Configure the Vault Environment

You can customize the Vault client environment to suit your data management needs. You can configure options for the Vault stand-alone client or the Vault Add-in for your product.

Some settings are the same across the Vault interfaces.

Universal Custom Grid Options

The Vault grid in Vault Explorer and the Vault Add-ins can be configured to suit your browsing needs.

Work with the Find Panel

Customize Columns

Manage the Column Quick List

Change View

View Options

Configure Other Vault Stand-Alone Client Settings

Set Application Options

The Options dialog box allows you to customize as well as streamline your workflow by suppressing certain dialog boxes and prompts.

The following dialog boxes can be suppressed, making your vault experience more transparent within your everyday tasks:

Check In
Undo Check Out

Each dialog has settings associated with it. You can specify default values for these dialogs and choose whether or not the dialogs actively prompt you while working with files in a vault.

You can also enable the document previewer. The document previewer allows you to preview a document in the preview pane without launching the application associated with the document.

Set Application Options

From within Autodesk Vault, select Tools > Options.

By default, small icons are used to indicate status. Turn on the Use large status icons check box to display large icons.
By default, the location of the working folder is not displayed. Turn on the Show working folder location in title bar check box to display the location of the working folder in the interface.
You can choose whether or not to display the automatically generated .dwf files. By default, they are hidden in the file list. Turn on the Show hidden files check box to display the hidden files in the file list.
If the administrator has authorized overrides, you can enable the Items or Change Orders interface. Turn on the Enable item user interface features check box to enable items. Turn on the Enable change order user interface features check box to enable change orders.
When you double-click a file in the vault, the default action is to display the read-only file in a new window. If Edit is selected as the default, the file is checked out of the vault and opened in the associated application for editing. To change the default action, select an action from the drop-down list.
When you double-click a component in Product View, the default action is performed on the associated file.

NoteInventor .dwg files are opened in Inventor for editing. If Inventor is not installed, the .dwg file is opened in AutoCAD.

Set Dialog Suppression Preferences

Turn on the check box next to a dialog box name to suppress that dialog.
Click the appropriate icon to specify whether or not to include child and parent files when the dialog is suppressed.
Click OK.

Set Document Preview Preferences

Manage Document Previewers

A list of applications installed on your current system are listed in the Document Previewer Options dialog. Here you can disable certain applications for document previewing.

On the Options dialog, click Document Previewers.
On the Document Previewer Options, clear the check boxes for the applications you do not want to enable for document previewing.
Click OK.

Disable Document Preview

By default, document preview is enabled.

Select the Turn off Document Preview checkbox to disable the feature.

Manage Prompts and Suppress Dialogs

You can streamline your Vault environment by configuring common prompts and suppressing certain dialogs.

Manage Prompts

There are several ways to streamline your vault workflow. You can specify the default response for common dialogs so that every time certain dialogs are displayed, your preferred response is the default selection. You can also specify which commands are automatically performed without prompting you for input, reducing the number of times you need to directly interact with the vault.

The frequency with which a prompt is displayed can also be specified at the time that the prompt is displayed. If you expand the prompt, you can select:

Always prompt
Don't prompt again this session
Don't ever prompt again

The default is Always prompt. If you select Don't ever prompt again, the answer you select for the prompt is set as the default answer and the command is performed automatically using the default answer without prompting you from this point forward. The default answer and prompt frequency can be changed in the Manage Prompts dialog box.

You can manage the prompt responses and automation in the Manage Prompts dialog box. In addition to the default responses, you can also specify how often a prompt is displayed. By combining the default response for the most common prompts as well as how often you are prompted for a response, you can automate elements of your workflow, creating a transparent vault experience.

Manage Prompts

From within Autodesk Vault, select Tools

Options.
In the Options dialog box, click Prompts.
In the Manage Prompts dialog box, select a command. The dialog lists all of the prompts related to most file-based commands such as checking out and checking in. The text for the related prompt is displayed in the column next to it as well as at the bottom of the dialog.
The Response column shows the current default response for the prompt. Select a default response from the drop-down list.
The Frequency column shows how often the prompt is displayed during a work session. The default is Always Prompt, meaning the dialog box is always displayed with the selected default response highlighted. Select Never Prompt to carry out the command related to the prompt using the selected default response without ever displaying the dialog box.
Click OK.

