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Bug #2281

closed

Document - Flow Issue - Bug #2986: Emails - upload - When documents are uploaded from the email, they should be stored in the View - Documents , and the user should receive a success alert. Currently, an empty alert appears, and the documents are not stored in the documents module.

Email : After attaching the document, in the Client tab, the Client name field appears, but the matter field is missing. Matter field should appear.

Added by Vengadeshwaran R 8 months ago. Updated 3 months ago.

Status:
Closed
Priority:
High
Start date:
02/12/2024
Due date:
% Done:

0%

Estimated time:

Description

1.Login to Lauditor
2.Click Email Modules on Left side
3.Sign in to the google account
4.In email page, Select any one document and click on it
5.In that screen ,Client tab, the Client name field appears, but the matter field is missing. Matter field should appear.


Files

Actions #1

Updated by akhila bs 7 months ago

  • Assignee set to muskan mathur
Actions #2

Updated by Neela Chinnappa 5 months ago

In Email module, matters are getting listed in dropdown, If both client and matters are selected while uploading, are the documents should directly assigned to that matter

But those documents are not assigned to the specific matter.

https://drive.google.com/file/d/1KIIgEyl_lw-wvDG_G7Lbr25o4CCuvf-w/view?usp=drive_link

Actions #3

Updated by Neela Chinnappa 3 months ago

  • Parent task set to #2986
Actions #4

Updated by Soundarya Vembaiyan 3 months ago

  • Status changed from New to Resolved
  • Assignee changed from muskan mathur to Vengadeshwaran R
Actions #5

Updated by akhila bs 3 months ago

  • Status changed from Resolved to Closed
Actions

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