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Create an Asset

Assets are a way for users to group together Abstracts and Documents. Depending on the user, Assets can represent properties, portfolios or any other grouping method the user chooses. Think of them similar to a folder.

Assets can contain metadata to help organizations stay organized. These can include fields for Address, Manager Name, Purchase Price, Acquisition Date, etc. All fields are user-defined and can be customized in the Templates section.

To create an Asset, follow this click path: Assets section > Click Create button

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Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

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