Edit documents on your local machine or directly in your browser with Microsoft Office Online.
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Note Beginning with 24R1 in April 2024 and for all subsequent releases, Vault Safety General Release Help content is moving to a new site. Test the new site using Limited Release content.
This page provides basic information about using Vault’s document editing and versioning features. Vault Help provides more detailed information.
Edit a Document Locally
Go to the document.
Expand the All Actions () menu, and then select Check Out.
Check Out a Document
The document is checked out and the .docx file is downloaded to your machine.
When the download is complete, open the document in a text editor.
When you are done making changes, save and close the document.
Return to the Vault narrative document page, and then from the All Actions () menu, select Check In. The Check In Document window appears.
Under Upload new file, select Choose, and then open the narrative document.
Under Version Description, enter a description for the changes, and then select Check In.
PSMF Document Types are designed to help you track changes through an automatically generated PSMF Logbook. Each time a PSMF document is changed, a system-generated logbook entry tracks the person who made the change and the date of the change.
When you edit a document that uses a PSMF Document Type, access the PSMF Logbook through the PSMF Document Panel (). In the Summary of Changes section, add a description of the changes.
When a PSMF PDF is generated from a binder, the logbook entries across all documents in the binder are included in the PDF.
On the document page, expand the All Actions () menu, and then select Undo Checkout.
In the Confirm Undo Checkout dialog box, select Continue.
Result
The document returns to the previous checked-in version.
View and Compare Versions
On the narrative document page, expand the All Actions () menu, and then select Version History. The Version History window appears, listing all versions of the document.
To compare a previous version of the document to the current version, hover over the version, and then from the menu, select Compare Version. The narrative document appears in the comparison view, highlighting the differences between the two versions.
) menu, and then select Check Out.
). In the Summary of Changes section, add a description of the changes.
menu, select Compare Version.
