Knowby Metalform
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Vault - create a new part
Create a new part in vault, whether that is for an existing or a new customer.
Create a new part in vault, whether that is for an existing or a new customer.
1
Step 1 of 10
<p>Open template</p> <p>Standard part is sheetmetal, Solid part is a machined part. It's important you select the right template, as it sets the vault rules and category at this level.</p>

Open template

Standard part is sheetmetal, Solid part is a machined part. It's important you select the right template, as it sets the vault rules and category at this level.

2
Step 2 of 10
<p>New part</p> <p>It will show with a green plus when you create a new file, meaning this isn't checked into vault yet. So no one else can see this file - it's only on your local.</p>

New part

It will show with a green plus when you create a new file, meaning this isn't checked into vault yet. So no one else can see this file - it's only on your local.

3
Step 3 of 10
<p>Save part</p> <p>Save the part like normal. And create a folder if you need a new one.</p> <p>Exception: if you are editing a part for an existing client, &quot;get&quot; the folder first. (step 5) Duplicate names: if you pick existing names, vault tells you (step 4)</p>

Save part

Save the part like normal. And create a folder if you need a new one.

Exception: if you are editing a part for an existing client, "get" the folder first. (step 5) Duplicate names: if you pick existing names, vault tells you (step 4)

4
Step 4 of 10
<p>Duplicate name</p> <p>If you see this after you save a part for the first time (before checking in) a part in Vault already exists with this name. Just &quot;save as&quot; a new name.</p> <p>Note: if you refresh this file now, it will replace it with the one in vault (and you'll lose work)</p>

Duplicate name

If you see this after you save a part for the first time (before checking in) a part in Vault already exists with this name. Just "save as" a new name.

Note: if you refresh this file now, it will replace it with the one in vault (and you'll lose work)

5
Step 5 of 10
<p>Existing folder: you need your folder structure to match exactly whats in the cloud</p> <p>You need to get/download the folder to your local before saving. Open AutodeskVault and right click to &quot;get&quot; a part.</p> <p>Version '23 you can't &quot;get&quot; an empty folder #annoying. #2025 may change this.</p>

Existing folder: you need your folder structure to match exactly whats in the cloud

You need to get/download the folder to your local before saving. Open AutodeskVault and right click to "get" a part.

Version '23 you can't "get" an empty folder #annoying. #2025 may change this.

6
Step 6 of 10
<p>File name</p> <p>Once you've saved you can now see the file name in the vault tab, and add a description in iProperties.</p> <p>Always check in a part straight after making it.</p>

File name

Once you've saved you can now see the file name in the vault tab, and add a description in iProperties.

Always check in a part straight after making it.

7
Step 7 of 10
<p>Drawing</p> <p>Choose the right template for your part</p>

Drawing

Choose the right template for your part

8
Step 8 of 10
<p>Details</p> <p>Add your flat pattern/ bend spec/ dimensions/ check that mass is shown/ and that all views are clear.</p> <p>Add a Part list to all Assemblies.</p>

Details

Add your flat pattern/ bend spec/ dimensions/ check that mass is shown/ and that all views are clear.

Add a Part list to all Assemblies.

9
Step 9 of 10
<p>Check in</p> <p>IMPORTANT: select both the drawing and the part, and select check in to complete this process. It doesn't automatically select both.</p>

Check in

IMPORTANT: select both the drawing and the part, and select check in to complete this process. It doesn't automatically select both.

10
Step 10 of 10
<p>Alternate option:</p> <p>You can check it in from the part, but you must click this button. This check for related parts, and will find and add the drawing to your check in list.</p>

Alternate option:

You can check it in from the part, but you must click this button. This check for related parts, and will find and add the drawing to your check in list.