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Bug #3628

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Matters - Restrict Document Reuse During Matter Creation - If a document is attached to a matter, it should no longer appear in the documents list when creating a new matter.

Added by Neela Chinnappa about 2 months ago.

Status:
New
Priority:
Normal
Assignee:
Start date:
11/20/2024
Due date:
% Done:

0%

Estimated time:

Description

1. Login the Lauditor
2. Click on Documents
3. Upload the document for client [document A is uploaded for the client A]
4. Click on Matters
5. Click on create
6. Create a matter call it as 'Matter A' and attach the document 'Document A'
7. Matter creation is finished successfully
8. Try to create a new matter named 'Matter B'
9. Fill all the details till documents section

In the documents page, Document A should not be listed.

During matter creation, Lauditor should enforce a "one matter, one document" rule

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