Suppress Dialogs

There are several ways to streamline your vault workflow. You can suppress common dialogs so that certain vault operations are performed automatically without displaying a dialog. You can also specify your preferred settings for that vault operation so that there is no need to directly configure preferences with each occurrence.

The dialogs which can be suppressed are as follows:

Check In
Undo Check Out

Change Suppression Settings for the Check In Dialog Box

When suppressing the Check In dialog box, you can specify how the corresponding vault operation affects the related files. The Check In operation is performed using the specified settings without prompting you.

Select Tools > Options.
In the Options dialog box, click Settings for the Check In dialog box.
In the Settings for Check In dialog box, specify if you want to keep the file checked out for further editing and whether or not to delete the local copy of the file once it is checked in to the vault.
Select the Include Children check box to apply the vault operation to all files on which the selected file depends.
Select the Include Parents check box to apply the vault operation to all files that depend on the selected file. If Include Parents is turned on, you can specify whether or not only the direct parents of the file are included or all parents of the file.
Select the Include related documentation option to apply the vault operation to the related drawing files.
Select the Include links option to apply the operation to files collected from links to files, folders, items, or change orders.
NoteThis option is available only in Vault Workgroup, Collaboration, or Professional.
Click OK.
In the Options dialog box, click OK.

Change Suppression Settings for the Undo Checkout dialog Box

When suppressing the Undo Check Out dialog box, you can specify how the corresponding vault operation affects the related files. The Undo Check Out operation is performed using the specified settings without prompting you.

Select Tools > Options.
In the Options dialog box, click Settings for the Undo Check Out dialog box.
In the Settings for Undo Check Out dialog box, specify if you want to replace the local file with the version currently stored in the vault and whether or not to delete the working copy of the file. Select Replace Working Copy to reset any changes that were made to the working copy of the file.
Select the Include Children check box to apply the vault operation to all files on which the selected file depends.
Select the Include Parents check box to apply the vault operation to all files that depend on the selected file. If Include Parents is turned on, you can specify whether or not only the direct parents of the file are included or all parents of the file.
Select the Include related documentation option to apply the vault operation to the related drawing files.
Select the Include links option to apply the operation to files collected from links to files, folders, items, or change orders.
NoteThis option is available only in Vault Workgroup, Collaboration, or Professional.
Click OK.
In the Options dialog box, click OK.

Manage How Columns Display Data

You can organize how columns display data by sorting, grouping, and filtering data.

Organize Columns

Sort, Group, and Filter Columns

You can sort and filter the contents of the main pane the preview pane. You can sort in ascending or descending order based on any column currently displayed, group by column headings, and filter based on properties.

Sort in Ascending or Descending Order

Right-click a column heading, and then select Sort Ascending or Sort Descending from the context menu.
or

Click the column heading to switch between sort ascending and sort descending.

The corresponding column is sorted from highest value to lowest value or from lowest value to highest.

Group by Column Heading

The contents of the main pane and the preview pane can be grouped according to any combination of column headings. When the contents are grouped, items with like values for the selected properties are combined in a collapsible list.

Right-click a column heading, and then select Group By This Field. The entire list is grouped according to the selected column. Items with like values are collected in an expandable list.

You can group further by adding more columns to the Group By box.

Drag a column heading up to the Group By box. The contents are arranged in sub-groups below the first group.
Drag a column heading down from the Group By box to the file list to remove that grouping.
or

Right-click the Group By box, and then select Clear Grouping to remove all the column headings from the Group By box and display the files in a flat table.

Filter Columns

Content not meeting specific criteria can be hidden from view using a column filter. There are several default filters from which to choose or, you can specify a custom filter.

Click the filter icon in the upper right corner of the column header, and then select the filter from the list or create a custom filter.

