Feature #2811
Updated by Neela Chinnappa 8 months ago
*This issue is applicable for Firm documents also*
Member A belongs to Group A
Member B belongs to Group B
Client A belongs to both Group A and Group B
*1. Login the Lauditor with Member A account*
2. Click on Documents
3. Select the Client A
4. Upload few documents for the client A
5. Click on Relationships
6. Click on view relationships - share by us
7. Select the same documents to share
8. Click on share [documents shared successfully]
*9. Login with Lauditor with Member B account*
10. click on view Relationships
11. Click on exchange Information - share by us
Team member B is able to see the documents that are shared by the team member A in their shared list
*Team members should see only documents shared within their own group members in the shared list, not documents shared by the members in other groups.*
https://drive.google.com/file/d/1oa3Kv9UeEgnc464vvS6ySYktB8b2cslC/view?usp=drive_link