Bug #4920
openView Matter - View Details - Add Existing [Document] : Member sees documents from an unrelated group in the "Add Existing Document" section.
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Description
Member A is part of Group A and Member B is part of Group B.
Client A is in both Group A and Group B.
Member B login and uploads a document (Doc A) for Client A.
A Super User creates a matter named "Custody Case". Adds Client A, Group A, Group B and Member A as a team member and submit it.
Member A login and opens the "Custody Case" matter in view matter modules.
Member A goes to:
View Matter > View Details > Add Existing [Document].
Only documents related to Group A should be shown to Member A but currently Documents related to Group B (such as Doc A) are also visible to Member A.
Note: This issue also applies when creating a matter — the selected document appears in the View Matter > View Details > Document tab.[For Member A]
Note : Both Legal and General Matter as well.
Updated by Dhineshkumar Muthukumaran 14 days ago
- Status changed from New to Resolved
- Assignee changed from muskan mathur to Vengadeshwaran R
Updated by Vengadeshwaran R 7 days ago
- Assignee changed from Vengadeshwaran R to Raksha S
As discussed with Raksha:
- The above scenarios should also be implemented in the Selected List for Team Member and GH.
- View Matter [Legal/General] → View Details → Add New → Document:When a Super User uploads a document, it becomes visible to team members from both individual groups. [Applicable for GH and TM]
The expectations for the above scenarios were confirmed by Raksha.