Autodesk Vault 2025: for Inventors and AutoCAD Users

Course Objectives
• Introduction to Autodesk Vault features
• Using Autodesk Vault Client
• Working with non-CAD files
• Working with Inventor files
• Working with AutoCAD files
• Searching the Vault
• Data management and reusing design data
• Items and bill of materials management
• Change management
• Customizing the user interface

Prerequisites Recommended:
• Access to the 2025.0 version of the software, to ensure compatibility with this course. Future software updates that are released by Autodesk may include changes that are not reflected in this course.
• Basic working knowledge of Autodesk CAD software such as Inventor and AutoCAD. 

Course Outline

1) Introduction to Autodesk Vault
• Autodesk Vault Features
• Terms and Definitions
• Accessing Autodesk Vault

2) Orientation to Autodesk Vault Client
• Logging In to the Autodesk Vault Client
• Autodesk Vault Interface Overview
• Menu
• Toolbars
• Navigation Pane
• Main Table
• Preview Pane
• Properties Grid
• Folder Structure

3) Orientation to the Vault Addin
• Log In to a Vault from the Vault Add-in
• Vault Tab
• Vault Auxiliary Add-in

4) Autodesk Inventor Vault Addin Setup
• Autodesk Vault Projects
• Mapping Folders
• Log In to Vault from Autodesk Inventor

5) Working with Files
• Add Files to the Vault
• Get Vault Files
• Open Vault Files
• Check Out Files
• Undo Check Out
• Modify Vault Files
• Check In Files
• File Status
• Get Previous Versions
• Categories
• Changing Lifecycle States and Next Release/Revision Procedures
• Get Revision

6) Working with Autodesk Inventor Files
• Add Inventor Files to Vault
• Inventor Add-in Vault Browser
• Open and Place Vault Files in Inventor
• Modifying an Inventor Design
• Releasing an Inventor Design
• Revise a Released Inventor Design
• Vault Revision Tables
• Accelerate Design Documentation
• Find Duplicates and the Duplicates Dashboard

7) Working with AutoCAD Files
• Add AutoCAD Files to Vault
• Open and Attach Vault Files in AutoCAD
• AutoCAD Add-In External References (Xref) Palette
• Modifying an AutoCAD Design
• Releasing an AutoCAD Design
• Revise a Released AutoCAD Design
• Accelerate Design Documentation

8) Searching the Vault
• Overview of Search Methods
• Browsing Folder Structure
• Quick Search
• Basic Find
• Advanced Find
• Saving Searches
• Reports

9) File and Design Management
• Managing Data in the Vault
• Properties
• Labels
• Rename Wizard
• Replace Wizard
• Pack and Go
• Synchronize Your Workspace
• Copy Design

10) Items and Bill of Materials Management
• Items and Bills of Materials
• Creating Items and BOMs
• Working with BOMs

11) Change Management
• Change Order Object Overview
• Change Order Process

12) Customizing the User Interface
• Autodesk Vault Customization
• Customizing Columns
• Custom Views
• Shortcuts

13) Managing Prompts and Dialog Boxes
• Managing Prompts and Dialog Boxes in Vault Client
• Managing Prompts and Dialog Boxes in Vault Add-in

14) Thin Client
• Sign In and Sign Out of the Thin Client
• The Thin Client Interface
• Working with Files
• Working with Items
• Change Orders
• Viewer
• Working with Vault Data
• Searching
• Settings
• Printing