To share a vault presentation with clients, which path would you use?

To share a vault presentation with clients, which path would you use?

• A. Vault -> Select Actions -> Share with Clients
• B. Vault -> Share with Clients -> Select Actions
• C. Vault -> Select Actions -> Share with Clients
• D. Vault -> Export -> Share with Clients

Answer: (C)

To share a vault presentation with clients, you navigate to the vault, open the available actions for that vault, and choose the option to share with clients. Opening the vault first puts you in the correct context, and the actions menu reveals the sharing option you need. Selecting the share-with-clients option uses the platform’s built-in sharing workflow, which manages permissions, client access, and ongoing visibility within the system. Exporting would create a separate file outside the vault, which bypasses in-app access controls and tracking. Using the actions menu at the vault level ensures the sharing is properly scoped to that vault.

To share a vault presentation with clients, you navigate to the vault, open the available actions for that vault, and choose the option to share with clients. Opening the vault first puts you in the correct context, and the actions menu reveals the sharing option you need. Selecting the share-with-clients option uses the platform’s built-in sharing workflow, which manages permissions, client access, and ongoing visibility within the system. Exporting would create a separate file outside the vault, which bypasses in-app access controls and tracking. Using the actions menu at the vault level ensures the sharing is properly scoped to that vault.