Get Revision with the Microsoft Office Vault Add-in

Use the Get Revision command to download or check out a particular revision of a file.

Note: You must set your working folder before checking out a file. See Set a Working Folder for more information.

See the Get\Check Out Dialog in the Microsoft Vault Add-in for more information about dialog features.

Get/Check Out (Vault Basic)

    Perform these steps to get/checkout files and folders in Vault Basic.
    Note: You must be logged into a vault to check out files.
  1. Click Check Out on the Vault Ribbon.

    The Get/Check Out dialog displays in collapsed or expanded view, depending on whether you have pinned it in the expanded view. The collapsed view is default.

  2. Enable the Include Children button if you want dependent files also available for check out.
    The Include Children settings can be changed by clicking the arrow beneath the button and making changes to the settings.
    Tip: Hover your mouse over the icon at any time to see the current settings.
  3. Enable the Include Parents button if you want parent files also available for check out.
    The Include Parents settings can be changed by clicking the arrow beneath the button and making changes to the settings.
    Tip: Hover your mouse over the icon at any time to see the current settings.
  4. Enable the Check button if you want to quickly select all of the files from steps 2 through 4. If Source selection is enabled instead, then just the files and folders you originally selected for check out are selected.
    You can configure whether this button gets all of the files or just the original selection set by clicking the arrow beneath the button and making changes to the settings.
    Tip: Hover your mouse over the icon at any time to see the current settings.
  5. Optional. Leave a comment about the reason for the checkout by clicking the Comment button.
  6. If you want to simply get the latest version of the selected files and folders, click OK.

    If you want to see all of the files listed with the Include Children and Include Parents buttons enabled, or if you want to manually select files for checkout, click the Expand button to see the complete list and make your selections.

    If you have selected only one file for check out and you want to specify the version of the file, click the Expand button and select the version from the Version drop-down list.

  7. Click OK.

    8. The selected files are copied from the vault to your local folder if Working Folders is selected. You can now edit the files.

Get/Check Out (Vault Workgroup and Vault Professional)

    Perform these steps to get/checkout files in Vault Workgroup and Vault Professional.
    Note: You must be logged into a vault to check out files.
  1. Click Check Out on the Vault Ribbon.

    The Get/Check Out dialog displays in collapsed or expanded view, depending on whether you have pinned it in the expanded view. The collapsed view is default.

  2. Enable the Include Children button if you want dependent files also available for check out.
    The Include Children settings can be changed by clicking the arrow beneath the button and making changes to the settings.
    Tip: Hover your mouse over the icon at any time to see the current settings.
  3. Enable the Include Parents button if you want parent files also available for check out.
    The Include Parents settings can be changed by clicking the arrow beneath the button and making changes to the settings.
    Tip: Hover your mouse over the icon at any time to see the current settings.
  4. Enable the Check button if you want to quickly select all of the associated files for check out as well as the initial selection set. If Source selection is enabled instead, then just the files you originally selected for checkout are selected.
    You can configure whether this button gets all of the files or just the original selection set by clicking the arrow beneath the button and making changes to the settings.
    Tip: Hover your mouse over the icon at any time to see the current settings.
  5. Optional. Leave a comment about the reason for the check out by clicking the Comment button.
  6. If you want to simply get the latest version of the leading revision of the selected files, folders, or custom objects, click OK.

    If you want to see all of the related files with the Include Children, Include Parents, or Include Links buttons enabled, or if you want to manually select objects for checkout, click the Expand button to see the complete list and make your selections.

    If you have selected only one file for checkout and you want to specify the revision of the file, click the Expand button and select the revision from the Revision drop-down list.

  7. Enable the Use released for related files check box to get the released versions of all selected related files.
  8. Click OK.

    9. The selected files are copied from the vault to your local folder if Working Folders is selected. You can now edit the files.

Parent topic: Getting and Checking Out Files in Vault

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