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Thin Client - The Interface

Learn how to use the Thin Client interface.

The navigation bar contains several icons at the top of the window. It also contains a search bar. For information on searching, see Search Bar below.

  • Vault Selector:

    Displays a list of available vaults.

    To switch to a different vault:

    1. Click the Vault Selector, indicated by the current server/vault name.
    2. Select one of the vaults displayed.
    3. Click Confirm to change vaults. You must sign in again before you can access the selected vault.

  • Help Icon:

    Displays a menu containing the following options:

    • Help and Support: Opens the Autodesk Knowledge Network help for Vault.
    • About: Displays current version information for the Thin Client.
    • Contact Us: Opens the Vault Products Feedback Forum, where you can communicate directly with Autodesk about Vault software.

  • Notification Icon:

    Displays unread notifications. When you have a new notification, a badge appears on the icon.

    Click the notification icon to view download progress.

  • Profile Icon:

    Displays logged in user's initials.

    The profile icon displays the user initials based on the following behavior:

    • If the first name and last name fields are available in Vault, the profile icon displays the first letter from first name and last name.
    • If only the first name field is available in Vault, the profile icon displays the first letter from first name only. If only the last name field is available in Vault, the profile icon displays the first letter from last name only.
    • If both the first name and last name are not available in Vault, the profile icon displays the first letter from display name.

    It includes the following options:

    • Settings: Displays settings for viewing data in the Thin Client.
    • Sign out: Ends your session in the Thin Client and signs out the current account.

Workspace Navigation

The Workspace Navigation pane, to the left of the Thin Client interface, contains three icons. Each icon represents one of the Vault object types that you can work with in the Thin Client: files, items, and change orders.

Click a Workspace icon to display that workspace. If a workspace contains folders, you can navigate the folder tree by clicking folder names in the Workspace Navigation pane.

The search bar searches in the current workspace.

To learn more about searching in the Thin Client, view Thin Client - Search the Vault.

Data Tables

Click an object or a folder in the data table of a workspace to display its contents and to view more details.

A checkbox displays to the left of the items in a data table. Select a checkbox to display icons at the top of the table. Each icon represents an action available for that type of object. To learn more, see Thin Client - Work with Vault Data.

Properties Panel

The properties panel shows the properties associated with an object in the vault.

Click the Properties Panel icon to open the panel. Select an object to display its properties.

Full View vs. Paged View

Click the view icon to toggle between full and paged views to load and display data.

Tip: Hover your mouse over the icon to see the current settings.

Show/Hide Folders

Click the Show/Hide Folders icon to expand or collapse the folder view in the Files workspace.

With this option, you can hide the folders in the main data table that aren't relevant or make them show when required. You don't need to scroll through all the folders in the main data table to view specific files or folders. You can still navigate through the folder tree navigation in the left panel.

Details View

Every object in the vault has specific data and relationships associated with it.

Click the object's name (the value in the Name column) to open its details view. See the following topics for information on each type of object's details view:

Expand/Collapse Rows

Expand or collapse rows in a tree view. This functionality is available in the File (Uses and Where Used tabs) and Items (Where Used and BOM) details page.

To expand/collapse all rows:

  • Click the Collapse all icon in the tree view action bar to collapse all the rows.

    Note: If the child rows weren't previously collapsed, they will appear in their previously-expanded state. Using "Collapse all" ensures that all rows appear in a collapsed state.

  • Click the Expand all icon in the tree view action bar to expand the collapsed rows (parent-rows-with-children) so that all rows are displayed in a tree view.

Expand all Children/Collapse all Children

To expand the collapsed rows in a tree view:

  • Hover over the parent row and click the ellipses icon (…).
  • Select "Expand all Children" to display all the rows.

Similarly, to collapse the expanded rows, hover over the parent row and select the ellipses icon (…) to select "Collapse all Children".

The Viewer

The Thin Client displays files with viewable geometry in an integrated viewer.

To learn more about using the Viewer, see Thin Client - Work with Vault Data.

Parent page: Vault Thin Client

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