How does an advisor know if a document in the Vault is shared with a client?

How does an advisor know if a document in the Vault is shared with a client?

• A. A blue shield icon appears next to the file
• B. The file name turns bold
• C. A green check mark appears by the file name
• D. A lock icon on the folder

Answer: (C)

When a document in the Vault is shared with the client, a green check mark appears next to the file name. That simple icon is the go-to visual cue indicating that the client has access to that item, making it easy to distinguish shared documents from those that remain private to the advisor. If you don’t see the green check, the document isn’t currently shared with the client, and you’d need to share it or verify permissions. Other icons signal different things. A blue shield usually relates to security features, not sharing status. A bold file name might indicate emphasis or selection in the list, not whether it’s shared. A lock icon on a folder suggests restricted access, again not confirming that it’s shared with the client.

When a document in the Vault is shared with the client, a green check mark appears next to the file name. That simple icon is the go-to visual cue indicating that the client has access to that item, making it easy to distinguish shared documents from those that remain private to the advisor. If you don’t see the green check, the document isn’t currently shared with the client, and you’d need to share it or verify permissions.

Other icons signal different things. A blue shield usually relates to security features, not sharing status. A bold file name might indicate emphasis or selection in the list, not whether it’s shared. A lock icon on a folder suggests restricted access, again not confirming that it’s shared with the client.