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Bug #2419

closed

Relationships - Functionality/API Issue - Bug #2354: View Relationship : Exchange Information [Shared by us] - Team Members are not involved in the matter , but that matter related document is appear but it shouldn't appear.

View Relationships - Exchange Information[share by us] - If the team member is not involved in the matter, the document that is related to that matter should not be listed in their account in view relationships

Added by Neela Chinnappa 3 months ago. Updated 3 months ago.

Status:
Closed
Priority:
Normal
Assignee:
Start date:
03/29/2024
Due date:
% Done:

0%

Estimated time:

Description

Group name: Group A has three team members [TM-1, TM-2, TM-3]
Client : Business client [QA Test]
Document : doc -A
Matter name: Matter A

1. Login the Lauditor with TM-1 user
2. Click on Documents module
3. Upload the document named 'doc-A'
4. Click on Matters module
5. Select Legal /General and click create
6. Fill the mandatory fields then select 'Group A' and business client
7. TM - 2 only attached to the matter, TM-3 is not part of matter
8. Doc - A is attached to the matter
9. Matter creation is finished
10. Login with TM - 3 user
11. Click on Relationships module
12. Click on view relationships - businesses
13. Select the business client
14. Click on Exchange information- share by us
15. Click on client documents
Doc - A should not be listed in their account, but it is listed.

https://drive.google.com/file/d/1IypLcLdq7CPCYAKLTgnwabGIeXN4GWu_/view?usp=drive_link

Actions #1

Updated by akhila bs 3 months ago

  • Assignee set to Sathish Kumar
Actions #2

Updated by Sathish Kumar 3 months ago

  • Assignee changed from Sathish Kumar to muskan mathur
Actions #3

Updated by Soundarya Vembaiyan 3 months ago

  • Status changed from New to Resolved
Actions #4

Updated by Neela Chinnappa 3 months ago

  • Status changed from Resolved to Closed
Actions

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