Bug #2576
Updated by Neela Chinnappa 2 months ago
This issue applies to two individual clients from different firms as mentioned below. This same issue is working for other Individual clients belongs to the same firm. In this Firm *Staging Firm Tester Individual Client *Client name: Vengadesh R* SU - cefabo2573@dixiser.com GH - fiban48678@mkurg.com TM - wewame3186@rdluxe.com In this Firm *British Bespoke Boutique* , *Client name: Neela Chinnappa* SU: bapaj51990@azduan.com GH: miwew84463@cmheia.com TM: tocalib477@darkse.com 1. Login to Lauditor with the above mentioned credentials 2. Click on Documents 3. Click on upload and client / Firm 4. Select the Individual client [Vengadesh R or Neela Chinnappa] 5. Upload few documents 6. Click on view Relationships 7. Click on exchange Information - share by us 8. Select the same documents to share 9. Documents are shared successfully with client 10. Again revisit the same documents for the same client *They still show up in the unshared section* *After sharing documents with the client and revisiting them, they still be listed in the unshared section. They should appear in the shared section instead.* https://drive.google.com/file/d/1JHdhNN00UeE199qJlT5NLzJO0MM20_V8/view?usp=drive_link