Content not meeting the filter criteria are hidden from view until the filter is removed.

Customize the View

You can customize the view in the application window. By making efficient use of properties and customizing your view, data management becomes much more tailored to your project.

Customize the View

Click the main pane, and then click View ► Customize View.
In the Customize View dialog box, select one of the following:
- Fields: to add or remove fields from view
- Custom Filters: to selectively choose categories to appear in the current view. Custom Filters is only available in the main view.
- Other Settings: to customize grid options, auto preview for comments, and column sizing.
- Reset: to restore the original view settings.
Click OK to apply and close the dialog box.

You can restore the original view settings by clicking Reset in the Customize View dialog box.

Customize Additional View Settings

Click the main pane or the preview pane, and then click View ►Customize View.
In the Customize View dialog box, click Other Settings.
In the Settings dialog, select:
- Show grid lines to display the column and row separator lines. Enabled by default.
- Show "Group By" box to display the Group By box above the columns for quick sorting.
- Show AutoPreview to display comments below each row.
- Automatic column sizing to fit all columns within the grid area. Enabled by default.
  NoteAutoPreview and Group By are only available for grid views (not available for tree views).

Customize Fields

You can customize the view in the application window. By making efficient use of properties and customizing your view, data management becomes much more tailored to your project.

NoteThe main pane, change order view, and preview views are customized independently of each other. Custom settings do not apply to all panes.

Customizing Fields

Click the pane that you want to customize, and then click View > Customize View.
In the Customize View dialog box, click Fields.
In the Customize fields dialog box, select which fields are available to choose from.
- Frequently-used fields
- All File fields
- All Item fields
- All Change Order fields
NoteAll of the above field types are available if a saved search was set to any type of object.
Select a field from the Available fields list, and then click Add. The field is moved to the list of fields currently displayed in the view.
To remove a field from the current view, select the field from the Show these fields in this order list, and then click Remove. The field is returned to the Available fields list.
Change the order of the fields in the current view by selecting one from the Show these fields in this order list, and then clicking either Move Up or Move Down.
Click OK.

NoteAfter choosing a field, it becomes available in the Frequently-used field drop-down list.

You can customize the view in the application window. By making efficient use of properties and customizing your view, data management becomes much more tailored to your project.

NoteThe main pane, change order view, and preview views are customized independently of each other. Custom settings do not apply to all panes.

Customize Toolbars and Menu Commands

You can customize which menu commands are available on toolbars and create custom toolbars with your most frequently used commands. Toolbars can be turned off or on. You can also create and delete custom toolbars. You can also change settings for showing full menus, menus usage data, and icon size.

Access Customize Features

From the View menu, select Toolbars ► Customize.

Customize Toolbars

Click the Toolbars tab. The Toolbars tab lists the available toolbars.
You can either customize an existing toolbar or create a new toolbar. To create a new, empty toolbar, click New. In the New Toolbar dialog box, enter a name for the new toolbar and then click OK.
Click the Command tab.
From the Categories list, select a category containing the commands you want to add to the toolbar.
The Commands list displays the commands available in the selected category. Commands can be added to custom toolbars or to existing toolbars. Commands can also be removed from toolbars.
- To add a command to a toolbar, drag-and-drop a command from the Commands list to the toolbar.
- To remove a command from the toolbar, drag-and-drop it from the toolbar back to the Commands list.
- You can rearrange the commands on the toolbar by dragging and dropping the icons on the toolbar.
- To turn off a toolbar that is currently displayed, turn off the check box in front of the toolbar name in the list.
- To display a toolbar that is currently turned off, turn on the check box in front of the toolbar name in the list.
- To return a toolbar to its original content and layout, select the toolbar from the list, and then click Reset. You are prompted to confirm your actions. Click OK.
- To remove a custom toolbar, select the toolbar from the Toolbars list, and then click Delete.
- To rename a custom toolbar, select the toolbar from the Toolbars list and then click Rename. In the Rename Toolbar dialog box, enter a new name for the toolbar, and then click OK.
Click Close.

