Copy a Design Walkthrough (Vault 2015 R2)

This topics walks you through a typical copy design workflow.

Important: This topic is intended for Vault 2015 R2 users. Vault 2015 users should see the original Copy Design help topics.

1. Go to Start > Autodesk > Data Management > Tools > Autodesk Copy Design 2015 R2 to open the Copy Design dialog.
2. If you are not already logged in, you are prompted to log into a vault. Enter your credentials and click OK.
3. Click the Master Menu on the toolbar and select whether you want the following options enabled:
   • Drawing View
   • Select References
   • Automatically Copy Parents
   • Link Drawings and Model
   Note: You can also access Action Rules, Numbering Schemes, and Panels Configuration from this menu.
4. Click Add Objects on the toolbar. Select the files that you want to copy and click Open.

   The files are added to the main view of the Copy Design dialog.

5. Click Include Children on the toolbar and select whether you want to show Attachments, Library Files, or both in the copy design view.
6. If desired, click Select Copy Settings on the toolbar and select whether you want to Copy Only the top nodes or all of the files listed in the main view.
7. If you want to perform a different action on a file, right-click on the file and select the action from the context menu.

   See Actions for more information.

   Tip: Click Refresh at any time to capture the latest version of the listed files and file structure.
8. Click Rule Set on the toolbar and select the rule set that you want to apply to the copy operation.
   Note: Turn the Rule Set button off to ignore rule sets for this copy operation. All source file properties are applied to the destination files. If configured, category and numbering schemes are applied to the destination files as well. However, the state and revision of the destination file are always reset.
9. Once everything is configured, click Create Copy on the toolbar to start the copy operation.
   Several pre-checks are performed to ensure that:

   • All files have unique names (by Folder)
   • Vault unique file name rules are met
   • Selected files still exist
   • Files requiring edits are write-enabled
   • Files requiring edits are owned by the workgroup site

   All successful copy operations receive a green check in the main view. If a copy operation failed, a red cross is displayed.

   To perform another copy operation, modify your settings and click Create Copy.