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Data Standard integration for Microsoft Office & Vault Office Thick Client

Data Standard integration for Microsoft Office & Vault Office Thick Client

I recently saw a demo of M-Files. I wanted to hate it, being a Vault proponent. But it's really good, they have nailed what data management for the end user should be like. 

 

Data Standard goes some way towards improving that for CAD users, and frankly could be molded to very closely match the M-Files setup at the front end. But Vault is lacking some of the back end M-Files has, since it uses a different approach. Any way, what set it apart most clearly from Vault was a form based UI everytime an Office user created a new document. It asked a series of questions and requested input of values into properties before the user could start to build their new document.

 

There were two approaches; Create a new file using M-Files within Word, or Save a normal Word file to the M-FIles drive in My Computer. 

 

Either way the M-Files form appears. 

 

This is almost identical to the way Data Standard works in AutoCAD and Inventor. It would be really good to see this functionality extended into Office as part of Vault Office, Workgroup & Professional. Then non-CAD users can be sold Vault solutions instead of needing to purchase an additional SQL based document management system for the rest of the company.

 

Often management can relate to needing a document management system, but fail to understand or balk at the costs associated with getting one for their Design / Engineering departments. This type of functionality would be a door opener for increasing the number of companies moving from Vault Basic to WG / Pro or even buying it from the outset.

5 Comments
YounesYammouri
Community Manager
Status changed to: Archived

Thanks for sharing your Idea. We use this forum to guide product development and help users in the best way we can based on voting. We occasionally merge Ideas or archive old ones to keep the forum working properly- it ensures there is room for people to review new Ideas and that the most relevant and meaningful ones can gain votes. We’re archiving this Idea because it's been on the board for well over a year and hasn't received many votes from the community. If you want to raise it again and try to gain more support, you're welcome to do so. We’ve found that pictures and mock-ups can help get concepts across and win more votes from other users. If you have questions or see a connection between this Idea and others, let us know. - Vault product team

mschindler-mum
Advocate

Hi @YounesYammouri,

 

I would like to vote on this idea. Please "unarchive" it.

 

Many thanks!

 

Kind regards,

 

 

Matthias Schindler
CAD/CAM/PDM technical specialist at

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Leon.VASSE
Advocate

Hello,

 

I vote (not too late I hope) for this idea, exactly for the same reasons exposed by Scott.

For info, I posted on Vault customization forum before I saw this idea:

data standard add-in for office word & excel

 

 

Best regards.

Anonymous
Not applicable

Wish I could vote on this

Michiel.Valcke
Advisor

same, I want to vote for this

So I revived the idea: https://forums.autodesk.com/t5/vault-ideas/vault-data-standard-for-office/idi-p/13783403

vote for it now to save it.

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