Using lifecycle states in Vault

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A file residing in Vault can be updated by using the Get command, to check out the file

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and download it to the local working folder for editing.

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To do this, right-click the file to be updated and select Get.

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Expand the dialogue box, then we'll select the Check Out icon.

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Since by default the Get command downloads only a read-only version of the file to the working folder without checking it out,

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a check mark is added to the Check Out column.

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You can change any options related to the children, to the parents, and to the related documentation,

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and optionally, you can add a comment describing why you are checking out the file.

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You are also shown the check out count and the download count.

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Click OK when finished.

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The file has been checked out as shown by the check mark,

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and now you can open it in the CAD application (in this case Inventor) and make the edits.

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We'll make a change to the shaft from 12 inches to 20 inches.

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Once the change is made, we can check it back into the Vault for others to access.

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In the Vault tab, select Check In, Yes to save, and then enter a comment (“Changed length”),

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and then click OK when finished.

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Now going back to Vault after doing a refresh, you can see that the file has been checked in,

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and you can see the longer shaft length in the thumbnail and the comment indicating the changed length.

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Now right-click the file and select Change State..., and we'll select For Review, since the file is now ready for somebody to review.