OpenAsset

How to find and select employees by Name, Code, Fields, those lacking information, or by the Projects they’ve worked on

Finding and Selecting Employees

CJ Teeter

Finding & Selecting Employees

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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.

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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.

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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.

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

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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