WEBVTT

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In this demonstration,
we're going to take a look

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at how you can copy and paste
a list of values from a spreadsheet

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and use that to speed up your work
in Vault.

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So here on the left in vault,
I have a document that I want to send off

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for review.

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So I'll start the review workflow here

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and here.

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I need to choose
who my reviewers are going to be.

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Now I can pick out individual users
from this dropdown,

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or I can pick out system groups
from this dropdown.

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But what if I'm working
with a set of users

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that don't exist as a group
within vault itself,

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but I work with those same users
over and over again.

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So in that case, I could actually copy
and paste a list of usernames here.

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So if I copy those
and then within this dropdown,

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I can click this new icon
to be able to paste those values

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and vaults.

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Going to recognize those are usernames
and automatically convert them.

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And then I can set my review date
and hit start.

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Now I would also note though

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I don't have to use this button,
I could just use a keyboard shortcut.

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So I'm on a mac and command V will paste

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and the same functionality would apply.

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We're just pasting those values in.

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Vault is recognizing those usernames

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and populating the dropdown.

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Now what we just saw was a scenario
where vault was able

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to recognize all of those usernames
and add them accordingly.

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But what if I'm starting the approval
workflow and I paste those names in?

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Well, you're actually going to see

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that three values successfully matched.

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None were skipped, but one failed.

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And we'll actually give you a button here
to be able to download the results.

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And so we'll show you which ones
we were able to successfully paste

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and which ones we weren't.

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And just
to take a look at what happened here,

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I've downloaded that file
and opened it here.

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And we can see that it was stew
that was not found

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in the dropdown
and was unable to be pasted.

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Now, in that case, the reason for that,

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if we look at the sharing settings
on this document, is that

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stew is not an approver on this document,
and this workflow is set up

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to only allow you to send to people
who are in the approver role.

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So if we actually look
at the send for approval

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and we look at the dropdown,
you'll see Stew's not in that dropdown.

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So when we paste those values
stew is not going to be found.

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Now you can hit continue
and we'll add the users that we did find.

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Now this functionality is not

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just specific to users
and starting a workflow,

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although that will likely be
one of the more common use cases.

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You can also leverage it with object
reference fields

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or pick lists
when you're working with filters.

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So for instance, here
I'm looking at a set of projects

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and maybe I want to filter for projects
that are only associated

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to these corporate initiatives.

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So here I can click to copy

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and then vault in the filter
I could say advanced.

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And there's that icon again
where I can click

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and paste that data
in and apply that filter.

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So now I'm only looking at projects
associated

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to those particular initiatives.

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So anywhere in vault that you see this
icon that indicates

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that we support the ability
for you to copy a list from a spreadsheet

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and be able to paste that
right into vault.

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We think this functionality is going
to make things much more efficient,

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especially in those scenarios
where you're working

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with the same set of records
or same set of users over and over again.