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