Knowby Metalform
Knowby
Vault - Open and edit
How to open a part from vault, and edit it. Then return to released state
How to open a part from vault, and edit it. Then return to released state
1
Step 1 of 9

Open file

Open Inventor and choose "open from vault" to access vault files

2
Step 2 of 9
<p>Navigate to the client folder you need and open the file</p>

Navigate to the client folder you need and open the file

3
Step 3 of 9
<p>Optional</p>
<p>Search is super fast (even searching the entire clients folder is about 1 sec). If you find that it doesn't show you any files, check that there isn't a filter applied at the bottom (arrow II)</p>

Optional

Search is super fast (even searching the entire clients folder is about 1 sec). If you find that it doesn't show you any files, check that there isn't a filter applied at the bottom (arrow II)

4
Step 4 of 9
<p>Open the drawing from vault</p>

Open the drawing from vault

5
Step 5 of 9
<p>Always change state from drawings</p>
<p>To edit these parts they need to be in the right state. Select the part and drawing and &quot;change state&quot;</p>

Always change state from drawings

To edit these parts they need to be in the right state. Select the part and drawing and "change state"

6
Step 6 of 9
<p>State options: Quick Change</p>
<ol>
<li>A transition to &quot;work in progress&quot; will uprev (to C, in this case). See comment.</li>
<li>Quick change allows you to stay at the same rev - but make edits to the file.</li>
<li>Obselete posts a red &quot;obselete&quot; tag on the pdf and indicates it shouldn't be used.</li>
</ol>

State options: Quick Change

  1. A transition to "work in progress" will uprev (to C, in this case). See comment.
  2. Quick change allows you to stay at the same rev - but make edits to the file.
  3. Obselete posts a red "obselete" tag on the pdf and indicates it shouldn't be used.
7
Step 7 of 9
<p>Checking out:</p>
<p>An edit will will &quot;check out&quot; the file to you automatically. I added a dimension, and it checked out. You can also right click and check out (red rectangle)</p>
<p>Checking out, means your user can edit the file.</p>

Checking out:

An edit will will "check out" the file to you automatically. I added a dimension, and it checked out. You can also right click and check out (red rectangle)

Checking out, means your user can edit the file.

8
Step 8 of 9
<p>Check in</p>
<p>Check the file back into the vault by right clicking, and clicking yes. This will prompt all other users to refresh and get the new file.</p>
<p>Advanced: if you are in an assembly, click the sqaure button. It will search for other files/drawing that need checking in.</p>

Check in

Check the file back into the vault by right clicking, and clicking yes. This will prompt all other users to refresh and get the new file.

Advanced: if you are in an assembly, click the sqaure button. It will search for other files/drawing that need checking in.

9
Step 9 of 9
<p>State change: Released</p>
<p>right click and change back to released. This pushes a job for a new pdf/step/dxf to the job processor. This continues in the background and once this is done you can close the files.</p>
<p>#note: If this step is skipped. The production files won't update!</p>

State change: Released

right click and change back to released. This pushes a job for a new pdf/step/dxf to the job processor. This continues in the background and once this is done you can close the files.

#note: If this step is skipped. The production files won't update!