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Bug #6734

open

Exchange Information - Share by Us - Document Sharing Issue

Added by Neela Chinnappa 12 days ago. Updated 7 days ago.

Status:
Fixed - Pushed to Staging
Priority:
Normal
Start date:
01/28/2026
Due date:
% Done:

0%

Estimated time:

Description

When a Super User (SU) creates a matter with any client [Individual / Entity / corporate], adds TM and GH to the matter, and uploads documents, the following issue occurs:

1. Login the LexiZ Lawyers from Super User account
2. Click on Relationships - view relationships
3. Select the client who added during matter creation
4. Click on Exchange information
5. Click on share by us
6. Share the documents that attached in the matter
7. Login the LexiZ Lawyers from TM / GH user
8. Navigate to Relationships module
9. Click on view - select the same cient
10. Click on exchange information
11. Click on share by us
12. Observe the documents shared by Super User

those documents still appear under the Unshared section in the TM/GH accounts.

This issue occurs not only for matter-related documents, but also for documents uploaded for clients via the Documents module, even though they are shared by the SU.

https://drive.google.com/file/d/11cKNOLD1agxjqcE_DNHRT_QKb7OJB9mA/view?usp=drive_link

Actions #1

Updated by muskan mathur 12 days ago

  • Assignee changed from muskan mathur to Dhineshkumar Muthukumaran
Actions #2

Updated by Dhineshkumar Muthukumaran 7 days ago

  • Status changed from New to Fixed - Pushed to Dev
Actions #3

Updated by Dhineshkumar Muthukumaran 7 days ago

  • Status changed from Fixed - Pushed to Dev to Fixed - Pushed to Staging
  • Assignee changed from Dhineshkumar Muthukumaran to Neela Chinnappa
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