When working with documents in binders, Vault saves you extra work by auto-populating certain fields on the component document using values from the binder. You can modify the auto-populated values as needed, but in many cases, this functionality will streamline your work.

Vault auto-populates document fields in the following situations:

  • You create a new document from within the binder, either by creating a placeholder, creating a binder, or uploading a file.
  • You reclassify a document from within the binder.
  • You classify a document from within the binder.

Vault considers you to be “within the binder” if you choose a document action from the binder’s outline or compact view, or if you open a component document from the binder view and then choose a document action (Classify or Reclassify).

Vault also auto-populates fields for planned documents in a binder template, but that feature functions differently. See Working with Planned Documents for details.

About Auto-Populated Fields

Vault will auto-populate any fields that the component document and the binder share using the field value entered for the binder. For example, the component’s document type and the binder’s document type share the following fields: Country, Product, Language, and Media. When I create the component document, Vault fills these fields in by default to match the binder. Before saving, I can change the fields as needed.

If a field configuration includes a default value, Vault uses the binder’s value, rather than the default.