• Vault Professional
  • Inventor
  • AutoCAD

Getting started with Vault

In this learning series, you will understand how to efficiently set up and configure Vault Professional, organize the working folder, and map operational workflows to achieve your ideal business goals.


Course overview

Learn how to set up Vault and get started using its main features for improved productivity.

By the end, you will have a strong understanding of:

  • An introduction to Autodesk Vault
  • An introduction to Vault's working folder
  • How to map your operational workflows in Vault Professional

Before you start

About the author

This content was developed by Pradeep Shetty, Technical Account Specialist.

Course outline

40 min.

Introduction to Autodesk Vault

Autodesk Vault is a proven tool to help boost productivity. In this content series, learn how Vault helps you accelerate workstreams in a system that brings together internal and external collaborators.

Autodesk Vault is a proven tool to help boost productivity. In this content series, learn how Vault helps you accelerate workstreams in a system that brings together internal and external collaborators.

By the end of this content series, you will have a strong understanding of:

  • An overview of Autodesk Vault's interface
  • Autodesk Vault's workflow
  • Using Autodesk Vault best practices


45 min.

Introduction to Vault's working folder

Explore how to set up your Vault software for design and collaboration. In this content, you will learn how to use the working folder, how to set up the folder structure and configure the files required to perform Vault functions, and how to share and synchronize your work for improved teamwork.

Explore how to set up your Vault software for design and collaboration. In this content, you will learn how to use the working folder, how to set up the folder structure and configure the files required to perform Vault functions, and how to share and synchronize your work for improved teamwork.

By the end of this content series, you will have a strong understanding of:

  • Understanding working folders
  • Setting the working folder
  • Sharing a working folder
  • Synchronizing your workspace
  • Setting up Inventor project in Vault


1 hr. 30 min.

How to map your operational workflows in Vault Professional

Discover the best practices available when using Autodesk Vault and how you can meet your business and operational workflows using this technology. In this content series, you will gain an understanding of Categories, Lifecycles, and Admin functions within Vault Professional.

Discover the best practices available when using Autodesk Vault and how you can meet your business and operational workflows using this technology. In this content series, you will gain an understanding of Categories, Lifecycles, and Admin functions within Vault Professional.

By the end of this content series, you will have a strong understanding of:

  • What is a Category in Vault?
  • Getting familiar with properties and behaviors
  • How to set or change categories
  • What is a Lifecycle in Vault?
  • Changing Lifecycles and States
  • Changing States from CAD add-ins to Vault
  • Getting familiar with Admin roles and permissions
  • How an Admin can create and configure a Category
  • How an Admin can create and configure a Lifecycle