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Feature #3092
openView Matter [Legal / General] - View Details [Team Member] : Able to remove myself from the matter team member list.
Start date:
07/31/2024
Due date:
% Done:
0%
Estimated time:
Description
Steps:
- Log in to Lauditor. [TM - C]
- Click on the Matter menu on the left side.
- Click on the Legal or General Matter tab.
- Click on the Create tab.
- Enter the text in the mandatory fields: Case Title and Case Number, then click on Next.
- Select the Client and click on Next.
- Select the Groups and click on Next.
- Select the Team Member and click on Next. [Ex: TM - A, TM - B]
- Select the Document and click on Submit. [Matter name: Criminal Custody]
- Log in to Lauditor. [TM - A]
- Click on the Matter menu on the left side.
- Click on the Legal or General Matter tab.
- Click on the View tab.
- Choose the matter and click on the Action button.
- Click on View Details from the action dropdown.
- Click on the Team Member(s) and Client tab.
- Click on the Team Member(s) tab.
- Able to remove myself [TM - A] from the matter team member list.
Video Link - https://drive.google.com/file/d/1-ohGbVhqfyLA6ALSfLB7r6xWNC7CUkCh/view?usp=drive_link
Updated by Vengadeshwaran R 5 months ago
- Description updated (diff)
- Assignee set to Raksha S
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