NoteThe following toolbars can be customized, but they cannot be renamed or deleted:

Main Menu
Standard
Advanced

Personalize Menus and Toolbars

In the Customization dialog box, click the Options tab.
- To display menus that contain only the most frequently used commands, turn off the Always show full menus check box.
- Turn on the Show full menus after a short delay check box to view the entire menu by pausing the cursor in the menu if you are using shortened menus. This option is only available if Always show full menus is turned off.
- To reset the list of most frequently used commands, click Reset my usage data. Menus will display the full list and your usage data will start over.
- To display large icons in the toolbars, turn on the Large icons check box.
- To display ScreenTips when the cursor pauses over a button in a toolbar, turn on the Show ScreenTips on toolbars check box. To include shortcut keys for the command in the ScreenTip, turn on the Show shortcut keys in ScreenTips check box.
- By default, the menus follow the same animation settings selected for Windows. To change the animation used to reveal a menu, select an animation style from the Menu animations list.
Click Close.

Use Filters to Customize Folder Views

Sort in Ascending or Descending Order

Right-click a column heading, and then select Sort Ascending or Sort Descending from the context menu.
or

Click the column heading to switch between sort ascending and sort descending.

The corresponding column is sorted from highest value to lowest value or from lowest value to highest.

Group by Column Heading

Right-click a column heading, and then select Group By This Field. The entire list is grouped according to the selected column. Items with like values are collected in an expandable list.

You can group further by adding more columns to the Group By box.

Drag a column heading up to the Group By box. The contents are arranged in sub-groups below the first group.
Drag a column heading down from the Group By box to the file list to remove that grouping.
or

Right-click the Group By box, and then select Clear Grouping to remove all the column headings from the Group By box and display the files in a flat table.

Filter Columns

Content not meeting specific criteria can be hidden from view using a column filter. There are several default filters from which to choose or, you can specify a custom filter.

Click the filter icon in the upper right corner of the column header, and then select the filter from the list or create a custom filter.

Content not meeting the filter criteria are hidden from view until the filter is removed.

Manage Custom Views

Use the Manage custom views dialog box to save, define, and manage all defined views.

All of the Customize View functions are part of a view. When you use Customize View to choose different fields or apply a custom filter, you are actually modifying the current view. The current view is shown in the Advanced toolbar. Create new named views to store different view configurations. Click the down-arrow on the Advanced toolbar to select different views.

Views are accessed by clicking the down arrow on the Advanced toolbar. The environment you are in determines the default view. The following are the default views:

Vault: All Files
Item Master: All Items
Change Orders: All Change Orders
You can change the default by making a different selection and closing out of the dialog box.

Manage Custom Views

You can create and save custom views. First, create the view you want to save, and then use the Manage Custom Views dialog box to save and manage it.

On the Advanced toolbar, click the down arrow, and select Define Custom View.
In the Manage Custom Views dialog box, select one of the following:
- New: to store the view that is currently displayed. You are prompted to name the view. In the Create Custom View dialog box, enter a name and then click OK.
- Modify: to change the settings of the selected view. Changes made to a view are automatically saved to the view definition.
- Copy: to copy the settings of the selected view into a newly created view. You can only copy one view at a time.
- Rename: to rename the selected view.
- Delete: to delete the selected view. You cannot delete the default views.
- Close: to close the dialog box and apply the settings.

Tips for Customizing the Vault View

You can customize the view in the application window. By making efficient use of properties and customizing your view, data management becomes much more tailored to your project.

NoteThe Advanced toolbar displays the current view and provides access to creating and managing views.

Turn the Navigation Pane On or Off

The navigation pane is located on the left side of the window. The navigation pane is displayed by default.

From the View menu, select Navigation Pane.
If the navigation pane is currently displayed, then it is hidden.
If the navigation pane is currently hidden, then it is displayed.

Turn the Preview Pane On or Off

The preview pane is located at the bottom of the window. The preview pane is displayed by default.

