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Bug #4869

closed

View Relationship [External Counsel] : Document Not Visible Under Shared with Us for Team Member.

Added by Vengadeshwaran R 6 months ago. Updated 27 days ago.

Status:
Closed
Priority:
High
Start date:
06/20/2025
Due date:
% Done:

0%

Estimated time:

Description

Issue:

A document shared from Lauditor to DGC is not visible under the "Shared with Us" section when accessed by a Team Member account.
The document should be visible to team members of the receiving group.

Steps to Reproduce:

1. Log in using a Team Member account.
2. Navigate to View Relationships and open the External Counsel tab.
3. Select the client associated with the recently shared document and click Actions.
4. Click on Exchange Info and go to the Shared with Us section.

Expected Result: The document shared from Lauditor to DGC should appear in the list.
Actual Result: The document is not visible to the Team Member.

Link - https://drive.google.com/file/d/1RhYN0c3uqaI27gQnFUAPMxlfp8SKUHNK/view?usp=drive_link

Actions #1

Updated by Vengadeshwaran R 6 months ago

  • Project changed from Relationships - UI Issues to Relationship - API/Functionality Issues
Actions #2

Updated by akhila bs 5 months ago

  • Priority changed from Normal to High
Actions #3

Updated by muskan mathur about 1 month ago

  • Status changed from New to Fixed - Pushed to Staging
  • Assignee changed from muskan mathur to Vengadeshwaran R
Actions #4

Updated by Neela Chinnappa 27 days ago

  • Status changed from Fixed - Pushed to Staging to Closed
  • Assignee changed from Vengadeshwaran R to Neela Chinnappa
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