topic Default View Sharing in Vault Forum

Default View Sharing

Anonymous — Thu, 07 Jun 2018 15:00:26 GMT

Is it possible to share a default view (Name, Created By, Description, Material, and Title for example) within a company so that anyone who accesses the vault will have the same view automatically . This is for people who may only use Vault every once and a while.

Re: Default View Sharing

iancross — Thu, 07 Jun 2018 16:00:22 GMT

Hi thanks for using the forums.

there are a couple of options here but it depends on the level of vault that you have, do you have basic? Workgroup or professional?

There is a feature in WG/Pro called shared views which will allow you to share information.

In Profssional you have the thin client, so for internal access it is great to share files with non cad users.

or are you talking about when that user logs in to Vault via the thick client they always see the same information, if so have a look at the app store for something called project thunderdome, or the other option is to create a profile in your Vault client and export it.

Thanks, any more information to expand on what you need would be much appreciated

Re: Default View Sharing

Anonymous — Thu, 07 Jun 2018 17:20:57 GMT

We have basic Vault. I exported my Vault settings and I will find a way to get it to people who open the client.
Thanks