v2.20.10 iChannel January 2021

Date: 07 Jan 2021

Version: 2.20.10

About iChannel 2.20.10 version:

With this update of iChannel, we are introducing a new feature with our new Workflow Rollover tool and there were several new updates and enhancements throughout iChannel. With theses new updates and enhancements iChannel is new more user friendly, faster, and feature-rich with new user experiences throughout.

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
Projects / Workflow	IC-5260 IC-3728 IC-3722	Workflow Rollover feature allows firms to quickly with ease create rollover workflows from year-to-year. Any workflow that has been created now can be selected, through a series of search filters, and rollover into the next year with a few selections criteria's. Respective data of the previous year can be automatically transferred to the next year or can be changed as desired. Workflow templates can be used in rollovers as well, which enables users to maintain consistency throughout all workflows. Features are incorporated for users to save parameters for the respective user account and easily retrieve a list whenever required. In addition, the Rollover feature is enhanced with UDFs (User Defined Fields), which are available for the users to select and add into the Workflow rollover tool. Once added, the rollover tool populates the fields with the values from the previous year, which allows users to easily and quickly rollover workflows with necessary data. iChannel Workflow Rollover Tool iLearning video
Portal	IC-5716	Auto-generated password for Portal, now complies with the system password policy.
File Area & iCD	IC-6185	Document security has been enhanced in the client File Area by not allowing to open files in direct mode (read-only access will be available) and in iCD (iChannelDesk), when the user’s security group is restricted edit access .
File Area	IC-6225	File area and Document search results are sorted alphabetically without considering the case for easy reference of the users.
File Area	IC-6457	Portal Requests’ can be created from File Area without selecting any file.
General	IC-6190	Actual active subscriber count is displayed on the System Subscribers page.

ENHANCEMENTS

Module		What’s Upgraded
File Area	IC-6189	Email Document now provides a warning message when users are sending .zip files. ’Note - If you provide the password, enter the password, we recommended that you provide the password to the recipient via a secure method and the recipient will have to use a 3rd-party Zip software like 7Zip or WinZip to open the zip file since iChannel uses AES256bit encryption which is not supported by Windows Zip.'
File Area	IC-6379	Users are now able to export file search results on the Files search tab either into a text file or to an excel file as required.
File Area	IC-6456	New email templates are introduced for below File Actions Add Move Copy Rename Title Accept
Dashboard	IC-6387	New functionality of My Tasks and My Projects widgets is now enhanced to allow the user to filter records by selecting multiple Assigned Users , a new column is added with the respective user names in both widgets. Same results are exported through the report icon.

BUG FIXES

Module		What’s Fixed
Portal	IC-6462	Previously, there was an issue when uploading requested files in Portal in responding to a Request List. Resolved
Portal	IC-6402	Users would encounter an error message revolving around the File name lengths. This issue is now checked and verified when uploading files on the Portal. Resolved
Portal	IC-6396	The client number is always displayed next to the client/entity name in Portal, making it easier to uniquely identify clients, specially when the clients are attached with multiple entities.
Portal	IC-6271	Previously, users were not allowed to Publish and Link documents without an expiration date. Users are no able to perform either of these features now without the need of an expiration date. IC-6271.mp4
Portal	IC-6191	Once the portal password is reset via "Forgot Password" option, users are now required to change their password. Ensuring the security in accessing the Portal.
Portal & File Area	IC-6431 IC-6327	Expanded the file uploading capacity in both internal iChannel system and portal, allowing to upload files exceeding size 200 MB .
File Area	IC-6412	Access to locked files / files in restricted entities are blocked from File Search tab.
File Area	IC-6423	Issue has been resolved with .pdf compressing and Cacompressor function. Now this functionality works when the documents are put back into Cacompressor that it checks them back into iChannel system. Resolved
File Area	IC-6403	Resolved the issues in misaligned File Area columns after updates, now all the updated columns are properly aligned in the widget. Columns are flexible Size of the columns are changeable via the Columns option IC-6403.mp4
File Area	IC-6397	When a user drag and drop a file onto another file in the in the firm file area. The new file(s) are automatically added to the Parent category as defined on the source file. The Secondary category and file status as the already existing file. IC-6397.mp4
File Area	IC-6389	Resolved an issue in the file Check-In / Check-Out functionalities which was not properly creating file versions. Now, the function maintains respective versions of the Check-In / Check-Out files through the system as expected. Resolved
File Area	IC-6345	Resolved an issues in the functionality for sending emails via iChannel. Resolved
File Area	IC-6166	Quick search results in File Area are sorted and displays in alphabetical order IC-6166.mp4
File Area	IC-4532	Resolved an issues when displaying Portal Subscribers in the Publish screen. Now respective Portal Subscribers are displayed along with security group names. IC-4532.mp4
File Area	IC-6400	Users are allowed to delete caseware files in the system even the respective folder is moved from the backend.
Projects / Workflows	IC-6374	Resolved an issue when setting workflows into ‘Private’ mode when updating other fields. Now the workflow mode remains unchanged, unless it is specifically updated by users. Resolved
Projects / Workflows	IC-6132	Resolved an issues when adding contacts of entities to a projects/workflow. Now all the entities and contacts, which are not bind with a site also searchable and properly displayed for adding as primary/secondary contacts to projects. Resovled
Projects / Workflows	IC-6010	When a project/workflow is completed by checking the ‘Completed’ checkbox, the current date (today’s date) is considered as the completion date and displayed next to the completed status. When the ‘Completed’ checkbox is unchecked, the completion date is hidden.
Retention Module	IC-6179 IC-5854	Resolved the functionality for “To Be Deleted Documents” search results in Retention module. Any documents marked for deletion in the System are displayed when search through the retention module with the flag to be deleted.
iCD	IC-5963	Fixed the issues in sending email notifications, when publishing files. Now all the internal assigned users in the security group receive email notifications accordingly when files are published.