Bug #2469
closedView Relationships [Share with us]- When sharing from Lauditor to DG Counsel and vice versa, those documents will be shared successfully with super user only, not shared with GH and TM on corporate side. They should also be shared with GH&TM.
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Description
Document sharing from Lauditor to DG Counsel and Vice versa
1. Login the Lauditor
2. Click on Relationships
3. Click on View Relationships
4. Select the corporate client
5. Click on Exchange Information - share by us
6. Select the few documents to share
7. Click on share
8. In final page of relationships, Click on share [Documents shared successfully ]
9. Login the DG counsel with GH /TM account
10. Click on Relationships - View
11. Click on Exchange Information - share with us
12. The documents that are shared from Lauditor, not listed there
Expectation : When sharing the documents from Lauditor to DG counsel, On DG counsel side - View Relationships [Share with us], those documents should be listed in GH and TM who are belong to that particular group.
Actual : The documents that are shared from Lauditor, will be visible to the super user only and not listed in the GH and TM accounts when they log in, even if the TM /GH belong to the same group.
https://drive.google.com/file/d/1javzwUqyicFIyQRu743Xv9kRI1n-0TaU/view?usp=drive_link [document sharing from Lauditor to DG Counsel]
https://drive.google.com/file/d/1fDk_Fivovq8kV7f49TDRYcjmKONHKRa6/view?usp=drive_link [document sharing from DG Counsel to Lauditor]
Updated by muskan mathur 3 months ago
- Assignee changed from muskan mathur to akhila bs
Updated by Neela Chinnappa 3 months ago
when sharing the matter related documents from Lauditor to DG Counsel, those matter-related documents are not shared with GH and TM on DG Counsel side.[In exchange information - share with us, matter-related documents are not listed in TM and GH]
They are shared successfully with SU account
https://drive.google.com/file/d/1i3d3pJYDlKtFPAwEpVRSIFQtY0i5wWTQ/view?usp=drive_link
Updated by muskan mathur about 2 months ago
- Status changed from New to Resolved
- Assignee changed from muskan mathur to akhila bs
Updated by Neela Chinnappa about 2 months ago
When sharing the documents that are independent of any matter from Lauditor to DG Counsel, On DG counsel side , those documents are successfully shared with Super User only, not shared with TM and GH. They should be shared with all members corresponding to the same group.
This scenario is working for the documents if it matter-related, means matter-related documents are successfully shared with all users
Updated by Neela Chinnappa about 2 months ago
When DG Counsel shares documents with Lauditor , On DG counsel side, TM and GH should also see them in shared section when revisiting the same documents after sharing. Currently, TM and GH only see the documents in the unshared section, while SU sees them in the shared section.
Updated by akhila bs about 2 months ago
- Assignee changed from akhila bs to Vengadeshwaran R
Updated by akhila bs about 2 months ago
- Assignee changed from Vengadeshwaran R to muskan mathur
Updated by muskan mathur about 2 months ago
- Status changed from New to Resolved
Updated by muskan mathur about 2 months ago
- Assignee changed from muskan mathur to Vengadeshwaran R
Updated by Neela Chinnappa about 2 months ago
- Status changed from Resolved to Closed