

Storing the hours that Employees have worked on Projects

Creating, De-Activating, & Deleting Employees

Editing Employee Information

Managing Employee Files

Attaching Multiple Files to an Employee

Setting Project Roles for Employees

Editing Roles for your Projects

Using AI Facial Recognition

Storing Employees & Associated Information

Text Library

Storing Text Assets

Importing with Spreadsheets

Bulk Loading Assets

Using AI Visual Search

AI Visual Search FAQ

Finding & Selecting

Downloading images on Your Mobile / iPad / Tablet Device

View File Information, Images Sizes, and Similar Images Without Leaving the Search Results

Using the Action Bar

Modify the Displayed Information for File Search Results and Selections

Finding & Selecting Files