Using Get and checking out files

00:03

In the previous topic, we discussed creating new files in Vault, but oftentimes you won’t need to create new files.

00:10

You will simply need to modify existing designs from the Vault.

00:14

With reference to the original workflow, we've now finished creating files in Vault

00:19

and we can move into the “update file” stage of the Create, Update, Share workflow.

00:25

The three green workflow steps make up the Update stage.

00:30

In order to make changes, the files need to be checked out and downloaded, and then changes are made to the local copies.

00:38

The final step includes checking in the file and changing the file state, if needed.

00:44

When an update is required to an existing file, the file needs to be downloaded to the working folder,

00:51

checked out, and opened in CAD software.

00:54

First, you need to look at the file in Vault to be updated.

00:59

Once located, you must initiate a Get command.

01:03

One way is from the right-click menu, as shown here.

01:07

The files that have been selected are then presented in the Get dialog box.

01:13

This is where you will select the Check Out Files icon, which adds a check mark in the Checkout column.

01:19

Additionally, you can change any options related to wherever children, parents,

01:24

and related documentation are included in the Get operation and the working folder.

01:30

Optionally, you can add a comment describing why you are checking out the file.

01:35

A good tip to keep in mind is that the check out count and download count is summarized in the bottom left of the dialog box,

01:43

so it is a good idea to review this before completing the Get.

01:47

To download and check out the file, select OK.

01:50

In the workflow we are discussing, we are getting files with the intention of making design changes.

01:57

If you want to simply download and use files without making changes,

02:01

you still use the Get command, but you do not select the blue Check Out option in this dialog box.

02:07

This will provide you with a read-only local version of the file.

02:12

The final step to update the file is to simply open the file in the CAD software.

02:17

This can be done using the Open option in the Vault client, as I have shown here.

02:21

You also can open it directly from the working folder, or from the CAD software.

02:26

As you become more familiar with Vault, you will learn that you can also use Open to download the file to the working folder

02:34

and open it in the CAD software;

02:36

and you are prompted to check out the file if not already checked out.

02:40

This is an alternative to using Get.

02:43

However, as you are getting started, I would recommend using Get, as it will allow you to add notes and identify all the files more easily.