Ask the Community
Groups
What flexible asset templates are available? - Connect IT Community | Kaseya
<main> <article class="userContent"> <p>The following templates are available for download within the app:</p> <table><tbody><tr style="background-color: DCDCDC;"><td><strong>Flexible Asset</strong></td> <td><strong>Description</strong></td> </tr><tr><td>Account Management</td> <td>Documents key account information of customers such as their core service type, contract value, master service agreement (MSA), primary contact information, number of users, NDAs, and SLAs.</td> </tr><tr><td>Active Directory</td> <td>Provides the authentication information for a Windows domain type network.</td> </tr><tr><td>Applications</td> <td>Creates a full listing of any cloud based, on-premise, client-server, and client only applications.</td> </tr><tr><td>Backup</td> <td>Details information for a specific backup solution with links to the component parts.</td> </tr><tr><td>Change Control Request</td> <td>Documents all requests and approval for changes to systems, assets (hardware), or applications (flexible asset).</td> </tr><tr><td>Email</td> <td>Details the email infrastructure with links to all the component parts.</td> </tr><tr><td>File Sharing</td> <td>Details the standard file shares on the network and how each mapped drive is added (manually, GPO, etc.).</td> </tr><tr><td>Internet/WAN</td> <td>Captures any ISP/WAN/VPN information that is useful for resolving internet/WAN issues.</td> </tr><tr><td>LAN</td> <td>Details specific LAN and VLAN configurations, including the various physical and logical components.</td> </tr><tr><td>Licensing</td> <td>Captures software licensing information from individual software instances to volume site licenses.</td> </tr><tr><td>Printing</td> <td>Captures the printing infrastructure with links to all the component parts.</td> </tr><tr><td>Remote Access</td> <td>Captures all methods of remote access in one place (VPN, Webmail).</td> </tr><tr><td>Site Summary</td> <td>Used to give an overview of basic information and help your team get to know the client organization.</td> </tr><tr><td>Sales/Finance</td> <td>Stores any sales or finance preferences for that client.</td> </tr><tr><td>Security</td> <td>Provides your team with all of the security related information, including firewalls, anti-virus, anti-spam, and password standards.</td> </tr><tr><td>Vendors</td> <td>Creates a full listing of vendors with each vendor contact kept updated from one central place (e.g. through your PSA).</td> </tr><tr><td>Virtualization</td> <td>Details the virtualization/VMware/Hyper-V infrastructure with links to all the component parts.</td> </tr><tr><td>Voice/PBX</td> <td>Gives an overall picture of a specific voice solution with links to all the component parts.</td> </tr><tr><td>Wireless</td> <td>Documents the wireless solution at a specific site.</td> </tr></tbody></table><p>For download instructions, see <a href="/home/leaving?allowTrusted=1&target=https%3A%2F%2Fkaseya.vanillacommunities.com%2Fkb%2Farticles%2Faliases%2Fitglue%2Fhc%2Fen-us%2Farticles%2F360004933637" rel="noopener nofollow">Quick guide for flexible assets</a>.</p> </article> </main>