--- title: "Sovelia Vault Getting started" slug: "sovelia-vault-getting-started" tags: ["Getting started"] updated: 2026-02-04T23:46:38Z published: 2026-02-04T23:46:38Z canonical: "help.sovelia.com/sovelia-vault-getting-started" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.sovelia.com/llms.txt > Use this file to discover all available pages before exploring further. # Sovelia Vault Getting started ### Getting started This is a Quick-Start guide that will explain the basics of Sovelia Vault and give an introduction of the Sovelia Vault Administration Tool. Start with installing Sovelia Vault [Download & Install Sovelia Vault](/v1/docs/download-install-sovelia-vault) **Note:** When doing changes to the configuration using Sovelia Vault Administration Tool you need to disconnect / sign-out from all Autodesk Vault connections in order to reload the updated configuration. Sign out from Autodesk Vault Client, Vault add-ins for Inventor and AutoCAD, the JobProcessor and other connections you might have. #### **Start Sovelia Vault 202# Administration Tool** Use your Vault administrator account when signing in to Vault. ### First Action: Create a PDF from an Inventor drawing One of the most useful and simple first steps to gain a feel for the tools is to create a PDF version of an Inventor drawing. #### Create the Action 1. On the left pane Expand **Actions** and then Expand **Secondary Formats** ![image.png](https://cdn.document360.io/b4de53ee-d7ea-47b4-9a73-8323e3c9c14c/Images/Documentation/image%2846%29.png) 1. Right mouse click on the **Inventor Drawing** node and select **PDF** Note: you can create multiple actions for each of the document types listed in the Secondary Formats node. ![image.png](https://cdn.document360.io/b4de53ee-d7ea-47b4-9a73-8323e3c9c14c/Images/Documentation/image%2847%29.png) 1. On the right Pane the relevant options will be shown for PDF creation. **More information** For a detailed description of all the menus please refer to the Sovelia® Vault Help manual. ![image.png](https://cdn.document360.io/b4de53ee-d7ea-47b4-9a73-8323e3c9c14c/Images/Documentation/image%2848%29.png) #### Configure the Action Next step is to define exactly how Sovelia Vault will create and place the PDF. **1. General - Name the action** This is where the Acton is named so it can be recognize in the future. There can be multiple PDF actions with different configurations and results. Set Name to ; "PRELIMINARY_PDF" ![image.png](https://cdn.document360.io/b4de53ee-d7ea-47b4-9a73-8323e3c9c14c/Images/Documentation/image%2849%29.png) **2. Publish to Network** This example creates a simple PDF and saves it to a network location or like in this case, local disk on the the JobProcessor. Set Publish to **True** And Destination Folder to **C:\TEMP\pdf**![image.png](https://cdn.document360.io/b4de53ee-d7ea-47b4-9a73-8323e3c9c14c/Images/Documentation/image%2850%29.png) **3. Don't publish to Vault** Set Publish to **False** ![image.png](https://cdn.document360.io/b4de53ee-d7ea-47b4-9a73-8323e3c9c14c/Images/Documentation/image%2851%29.png) **4. Apply the changes and restart any Vault application that is open.** - Restart Autodesk Inventor and other CAD application with the Vault addin - Restart Autodesk Vault client - Restart Autodesk JobProcessor ![image.png](https://cdn.document360.io/b4de53ee-d7ea-47b4-9a73-8323e3c9c14c/Images/Documentation/image%2852%29.png) **5. Log into Vault and create a pdf** Locate an Inventor drawing in Autodesk Vault Client, Right-Click on the drawing to display the context menu - Click Sovelia Vault and then Generate Files. Choose the PDF action by ticking the box and run with OK. [Video](https://cdn.document360.io/b4de53ee-d7ea-47b4-9a73-8323e3c9c14c/Images/Documentation/2022-04-07_08-03-02.mp4) **JobProcessor running the job** [Video](https://cdn.document360.io/b4de53ee-d7ea-47b4-9a73-8323e3c9c14c/Images/Documentation/JobProc.mp4) **6. Locate the pdf** When the job is completed the PDF will be found in the path you defined. In this case on the machine where jobprocessor runs. ![image.png](https://cdn.document360.io/b4de53ee-d7ea-47b4-9a73-8323e3c9c14c/Images/Documentation/image%2855%29.png) ### First Action Set: Run actions on lifecycle state change Action Sets are use to define triggers for the actions. A common trigger is lifecycle state change. When the lifecycle state of a file is changed jobs are created to run on the Jobprocessor - in this case the PDF Action. Here is how you define a trigger in the Action Sets for the PDF Action we created. This action will be triggered automatically when the Inventor drawing file's lifecycle states changes to Released. **1. Expand the "Action Sets" node** Right click on the "Inventor Drawing" and select "Add new Action Set". ![image.png](https://cdn.document360.io/b4de53ee-d7ea-47b4-9a73-8323e3c9c14c/Images/Documentation/image%2856%29.png) **2. Name the Action "PDF ON RELEASE"** ![image.png](https://cdn.document360.io/b4de53ee-d7ea-47b4-9a73-8323e3c9c14c/Images/Documentation/image%2857%29.png) **3. Set up a trigger** There are many options for triggers, but we will use the "On state Change" to "Released state". *Set up as below [Video](https://cdn.document360.io/b4de53ee-d7ea-47b4-9a73-8323e3c9c14c/Images/Documentation/ACTION2.mp4) **4. Set up the Action Set to run on Jobprocessor** The Action Set can run several actions in a sequence. Keep in mind that the Jobprocessor vault user needs to have both Read and Write access to change the files in the states where actions are done. For example, in a Released state, the file may be locked for edit and no write action can be performed for a normal user. Use the "Preliminary PDF" action that you created in "First Action" and run it on state change. [Video](https://cdn.document360.io/b4de53ee-d7ea-47b4-9a73-8323e3c9c14c/Images/Documentation/ACTION3.mp4) **5. Apply and restart any Vault application that are open.** ![image.png](https://cdn.document360.io/b4de53ee-d7ea-47b4-9a73-8323e3c9c14c/Images/Documentation/image%2858%29.png) **6. Release an Inventor drawing** When releasing an Inventor model, the PDF job will be triggered to run on the job processor for all drawings that are released. ![image.png](https://cdn.document360.io/b4de53ee-d7ea-47b4-9a73-8323e3c9c14c/Images/Documentation/image%2859%29.png) ![image.png](https://cdn.document360.io/b4de53ee-d7ea-47b4-9a73-8323e3c9c14c/Images/Documentation/image%2862%29.png) **7. Check the PDF files in the folder** ![image.png](https://cdn.document360.io/b4de53ee-d7ea-47b4-9a73-8323e3c9c14c/Images/Documentation/image%2863%29.png) **Note:** After a configuration is complete, the Vault client, the CAD programs with Vault add-ins and the jobprocessor all need to be logged out and back in again in order to load the configuration changes. ## Third Setup Action: set up the JobQtools Install the JOB Q tools as described in [download and install the software](https://help.sovelia.com/docs/download-the-software), then do a basic setup as described in the [JobQtool chapter](https://help.sovelia.com/docs/jobqtool) in the help manual.