From the View menu, select Preview Pane.
If the preview pane is currently displayed, then it is hidden.
If the preview pane is currently hidden, then it is displayed.

Turn the Shortcuts Pane On or Off

The shortcuts pane is part of the navigation pane. It displays the shortcuts you've created. It is displayed by default.

From the View menu, select Shortcuts pane.
If the shortcuts pane is currently displayed, then it is hidden.
If the shortcuts pane is currently hidden, then it is displayed.

NoteThe shortcuts pane is not displayed if the navigation pane is turned off.

Turn the Toolbars On or Off

The standard toolbar is displayed by default.

From the View menu, select Toolbar ► Standard or Advanced.
If the toolbar is currently displayed, then it is hidden.
If the toolbar is currently hidden, then it is displayed.

The standard and advanced toolbar and menus can be customized to fit your needs.

From the View menu, select Toolbar ► Customize. The Customization dialog box is displayed.
Use the tabs to customize the organization of the toolbar, the menus, and to change menu options such as screen tips and usage data.
Drag the toolbar buttons to reorder, add, and remove buttons.

Change the Display of Status Bar

The status bar at the bottom of the window displays the number of files currently selected, the name of the server into which you are currently logged, the name of the active vault database, and the account name currently logged into the vault. The status bar is turned on by default.

From the View menu, select Status Bar. If the status bar is currently displayed, then it is hidden. If the status bar is currently hidden, then it is displayed.

Customize the View

The view can be customized per folder.

Click on the folder.
Right-click on a column in the main pane.
Select Apply Settings to > Current View to customize the view of the currently opened folder.
Select Apply Settings to > Default View to customize all the folders in the current hierarchy.

Manage the Shortcuts Pane

A shortcut is a pointer to an associated folder or object. The Shortcuts pane displays and organizes any shortcuts to folders, items, or files that you create. It is part of the navigation pane. If you hide the navigation pane, the Shortcuts pane is also hidden. By default, the Shortcuts pane is displayed.

Shortcuts can be created that point to folders , items,or files. When you click a shortcut in the navigation pane, the associated object is displayed in the main view. Shortcuts can be organized by groups, renamed, and removed from the navigation pane. The shortcuts that are displayed depend on the environment.

Note

Only file and folder shortcuts are available when the Vault environment is selected.
Only item shortcuts are available when the Item Master environment is selected.
All the shortcuts are listed when the Folder List is selected.

Shortcuts are saved for each user account, so you can have your own collection of frequently used shortcuts.

Create a Shortcut

Right-click a folder in the navigation pane or on a file in the main view, and then select Create Shortcut from the context menu. A shortcut is added to the shortcut pane.

Shortcuts can also be created from links to objects. Right-click on a link to any object and select Create Shortcut from the context menu. A shortcut to the target object is added to the shortcut pane.

Follow a Shortcut

Click a shortcut to display the contents of the associated folder or file in the main pane.

NoteIf the shortcut points to a folder or file that has been deleted, you are informed that the associated object was deleted and prompted to delete the empty shortcut.

Rename a Shortcut Group

Right-click a group, and then select Rename Group from the Context menu. Enter a new name for the group in the text box.

Remove a Shortcut Group

Right-click a shortcut group and then select Remove Group from the Context menu. The shortcut group is removed and any shortcuts contained in the group are removed.

NoteShortcuts cannot be created for search folders.

Group Shortcuts

In the shortcut pane, click Add new group. A new group named New Group is added to the shortcut pane.
Select a shortcut, and then drag it to the new group. The shortcut is moved into the group.
Double-click the group to expand it.
Drag shortcuts within the group to change their order within the list.

Rename a Shortcut

Right-click a shortcut, and then select Rename from the Context menu. Enter a new name for the shortcut in the text box.

Remove a Shortcut

Right-click a shortcut, and then select Remove. Only the shortcut is removed, not the associated folder or file.

Configure Other Vault Add-in Settings

Application settings and dialog suppression options vary, depending on the add-in. Refer to the section for your particular add-in for more information about the settings available.

