Bug #4861
openView Relationships – Exchange Info: The matter document should appear under the Client tab for the Group Head, regardless of whether they are assigned to the matter or not.
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Description
- Group A have one Member and one Group Head.
- Client A is associated with Group A.
- If a Member creates a matter linked to a client and assigns a document to that matter, the document should be visible under "View Relationships > Exchange Information > Shared by Us" for the Group Head — regardless of whether the Group Head is directly involved in the matter or not.
Steps to Reproduce:
- Log in using a Group Head account.
- Navigate to the View Relationships module.
- Select a client and click the Action button.
- Go to Exchange Information and select Shared by Us.
- The matter-related document should be visible under both Shared and Unshared sections for the Group Head whether group head is involved the matter or not.
Note : This issue applicable to All Client [Individual/Corporate/Entity]
Note : This issue applicable to the Shared with Us.
Link - https://drive.google.com/file/d/1evVJfaPqgCGpQX4skD83YRpY9VDfh12a/view?usp=drive_link
Updated by Dhineshkumar Muthukumaran 18 days ago
- Status changed from New to Resolved
- Assignee changed from muskan mathur to Vengadeshwaran R
Updated by Neela Chinnappa 13 days ago
- Status changed from Resolved to New
- Assignee changed from Vengadeshwaran R to muskan mathur
Issue is not fixed to the Share with us document.
When a matter is created by TM A, the Group Head (GH) automatically receives default access to the matter. However, if the associated client (CofferConnect / Contentcoffer / Corporate) shares documents related to that matter, those documents are not visible under the Share With Us section for the Group Head account.