Learn how to use Vault's Pack and Go feature

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Welcome to Episode 7 in the Vault-based collaboration series.

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In this episode, we'll be looking at the Pack and Go functionality and how you can provide access to specific files by sending a link.

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As the name suggests,

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Pack and Go is a utility that copies and then packages a file and all its reference files into a single location.

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The chief advantage to using Pack and Go is that you can quickly identify and create an isolated copy of those files,

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and only those files referenced by a given file.

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In short, you will use the Pack and Go feature to hand off project data to someone else.

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For example, if your firm begins a project by doing a survey, creating the base map, and completing the parcel layout,

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and then passes the drawing and associated data to a civil engineer who completes the job,

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you could use Pack and Go in Autodesk Vault to assemble the information related to the drawing before you hand it off.

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And this is an AutoCAD Civil 3D example, so this feature isn't only for manufacturing.

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Let's say that your provider needs to check the base of the encoder of your welding robot.

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Let's see how easy it is to send them the assembly of the encoder in the short video that follows.

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So as planned, you need your provider to make a few changes to the base of the encoder.

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To that effect, you are going to send them the assembly of the encoder that has the base part.

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You can choose the format in which you want to send it.

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You can decide where to save the result in export.

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And you can keep the folder hierarchy or not.

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As you can see, the selected options contain old design files and the Inventor project file.

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You can also choose not to include the dependents, but in this case, it would defeat the object.

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Finally, let's have a quick look at the settings that you can choose from.

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All that is left to do is to export the package files to the storage target that you selected...

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And then send them to your provider.

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That is how simple this feature is.

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Now, let's have a look at how you can email a link to a file in a Vault.

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If a user has access to the Vault, you can email that user a link to the file, instead of sending the entire file.

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You can do so either by selecting the file, selecting edit, and clicking on the copy hyperlink,

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which puts a hyperlink to the selected file on the windows clipboard,

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or by selecting a file and using the Send Link functionality that generates an email with a URL for the thick client,

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and another URL for the thin client.

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Keep in mind that in most cases, these URLs will not be accessible from outside the corporate network unless the recipient is using VPN.

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I hope this presentation has given you a better understanding about the Pack and Go functionality,

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and how you can provide access to specific files by sending a link.