Create and Edit Assets

1. Please note this is the process to add and edit a client within the LedgerSwarm one day demo system - hence we have disabled four eyes checks etc.

2. From any screen navigate to the "Config" cog and click "Manage Assets".

3. Enter a "Name" of your choosing. Similarly enter a mock asset identifier in the "Codes" field - this does need to be greater than 8 characters long and could simulate an ISIN, a CUSIP or any internal identifier of your choosing. Please note - to aid your usage of the platform during the 24 hour trial there is no validation taking place on these fields and no 4 eyes checks are required.

4. Once the fields are populated click "Create"

5. Once created the newly created asset will appear in the table at the bottom of the screen - here you can see "DemoAsset1" is now created.

6. If you would like to amend the "Name" or the identifier/"Code" - navigate to the pencil icon at the far right of the table and click.

7. The fields will come up and you can edit them as you wish - in this example I have capitalised the "D" and the "A" in the "New Code" field.

8. Once you are happy with your amends click "Save Changes" - a green modal will flash at the top of the screen confirming the step you have taken - the client is now saved in the the demo system.

9. This is the end of the Asset Creation and Editing Asset Process