How can you tell if a Vault document is shared with a client?

How can you tell if a Vault document is shared with a client?

• A. A green check mark appears by the file name
• B. A red X appears by the file name
• C. A blue circle appears by the file name
• D. A yellow triangle appears by the file name

Answer: (A)

In Vault, documents show quick-status icons next to the file name to indicate sharing state. A green check mark is the visual cue that the document has been shared with the client and is accessible to them. This serves as a clear confirmation that the client has been granted access, with the level of access determined by the permissions you’ve set. Other icons by the file name are not used to indicate shared status—red X would imply no access or that sharing was removed, while a blue circle or yellow triangle typically signals other states like syncing or a warning, not that the file is shared. If you want to double-check, you can open the file’s sharing or permissions settings to see exactly who has access.