Documentation

Assetify Documentation

Everything you need to set up and get the most out of Assetify.

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Getting started

Quick start guide

Set up your organisation, import assets, and get live in under an hour.

Define your asset types

Create custom asset types with unlimited fields, dropdowns, and references.

Import existing data

Import from CSV, Excel, or connect discovery tools like Jamf and Intune.

Invite your team

Add members with admin, member, or viewer roles.

Asset management

Creating and editing assets

Add assets manually, via bulk import, or through automated discovery.

Custom fields

Text, number, date, dropdown, URL, boolean, and reference field types.

Asset relationships

Link assets with depends_on, is_part_of, hosts, and other relationship types.

QR codes and labels

Generate and print asset labels with QR codes for physical tagging.

Licenses & contracts

Tracking software licenses

Per-seat, concurrent, subscription, and perpetual license types.

Contract management

Store contracts, set renewal dates, and get expiry alerts.

License reclamation

Identify unused seats and reclaim them with one click.

AI & automation

AI queries

Ask questions in plain English — no SQL or report builders needed.

Workflow automation

Trigger actions from field changes, time events, or asset lifecycle transitions.

Onboarding & offboarding kits

Auto-assign assets and apps to new hires; reclaim everything on departure.

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