Project

General

Profile

Actions

Bug #3287

open

View Relationship - More Details - Share Document : After selecting any document, it should be viewable.

Added by Vengadeshwaran R 4 months ago. Updated 2 months ago.

Status:
Resolved
Priority:
Normal
Assignee:
Start date:
08/30/2024
Due date:
% Done:

0%

Estimated time:

Description

Steps:

1. Login to Lauditor.
2. Click on the Menu.
3. Click on the Relationship option.
4. Click on the View Relationship tab.
5. Click on the Individual, Entity, Corporate, or Temp Clients tab.
6. Select any client and click on More Details.
7. Click on the "Share Document" tab.
8. Click on "Shared with us."
9. Select any document and click on it.
10. The document should be viewable.

  • Note : This issue applicable for "Shared By us","Client Document" and "Firm Document".
  • Note : This issue applicable for all clients.

Files

1000078249.mp4 (1.5 MB) 1000078249.mp4 Vengadeshwaran R, 08/30/2024 10:06 AM
Actions

Also available in: Atom PDF