By Kim Hyde
It’s a strange thing … some people even deny it!, but if you are using Vault and an inherent `double-clicker’ when it comes to a basic mouse function, then you could be checking-out files to edit unnecessarily.
I often come across instances where a team member has inadvertently checked-out a file when all they wanted to do is view the content, this especially applies to new users of Vault. However, there is a simple at hand to alter Vault’s (default) double-click action from `Open’ (which leads to someone checking-out the data for edit) to `View in Window’.
To change this feature select Tools > Options and select the drop-down setting for double-click:
Just a couple of things to note about the `View in Window’ function:
- The application that will view the file is dependent on default file type registered on via the Operating System (e.g. a file with a .doc or .docx extension would normally be viewed using Microsoft Word).
- `View in Window’ does not copy (`Get’) a file to the local workspace folder.
… oh, and by the way … if you are unsure if you have a whole load files checked-out that you may not know about, take a look at the following Cadline Community link that will help you setup a `saved search’ to show any data currently checked-out:
… or create a report: