Working within the Vault Pro workflow

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To begin the presentation, I will share an introduction of the Vault workflow

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that is used to create, update, and share your CAD files in Vault Professional.

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This workflow will also align with the following objectives that will be discussed.

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We will start with learning how to create new files in Vault Professional.

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This will focus both on creating new files with your CAD software

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and using the Copy Design tool within Vault.

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Oftentimes, you won't need to create new files and will be modifying existing designs from the Vault.

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For these situations, you will learn how to download and check out these files using the Get and Open commands,

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so you can make the required changes.

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You will next learn the Vault tools to upload your modified design versions into Vault,

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as well as how to change file lifecycle states.

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Finally, we will discuss how you can notify teammates that you have updated files,

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and how to use the tools within Vault to review the files history, refresh, or get the local file.