Project

General

Profile

Actions

Bug #5467

closed

View Relationships → Individuals: Documents shared from VitaGist are not appearing in the "Share with Us" folder.

Added by Neela Chinnappa 8 days ago. Updated 6 days ago.

Status:
Closed
Priority:
Normal
Start date:
08/26/2025
Due date:
% Done:

0%

Estimated time:

Description

Credentials are used:
Lauditor - , User name: Latice
VitaGist - , User name: Tibeho

1. Login the VitaGist
2. Click on Connections
3. Select Legal/finance - Firm name: NVR Technology
4. Click on share button
5. Click on share documents
6. Select the documents to share
7. Click on save
8. Login the Lauditor with above mentioned credential
9. Click on View Relationships - Individuals
10. Select the Individual client [ex: tibeho]
11. Click on exchange information
12. Click on share with us

Issue observed : shared documents from Vitagist are not appearing. Also request failed error appears.

Expectation : They should be displayed.

https://drive.google.com/file/d/171zlj1FEdx63-YtqVnKT4RSTzQOdaqDP/view?usp=drive_link

Note: This issue is applicable for ContentCoffer connections as well

Actions #1

Updated by Boomibalagan Ravichandran 6 days ago

  • Status changed from New to Fixed - Pushed to Staging
Actions #2

Updated by Boomibalagan Ravichandran 6 days ago

  • Assignee changed from Boomibalagan Ravichandran to Neela Chinnappa
Actions #3

Updated by muskan mathur 6 days ago

  • Status changed from Fixed - Pushed to Staging to Resolved
Actions #4

Updated by Neela Chinnappa 6 days ago

  • Status changed from Resolved to Closed
Actions

Also available in: Atom PDF