AutoCAD Vault Add-in

Access Application Options

Click Options on the Vault ribbon.

Edit Options

By default, small icons are used to indicate status. Turn on the Use large status icons check box to display large icons.
Turn on Ignore AutoCAD View only changes to manipulate the view in the drawing file through panning, zooming, and so on, without being prompted to check out the drawing files.
Click Prompts to manage the default responses to prompts and the frequency with which you are prompted during your work session.

Manage Prompts and Suppress Dialogs

The following prompts can be suppressed, making your vault experience more transparent within your everyday tasks:

Check In
Check In on file close

Each prompt has settings associated with it. You can specify default values for these prompts and choose whether or not they actively prompt you while working with files in a vault.

The frequency with which a prompt is displayed can be specified at the time that the prompt is displayed. If you expand the prompt, you can select:

Always Prompt
Never Prompt

The default is Always prompt. If you select Never Prompt, the answer you select for the prompt is set as the default answer and the command is performed automatically using the default answer without prompting you from this point forward. The default answer and prompt frequency can be changed in the Manage Prompts dialog box.

Select Vault Options from the Autodesk Vault ribbon.
In the Options dialog box, click Prompts.
In the Manage Prompts dialog box, select a command. The dialog lists all of the prompts related to most file-based commands such as checking out and checking in. The text for the related prompt is displayed in the column next to it as well as at the bottom of the dialog.
The Response column shows the current default response for the prompt. Select a default response from the drop-down list.
The Frequency column shows how often the prompt is displayed during a work session. The default is Always Prompt, meaning the dialog box is always displayed with the selected default response highlighted. Select Never Prompt to carry out the command related to the prompt using the selected default response without ever displaying the dialog box.
Click OK.

Change Suppression Settings for the Check In Dialog Box

Select Vault Options from the Autodesk Vault ribbon.
In the Options dialog box, click Settings for the Check In dialog box.
In the Settings for Check In dialog box, specify if you want to keep the file checked out for further editing.
Select the Include Children check box to apply the vault operation to all files on which the selected file depends.
Select the Include Parents check box to apply the vault operation to all files that depend on the selected file. If Include Parents is turned on, you can specify whether or not only the direct parents of the file are included or all parents of the file.
Select the Create DWF Attachment check box to create and attach a .dwf file to the design file being checked in. The .dwf attachments are only created for files that have changed or for files that do not have .dwf files published already. Select the Apply to all Files check box to create .dwf files for children. This option is on by default.
NoteThe paper clip icon is not displayed for automatically published .dwf files.
Click OK.
In the Options dialog box, click OK.

Change Suppression Settings for the Check In Dialog Box when Closing a File

Select Vault Options from the Autodesk Vault ribbon.
In the Options dialog box, click Settings for the Check In dialog box.
In the Settings for Check In dialog box, specify if you want to keep the file checked out for further editing and whether or not to delete the local copy of the file once it is checked in to the vault.
Select the Include Children check box to apply the vault operation to all files on which the selected file depends.
Select the Include Parents check box to apply the vault operation to all files that depend on the selected file. If Include Parents is turned on, you can specify whether or not only the direct parents of the file are included or all parents of the file.
Select a Visualization Attachment preference:
- Select the Create during check-in option to create and attach a .dwf file to the design file being checked in from the local workstation. The .dwf attachments are only created for files that have changed or for files that do not have .dwf files published already.
  NoteThe paper clip icon is not displayed for automatically published .dwf files.
- Select the Send to Job Server option to send the visualization publishing task to the Job Server, where the .dwf file will be created at a time specified by the Job Server Queue settings.
- Select the Do not create option to disable sending the visualization task to the Job Server or creating the visualization file during check-in.
Select the Apply to all Files check box to create .dwf files for children when checking files in from the local workstation or through the Job Server. This option is disabled when the Do not create option is selected.
Click OK.
In the Options dialog box, click OK.

Inventor Vault Add-in

Select Vault Options from the Autodesk Vault ribbon.

