Bug #2576
openClient Specification Issue [Exchange Information-Share by us] - Even when the super user or a team member or GH shares documents with the client, they still show up in the unshared section when the user revisits them as a TM ,GH and SU.
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Description
This issue applies to two individual clients from different firms as mentioned below. This same issue is working for other Individual clients belongs to the same firm.
In this Firm Staging Firm Tester Individual Client name: Vengadesh R
SU - cefabo2573@dixiser.com
GH - fiban48678@mkurg.com
TM - wewame3186@rdluxe.com
In this Firm British Bespoke Boutique , Client name: Neela Chinnappa
SU: bapaj51990@azduan.com
GH: miwew84463@cmheia.com
TM: tocalib477@darkse.com
1. Login to Lauditor with the above mentioned credentials
2. Click on Documents
3. Click on upload and client / Firm
4. Select the Individual client [Vengadesh R or Neela Chinnappa]
5. Upload few documents
6. Click on view Relationships
7. Click on exchange Information - share by us
8. Select the same documents to share
9. Documents are shared successfully with client
10. Again revisit the same documents for the same client
They still show up in the unshared section
After sharing documents with the client and revisiting them, they still be listed in the unshared section. They should appear in the shared section instead.
https://drive.google.com/file/d/1JHdhNN00UeE199qJlT5NLzJO0MM20_V8/view?usp=drive_link
Updated by muskan mathur about 2 months ago
- Assignee changed from muskan mathur to Neela Chinnappa
Updated by Neela Chinnappa about 2 months ago
- Subject changed from Account Specification Issue [Exchange Information-Share by us] - Even when the super user or a team member or GH shares documents with the client, they still show up in the unshared section when the user revisits them as a TM ,GH and SU. to Client Specification Issue [Exchange Information-Share by us] - Even when the super user or a team member or GH shares documents with the client, they still show up in the unshared section when the user revisits them as a TM ,GH and SU.