Lauditor Version 3 Bugs » Lauditor V3 - Web » Document Web - V3 » Document - Flow Issue

Note : Those documents not appear in View Relationship - Exchange information - Share by us - Share documents- Those document not listing in Client Documents. - For GH / TM account only

Client:  Vengadesh belongs to Group A and Group B.

- Group A has Member A

- Group B has Member B.

Steps:

• Login to Lauditor. [Login with Member A Account]
• Click on Matter.
• Click on the Legal or General Matter tab and Click on the Create tab.
• Enter the mandatory fields: Case Title and Case Number and Next.
• Select on Clients and Group and click on Add. [Client Name : Vengadesh , Group Name : Group A]
• Select the document and click on Add. [ Ex: Doc A]
• Click on Save Matter. [ Matter Name : Civil Custody]
• Select a matter and click on action and click on view details [ Matter Name : Civil Custody]
• Click on Documents Tab and click on Add New + and Click on Upload New and browse and Click on update. [ Ex : Doc AB]
• Click on Document menu on left side
• Click on upload and Click on Client tab
• Select the Client and Matter - Click on Browse and choose document and Click Upload. [ Ex : Doc ABC]

Steps :

• Login to Lauditor. [Login with SU Account]
• Click on Matter menu on left side
• Click on the Legal or General Matter tab and Click on the View tab.
• Select a matter and click on the Action button and Click on Update Groups. [ Matter Name : Civil Custody]
• Uncheck the selected group (e.g., Group A).and Assign to Group B and Click on Delete and Click on update.
• Click on View, choose a matter, and click on Action - View Details. [Matter Name: Civil Custody]
• Click the Team member and Client Tab, select the team member, and add and save it. [Member Name: Member B]

Steps :

• Login to Lauditor. [Login with Member B Account]
• Click on Documents and then click on the View and Client tab.
• Select the Client and Matter from the dropdown .
  Verify that the matter-related documents should appear but it few documents only appear.

Note : This issue applicable for all Client .

Video Link - https://drive.google.com/file/d/1mAbQ-tZ1NgnJzzg4WQcmSXbao6Bwjc4D/view?usp=drive_link