Feature #2422
openView Relationships[Share with us] - When sharing documents, if a team member isn't involved in a specific matter, then that particular matter name shouldn't be listed under the confidential row for that team member when they log in on Lauditor side
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Description
Lauditor Information
Groups : Two Groups [Group A and Group B]
Client : One business client[Apollo Healthcare] has two different cases [Matter A and Matter B]
Team member : TM-A belongs to Group A and TM- B belongs to Group B
Access : TM- A is part of Matter A and TM- B is part of Matter B
Document sharing from Coffer or Content to Lauditor
1. Login the coffer connect or content coffer
2. Click on Relationships
3. Click on View Relationships
4. Click on Exchange Information - share by us
5. Select one document [named 'Doc- A] to share
6. In final page of sharing, select both matters 'Matter A and Matter B' from matters drop down
7. Click on share
8. Login the Lauditor with TM- A user
9. Click on Relationships
10. Click on Exchange Information - Share with us
11. Doc - A is listed there.
12. In Confidential row, Matter names are comma separated format. 'Matter B' should not be included in that list. But it appears.
When sharing documents, if a team member isn't involved in a specific matter, like Team Member A not being part of Matter B, then Matter B shouldn't be included under the confidential row for that team member when they log in on Lauditor side. But it appears in the confidential row
https://drive.google.com/file/d/18qCHB6M_BfHRNiOfiEu45kUouLHkE8D8/view?usp=drive_link
Updated by Neela Chinnappa 11 months ago
- Subject changed from View Relationships[Share with us]-When sharing documents, if a team member isn't involved in a specific matter, then that particular matter name shouldn't be listed under the confidential row for that team member when they log in on Lauditor side to View Relationships[Share with us] - When sharing documents, if a team member isn't involved in a specific matter, then that particular matter name shouldn't be listed under the confidential row for that team member when they log in on Lauditor side
Updated by muskan mathur 11 months ago
no not possible it will show all the matters attached
Updated by muskan mathur 11 months ago
- Assignee changed from muskan mathur to akhila bs