Learn about Vault navigation, search, documents, binders, dashboards, and more.
Vault Navigation Fundamentals
The following video provides a quick tour of Vault, including explanations of the primary navigation bar, user profile, and Admin tab access:
Search, Filters & Views
The following video demonstrates how to use search and filters to find documents in your Vault:
Navigating Tasks & Workflows
The following video demonstrates how to navigate the Home (or Tasks) tab in your Vault:
Creating Documents
The following video demonstrates how to create new documents in Vault:
Creating CrossLinks
The following video demonstrates how to create and manage CrossLink documents in your Vault:
Introduction to Binders
The following video introduces binders and how best to use them:
Exporting Binders
The following video demonstrates how to export binders:
Configuring & Using Binder Auto-Filing
The following video demonstrates how to configure and use Binder Auto-Filing:
Using Comments & Annotations
The following video demonstrates how to create various types of annotations and comments, including line annotations:
Using Document Links
The following video demonstrates how to use document links when annotating documents:
Using Bulk Document Actions
Bulk document actions allow users to edit fields or sharing settings for multiple documents as a single action. The following video demonstrates this process:
Configuring Report Types
Report types define what an individual “record” is in a report. The following video demonstrates how to configure report types:
Creating Reports
The following video demonstrates how to create a report:
Tabular and Matrix Report Formats
The following video demonstartes how to choose the best format for your report:
Building Tabular Reports
The following video demonstrates how to create a tabular report with filters and grouping:
Building Matrix Reports
This following video demonstrates how to create a matrix report with filters and grouping:
Defining Filters & Prompts
Reports with more records often take longer to run. The following video demonstrates how to define filters and prompts during report creation:
Performing Calculations Across Rows with Groups
The following video demonstrates how to select grouping fields and define summary calculations:
Building Multi-Pass Reports
The following video demonstrates how to create multi-pass reports:
Configuring Action Layout Rules
The following video details how to configure and edit layout rules:
Vault Mobile Overview
The following video explains how to use the Vault Mobile application for iOS and Android: