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Open Files from Vault with the Vault Client

In the Vault Client, you can specify whether to check out a file when you open it.

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

Tip: Launch the CAD application (for example, Inventor, AutoCAD) before opening files from Vault to improve file opening speed and reduce timeout issues.

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 them in the corresponding application without checking out. The files are read-only.

  4. Update Properties Prompt

    You are prompted to update them:

    • Yes – Update the properties for the files after check out. The files can be edited, and properties will be updated. Save changes and check the files back into the vault when finished.
    • No – Do not update the properties after check out. The files can still be edited, but the properties will not be updated. Save changes and check the files back into the vault when finished.
    • Yes to All – Update the properties for all remaining files after check out. The files can be edited, and properties will be updated. Save changes and check the files back into the vault when finished.
    • No to All – Do not update the properties for all remaining files after check out. The files can still be edited, but the properties will not be updated. Save changes and check the files back into the vault when finished.

  5. Files Open in Corresponding Application

    Files open in separate tabs in either editable (checked out) mode 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 (for example, ipt, iam, ipn, and idw files from Inventor can be opened together). For mixed file types from different providers (for example, Inventor, Revit, and AutoCAD), the Open command is 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 avoids 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, the drawing file is directly opened from Vault.
    • If there are multiple drawing files associated, the "Select a File" dialog displays listing the drawings associated with the design file.

Has Drawing Property

The "Has Drawing" system property helps 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 ensure that objects are only released if an associated drawing exists by leveraging the property in the check-in 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 an associated drawing file.
  • False – Indicates that the object has no associated drawing file.
Parent page: Open Files from a Vault

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