Bug #2444
Updated by Neela Chinnappa 3 months ago
Group Name: Civil Law Team members: 3 TM's and Group Head [4 members are part of that group] Client : business client Document: File- A Matter Name: Matter A 1. Login the lauditor with TM 1 -1 account 2. Click on Matters 3. Click on Legal/ General/ Create 4. Select Civil Law and business client 5. GH does not involve in the matter [don't select GH] 6. Attach the document 'File 'File- A' 7. Click on save [matter creation is finished] 8. Login the Lauditor with Group Head 9. Click on Documents 10. Click on View Documents 11. Select the same business client and select the Matter A in matters drop down 12. File - A is listed below [note that file-A is matter related] 13. Click on View Relationships 14. Select the same business client 15. Click on Exchange Information - share by us If the GH does not involve in the matter, specific matter-related documents should not be listed in their account in view documents and View Relationships[share by us] unshared section. However, currently they are listing. List of documents if it is related to matter should be restricted in GH account who are not part of that matter. https://drive.google.com/file/d/1-8mJPHCKtWl59x5wmin7nYb4mDXVvZLT/view?usp=drive_link