Bug #2423
closedView Relationships[Share by us] -If a document shared with a client is later attached to a matter, should update its confidential label with matter name in View Relationships.
100%
Description
Client: Business client - content or coffer
Document: File - A
Matter name: land adoption case
1. Login to Lauditor
2. Click on Documents module
3. Click on upload - client
4. Upload the File - A for Coffer connect or content coffer client [uploaded successfully]
5. Click on Relationships
6. Click on View Relationships
7. Click on Exchange Information - share by us
8. Select the File A to share [now file A is independent of any matter]
9. Click on share [document is shared successfully]
10. Click on Matters
11. Click on Legal/General - Create
12. Create a matter Land adoption case with that coffer or content client
13. Attach the File A to this matter [Matter creation is done]
14. Click on Relationships
15. Click on View Relationships
16. Click on Exchange Information - share by us
17. For File A, Confidential Label with matter name should be updated.
Expectation : The moment, the document is attached to the matter, Confidential label should be updated in view relationships[It should be matter level security]
Actual : Confidential label is not updated if the document is already on the shared list for all users [SU /GH/TM]
https://drive.google.com/file/d/1N7G86X3V7xZUUzTuKF-ZCYpWLd_QIETW/view?usp=drive_link
Updated by Neela Chinnappa 3 months ago
- Subject changed from View Relationships[Share by us] - Confidential label with matter should be updated to a document, that has been already shared with client and Later, it is attached to Matter to View Relationships[Share by us] - Confidential label with matter name should be updated dynamically to a document, that has been already shared with client. Later, when it's attached to Matter.
Updated by Neela Chinnappa 3 months ago
- Subject changed from View Relationships[Share by us] - Confidential label with matter name should be updated dynamically to a document, that has been already shared with client. Later, when it's attached to Matter. to View Relationships[Share by us] -If a document shared with a client is later attached to a matter, should update its confidential label with matter name in View Relationships.
Updated by muskan mathur 2 months ago
- Assignee changed from muskan mathur to akhila bs
Updated by Neela Chinnappa 2 months ago
The confidential label isn't updated for documents already in the shared list. when following the same steps which is mentioned above, able to reproduce this issue.
Updated by Neela Chinnappa about 2 months ago
Even if users attach existing documents that are already in the shared list within a matter[matter - view details], the "Confidential" status should still be updated for those documents in the view relationships section.
https://drive.google.com/file/d/1_ksV_acrJaVnDeoRdhkQCdf4070bufiY/view?usp=drive_link
Updated by Soundarya Vembaiyan about 2 months ago
- Status changed from New to Resolved
- Assignee changed from muskan mathur to Neela Chinnappa
Updated by Neela Chinnappa about 2 months ago
- Status changed from Resolved to Closed