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Feature #3064

open

Merge PDF - Client : Post merging of Matter and non Matter Related documents , It should be tagged to Matter ( Context should be finalized by Raksha)

Added by Vengadeshwaran R 6 months ago. Updated 5 months ago.

Status:
New
Priority:
Normal
Assignee:
Raksha S
Start date:
07/25/2024
Due date:
% Done:

0%

Estimated time:

Description

Steps to Reproduce:
1. Log in to Lauditor.
2. Click on the Document Module on the left side.
3. Navigate to the Merge PDF tab.
4. Click on the Client or Firm tab.
5. Select a Client from the dropdown. (Example: QA Test)
6. Select the documents. (Example: Doc A and Doc B)
8. Select the Matter from the dropdown for same client.
9. Select the documents. (Example: File A and File B)
10. Click on Merge.
11. On the right side (Document to Merge screen), only the recently selected documents should appear (Example: File A and File B). The initially selected documents (Example: Doc A and Doc B) should not appear.

Note: This scenario is applicable for the Firm option as well.

Link - https://drive.google.com/file/d/1UfTKSHlFl0RY0MCDHTcerptN4XG_0TKs/view?usp=drive_link

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 #1

Updated by akhila bs 5 months ago

  • Subject changed from Merge PDF - Client / Firm: On the merge PDF creation page, the right-side Document to Merge screen should display only the most recently selected documents , not the initially selected ones. to Merge PDF - Client / Firm: Matter and Non Matter Related documents Merging
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 #2

Updated by akhila bs 5 months ago

  • Tracker changed from Bug to Feature
  • Subject changed from Merge PDF - Client / Firm: Matter and Non Matter Related documents Merging to Merge PDF - Client : Post merging of Matter and non Matter Related documents , It should be tagged to Matter ( Context should be finalized by Raksha)
  • Assignee set to Raksha S
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