Creating an Asset in the Register

Select the Register button in the left navigation panel.

Select the Create Register button in the top right.

Create a new register.

Select a register and click Create item on the top right.

This is an example of a filled template for an asset, enter the asset details as follows:

Title (required) – Enter the name of the asset

– Owner (optional) – Select an owner from the pre-filled drop down or enter the email address of the owner

– Type (optional) – Select a type from the pre-filled drop down

– Third-Party (optional) – Select a Third-Party for the Asset. Refer to Client Management article on how to add third parties.

– Tags (Optional) – Select a tag from the pre-filled drop-down or enter a new tag, select it and then add the new tag.

To create Tags, users must have the relevant permission. Refer to this article to find and set the relevant permission, or contact your administrator.

– Description (optional) – Enter a long text description for the Asset.

From here, any custom fields defined in your Asset Register will appear for you to enter.

Once you have finished detailing the new Asset, click Create item.

Afterward, the asset should appear in the Asset Register.