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Vault Office Client

The Vault Office client is similar to the Vault client, but provides only non-CAD file and folder data management options.

The Vault Office client cannot be installed on the same machine as a full Vault Professional client.

Who Should Use the Vault Office client?

The Vault Office client is ideal for users who do not need all of the CAD functionality of a full Vault client, but who still need to manage documents in a vault. For example, non-design engineers and project managers, employees on the shop floor, and sales personnel could all use the Vault Office client to fulfill these responsibilities:

  • Review and validate design data
  • Participate in the change process
  • Manage project data
  • Communicate with external team members
  • Create reports
  • Consume released design data
  • Manage additional non-CAD data and custom objects.

You can preview files using the View tab if dwf exist for these files and "Inventor Read-Only Mode" is selected in Vault Options. If the files don't have dwf, you can only view files in Inventor in the Inventor Read-only mode using the "Open" button in the View tab or "View in Window..." command in the context menu. If files have dwf, but "Always use Inventor Read-Only Mode" is selected in Options, you can only view files in Inventor Read-only mode.

You can also configure the default behavior for double-clicking a file with the Invoke with double-click setting changed to View in Window in the Options.

Tasks Users Can Perform with the Vault Office client

File and Folder Tasks

  • Create folders

  • Move, Rename, and Delete non-CAD files

  • Move, Rename, and Delete folders which do not contain CAD files

  • Check in, check out, perform quick checkouts, and undo checkouts on non-CAD files

  • Check in, check out, perform quick checkouts, and undo checkouts on folders

    Note: CAD files in the folder are not affected.

  • Open non-CAD files

  • Get/download non-CAD files

  • Edit non-CAD file properties

  • Edit folder properties

  • Attach non-CAD files to CAD files

  • Attach files to non-CAD files

  • Detach files from non-CAD files

  • Classify, categorize, change lifecycle definition, change state, and change revision on non-CAD files

  • Classify, categorize, change lifecycle definition, and change state on folders

  • Change state on CAD files

  • Preview files before getting the files from the Vault. Use View in Window using Inventor Read-Only or use the Preview Tab.

Custom Object Tasks

  • Create Custom Object instances
  • Classify, categorize, change lifecycle definition, change state, and change revision on custom objects
  • Edit custom object properties

Job Processor Tasks

  • Update view using Queue Update
  • Send jobs to the Job Processor
  • Create, edit, and delete links to folders and non-CAD files
  • Create, modify, and delete links of non-CAD files and folders to custom objects

Item Tasks

  • Read item details (Bill of Materials, etc.)
  • Change state on items

Report Tasks

  • Run reports on files, folders, items, and change orders
  • Rerun reports on Bills of Materials (BOMs)
  • Run reports on Custom Objects

Change Order Tasks

  • Created, edit, and participate in Change Orders

General Tasks

  • Go to working folder
  • Access and create saved searches
  • Enable custom utility for non-CAD files, folders, and custom objects

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