v3.1 iChannel February 2021 - Draft

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

• Introducing iFetch , new light version of iCD that facilitate iChannel Direct mode editing

Portal

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

DPP Server updates

Validate all points of Ingress to remove possible invalid characters from documents

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.

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;

  

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

• 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

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

Workflow Module

IC-6563

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

Portal

IC-6589

iCD

IC-6540