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Bug #6630

closed

Bug #6575: TM and GH account - Documents attached to the matter are not available to share via Relationship - Exchange information

All types of users - Documents attached to matter via documents module are not availble to share

Added by Neela Chinnappa 10 days ago. Updated about 3 hours ago.

Status:
Closed
Priority:
Normal
Assignee:
muskan mathur
Start date:
01/13/2026
Due date:
% Done:

0%

Estimated time:

Description

1. Login the LexiZ from SU
2. Click on Matters module
3. Create a matter [Legal / General]
4. Send client invitation / request and Include the TM and GH to that matter [matter creation is finished]
5. Navigate to Documents
6. Click on Upload new
7. Select the same matter and upload the documents to that matter [when checking in view matter, documents attached]
8. Navigate to relationships module
9. View Relationships - Select the client involved in the matter
10. Click on exchange information
11. Go to Share by Us
12. Choose client documents

Issues Observed: Documents uploaded from documents module to matter is available to share

They should be available to share

Applicable for all type of clients and all type of users

https://drive.google.com/file/d/1FUqVrzq5ImMtXqKdPA0fpbyPjddnyH1I/view?usp=drive_link

Files

bandicam 2026-01-22 16-43-30-553.mp4 (3.52 MB) bandicam 2026-01-22 16-43-30-553.mp4 akhila bs, 01/22/2026 11:17 AM
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