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Bug #1839

open

View Relationships - Entity - More details -- Share button - Client / Firm document -- > Client / Group-related documents should appear

Added by Neela Chinnappa over 1 year ago. Updated over 1 year ago.

Status:
New
Priority:
High
Assignee:
Start date:
02/20/2023
Due date:
% Done:

0%

Estimated time:

Description

First scenario
--------------
Login to Lauditor
Upload the document for entity client [for ex: Apollo healthcare]
Click on Relationships
Click on View Relationships
Click on Entity
Select the same entity client[ Apollo healthcare]
Click on More details
Click on share document
Click on share button
Click on client documents

Client-related documents that means Only the documents that are uploaded for that particular entity client [for ex: Apollo healthcare] should appear
But all the documents Which are uploaded for other clients are appearing

Second scenario
------------------
Login to Lauditor
Upload the document for Firm [For ex: Family law]
Click on Relationships
Click on View Relationships
Click on Entity
Select the entity Client who is belong to that group [Family law]
Click on More details
Click on share document
Click on Share button
Click on Shared by us
Click on Firm documents

All documents that are uploaded for other groups are appearing even though client not belong to that group
Group-related documents that means only the documents that are uploaded for that particular group [for example, Family Law ] should appear.

Actions #1

Updated by Neela Chinnappa over 1 year ago

  • Subject changed from View Relationships - More details -- Share button - Firm document -- > Group-related documents should appear to View Relationships - Entity - More details -- Share button - Firm document -- > Group-related documents should appear
Actions #2

Updated by Neela Chinnappa over 1 year ago

  • Subject changed from View Relationships - Entity - More details -- Share button - Firm document -- > Group-related documents should appear to View Relationships - Entity - More details -- Share button - Client / Firm document -- > Client / Group-related documents should appear
  • Description updated (diff)
Actions #3

Updated by Neela Chinnappa over 1 year ago

  • Description updated (diff)
Actions

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