Vault Basic, Copy Design and changing the default settings

Vault Basic, Copy Design and changing the default settings

fridtjofZM5ME
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Vault Basic, Copy Design and changing the default settings

fridtjofZM5ME
Collaborator
Collaborator

I work in Vault Basic 2023, and I use the "Copy Design" function all the time. I also mostly use the exact same settings for "Copy Design" all the time. What do I have to do to acheive the following:

 

1. "Include related documentation" ticked off by default instead of on.

2. "include attachments" ticked off by default instead of on.

3. set the copy/reuse defaults based on file paths. Typically everything in $/Designs/StandardComponents/ defaulted to reuse, and $/Designs/SpecificVarietyOfCustomerOrientedProduct defaulted to copy.

4. And most importantly: the "copy from" path defaulted to $/Designs/whichever-sub-folder-the-original-file-resides-in/

 

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