Learn about Vault navigation, search, documents, binders, dashboards, and more.
Vault Navigation Fundamentals
The following video provides a quick tour of Vault, including explanations of the primary navigation bar, user profile, and Admin tab access:
Search, Filters & Views
The following video demonstrates how to use search and filters to find documents in your Vault:
Navigating Tasks & Workflows
The following video demonstrates how to navigate the Home (or Tasks) tab in your Vault:
Creating Documents
The following video demonstrates how to create new documents in Vault:
Creating CrossLinks
The following video demonstrates how to create and manage CrossLink documents in your Vault:
Introduction to Binders
The following video introduces binders and how best to use them:
Exporting Binders
The following video demonstrates how to export binders:
Configuring & Using Binder Auto-Filing
The following video demonstrates how to configure and use Binder Auto-Filing:
Using Comments & Annotations
The following video demonstrates how to create various types of annotations and comments, including line annotations:
Using Document Links
The following video demonstrates how to use document links when annotating documents:
Using Bulk Document Actions
Bulk document actions allow users to edit fields or sharing settings for multiple documents as a single action. The following video demonstrates this process:
Configuring Report Types
Report types define what an individual “record” is in a report. The following video demonstrates how to configure report types:
Creating Reports
The following video demonstrates how to create a report:
Defining Filters & Prompts
Reports with more records often take longer to run. This video details how to define filters and prompts during report creation.
Performing Calculations Across Rows with Groups
This video details how to add and use filters when creating a report.
Tabular and Matrix Report Formats
The following video demonstartes how to choose the best format for your report:
Building Tabular Reports
The following video demonstrates how to create a tabular report with filters and grouping:
Building Matrix Reports
This following video demonstrates how to create a matrix report with filters and grouping:
Defining Filters & Prompts
Reports with more records often take longer to run. The following video demonstrates how to define filters and prompts during report creation:
Performing Calculations Across Rows with Groups
The following video demonstrates how to select grouping fields and define summary calculations:
Building Multi-Pass Reports
The following video demonstrates how to create multi-pass reports:
Configuring Action Layout Rules
The following video details how to configure and edit layout rules:
Vault Mobile Overview
The following video explains how to use the Vault Mobile application for iOS and Android: