Page Comparison

Portal

IC-6589

• The Portal is fully redesigned with modern UI and enhanced functionality, facilitating better and comfortable user experience.

  

Workflow

• Workflow Rollover Tool allows to search for workflows from the previous year and to define how new workflows will be created from them, using a combination of data from the previous year workflow and the workflow templates. This feature totally removes the burden of re-creating same workflow over every-year and allows to rollover all/any previous workflows within seconds.

  • Comes with a comprehensive user-guide, which provides all the knowledge to dive through the functionality of Workflow Rollover.

iFetch

IC-5810

• Introducing iFetch , new light version of iCD that facilitate iChannel Direct mode viewing and editing in Chrome.

iCD/iFetch

IC-5813

• New options are available in opening files in direct mode in a file area, where user is prompted to select to open the file via either iFetch or iCD. The respective selection is persisted in advanced settings, which will be automatically picked, when direct mode is used next time.

  • The selection can be changed whenever required, through Subscriber details page by changing the respective advanced setting.

  • The feature is compatible with Windows 10 64bit and Windows 7 64bit Operating Systems

Portal/Internal Sites

IC-2005

• All the Passwords are secured with Passwords Hashing on Portal and Internal sites, enforcing an additional layer of security.

IC-6501

DPP Server updates

Updated File watcher/processor for new DPP

File Area

IC-6161

All incoming documents are validated and corrcted at all points of ingress, in order to identify invalid characters and strip them away from the file name before stored in Ichannel.

File Area

IC-6456

IC-6379

IC-6189

IC-4772

• New customizable Email Templates are incorporated for the following File Actions;

  • Add

  • Move

  • Copy

  • Rename Title

  • Accept

• New option is avaialble to export File Search Results on the Files search tab into CSV (Excel). This features allows users to use file search results more fruitfully.

  

• Shows a warning message when sending Files as Zip attachments, informing users to communicate the respective password with clients via a secured channel.

  

• The Document Options page on file area is updated with below options;

  

DocuSign

IC-5474

New DocuSign History Report is added to the ‘My Recent Files’ Dashboard widget via a report icon. The report shows the history of documents sent through the DocuSign integration.

Note: The report is visible only if the new 'DocuSignEnabled’ appsettings key is enabled.

Dashbaord

IC-6430

IC-6387

• My Tasks widget on the dashboard is updated with Modified Date as an automatic secondary sort.

• My Workflows widget on the dashboard is updated with Due Date as an automatic secondary sort.

• Mltiple users are allowed to be selected to filter records in My Tasks widget and My Workflows widget.

iCD

IC-6540

• A button “Reload Configuration” has been added to iCD Support tab, in order to reread and update the configuration settings from the webserver.

UI Enhancements

IC-6702

IC-6571

IC-6570

IC-6455

• Top menu icons are re-designed to match with the new iChannel theme.

• Menu icons and respective tooltip texts for Help & Release Notes are updated

  

• Advanced Query option is moved as a top menu bar icon in Contacts Page and removed from the dropdown menu. The same option is available in Reports sections as well for the eaze of use.

  

• UI and functionality of Contacts Merge Screen is enhanced facilitating more user-friendly and convinient user experience.

  

• All the iChannel screens are updated with the new theme, maintaining consistency through-out the system.

General

IC-6608, IC-6607

IC-6414

• New Autocleanup functionality and SQLCleanup functionality are optimized to process smoothly.

• ID field in Linked Sites page, is re-named as “Site ID”

  

File Area

IC-6542

IC-6524

IC-6508

IC-6457

• "Copy Full File path" option in File area is enahnced, that supports more file types now.

• “Type” column of Activities page, is clickable now, same as “Subject” column. That shows theActivity information of the respective activity, when clicked on the Type/Subject column.

• History Records Details section of File History section in File area is enhaced to display all the necessary details

  

• Users are alllowed to craete “Portal Requests” from File Area without selecting a file.

Workflow Module

IC-6563

IC-6160

• Create Workflow functionality incorporates, Informative notification messages alone with the list of successful and failed workflows, and the respective statuses.

• Workflow modure Reports are redesigned to improve performance and efficiency.

Admin

IC-6533

• The “Security Groups” section in the Site Settings page is renamed as “Portal Security Groups”, as this section shows the portal/external security groups of the particular group.

iCD

IC-6185

• Security features if iCD are enhanced, where customers with view access are allowed to open fiels in direct mode (read-only), but editing files directly is restricted.

Routing

IC-6049

• Auto routing functionlity is upgraded to fully support scanned documents and MFR applied formatted files, now all these files properly get auto routed through DPP Service.

Portal

IC-5716

• Forgot Password functionality of Portal is enhanced with additional security, that the auto-generated password complies with the iChannel password policy (Contains special characeters accordingly).

General

IC-6683

IC-6663

• Fixed the issues with My Tasks Report, which is now working properly with all expected details.

• Internal Subscriber advance settings modifications are getting saved properly when updated.

General

IC-6500

IC-6445

IC-6433

• Inactive users are allowed to be activated when there are valid licenses in iChannel system.

• Fixed the issue in displaying field names in the “Activity tab”, All the field names are properly displayed.

  Image Added

• Naming standards are imposed through-out the iChannel system.

File Area

IC-6648

IC-6590

• Fixed the issue of not generating Barcode when creating scanned sheets. Now Barcodes are available on the generated scanned sheets.

  Image RemovedImage Added

• When sending a Secured Link Email, File History is properly updated with secured link email details and as users download file from the link, download count gets updated in the respective history records.

Workflow

IC-6558

• Functionality for view workflows is fixed, which displays all workflow detals in a new pop-up screen.

  

Portal

IC-6462

Previously, there was an issue when uploading requested files in Portal in responding to a Request List. Now, this is fixed.