How to set up OpenAsset integration

This article describes the technical set up to get your existing integration up and running. If you're interested in learning more about the functionality of the integration you can read more here and here. If you are interested in how to set this up, please read more on OpenAsset's website here.

Should you have further questions you can always engage with your Customer Success Manager at OpenAsset to discuss.

Pre-Requisites:

• Active OpenAsset license.
• You must have a templafy tenant set up.
• You must be a SuperAdminon yourcompany.templafy.com

 How to set up (Templafy)

1.  Go to yourcompany.templafy.com/admin
2.  Navigate to Integrations


   
   
3.  Select Generic External Library 
   
   
   
   
4.  Populate required fields with values provided by OpenAsset (see more here) and once done click 'save'.
   
   
   
   
5. Navigate to yourcompany.templafy.com and confirm that OpenAsset is now available as an option in Library.