What’s New with iChannel v3.2.2 version:
iChannel v3.2.2 comes with multiple highly anticipated new features such as; New Request Module, DocuSign Identity Verification, Rebuilt Content File Search, and many more enhancements listed below. The New Request Module allows your users to requested files, and show these requests on a centralized portal page. DocuSign Identity Verification of e-signatories is now available in the DocuSign Interface.
Additionally, there are several new updates and bug fixes throughout Channel, and enhancements to existing features such as the Routing Page, and Dashboard widgets are now more user-friendly, faster, and feature-rich with upgraded user experiences throughout. More details regarding the ‘New features’, ‘Enhancements’, and ‘bug fixes’ are included in the below sections for your reference.
All iChannel Training material can be found here on our iChannel Community Support and iChannel University
Expand |
---|
|
Module | What’s New |
---|
Integrations/API | Identity Verification of e-signatories in the Docusign requests is now available in the DocuSign Interface. This will ensure the intended person has signed the requested document. By navigating to File History of a File, the identity of the user who completed/declined the Docusign E-sign request can be verified. Image RemovedImage RemovedImage RemovedImage AddedImage AddedImage Added | Integrations/API | | General | Image RemovedImage AddedIC-7834-1.mp4 | The above change is currently applicable for following functions. Adding files from the autosweep windows service Adding a new pdf with merge PDF Upload documents directly to the file area Rename file title and file name through document properties Adding files through iCD Adding files from new DPPSERVER - Manual Routing & Delemeter Based Approach File Area options Rename File Email Files Request files via portal Publish Link Publish & Link Unpublish/Unlink Send File to Docusign Copy Move Rollover Recategorize Checking Checkout Mark for deletion
| The above change is currently applicable for following functions. Adding files from the autosweep windows service Adding a new pdf with merge PDF Upload documents directly to the file area Upload files from portal Rename file title and file name through document properties Adding files through iCD Adding files from new DPPSERVER - Manual Routing & Delemeter Based Approach File Area options Rename File Email Files Request files via portal Publish Link Publish & Link Unpublish/Unlink Send File to Docusign Copy Move Rollover Recategorize Checking Checkout Mark for deletion
| | | Portal | | | Dashboard | |
|
Expand |
---|
|
Module | What’s Upgraded |
---|
Retention Module | | Routing Module | Recording #268.mp4 | The filters placed in the Left side of the Routing page view are now sticky to the user. Please watch the Video 1. Further, the sorting by column headers in Routing grid will not be sticky to the user and by default, the grid will be sorted by Created column field in the Descending order. Please watch the Video 2. Recording #297.mp4Recording #300.mp4 | General | | CRM | | Request Module | | Integrations/API | IC-6712-scenario 3.mp4 | When selecting a contact to a DocuSign request, now you can type an external email into the External Emails field(Image 1). A pop will ask you for confirmation(Image 2). After confirming that email will get added to the list of contacts that will get the DocuSign esign request. Introduced new app setting key “DocuSignAllowExternalEmails“ to appSettings.config file so as to on/off this new field. Default value of the “DocuSignAllowExternalEmails“= “true“(Image 3) which will show the field.
| Reports | |
|
Expand |
---|
|
Module | What’s Fixed |
---|
General | IC-7957 retesting.mp4 | Recording #266 (1).mp4 | File Area | | Document indexer run.mp4 | IC-3837-2.mp4 | Portal | When you select a file in the File Area of a Site, and click on the Request Files via Portal action under gear icon, you will be navigated to the Activity page. With this fix, Requests can only be added if the selected Type is Request(Image 1). For all other activity types, the Requests cannot be added(Image 2), thus other activities will not show in the Portal.
| Routing Module |
| |
|