Project

General

Profile

Actions

Bug #2573

closed

Bug #2354: View Relationship : Exchange Information [Shared by us] - Team Members are not involved in the matter , but that matter related document is appear but it shouldn't appear.

Exchange Information[share by us]-Even if GH/TM isn't part of the matter,specific matter-related documents shouldn't list in their shared list when they log in.Currently they're listed only in the shared section not unshared one, even after unsharing them

Added by Neela Chinnappa 2 months ago. Updated about 2 months ago.

Status:
Closed
Priority:
Normal
Assignee:
Start date:
04/24/2024
Due date:
% Done:

0%

Estimated time:

Description

This issue applicable for Individual and corporate client only

Group Name: Family Law
Team Members: 3 TM's[TM-1, TM-2 and TM-3] and GH [4 Members belong to family law]
Matter Name: Matter -A
Document Name: Doc_001
Client: Individual /corporate client

1. Login to Lauditor with TM-1 account
2. Click on Documents
3. Click on Upload -Client
4. Upload the document [Doc_001] for the Individual / Corporate client
5. Click on Matters
6. Select Family Law and Select the Individual or corporate client
7. Select TM-3 only, TM -2 and GH is not part of that matter
8. Select the Document named Doc_001
9. Matter creation is successfully finished [Matter-A]
10.Click on Relationships
11. Click on view Relationships - Exchange Information [share by us]
12. Share the document Doc_001 to client
13. Login the Lauditor with TM-2 or GH account
14. Click on Relationships
15. Click on view relationships - Exchange Information[share by us]

Doc_001 is listed in shared section only, not unshared one even after unsharing them.

Even if GH/TM isn't part of the matter, specific matter-related documents shouldn't show up in their shared list when they log in. Right now, these documents only appear in the shared section if they're shared by someone involved in the matter, not in the unshared section, even after unsharing them

https://drive.google.com/file/d/1NUPKPYO8PBTBMT6dCBjAG49HirU9L1Sv/view?usp=drive_link

Actions #1

Updated by akhila bs 2 months ago

  • Assignee set to muskan mathur
Actions #2

Updated by Neela Chinnappa 2 months ago

  • Parent task set to #2354
Actions #3

Updated by muskan mathur about 2 months ago

  • Status changed from New to Resolved
Actions #4

Updated by muskan mathur about 2 months ago

  • Assignee changed from muskan mathur to akhila bs
Actions #5

Updated by Vengadeshwaran R about 2 months ago

  • Status changed from Resolved to Closed
Actions

Also available in: Atom PDF