Feature #2811
Updated by Neela Chinnappa 8 months ago
*This issue is applicable for all products* 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