What are the steps to share a presentation that was sent to the vault?

What are the steps to share a presentation that was sent to the vault?

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

Answer: (B)

The key idea is performing the share action in the context of the specific item you want to share. You first go to the Vault so you’re viewing the file you intend to share. From there you access the actions for that item by selecting Select Actions. It’s within that actions menu that you choose Share with Clients, which initiates the sharing process for that particular presentation. Only after selecting Share with Clients will you be prompted to specify recipients and permissions and complete the sharing. If you try to start with Share with Clients, you wouldn’t be targeting a specific item. If you jump straight to Select Actions without being in the vault context, you wouldn’t yet be tied to the correct file. The required flow is: open the Vault, pick the item’s actions, then choose Share with Clients to proceed.

The key idea is performing the share action in the context of the specific item you want to share. You first go to the Vault so you’re viewing the file you intend to share. From there you access the actions for that item by selecting Select Actions. It’s within that actions menu that you choose Share with Clients, which initiates the sharing process for that particular presentation. Only after selecting Share with Clients will you be prompted to specify recipients and permissions and complete the sharing.

If you try to start with Share with Clients, you wouldn’t be targeting a specific item. If you jump straight to Select Actions without being in the vault context, you wouldn’t yet be tied to the correct file. The required flow is: open the Vault, pick the item’s actions, then choose Share with Clients to proceed.