Essential Vault Skills

Essential Vault skills are shared across many different add-ins as well as the Vault Client. Click on the link for the Command/Function in the list to go to that topic in the help.

Command/Function

Short Description

Go to vault

Launch the Autodesk Vault stand-alone client.

Log in to a vault

Log into the vault.

Log out of a vault

Log out of the vault.

Open from vault

Open a file stored in the Vault.

Place from vault

Places a file from the Vault into the open file.

Go to workspace

Launches the local working folder for Vault files.

Refresh file

Updates the selected file(s) with the properties in the vault.

Check in

Check file in for the first time or check a file back into the vault.

Check out

Checks a file out of the vault.

Note: This command only performs a quick check out, so only the latest version of the latest revision is retrieved. To get a particular revision, click Get Revision on the Vault ribbon.

Undo checkout

Undoes a file checkout.

Revert to Latest Checks out a historical version of a file to modify and make it the current version.

Vault Options

Launches the Vault Options dialog where you can configure your settings for the Vault add-in.

Update Properties

Updates file properties with the properties in the vault.

Change State

Changes the lifecycle state of the file to another valid state in the lifecycle.

Note: This command is available in Vault Workgroup and Vault Professional.

Revise File

Changes the file's revision to the next appropriate increment in the revision scheme.

Note: This command is available in Vault Workgroup and Vault Professional.

Change Category

Changes the category assigned to a file.

Note: This command is available in Vault Workgroup and Vault Professional.