WEBVTT

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Welcome to Vault Help

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In this video, we’ll demonstrate
how to create documents in a Vault.

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The Create button is available
in your Vault’s menu bar.

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What the Create button
actually creates depends on the context.

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For example,
if you click create from the Library tab,

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it will create a new document.

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In this video,

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we'll be creating a document from the Home
tab. To create one or more documents

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using files on your computer
or local file server as source files,

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head to the menu
bar and click the arrow on the right

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side of the Create button
to view the create dropdown menu.

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You can select Document, User Tasks

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or one of the three most recent
create options you've used.

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We're using document in this demo.

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Next, select upload from the

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Create Document menu and click Continue.

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To select files,

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drag and drop them into the blue
area or click the upload icon.

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We're going to upload a Batch
Formula Template document.

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As you can see,
we can drag it from our local computer,

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or you can click the Upload button

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and search for the document
in your local computer.

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Choose whether to classify the documents
with a document type.

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In this demo, we're going to select

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a document type using the document
type selector right now.

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For this demo, we'll choose
the General Documents document type.

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Click Next. Vault immediately

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begins uploading the files
and shows the progress on the page.

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If duplicate content detection is enabled,

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Vault will notify you
if the save file already exists in Vault.

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Complete the fields. An asterisk
indicates a required field.

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You can complete these fields
before the upload even completes.

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Click Save.

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If the save button is disabled
for some reason,

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that means the upload is not complete
or required.

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fields are blank.

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Once complete, the uploaded document
becomes available in the Library.

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I can upload up to 100 documents at once.

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Each file
can be up to four (4) gigabytes in size.

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When you

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open a document, the Doc Info page opens.

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The header area does a lot for our Users.

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You can navigate easily using
the breadcrumb in the top left corner.

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We can also see the current
lifecycle state.

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This document is in the Draft state.

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The Lifecycle Stages

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banner displays information
on where the document is in its lifecycle.

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You can also access the Actions
menu, document download options

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and if possible, will generate an image
thumbnail and a PDF viewable rendition.

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The Doc Info pane displays information
about the document, including its fields,

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relationships, files, and sharing
settings in individual tabs.

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Document information displays
document information in fields

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which can include the document number and
the associated product for the document.

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Relationships
displays document relationships

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including linked and supporting documents.

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Document files displays related files
including source files,

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Renditions, and attachments.

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Sharing settings display document
Sharing Settings, and Timeline View

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opens the timeline view, which can include
workflows and lifecycle state changes.

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Now, before we finish up, let's take a
closer look at the Sharing Settings panel.

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Every document in your Vault has its own
Sharing Settings,

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meaning that the roles a User has can vary
by document.

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Hover over a role to see the permission
that it already grants.

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To manually
add a User to a role on a document,

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click Add. In the Add Manual Assignment
dialog,

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select a role from the drop-down menu.

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Select a User or Group from the list.

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The permissions
available to the selected User or Group

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depends on the role.

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Thank you for joining me today to learn
about adding documents to your Vault.

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Remember that you can always find
more information and support

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by clicking Help in the application.