Bug #2740
closedRelationship Web -V3 - Bug #2423: View 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.
View Relationship [Shared by us] : Even if the document removed from the matter , Confidential label remains for all users and additionally that document should be listed in the shared list for GH and TM but it appear unshared list.
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Description
Applicable to all clients.[Vitagist, Content Coffer , Coffer connect and DG Counsel]
Steps :
1.Login to Lauditor with SU account
2.Click on Documents module
3.Click on Upload - Client
4.Upload the Doc_01 for Vitagist and Upload it.
5.Click on Matter module
6.Click on Legal/General
7.Click on Create
8.Create a matter Civil case
9.Select the Vitagist Client
10.Select the Doc_01
11.Click on Save matter . [ Matter Name : Civil Custody]
12.Click on Relationship modules
13.Click on View Relationship
14.Click on Individual tab
15.Click on Action button and Exchange information and Click on Shared by us
16.Click on (+) in Share documents
17.Click on Share document [Doc_01] - Matter related document and click on share
18.Navigate to View Matter Modules
19.Click Action and View Details
20.Click on Document Tab
21.Remove the document . [Doc_01]
22.Now Navigate to view relationship module
23.Click on Individual tab
24.Click on Action button and Exchange information and Click on Shared by us.
25.Confidential: The matter name label should not appear, but it appears for Doc_01. Additionally, Doc_01 document should be listed on the shared list for GH and TM accounts, but it is listed in the unshared list.
Actual : Share the matter related document in the view relationship, later removed from the matter. It's appearing in the
shared list for the person who shared it and the SU account, For other users it show up in the unshared list .
Expected : For all Member corresponding to the same group should show in shared list and confidential label should be removed .
Link - https://drive.google.com/file/d/16LXEgOml0aFCmxRA4AjnhWEKuyk5M2Vh/view?usp=drive_link
Updated by Vengadeshwaran R about 2 months ago
- Subject changed from View Relationship [Shared by us] : Even if the document removed from the matter , Confidential label remain for all user and additional that document should listed out in the shared list for GH and TM but it’s appear unshared list. to View Relationship [Shared by us] : Even if the document removed from the matter , Confidential label remains for all users and additionally that document should be listed in the shared list for GH and TM but it appear unshared list.
- Parent task set to #2423
Updated by muskan mathur about 2 months ago
- Assignee changed from muskan mathur to akhila bs
Updated by Vengadeshwaran R about 2 months ago
- Status changed from Resolved to Closed