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