• Vault Professional

Editing and checking in files

Edit files to update them in the native application, and then check the updated file back into the Vault.


00:03

Once the file is open the CAD software, you can make any updates to the design.

00:09

In this case, we added a hole and changed the color of the part to green, as shown on the right.

00:15

Notice in the Vault browser how the status icon shows as a white circle with a checkmark.

00:21

This identifies the file is checked out to you.

00:24

In the right-hand image, the file name has an asterisk appended to the end.

00:29

This identifies to you that a save is required.

00:34

Once the file has been saved, the status icon will turn green, indicating that your local file is newer than the version in Vault,

00:42

which reminds you that you should be checking in the file.

00:45

Additionally, the asterisk at the end of the file name changes to a plus (+) sign, to help you identify that the file was modified.

00:54

In the previous topic, when we discussed creating files using Copy Design, as well as creating them from scratch,

01:01

the final step was checking in the files to Vault so that other users could access them.

01:07

In the case of updating design files, the final check in is done in the same way.

01:12

In review, there are three main steps:

01:15

First, you initiate the Check In command from within the authoring program by selecting Check In, as shown here.

01:22

Next, you can review and select settings for inclusion of the children, parents, and related files,

01:30

as well as the visualization attachment options.

01:33

Select the Keep files checked out check box (if required),

01:37

and the Close files and delete working copies option (if available and required).

01:42

You can add descriptions, and in this case, you can see that the final image will be created.

01:49

Lastly, click OK to check in the file.

01:53

This last image is how the status icon changes for the file, now that it's checked back in to Vault.

02:00

The white circle no longer has a checkmark indicating it isn't checked out,

02:05

and the white circle alone indicates the local version of the file is the same as the version on the Vault.

02:12

You can also hover over the icons at any time to view a tooltip.

02:17

As you can see in this image, the file is available for check out by anyone with access to the Vault.

Video transcript

00:03

Once the file is open the CAD software, you can make any updates to the design.

00:09

In this case, we added a hole and changed the color of the part to green, as shown on the right.

00:15

Notice in the Vault browser how the status icon shows as a white circle with a checkmark.

00:21

This identifies the file is checked out to you.

00:24

In the right-hand image, the file name has an asterisk appended to the end.

00:29

This identifies to you that a save is required.

00:34

Once the file has been saved, the status icon will turn green, indicating that your local file is newer than the version in Vault,

00:42

which reminds you that you should be checking in the file.

00:45

Additionally, the asterisk at the end of the file name changes to a plus (+) sign, to help you identify that the file was modified.

00:54

In the previous topic, when we discussed creating files using Copy Design, as well as creating them from scratch,

01:01

the final step was checking in the files to Vault so that other users could access them.

01:07

In the case of updating design files, the final check in is done in the same way.

01:12

In review, there are three main steps:

01:15

First, you initiate the Check In command from within the authoring program by selecting Check In, as shown here.

01:22

Next, you can review and select settings for inclusion of the children, parents, and related files,

01:30

as well as the visualization attachment options.

01:33

Select the Keep files checked out check box (if required),

01:37

and the Close files and delete working copies option (if available and required).

01:42

You can add descriptions, and in this case, you can see that the final image will be created.

01:49

Lastly, click OK to check in the file.

01:53

This last image is how the status icon changes for the file, now that it's checked back in to Vault.

02:00

The white circle no longer has a checkmark indicating it isn't checked out,

02:05

and the white circle alone indicates the local version of the file is the same as the version on the Vault.

02:12

You can also hover over the icons at any time to view a tooltip.

02:17

As you can see in this image, the file is available for check out by anyone with access to the Vault.

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