Project

General

Profile

Actions

Bug #3003

open

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 19 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

Also available in: Atom PDF