Learn how to use Vault's Pack and Go feature

00:13

Welcome to Episode 7 in the Vault-based collaboration series.

00:18

In this episode, we'll be looking at the Pack and Go functionality and how you can provide access to specific files by sending a link.

00:28

As the name suggests,

00:30

Pack and Go is a utility that copies and then packages a file and all its reference files into a single location.

00:39

The chief advantage to using Pack and Go is that you can quickly identify and create an isolated copy of those files,

00:46

and only those files referenced by a given file.

00:51

In short, you will use the Pack and Go feature to hand off project data to someone else.

00:58

For example, if your firm begins a project by doing a survey, creating the base map, and completing the parcel layout,

01:07

and then passes the drawing and associated data to a civil engineer who completes the job,

01:13

you could use Pack and Go in Autodesk Vault to assemble the information related to the drawing before you hand it off.

01:22

And this is an AutoCAD Civil 3D example, so this feature isn't only for manufacturing.

01:29

Let's say that your provider needs to check the base of the encoder of your welding robot.

01:36

Let's see how easy it is to send them the assembly of the encoder in the short video that follows.

01:50

So as planned, you need your provider to make a few changes to the base of the encoder.

01:56

To that effect, you are going to send them the assembly of the encoder that has the base part.

02:02

You can choose the format in which you want to send it.

02:08

You can decide where to save the result in export.

02:14

And you can keep the folder hierarchy or not.

02:19

As you can see, the selected options contain old design files and the Inventor project file.

02:28

You can also choose not to include the dependents, but in this case, it would defeat the object.

02:37

Finally, let's have a quick look at the settings that you can choose from.

02:48

All that is left to do is to export the package files to the storage target that you selected...

02:57

And then send them to your provider.

03:01

That is how simple this feature is.

03:15

Now, let's have a look at how you can email a link to a file in a Vault.

03:22

If a user has access to the Vault, you can email that user a link to the file, instead of sending the entire file.

03:30

You can do so either by selecting the file, selecting edit, and clicking on the copy hyperlink,

03:37

which puts a hyperlink to the selected file on the windows clipboard,

03:42

or by selecting a file and using the Send Link functionality that generates an email with a URL for the thick client,

03:51

and another URL for the thin client.

03:55

Keep in mind that in most cases, these URLs will not be accessible from outside the corporate network unless the recipient is using VPN.

04:06

I hope this presentation has given you a better understanding about the Pack and Go functionality,

04:11

and how you can provide access to specific files by sending a link.

Video transcript

00:13

Welcome to Episode 7 in the Vault-based collaboration series.

00:18

In this episode, we'll be looking at the Pack and Go functionality and how you can provide access to specific files by sending a link.

00:28

As the name suggests,

00:30

Pack and Go is a utility that copies and then packages a file and all its reference files into a single location.

00:39

The chief advantage to using Pack and Go is that you can quickly identify and create an isolated copy of those files,

00:46

and only those files referenced by a given file.

00:51

In short, you will use the Pack and Go feature to hand off project data to someone else.

00:58

For example, if your firm begins a project by doing a survey, creating the base map, and completing the parcel layout,

01:07

and then passes the drawing and associated data to a civil engineer who completes the job,

01:13

you could use Pack and Go in Autodesk Vault to assemble the information related to the drawing before you hand it off.

01:22

And this is an AutoCAD Civil 3D example, so this feature isn't only for manufacturing.

01:29

Let's say that your provider needs to check the base of the encoder of your welding robot.

01:36

Let's see how easy it is to send them the assembly of the encoder in the short video that follows.

01:50

So as planned, you need your provider to make a few changes to the base of the encoder.

01:56

To that effect, you are going to send them the assembly of the encoder that has the base part.

02:02

You can choose the format in which you want to send it.

02:08

You can decide where to save the result in export.

02:14

And you can keep the folder hierarchy or not.

02:19

As you can see, the selected options contain old design files and the Inventor project file.

02:28

You can also choose not to include the dependents, but in this case, it would defeat the object.

02:37

Finally, let's have a quick look at the settings that you can choose from.

02:48

All that is left to do is to export the package files to the storage target that you selected...

02:57

And then send them to your provider.

03:01

That is how simple this feature is.

03:15

Now, let's have a look at how you can email a link to a file in a Vault.

03:22

If a user has access to the Vault, you can email that user a link to the file, instead of sending the entire file.

03:30

You can do so either by selecting the file, selecting edit, and clicking on the copy hyperlink,

03:37

which puts a hyperlink to the selected file on the windows clipboard,

03:42

or by selecting a file and using the Send Link functionality that generates an email with a URL for the thick client,

03:51

and another URL for the thin client.

03:55

Keep in mind that in most cases, these URLs will not be accessible from outside the corporate network unless the recipient is using VPN.

04:06

I hope this presentation has given you a better understanding about the Pack and Go functionality,

04:11

and how you can provide access to specific files by sending a link.

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