Understanding the Assets Page and Tabs

This guide explains how the Assets page centralizes every detail and action for a selected asset—data, lease info, addresses, files, contacts, notebooks, ownership, insurance, loans, accounting, revenue, and ownership tree—so you can manage and find asset-specific information quickly. It shows how to access tabs from the three-dot menu, which prerequisites enable certain tabs (like Lease, Accounting, Revenue), and best practices for uploading files and linking records to keep asset data accurate and actionable.

35 steps

Assets Overview

Select **Assets** from the navigation menu.

Assets Overview

How to Navigate to Assets Tabs

Locate the preferred asset.\ \ **NOTE:** You can locate the asset quickly by searching for it.

Select the **three-dot menu** to the right of the asset to access the asset tabs.

Once a tab is selected from the three-dot menu, all asset tabs will be available across the top. Use the tabs to navigate to specific information for the selected asset.

Assets Data Tab

To edit the asset's data information, select the **Asset Data** tab.

Related Tutorial(s): [How to Add and Edit Assets](https://support.raamp.com/wiki/274)

Lease Data Tab

The **Has Lease** checkbox must be selected on the Asset Data tab for **Lease Data** to appear.

To edit the asset's lease data information, select the **Lease Data** tab.

Related Tutorial(s): How to Add Lease Data with Escalations and Options

Addresses Tab

Select Addresses to view **locations** and **location-specific** phone numbers. This tab stores physical or mailing locations associated with the company, such as: - Billing address - Mailing address - Physical address Each address can include its own phone number. For example, the billing phone number shown on the Addresses tab is the phone number associated with that billing location.

Files Tab

Select the **Files tab** to upload and view all files for the asset.

Files Overview

Remember to upload files by affiliation - tied to its specific company, property, family, tenant, or contact so it stays connected.

To upload a new file for the tenant, select **Click or Drop Files Here.** **NOTE:** You can also drag and drop a file from your computer to the files interface.

To edit a file, select **the file** or the **edit** icon.

Once a file is selected, the file's edit interface will open. From here, you can complete various tasks like requesting a signature, adding notes, reviewing the file history, etc.

Related Tutorial(s): [How to Add, Delete, & Manage Access Options for File Folders](https://support.raamp.com/wiki/44)\ [How to Follow a Folder & Receive Notifications](https://support.raamp.com/wiki/215)\ [How to Note Missing Files](https://support.raamp.com/wiki/193)\ [How to Upload Missing Files and Supporting Files](https://support.raamp.com/wiki/240)\ [How to Add a Key Date to a File](https://support.raamp.com/wiki/159)\ [How to Share Files](https://support.raamp.com/wiki/74)\ [How to Upload Files from a Phone Camera/Photos](https://support.raamp.com/wiki/75)\ [How to Upload File Revisions and Preserve Prior Versions](https://support.raamp.com/wiki/253)\ [How to Create and Send Signature Requests](https://support.raamp.com/wiki/133)\ [How to Set Signing Order](https://support.raamp.com/wiki/107)

Contacts Tab

To view or add **asset contacts**, select the **Contacts tab.**

You can add a contact two ways: Select **New Contact** or select the **type of contact** you want to add.

Select the **type of contact** from the dropdown menu > Select a **point of contact** from the dropdown menu **or** enter a new **contact's name** and select **Add XXX**.

Select **(edit)** to enter the contact's information.

Enter the **contact's information** > Select **Save.**

Select **Save**.

To edit a contact's information, select the contact's **edit** icon.

To delete a contact's information, select the contact's **red x**.

To download the contact's information, select the **vCard** icon.

Related Tutorial(s): [How to Download a Contacts vCard and Add to Outlook](https://support.raamp.com/wiki/135)

Notebooks Tab

Select the **Notebooks** tab. The **Notebooks** tab allows you to schedule important dates, tasks, and notifications specific to the family.

Notebook Overview

To learn more about creating Notebooks and Tasks, see [**How to Create a Notebook, Entry, and Task**](https://support.raamp.com/wiki/206) and [**How to Create Dependent/Linked Tasks.**](https://support.raamp.com/wiki/121)

Ownership Profile Tab

Select the **Ownership Profile** tab. This tab provides a summary/snapshot of the ownership status, and you can configure the company's capital stack.

Select **New Owning Entity** to add an owning entity. Select **Configure Capital Stack** to configure capital stack.

Select the **three-dot menu** to view options.

Related Tutorial(s): [How to Enter Ownership Profile Data to Create Ownership Tree](https://support.raamp.com/wiki/260)

Insurance Tab

To view asset insurance, select the **Insurance** tab. You can also add new entity insurance here. **NOTE:** For COI Compliance to appear, you must select the **Require Insurance Compliance** checkbox on the **Accounting Settings** tab.

To add asset insurance, select the **New Entity Insurance** > Enter the **required information** and/or upload **related files** > Select **Save**.

Select the **Edit icon** to update the insurance information and/or to upload files related to the insurance.

