Bug #3718
closedDocument [View - Clients] : Restored documents should be visible to team members associated with the matter.
0%
Description
- Team Member A is assigned to Group A.
- Team Member B is assigned to Group B.
- Client A belongs to both Group A and Group B.
Steps to Reproduce:
1. Login to Lauditor
- Log in as Team Member A account and navigate to the Document module.
- Upload a document (Doc A) for Client A under Group A. [Name - Doc A]
2. Matter Creation:
- Confirm that a matter is successfully created with the following details:
- Matter Name: Custody Case , Client Name: Client A , Group Name: Group A, Document Name: Doc A
3. Document Deletion:
- In the Document module, Team Member A selects the client and matter and deletes the document (Doc A).
4. Super User Updates Groups:
- Log in as the Super User and navigate to "View Matter" for the Custody Case matter.
- In the "Update Groups" section, remove Group A and assign Group B. Save the changes.
5. Restore Deleted Document:
- The Super User restores the deleted document (Doc A) from the "Deleted" tab in the Document module.
6. View Matter Details:
- In the "View Matter" section, locate the Custody Case matter and click on "View Details."
- Navigate to the Team Member Tab and add "Team Members B" and save the changes.
7. Team Member B Login:
- Log in with Team Member B's account.
- Navigate to the Document module, select the client and matter, and verify that the restored document (Doc A) should appear,but it doesnot appear.
- In the "View Relationship" section, under "Exchange Information" -> "Shared by Us," confirm that the document (Doc A) is should be visible, but it doesnot appear.
Note : This issue applicable for all clients and all team members
Link - https://drive.google.com/file/d/1yh4wVfvVrKgi_Ea3H-9VQ_HHbvyCNU7h/view?usp=drive_link