Video Tutorials

Learn about Vault navigation, search, documents, binders, dashboards, and more.

Vault Navigation Fundamentals

This video provides a quick tour of Vault, including explanations of the primary navigation bar, user profile, and Admin tab access:

Search, Filters & Views

This video demonstrates how to use search and filters to find documents in your Vault:

Navigating Tasks & Workflows

This video demonstrates how to navigate the Home (or Tasks) tab in your Vault:

Creating Documents

This video demonstrates how to create new documents in Vault:

Creating CrossLinks

This video demonstrates how to create and manage CrossLink documents in your Vault:

Introduction to Binders

This video introduces binders and how best to use them:

Exporting Binders

This video demonstrates how to export binders:

Configuring & Using Binder Auto-Filing

This video demonstrates how to configure and use Binder Auto-Filing:

Using Comments & Annotations

This video demonstrates how to create various types of annotations and comments, including line annotations:

Using Document Links

This 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. This video demonstrates this process:

Configuring Report Types

Report types define what an individual “record” is in a report. This video demonstrates how to configure report types:

Creating Reports

This 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

This video demonstrates how to choose the best format for your report:

Building Tabular Reports

This video demonstrates how to create a tabular report with filters and grouping:

Building Matrix Reports

This video demonstrates how to create a matrix report with filters and grouping:

Building Multi-Pass Reports

This video demonstrates how to create multi-pass reports:

Configuring Action Layout Rules

This video details how to configure and edit layout rules:

Vault Mobile Overview

This video explains how to use the Vault Mobile application for iOS and Android: