v5.0.1 iChannel December 2023

In v5.0, iChannel by IRIS is excited to announce the migration of iChannel .NET to a 64-bit platform, which includes comprehensive table data migration.

In v5.0, our iChannel Development team has successfully migrated all databases from Visual FoxPro to SQL which provides greater performance and data management.

In v5.0 we are excited to introduce our iChannel Enhancement Portal at https://ichannel.ideas.aha.io/ : With iChannel Enhancement Portal firms will experience a platform for sharing innovative ideas and gaining transparency into the future of iChannel software. Join us in shaping the software's evolution by submitting your ideas and tracking their progress.

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In v5.0 a new email template is now available: “FileSubmissionReceipt.tt” which allows the client and the client id in the subject line.

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Now, Secure emails are saved in the icMail of clients file area and we’ve updated the UI of the email to highlight more clearly what files have been sent along with the date of the sent email.

New UI enhancement to visually highlight the upload box when uploading files into iChannel. Now, firm users will see a completion bar with the size of each file being uploaded.

New UI enhancements on the Re-Categorize page to provide a more stable environment. Previously, firm users when they would double-click the Submit button, it would create a “false error messages”. In v5.0 the Re-Categorize no longer allows for a double-click on the Submit button.

With v5.0, iChannel now has the latest JavaScript libraries within iChannel.

When a client site is deactivated, the relevant portal subscribers will not be able to log in to the portal using their user ID and password and cannot upload using the Request Files link. The user will receive the following notification.

Now, a notification email will be sent any time when a file is categorized with an auto-publish category.

Portal Subscribers would now receive a notification when a file is auto-published either by uploading the file and categorizing it as an auto-published category, or routing the file via DPPServer to a category that is set to auto-publish.

Copy Permanent Request Files Link page now allows ‘folders’ to be uploaded.

Now when a user manually creates a new client, the Site Name is set to be limited to 40 characters.

When accessing a portal site as internal user using the quick search drop down, iChannel will no longer asks to change the password.

Resolved: When a firm users would click the “green arrow” to impersonate the portal and the password change screen prompts.

Resolved: When firm users would try to create a Tag it would create an error: “Could not find Template" message. This is no longer an issue.

Resolved: When firm users would try to open a submitted file, it would produce an error message. This is no longer an issue.

Resolved: firm users would experience, when working with CaseWare Binders, the files would not upload properly in the clients file area, even when they have apostrophes in the title or when files within them contain apostrophes.

The filter 'Exclude Emails' will now hide all email types.

Resolved: Cannot open scan sheets once they've been created

Removed the 'skipfilecheck' function. This function allowed users to upload a file via drag-and-drop, causing the target folder dropdown to exclusively display file paths associated with entries in the documents table. If a Primary Category lacked files, the corresponding file paths would not be displayed in the target folder dropdown.

Resolved: Previously, when uploading multiple documents using the ‘Copy Permanent Request Files’ link, the user is getting an error. This is no longer an issue.

Resolved: Fixed the error which occurred when trying to accept files from the Requested Files area into the internal file area. Accepting Requested Files would now prompt the Add/Copy/Move screen to appear where the files can be assigned categories and tax years. Once accepted into the internal file area, the files will be removed from the Requested Files area. 

Resolved: Category and year is now automatically selected when you drag/drop files over the Year/Category folder without having to select that year/category in the Add Files screen.

Resolved: Previously, background services was not fully unpublishing files when they surpass their publish expiration date. This is no longer an issue and the globe icon in the “Links” column has also been removed.

Resolved: Previously, accessing a file, without actually modifying it, was changing the Last Modified date in the file area instead of the Last User date. This is no longer an issue and now the Last User date is updating.

Resolved: Previously, only two Caseware files could be moved from the MOVE function before it quits working. Now, from the very first time onwards the validation activates saying only one casewear can be moved at a time.

Resolved: Now, when re-categorizing published files, an error message will appear stating “You cannot move or recategorize published or linked documents. Please unpublish/unlink the document before recategorizing / moving when trying to recategorize the published files”.

Resolved: Conarc.iChannel.SiteDelete.exe didn’t work in 4.1.4, it is trying to access the foxpro inbox.dbf which no longer exists and it also can't handle alpha characters in the site code. This is no longer an issue and Conarc.iChannel.SiteDelete.exe is working fine and the relevant site is deleted after the exe is run.

Resolved: Previously, files were automatically versioned when the file title is renamed. Files should never be versioned automatically if “version_docs_on_edit” is turned off for the file. Now, the rename title action is not visible for versioning anymore.

Resolved: Previously an error displayed, when sending quick reply in file discussions. This is no longer an issue.

Resolved: Previously, submitted files are not being removed once the MaxFileAge has been met. This has now been resolved where the submitted file should be removed nightly past the MaxFileAge parameter in appsettings.config.

Resolved: now Routing pages will load faster into a client’s file area suite.

Make filters, user/group, and dropdown status sticky per User.

Resolved: Fixed a bug that prevented documents using scan sheets from being routed to the proper location.

Resolved: Routing files with notes no longer puts Discussion on File.

Resolved: Previously when the DPP tries to pull in a file and if it’s unable to pull it, then it keeps trying over and over till DPP is restarted with the Service. DPP was getting stuck trying to pull in a file and is basically getting caught in a Loop. This is now resolved and where if the DPP encounters a file it cannot pull, it will skip that file and continue on.

Background Services

Resolved: previously Background Services would crash when accessing locked folders during its clean-up process. This is no longer an issue.

Resolved: previously there was a bug with the Background Services that would unpublish files that have not reached publish expiration date. This is no longer an issue.

Resolved: firm user’s when entering the Filter Dates in iChannel, it was producing an error message. This is no longer an issue.

Resolved: Content Search screen does not accurately search for Custom UDFs.

Updated the UI to reflect the current iChannel theme in "Select Security Groups" & "Add Site for Subscriber" Screens.

Resolved: Previously CRM Security would Block Primary and Other Contacts in Workflows

Resolved: Previously when a site is created from a template, the portal security is not being copied and when setting manually, the security settings are not being saved. This prevented the portal users to not be able to access files. This is no longer an issue.

Resolved: 'Find Sites Matching' dropdown would now show if any site of which the subscriber is a member of, has UDF’s populated on Client Detail screen. Also, when filtering on a UDF, it allows to choose the value of the UDF and show sites that match that value for that UDF.

Resolved: Fixed the UI Linked Sites Grid in the CRM Page. The Linked Sites Grid no longer overlaps other parts of the page.

Resolved: Previously, the search to link Subscriber to other Site was not labeled correctly. Now, it is fixed to state ‘Search by Site ID’.