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Bug #3003

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Upload Client : When selecting the Client and Matter, the Matter belonging to the Client and its associated groups should be displayed.

Added by Vengadeshwaran R 3 months ago. Updated about 16 hours ago.

Status:
Resolved
Priority:
Normal
Start date:
07/03/2024
Due date:
% Done:

0%

Estimated time:

Description

Client A belongs to “Group A” ,”Group B” and “Group C”.

Steps:

1. Login to Lauditor.
2. Click on the "Matter" menu on the left side.
3. Click on the "Legal / General Matter" tab.
4. Click on the "Create" tab.
5. Enter the mandatory fields in "Matter Info" and click on "Next."
6. In the "Group" page, select the group "Group A."
7. In the "Client" page, select the client "Client A."
8. Do not select any team member or document.
9. Click on the "Submit" button. (Matter name: Criminal Custody)
10. Navigate to the "Document" module on the left side.
11. Click on the "Upload" tab.
12. Click on the "Client" tab.
13. Select the client name from the dropdown (Name: Client A).
14. Select the matter name from the dropdown (Name: Criminal Custody).
15. In the left "Selected Group" list, by default, only "Group A" should be selected, but currently, "Group B," and "Group C" are selected.

Link - https://drive.google.com/file/d/1I5ncShHRuGkaxtamJov-xe-in-V5rXKv/view?usp=drive_link

Actions #1

Updated by Vengadeshwaran R 3 months ago

  • Subject changed from Upload / View : When selecting the Client and Matter, the Matter belonging to the Client and its associated groups should be displayed. to Upload Client : When selecting the Client and Matter, the Matter belonging to the Client and its associated groups should be displayed.
Actions #2

Updated by akhila bs about 1 month ago

  • Assignee set to muskan mathur
Actions #3

Updated by muskan mathur about 16 hours ago

  • Status changed from New to Resolved
  • Assignee changed from muskan mathur to Vengadeshwaran R
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