Options

By default, small icons are used to indicate status. Turn on the Use large status icons check box to display large icons.
Click Prompts to manage the default responses to prompts and the frequency with which you are prompted during your work session.

Dialog Suppression

Turn on the check box next to a dialog box name to suppress that dialog.
Click Settings to specify whether or not to include child and parent files when the dialog is suppressed, and .dwf attachment options.
Click OK.

Manage Prompts and Suppress Dialogs

Manage Prompts

The frequency with which a prompt is displayed can also be specified at the time that the prompt is displayed. If you expand the prompt, you can select:

Always Prompt
Never Prompt

Select Vault Options from the Autodesk Vault ribbon.
In the Options dialog box, click Prompts.
In the Manage Prompts dialog box, select a command. The dialog lists all of the prompts related to most file-based commands such as checking out and checking in. The text for the related prompt is displayed in the column next to it as well as at the bottom of the dialog.
The Response column shows the current default response for the prompt. Select a default response from the drop-down list.
The Frequency column shows how often the prompt is displayed during a work session. The default is Always Prompt, meaning the dialog box is always displayed with the selected default response highlighted. Select Never Prompt to carry out the command related to the prompt using the selected default response without ever displaying the dialog box.
Click OK.

Suppress Dialogs

The following dialog boxes can be suppressed, making your vault experience more transparent within your everyday tasks:

Check In
Undo Check Out
Check In dialog on file close
Check Out dialog on file open

Each dialog has settings associated with it. You can specify default values for these dialogs and choose whether or not the dialogs actively prompt you while working with files in a vault.

Change Suppression Settings for the Check In Dialog Box

Select Vault Options from the Autodesk Vault ribbon.
In the Options dialog box, click Settings for the Check In dialog box.
In the Settings for Check In dialog box, specify if you want to keep the file checked out for further editing.
Select the Include Children check box to apply the vault operation to all files on which the selected file depends.
Select the Include Parents check box to apply the vault operation to all files that depend on the selected file. If Include Parents is turned on, you can specify whether or not only the direct parents of the file are included or all parents of the file.
Select the Create DWF Attachment check box to create and attach a .dwf file to the design file being checked in. The .dwf attachments are only created for files that have changed or for files that do not have .dwf files published already. Select the Apply to all Files check box to create .dwf files for children. This option is on by default.
NoteThe paper clip icon is not displayed for automatically published .dwf files.
Click OK.
In the Options dialog box, click OK.

Change Suppression Settings for the Check In Dialog Box when Closing a File

Select Vault Options from the Autodesk Vault ribbon.
In the Options dialog box, click Settings for the Check In dialog box.
In the Settings for Check In dialog box, specify if you want to keep the file checked out for further editing and whether or not to delete the local copy of the file once it is checked in to the vault.
Select the Include Children check box to apply the vault operation to all files on which the selected file depends.
Select the Include Parents check box to apply the vault operation to all files that depend on the selected file. If Include Parents is turned on, you can specify whether or not only the direct parents of the file are included or all parents of the file.
Select a Visualization Attachment preference:
- Select the Create during check-in option to create and attach a .dwf file to the design file being checked in from the local workstation. The .dwf attachments are only created for files that have changed or for files that do not have .dwf files published already.
  NoteThe paper clip icon is not displayed for automatically published .dwf files.
- Select the Send to Job Server option to send the visualization publishing task to the Job Server, where the .dwf file will be created at a time specified by the Job Server Queue settings.
- Select the Do not create option to disable sending the visualization task to the Job Server or creating the visualization file during check-in.
Select the Apply to all Files check box to create .dwf files for children when checking files in from the local workstation or through the Job Server. This option is disabled when the Do not create option is selected.
Click OK.
In the Options dialog box, click OK.

Change Suppression Settings for the Check Out Dialog Box on File Open

When suppressing the Check Out dialog box, you can specify how the corresponding vault operation affects the related files. The Check Out operation is performed using the specified settings without prompting you.

