The Vault Office client is similar to the Vault client, but provides only non-CAD file and folder data management options.
The Vault Office client cannot be
installed on the same machine as a full Vault Workgroup or Vault Professional client.
Who Should Use the Vault Office client?
The Vault Office client is ideal for users who do not need all of the CAD functionality of a full Vault client, but who still need to manage documents in a vault. For example, non-design engineers and project managers, employees on the shop floor, and sales personnel could all use the Vault Office client to fulfill these responsibilities:
- Review and validate design data
- Participate in the change process
- Manage project data
- Communicate with external team members
- Create reports
- Consume released design data
- Manage additional non-CAD data and custom objects.
Tasks Users Can Perform with the Vault Office client
File and Folder Tasks
Custom Object Tasks
- Create Custom Object instances
- Classify, categorize, change lifecycle definition, change state, and change revision on custom objects
- Edit custom object properties
Job Processor Tasks
- Update view using Queue Update
- Send jobs to the Job Processor
Shortcuts and Links Tasks
- Create, edit, and delete links to folders and non-CAD files
- Create, modify, and delete links of non-CAD files and folders to custom objects
Item Tasks
- Read item details (Bill of Materials, etc.)
- Change state on items
Report Tasks
- Run reports on files, folders, items, and change orders
- Rerun reports on Bills of Materials (BOMs)
- Run reports on Custom Objects
Change Order Tasks
- Created, edit, and participate in Change Orders
General Tasks
- Go to working folder
- Access and create saved searches
- Enable custom utility for non-CAD files, folders, and custom objects