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Bug #2576

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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.

Added by Neela Chinnappa 2 months ago. Updated 26 days ago.

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

0%

Estimated time:

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 -
GH -
TM -

In this Firm British Bespoke Boutique , Client name: Neela Chinnappa

SU:
GH:
TM:

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

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