Select Vault Options from the Autodesk Vault ribbon.
In the Options dialog box, click Settings for the Check Out dialog box.
In the Settings for Check Out dialog box, turn on Get Latest Version to always retrieve the most recent version before checking out a file.
Select the Include Children check box to apply the vault operation to all files on which the selected file depends.
Select the Include Parents check box to apply the vault operation to all files that depend on the selected file. If Include Parents is turned on, you can specify whether or not only the direct parents of the file are included or all parents of the file.
Click OK.
In the Options dialog box, click OK.

Change Suppression Settings for the Undo Check Out Dialog Box

Select Vault Options from the Autodesk Vault ribbon.
In the Options dialog box, click Settings for the Undo Check Out dialog box.
In the Settings for Undo Check Out dialog box, specify if you want to replace the local file with the version currently stored in the vault. Select Replace local copy to reset any changes that were made to the local copy of the file.
Select the Include Children check box to apply the vault operation to all files on which the selected file depends.
Select the Include Parents check box to apply the vault operation to all files that depend on the selected file. If Include Parents is turned on, you can specify whether or not only the direct parents of the file are included or all parents of the file.
Click OK.
In the Options dialog box, click OK.

Revit Vault Add-in

Autodesk Vault Office

The following dialog boxes can be suppressed, making your vault experience more transparent within your everyday tasks:

Check In
Check In dialog on close

Each dialog has settings associated with it. You can specify default values for these dialogs and choose whether or not the dialogs actively prompt you while working with files in a vault.

Set Application Options

Select File > Autodesk Vault > Options.

For Office 2007 and Office 2010, select Options from the Autodesk Vault ribbon.

Options

Click Prompts to manage the default responses to prompts and the frequency with which you are prompted during your work session.

Dialog Suppression

Turn on the check box next to a dialog box name to suppress that dialog.
Click Settings to specify which options to use for the corresponding dialog when it is suppressed.
Click OK.

Manage Prompts

The frequency with which a prompt is displayed can also be specified at the time that the prompt is displayed. If you expand the prompt, you can select:

Always Prompt
Never Prompt

If you select Never Prompt, the response you select for the prompt is set as the default response and the command is performed automatically using the default response without prompting you from this point forward.

You can also manage the prompt responses and automation in the Manage Prompts dialog box. In addition to the default responses, you can also specify how often a prompt is displayed. By combining the default response for the most common prompts as well as when you are prompted for a response, you can automate elements of your workflow, creating a transparent vault experience.

Manage Prompts

Select File > Tools > Options.
For Office 2007 and Office 2010, select Options from the Autodesk Vault ribbon.
In the Options dialog box, click Prompts.
In the Manage Prompts dialog box, select a command. The dialog lists all the prompts related to most file-based commands such as checking out and checking in. The text for the related prompt is displayed in the column next to it as well as at the bottom of the dialog.
The Response column shows the current default response for the prompt. Select a default response from the drop-down list.
The Frequency column shows how often the prompt is displayed during a work session. If the frequency is set to Always Prompt, the dialog box is always displayed with the selected response highlighted. Select Never Prompt to carry out the command related to the prompt using the selected response without ever displaying the dialog box.

Suppress Dialogs

Change Suppression Settings for the Check-in Dialog Box

Select File > Autodesk Vault > Options.
For Office 2007 and Office 2010, select Options from the Autodesk Vault ribbon.
In the Options dialog box, click Settings for the Check In dialog box.
In the Settings for Check In dialog box, specify if you want to keep the file checked out or close the document and delete the working copy once it is checked in to the vault.
Click OK.
In the Options dialog box, click OK.

Change Suppression Settings for the Check-in Dialog Box When Closing a File

Select File > Autodesk Vault > Options.
For Office 2007 and Office 2010, select Options from the Autodesk Vault ribbon.
In the Options dialog box, select Settings for the Check In dialog on close.
In the Settings for Check In on close dialog box, specify if you want to keep the file checked out or close the document and delete the working copy once it is checked in to the vault.
Click OK.
In the Options dialog box, click OK.

Other Vault Add-ins