Vault Categories, Lifecycles, and Revision

This productivity training sessions covers the workflow for using Vault Categories, Security, Lifecycles, and Revision to manage your files in Vault Professional.

We will cover:

• How to setup categories and make sure that you’re automatically assigned and grouping files by type.
• How to assign lifecycles and revision control by categories.
• Overview of file-based security, lifecycle state security, and lifecycle transition.
• How to use these features and settings to manage files in Vault, so users only have access to the files they need.