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Bug #4869

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

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

Status:
New
Priority:
Normal
Assignee:
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 27 days ago

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