Loans Tab

To view assets loans, select the **Loans** tab.

To learn how to add loans, go to [How to Create a New Loan and Record Initial Journal Entry.](https://support.raamp.com/wiki/261)

Accounting Settings

The **Use as Accounting Entity** checkbox must be selected on the Asset Data tab for **Accounting Settings** to appear.

To verify ownership, add/edit required payables approval, and/or add/edit insurance compliance requirements, select the **Accounting Settings** tab.

Related Tutorial(s): [How to Verify Ownership and Agreement for Franchise Use](https://support.raamp.com/wiki/142/)\ [How to Enable Payables Approval and Approve Payables](https://support.raamp.com/wiki/259)

Revenue Operations

The **Use for Revenue Operations** checkbox must be selected on the Asset Data tab for **Revenue Operations** to appear.

To add an asset payment method, select the **Revenue Operations** tab.

Ownership Tree Tab

The **Ownership Profile Tab** needs to be completed for the **Ownership Tree** to populate.

Select the **Ownership Tree** tab. Toggle the view between **Beneficial Ownership** and **All Relationships.**

Select **Download** to export the diagram.

Understanding the Assets Page and Tabs

35 steps

Assets Overview

Select **Assets** from the navigation menu.

Assets Overview

How to Navigate to Assets Tabs

Locate the preferred asset.\ \ **NOTE:** You can locate the asset quickly by searching for it.

Select the **three-dot menu** to the right of the asset to access the asset tabs.

Once a tab is selected from the three-dot menu, all asset tabs will be available across the top. Use the tabs to navigate to specific information for the selected asset.

Assets Data Tab

To edit the asset's data information, select the **Asset Data** tab.

Related Tutorial(s): [How to Add and Edit Assets](https://support.raamp.com/wiki/274)

Lease Data Tab

The **Has Lease** checkbox must be selected on the Asset Data tab for **Lease Data** to appear.

To edit the asset's lease data information, select the **Lease Data** tab.

Related Tutorial(s): How to Add Lease Data with Escalations and Options

Addresses Tab

Files Tab

Select the **Files tab** to upload and view all files for the asset.

Files Overview

Remember to upload files by affiliation - tied to its specific company, property, family, tenant, or contact so it stays connected.

To upload a new file for the tenant, select **Click or Drop Files Here.** **NOTE:** You can also drag and drop a file from your computer to the files interface.

To edit a file, select **the file** or the **edit** icon.

Once a file is selected, the file's edit interface will open. From here, you can complete various tasks like requesting a signature, adding notes, reviewing the file history, etc.

Contacts Tab

To view or add **asset contacts**, select the **Contacts tab.**

You can add a contact two ways: Select **New Contact** or select the **type of contact** you want to add.

Select the **type of contact** from the dropdown menu > Select a **point of contact** from the dropdown menu **or** enter a new **contact's name** and select **Add XXX**.

Select **(edit)** to enter the contact's information.

Enter the **contact's information** > Select **Save.**

Select **Save**.

To edit a contact's information, select the contact's **edit** icon.

To delete a contact's information, select the contact's **red x**.

To download the contact's information, select the **vCard** icon.

Related Tutorial(s): [How to Download a Contacts vCard and Add to Outlook](https://support.raamp.com/wiki/135)

Notebooks Tab

Select the **Notebooks** tab. The **Notebooks** tab allows you to schedule important dates, tasks, and notifications specific to the family.

Notebook Overview

Ownership Profile Tab

Select the **Ownership Profile** tab. This tab provides a summary/snapshot of the ownership status, and you can configure the company's capital stack.

Select **New Owning Entity** to add an owning entity. Select **Configure Capital Stack** to configure capital stack.

Select the **three-dot menu** to view options.

Related Tutorial(s): [How to Enter Ownership Profile Data to Create Ownership Tree](https://support.raamp.com/wiki/260)

Insurance Tab

To add asset insurance, select the **New Entity Insurance** > Enter the **required information** and/or upload **related files** > Select **Save**.

Select the **Edit icon** to update the insurance information and/or to upload files related to the insurance.

Loans Tab

To view assets loans, select the **Loans** tab.

To learn how to add loans, go to [How to Create a New Loan and Record Initial Journal Entry.](https://support.raamp.com/wiki/261)

Accounting Settings

The **Use as Accounting Entity** checkbox must be selected on the Asset Data tab for **Accounting Settings** to appear.

To verify ownership, add/edit required payables approval, and/or add/edit insurance compliance requirements, select the **Accounting Settings** tab.

Revenue Operations

The **Use for Revenue Operations** checkbox must be selected on the Asset Data tab for **Revenue Operations** to appear.

To add an asset payment method, select the **Revenue Operations** tab.

Ownership Tree Tab

The **Ownership Profile Tab** needs to be completed for the **Ownership Tree** to populate.

Select the **Ownership Tree** tab. Toggle the view between **Beneficial Ownership** and **All Relationships.**

Select **Download** to export the diagram.