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Bug #6575

open

TM and GH account - Documents attached to the matter are not available to share via Relationship - Exchange information

Added by akhila bs 1 day ago.

Status:
New
Priority:
Normal
Assignee:
muskan mathur
Start date:
01/09/2026
Due date:
% Done:

0%

Estimated time:

Description

1. Login to LexiZ
2. Click on Matter in (GH/TM) account
3. Create matter With documents attached (LM /GM)
4. Click on Relationship
5. Click on Shared by us
6. Click on share documents
7. Click on Client tab
The documents are not visible

This applicable when matter created in SU and adding TM and GH to the matter , documents won't be available to share

Files

bandicam 2026-01-09 13-32-29-276.mp4 (4.45 MB) bandicam 2026-01-09 13-32-29-276.mp4 akhila bs, 01/09/2026 08:10 AM

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