Vault Office Client

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:

Tasks Users Can Perform with the Vault Office client

File and Folder Tasks

  • Create folders
  • Move, Rename, and Delete non-CAD files
  • Move, Rename, and Delete folders which do not contain CAD files
  • Check in, check out, perform quick checkouts, and undo checkouts on non-CAD files
  • Check in, check out, perform quick checkouts, and undo checkouts on folders
    Note: CAD files in the folder are not affected.
  • Open non-CAD files
  • Edit non-CAD file properties
  • Edit folder properties
  • Attach non-CAD files to CAD files
  • Attach files to non-CAD files
  • Detach files from non-CAD files
  • Classify, categorize, change lifecycle definition, change state, and change revision on non-CAD files
  • Classify, categorize, change lifecycle definition, and change state on folders
  • Change state on CAD files

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