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Identify the icons and statuses in Vault that show whether a shared file is current or out of date.
Type:
Tutorial
Length:
3 min.
Transcript
00:03
Now, the final step in the workflow is learn how to share the changes so that your design team knows that changes have been made.
00:11
Specifically, we will discuss how Vault can help you do this.
00:15
In a collaborative design environment, Vault files are being worked on by many different users.
00:22
Check In and Check Out functionality is one way Vault controls who has access to all the files.
00:28
Vault also provides status icons in Vault Client (shown in the image on the left),
00:34
and in the Vault browser (shown in the image on the right),
00:37
to help you know if you or others are working on files, and whether the files are up to date.
00:44
Once you are at the “sharing your data” stage, understanding these icons is important.
00:51
To understand what the icon is telling you, think of the icon as a separate foreground and background icon,
00:59
both of which are providing guidance and the status of the file.
01:02
The help documentation provides a good list by searching on keyword, “status icons”.
01:09
So, as a reminder, once you have completed the design, be sure to always check in the completed files.
01:16
Also remember that adding a comment helps let your team members know what's changed.
01:22
There is no internal notification system involved when files are checked in,
01:28
so you can use e-mail or chat with colleagues to let them know you are done,
01:33
and the files are ready for them to use.
01:36
If you personally have just received notification the file was updated and checked in,
01:41
you can review the file in the Vault client to see the version, who created a version, the date, and a check in comment, as I have shown here.
01:50
It is also possible that you might have the modified file already saved locally,
01:55
so a red Refresh Vault status icon will appear, indicating that new edits are available in Vault and that your version is out of date.
02:04
To get the latest file from Vault, you will want to refresh the file.
Video transcript
00:03
Now, the final step in the workflow is learn how to share the changes so that your design team knows that changes have been made.
00:11
Specifically, we will discuss how Vault can help you do this.
00:15
In a collaborative design environment, Vault files are being worked on by many different users.
00:22
Check In and Check Out functionality is one way Vault controls who has access to all the files.
00:28
Vault also provides status icons in Vault Client (shown in the image on the left),
00:34
and in the Vault browser (shown in the image on the right),
00:37
to help you know if you or others are working on files, and whether the files are up to date.
00:44
Once you are at the “sharing your data” stage, understanding these icons is important.
00:51
To understand what the icon is telling you, think of the icon as a separate foreground and background icon,
00:59
both of which are providing guidance and the status of the file.
01:02
The help documentation provides a good list by searching on keyword, “status icons”.
01:09
So, as a reminder, once you have completed the design, be sure to always check in the completed files.
01:16
Also remember that adding a comment helps let your team members know what's changed.
01:22
There is no internal notification system involved when files are checked in,
01:28
so you can use e-mail or chat with colleagues to let them know you are done,
01:33
and the files are ready for them to use.
01:36
If you personally have just received notification the file was updated and checked in,
01:41
you can review the file in the Vault client to see the version, who created a version, the date, and a check in comment, as I have shown here.
01:50
It is also possible that you might have the modified file already saved locally,
01:55
so a red Refresh Vault status icon will appear, indicating that new edits are available in Vault and that your version is out of date.
02:04
To get the latest file from Vault, you will want to refresh the file.
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