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Help & FAQ

Your First Visit

  1. Sign in. Use the button in your welcome email to choose a password. After that, sign in on the sign-in page with your username or your email address, or click Email me a sign-in link there to sign in without your password.
  2. Find your drawings. Your released drawings are listed on your portal page, at their current revision. Type in the search box to find one by name, part number or description.
  3. Find your job's files. Anything new since your last visit is under New for You, at the top of your portal page. Each job we have delivered files for has a card under Jobs; click it for that job's page.
  4. View or download. Click View beside a drawing to open it in your browser, or Download PDF to save it. Every drawing file you save is named with its revision, such as HM-0475 Rev C.pdf. Click Download beside a document; Download all, under a job, gives you every file for that job in one zip file.
  5. Questions. Click Contact us at the top of your portal page, or email jarrettbailey@partvaultllc.com.

Getting Started

I'm not sure what my username is.

You can sign in with the email address on your account instead. The sign-in page accepts either. Your username is also in your welcome email.

Where are Change password, Two-factor auth and Notifications?

In the Account menu at the top of your portal page, beside Help and Contact us.

How do I change my password?

Open the Account menu at the top of your portal page and choose Change password. You will need your current password. A new password needs at least 8 characters, with a letter, a number and a symbol.

Can I sign in without my password?

Yes. On the sign-in page, click Email me a sign-in link and enter your username or the email address on your account. We email a link to the address already on your account. It works once and is good for 15 minutes. If you use two-factor authentication, you are still asked for your code. Your password keeps working as before.

I forgot my password. What do I do?

Click Forgot your password? on the sign-in page and enter your username or the email address on your account. We email you a link to choose a new password. It works once and is good for one hour. The link goes to the address already on your account, not to what you type in the form. If nothing arrives within a few minutes, email jarrettbailey@partvaultllc.com and we will get you back in.

I can't sign in, or my account says it's unavailable.

Email jarrettbailey@partvaultllc.com and we will look into it. A login that PartVault has paused or turned off shows the same "unavailable" message.

Your Portal Page

What am I looking at when I sign in?

The line at the top says what is new since your last visit. Below it, New for You lists the drawings revised and the files delivered since you last signed in (or in the last 30 days on your first visit), newest first. Then come Jobs, one card per job, your company's folders, Recent Activity and the table of all your released drawings. Documents, with every file delivered for your jobs, comes last.

Why don't I see 3D Data or 2D Data for a drawing?

3D Data, 2D Data, Revision Notes, PDF History and Reports are under More on a drawing's row, and only when that drawing has them. A drawing with no More button has its PDF only.

Can I see older revisions of a drawing?

Yes. When a drawing has earlier revisions, click More on its row, then PDF History. Every earlier revision's PDF is there to view or download, marked with the revision that superseded it, so it is clear which one is current.

Can I download several drawings at once?

Yes. Tick the boxes beside the drawings you want and click Download Selected. The PDFs come as one zip file, each named with its revision. One zip prepares at most 20 drawings that have not been downloaded before. If the zip could not hold every drawing you ticked, it includes a note, Drawings not included.txt, listing the ones left out: select them again, or download each with Download PDF.

Documents

Where are the files for my job?

Click the job's card under Jobs, near the top of your portal page. The job's page lists its files, newest first, with Download all. Every file is also under Documents, at the bottom of your portal page, grouped under the job it belongs to; files not tied to a job come last. Both appear once we have delivered a file to you.

Can I download several documents at once?

Yes, on every plan. Tick the files you want and click Download selected, or click Download all under a job to get every file for that job. Either way they come as one zip file.

How do I review a report?

When PartVault asks you to review a report, its job's page shows Review this report beside the PDF. The review page lists the report's paragraphs, with the PDF beside them; click a paragraph's page number to turn the PDF to it. Click Comment under any paragraph or heading, or under a calc on the Calc map tab, or use the box for the report as a whole. Comments save as you go and stay editable until you click Send my review. After that they can't be changed. You send one review per revision, and nothing in the report changes. PartVault answers in the next revision's Response to Review. Only the people PartVault picked for a report see its Review button.

Folders

What's the difference between the two folder sections?

On the Folders page, the first section, headed with your company's name, is set up by PartVault and shared by every login at your company. My Folders, below it, is private to your own login. Other logins at your company never see it.

How do I create my own folder and add drawings to it?

Open the Folders page with Manage folders on your portal page, or with any folder tile. Under My Folders, type a name and click Create Folder. Then, under Add Items to My Folder, choose your folder, tick the drawings you want and click Add Selected. A drawing can be in more than one folder.

Notifications

How do I get emailed when new drawings or files are ready?

Open the Account menu at the top of your portal page and choose Notifications. Enter your email address and click Save. With an address on file you are signed up. To stop the emails, untick "Email me when new drawings or files are ready".

When does the email come?

PartVault sends it when new drawings or files are ready for you, to the people at your company they concern. You may not get an email for every change on your company's account.

I added my email but I'm not getting notification emails.

Check that "Email me when new drawings or files are ready" is still ticked on the Notifications page, and check your spam folder. If they still don't arrive, email jarrettbailey@partvaultllc.com.

Security

How do I turn on two-factor authentication?

Two-factor authentication is optional, and recommended. Open the Account menu at the top of your portal page and choose Two-factor auth. Scan the QR code with an authenticator app (Google Authenticator, Authy, 1Password and others), or enter the key shown, then type the current 6-digit code and click Confirm and Enable.

I lost my phone or authenticator and can't sign in.

Email jarrettbailey@partvaultllc.com. We can turn off two-factor authentication on your login so you can sign in with your password, and you can then set it up again on a new device from Two-factor auth.

How do I turn two-factor authentication off?

Open the Account menu at the top of your portal page and choose Two-factor auth. Enter your password and click Disable Two-Factor Authentication.

Still Have a Question?

Email jarrettbailey@partvaultllc.com, or click Contact us at the top of your portal page.