MemorixApps Vault
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MemorixApps Vault
Manage vault users and invite new members. Only administrators can access this.
Configure permissions for this area and its sub-areas.
| Action | Administrator | Participant | Viewer |
|---|
Configure the default metadata fields shown for CAD and Document areas.
Results and issues from BOM/CSV metadata imports across all areas.
Add properties before uploading this file (optional).
Create a new vault area to organize your documents.
Add a sub-area inside this area.
Learn how to use Memorix Vault effectively.
Click "New Area" to create vault areas for organizing documents. Each area acts as a container for related files, and can optionally be assigned a category (CAD or Document) to control which metadata fields appear on its files.
Drag and drop files into an area, or click to browse. Supported formats include PDF, DOC, XLS, PPT, and more.
Use the search bar to find files across all areas. Searches match file names and any metadata values on the file (title, part number, tags, etc). Use */? wildcards, or combine terms with AND or &.
Every file has an expandable property card (click the icon on a file) where metadata can be entered manually. Which fields appear depends on the file's area:
• CAD areas — Part Number, Title, Description, Keywords, Model Category, Revision
• Document areas — Title, Subject, Company, Revision
• Uncategorized areas — Title, Description, Tags (the "General" set)
You can also add custom fields beyond the standard set with "Add custom field" on any file's property card. An Administrator can change what the standard fields are for each category — see "Metadata Field Defaults" below.
In a CAD area, use Import BOM to bulk-fill metadata from an Autodesk Inventor-style BOM export. The importer expects:
• A nested XML structure of <AssemblyComponent> and <PartComponent> elements (at any depth), each containing a <Properties> block.
• Inside <Properties>, one <Property name="...">value</Property> element per field. Recognized names: Part Number, Title, Description, Keywords, Revision, Model Category.
• Files are matched to BOM entries by filename without extension = Part Number (case-insensitive) — so 9000000.ipt, 9000000.iam, and 9000000.pdf all receive the same metadata from the BOM entry for part 9000000. Any number of files sharing that name (different extensions) will all be matched.
• Any recognized field that isn't part of the area's currently configured metadata fields is ignored rather than imported — check the Import Log to see what was skipped.
Click the small button next to Import BOM to download a ready-to-edit example XML file in this exact format.
<Assembly> <AssemblyComponent> <Properties> <Property name="Part Number">9000000</Property> <Property name="Title">Bracket Assembly</Property> <Property name="Revision">B</Property> </Properties> <PartComponent> <Properties> <Property name="Part Number">9000001</Property> <Property name="Title">Mounting Bolt</Property> </Properties> </PartComponent> </AssemblyComponent> </Assembly>
Use Import CSV for any area (CAD, Document, or uncategorized) to bulk-fill metadata from a spreadsheet export. Rules:
• First row is a header row. One column must be named FileName (or PartNumber) — its value should be the filename without extension, used to match rows to files. As with BOM import, every file sharing that name (regardless of extension) gets matched and updated.
• Every other column header becomes a metadata field name directly (e.g. title, description, tags, or any custom name) — its value fills that field on the matched file.
• A column whose name isn't part of the area's currently configured metadata fields is ignored rather than imported — check the Import Log to see what was skipped.
• Quoted fields (for values containing commas) are supported, standard CSV-style.
Click the small button next to Import CSV to download a ready-to-edit example CSV, pre-filled with the columns matching this area's current metadata fields.
FileName,title,description,tags 9000000,Bracket Assembly,Main support bracket,structural 9000001,Mounting Bolt,M6x20 hex bolt,hardware
The icon in the top bar (next to Help) opens a running log of BOM/CSV import activity — how many files matched, files/rows with no match, ignored fields not in the configured metadata, and any parsing errors. A red badge shows when there's something to review; "Clear" empties the log.
Each file has a / button. Approve locks a file: its metadata can no longer be edited, it can't be deleted, and uploading another file with the same name is blocked. Revise unlocks it again for metadata edits, deletion, and overwrite.
"Approve All" / "Revise All" in the area toolbar apply the same action to every file in that area and its sub-areas at once. These controls require the "Approve / Revise Files" permission (see Access Control below).
Uploading a file with the same name as an existing one in that area replaces it as a new version — the previous version isn't deleted, it moves into that file's History. A file that has been revised at least once shows a button revealing every prior version, each with its own View (for PDFs) and Download action, so nothing is ever lost when a document is superseded.
Note: a file locked with Approve blocks this same-name overwrite entirely — Revise it first if you need to upload a new version.
Right-click any area and select "Access control" to manage what each role (Administrator, Participant, Viewer) can do — including uploading, creating sub-areas, importing metadata, the "Edit Metadata (Manual)" permission (whether a role can add or edit property-card fields — Viewers without it see metadata read-only), and "Approve / Revise Files" (whether a role can lock/unlock files).
From the user menu (top right), Administrators can open "Metadata Fields" to add, remove, or reorder the standard fields shown on file property cards for CAD, Document, and General (uncategorized) areas. Drag a field by its handle, or use the up/down arrows, to change the order it appears in on file cards.
Download individual files or use the search results ZIP feature to export multiple files at once.
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