Open Files from Vault with the Vault Client

In the Vault Client, you can specify whether you want to check the file out or not when you open it.

If you check out the file, then you can make edits to it. If you do not check out the file, the file will be read-only.

Open Single or Multiple Files

  1. Select Files

    • Single file: Click the file to select it.
    • Multiple consecutive files: Click the first item → Shift + Click the last item.
    • Multiple non-consecutive files: Click the first item → Ctrl + Click each additional file.

  2. Perform one of the following actions:

    • Select the files and then go to File > Open.
    • Right-click the files and then select Open from the context menu.
    Note: Vault Client retrieves the latest versions of file dependencies instead of gathering dependencies based on the file revision.

  3. Check Out Prompt If any selected file is in a checked-in state, you are prompted to check out the files. Perform one of the following actions:

    • Yes – Check out the files from the vault and open them in the corresponding application.
    • No – Get the files from the vault and open in corresponding application without checking out. The files will be read-only.

  4. Update Properties Prompt If any properties are out of date after checkout, you are prompted to update them:

    • Yes – Update the properties for the files after checkout. The files can be edited, and properties will be updated. When finished, save changes and check the files back into the vault.
    • No – Do not update the properties after checkout. The files can still be edited, but the properties will not be updated. When finished, save changes and check the files back into the vault.

  5. Files Open in Corresponding Application

    • Files open in separate tabs in either editable (checked out) with updated properties or read-only mode without updates, depending on your selections in Steps 3 and 4.
Note: The multi-select process applies only to files of the same type or from the same provider (e.g., ipt, iam, ipn, and idw files from Inventor can be opened together). For mixed file types from different providers (e.g., Inventor, Revit, and AutoCAD), the Open command will be disabled.
Note: If opening Inventor files and there are multiple Inventor project files in the Vault, a "Select project file" dialog can be presented asking you to choose which one should be used to locate any referenced files. If you choose a project file that was not used the last time the files were checked into the Vault, further prompts may appear offering to check any referencing files out of the Vault. Vaulting a single Inventor project file will avoid the risk of making unnecessary changes to files.

Open Drawing from Vault

Use the Open Drawing command in Vault to open the associated drawing file from the Vault Client.

Note: The Open Drawing command is supported in Inventor and SolidWorks only.

  1. Select an assembly or a part file.

  2. Right-click and select the Open Drawing command.

    • If a single drawing is associated, drawing file is directly opened from Vault.
    • If there are multiple drawing files associated, the "Select a File" dialog displays listing the drawings associated to design file.

Has Drawing Property

The "Has Drawing" system property helps to identify whether the object is a drawing or has one or more associated drawings. You can list all objects within a project with missing drawings by searching the "Has Drawing" property. You can also make sure the objects are only released if an associated drawing exists by leveraging the property checkin lifecycle transition.

Note: The Has Drawing property is only true when the current revision has a version that is linked to a drawing.
Parent page: Open Files from a Vault