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Open a File 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.

Perform one of the following actions:

  • Select a file and then select File > Open.

  • Right-click a file and then select Open from the context menu.

    Note: Vault Client retrieves the latest versions of file dependencies instead of gathering file dependencies based on the file revision.

If the file is in checked-in state, you are prompted to check out the selected file.

  • Select Yes to check out the file from the vault and open it in the corresponding application

    • You are prompted to update properties of the selected file.
      • Select Yes to update the properties of the file after checkout. The file can be edited, and properties will be updated. When you finish editing the file, save the changes and check it back into the vault.
      • Select No to not update the properties of the file after checkout. The file still can be edited, but the properties will not be updated. When you finish editing the file, save the changes and check it back into the vault.

  • Select No to get the file from the vault and open it in the corresponding application without checking it out. The file will be read-only.

Note: If opening Inventor files and there are multiple Inventor project files in the Vault, a "Select project file" dialog can be presented asking 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.
  • True (indicates that the object is a drawing, or has a drawing or an associated drawing file)
  • False (indicates that the object has no drawing or an associated drawing file)
Parent page: Open Files from a Vault

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