Introduction
Vault, as a default, does not create files and passively waits to manage files added by CAD or Office applications. Vault Data Standard adds the workflow to start new documents within Vault before the application first time opens it.
Learning Objectives
- Learn how to configure Vault to enable the New Standard File… workflow
- Learn how to leverage options like Auto-Numbering or enforced user input
- Learn how to auto-select numbering schemes per category
- Learn how to implement input constraints for properties
- Get insights on Vault Data Standard configuration access points, allowing you to adjust or extend this command to your company's needs
Exercises
- Exercise 1 - Configure VDS Document Types and Templates
- Exercise 2 - Enable Numbering
- Exercise 3 - Enabling Numbering per Category
- Exercise 4 - Enforce "Title" Property Value
See
VDS Tutorial - Chapter 01.pdf for the full workflow documentation, including step-by-step instructions to complete all exercises.
Watch the YouTube Video Documentation -
Vault Data Standard Tutorial - Chapter 01.