Module | What’s Upgraded |
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Security | |
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Routing Module | |
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Infinite Scrolling.mp4 |
Request Module | |
Search Criteria - Filter Criteria Requests.wmv |
The request rollforward landing page now requires site name as a compulsory filter. All requests that can be rolled over must be created based on a template. We believe this would reduce the number of search results and reduce the burden on the application. The request template will also determine the due date and request list name. This will be communicated using toast message when roll forward is performed Using Advance Filter option a user will be able to search records using User Defined Fields. In the version 4.0 the grid will be listing the search results with the original request name and details. Due Date column will be removed from the search results grid view. The system will also allow to roll forward multiple requests.
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Requests | |
Retention Module | When files are deleted from the Retention module, all related version files will also be deleted from the folders. Search result filtering is corrected for files that are in ‘Legal Hold Status’. Relevant files will only be in included in search results if the check box is ticked for “Include File Areas on Legal Hold“.
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Workflow Module | The total amount of Workflow search results will be indicated at the bottom of the grid.
When a workflow is created via Workflow Roll Over tool, the History tab of the new workflow include an entry indicating which template was used by the Roll Over tool to create this workflow.
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Recording #42.mp4 |
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File Area | |
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E-Mail | |
Docusign | |
Portal | |
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CRM | |
When deleting a Contact from iChannel, a confirmation pop-up will be prompted to get user consent before proceeding. On confirmation, the contact and all its associations within iChannel will be deleted.
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API | |
All iChannel UDFs are now exposed as optional parameters in the generic CRM API, bring the ease of mapping additional information to UDFs and sending respective details to iChannel. Generic CRM API now enabled for users to pick the site templates. Users will be able to easily create sites via the API according to the templates they require, without sticking into the same default template. API Specs: https://app.swaggerhub.com/apis/jinaths/iChannelAPI/4.0
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