Actions
Bug #3318
openView Relationship - Exchange info [Shared By us] : If clients are assigned to new groups, the documents that are already shared with clients should be cleared in view relationships - share by us.
Start date:
09/17/2024
Due date:
% Done:
0%
Estimated time:
Description
Client A belongs to Group A only.
1. Login to Lauditor using SU accounts.
2. Navigate to the "Documents" section.
3. Go to the "Upload" tab, then click on the "Firm" tab. Select the appropriate groups and upload the document.
4. Click on "View Relationships" and choose "Exchange Information."
5. Share the firm documents by clicking the "Share" button.
6. Select the same client, click "Modify Group Access," and assign "Group A" to "Group B."
7. Revisit the same client and verify the exchanged information (shared by us).
8 .The firm documents are still listed as shared, but they should have been removed.
Link - https://drive.google.com/file/d/1Tir7rWxV34xCnVJp9NeVgIJPmt_6UzIZ/view?usp=drive_link
No data to display
Actions