Project

General

Profile

Actions
Copy link

Bug #4920

open

View Matter - View Details - Add Existing [Document] : Member sees documents from an unrelated group in the "Add Existing Document" section.

Added by Vengadeshwaran R 11 days ago. Updated 10 days ago.

Status:
New
Priority:
Normal
Assignee:
muskan mathur
Start date:
06/26/2025
Due date:
% Done:

0%

Estimated time:

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.

Actions
Copy link

Also available in: Atom PDF