You can quickly examine a file, folder, or custom object's general details and security settings through the context menu.
View General Details for a File
You can also access the Details dialog by selecting Details from the File menu.
You can review the following information on the General tab:
The File type. For example, an assembly, drawing, or Word document.
Indicates whether the file is available for check out or if it is already checked out.
Indicates the folder path for the selected file in the Vault.
The size of the selected file.
The date and time the file was last checked in.
The creator of the file.
View General Details for a Folder
You can also access the Details dialog by selecting Details from the File menu.
You can review the following information on the General tab:
Indicates whether the selected folder is a general folder or a library folder.
Indicates the folder path for the selected folder in the Vault.
Indicates the corresponding working folder for the selected folder. This folder may be on the local drive or on a network and can be changed to a location from the Details dialog. Refer to Map a New Working Folder for more information.
If the selected folder is a library folder, it can be mapped to a shared server. You can specify the location on the shared server by entering the location in the Map to Shared Server field.
View General Details for a Custom Object (Vault Professional)
You can also access the Details dialog by selecting Details from the File menu.
You can review the following information on the General tab:
The singular name for the custom object group is shown. For example, if you created a custom object group called Contacts and selected an object in the group, the object type will show as Contact.
If the custom object is assigned a lifecycle definition, then the current lifecycle state for the custom object is displayed.
View the Security Settings for a File or Folder
You can also access the Details dialog by selecting Details from the File menu.
You can review the following information on the Security tab:
Indicates the security precedence for the selected file or folder. The default setting is role-based security only. However, if security settings have been overridden, then the mode is set to System or overriden security and the permissions in the Access Control List (ACL) are used instead. If no permissions are defined in the ACL, then system security takes precedence.
The ACL shows which groups and users are granted access to the selected file or folder, and their respective permissions.
View the Security Settings for a Custom Object (Vault Professional)
You can also access the Details dialog by selecting Details from the File menu.
You can review the following information on the Security tab:
Indicates the security precedence for the custom object. The default setting is role-based security only. However, if security settings have been overridden, then the mode is set to System or overriden security and the permissions in the Access Control List (ACL) are used instead. If no permissions are defined in the ACL, then system security takes precedence.
The ACL shows which groups and users are granted access to the selected custom object and its respective permissions.