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Bug #5045

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View Relationships - Share with Us: Documents shared by the client associated with matter are not visible to the Group Head in the "Share With Us"

Added by Neela Chinnappa 4 days ago.

Status:
New
Priority:
Normal
Assignee:
Start date:
07/07/2025
Due date:
% Done:

0%

Estimated time:

Description

TM A belongs to Group A and assigned to the client A
Mason is the GH of Group A

Steps:
1. Login the Lauditor with TM A
2. Navigate to the matters module
3. Create a matter with following details
Matter name: Legal Case - I, Client name: Client A, Group Name: Group A [TM and Document are not required]
4. Login the Coffectconnect/Contentcoffer / Corporate
5. Click on Documents module
6. Click on upload
7. Select the client and upload few documents
8. Navigate to relationships module and Click on view relationships
9. Select the Lauditor client
10. Click on Exchange information under action
11. Click on share by us
12. Select the client documents to share
13. Select the matter which is created from lauditor to attach the documents before sharing
14. Click on share
15. Login the Lauditor with Mason user [GH of Group A]
16. Click on relationships - View relationships
17. Select the cofferconnect clients and Click on exchange information
18. Click on share with us

The documents shared from client associated with matter are not visible for the GH account

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) shares documents related to that matter, those documents are not visible under the Share With Us section for the Group Head account.

They should appear.

https://drive.google.com/file/d/1uB9FOi7dBNEpkBXPuHIGa_j_z9s8cwdf/view?usp=drive_link

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