v3.1 iChannel February 2021 - Draft

Date: 05 Feb 2021

Version: 3.1

About iChannel 3.1 version:

iChannel 3.1 patch comes with a couple of highly attractive feature upgrades such as; newly redesigned Portal with enhanced user interfaces, which drives you towards much comfortable user experience, Workflow Rollover Tool with enhanced features, new updates to the DPP Server functionality, and many UI upgrades are coming with this new release.

Introducing new features; iFetch: a light version of iCD that facilitates iChannel Direct mode editing, Password Hashing on Portal and all Internal sites, enforcing a higher security layer on the iChannel application, and new customizable Email templates for all file actions.

In addition to the above, all points of Ingress are validated to remove possible invalid characters from documents, a new DocuSign history report is available, and multiple updates to Sending Files as Zip.

More details regarding the ‘New features’, ‘Enhancements’, and ‘bug fixes’ are included in the below sections for your reference.

NEW FEATURES

Module		What’s New
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.

ENHANCEMENTS

Module		What’s Upgraded
UI Enhancements	IC-6702 IC-6571 IC-6570	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.
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 the Activity 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).

BUG FIXES

Module		What’s New
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	Inactive users are allowed to be activated when there are valid licenses in 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. 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.