What flexible asset templates are available?

The following templates are available for download within the app:

Flexible Asset Description
Account Management 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.
Active Directory Provides the authentication information for a Windows domain type network.
Applications Creates a full listing of any cloud based, on-premise, client-server, and client only applications.
Backup Details information for a specific backup solution with links to the component parts.
Change Control Request Documents all requests and approval for changes to systems, assets (hardware), or applications (flexible asset).
Email Details the email infrastructure with links to all the component parts.
File Sharing Details the standard file shares on the network and how each mapped drive is added (manually, GPO, etc.).
Internet/WAN Captures any ISP/WAN/VPN information that is useful for resolving internet/WAN issues.
LAN Details specific LAN and VLAN configurations, including the various physical and logical components.
Licensing Captures software licensing information from individual software instances to volume site licenses.
Printing Captures the printing infrastructure with links to all the component parts.
Remote Access Captures all methods of remote access in one place (VPN, Webmail).
Site Summary Used to give an overview of basic information and help your team get to know the client organization.
Sales/Finance Stores any sales or finance preferences for that client.
Security Provides your team with all of the security related information, including firewalls, anti-virus, anti-spam, and password standards.
Vendors Creates a full listing of vendors with each vendor contact kept updated from one central place (e.g. through your PSA).
Virtualization Details the virtualization/VMware/Hyper-V infrastructure with links to all the component parts.
Voice/PBX Gives an overall picture of a specific voice solution with links to all the component parts.
Wireless Documents the wireless solution at a specific site.

For download instructions, see Quick guide for flexible assets.

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