File Area

Didn't know if this was by design, or if there is a setting/option for this, but in the document section of a client in Ichannel, when we click on Emails, one of the columns says "From/To/CC", but only lists the From. Is there a way to show the To...

Users requesting an option to filter clients by active/inactive status when moving files between sites. When they go a little too quickly, they end up moving a file to an inactive site with a similar name. Pretty much identical to the "Include Ina...

It's very difficult to figure out what email address it is sending too when sending Esignature. This addresses if the user has multiple emails. It seams to pick the first one by default. Requested that it show name and email on screen.

When we are linking clients, I don't want to see all the inactive clients. Can we get a check box or a setting on the admin module that allows us to keep inactive clients from showing up in the list? It makes the list extremely long and I don't wa...

If you could add an option here for users to easily mark files as finalized/ locked

In a client’s file area, she used to be able to sort the screen by more than one column. For instance, she could sort by document type, and then sort by year, without applying any filters. This seemed strange to me as I’ve always only been able to...

Would it be possible to add a field for the client’s name when they upload a document using the permanent request files link? We often don’t know who is uploading the document and have to hunt down who the file is for.

For the file display area, put the links in the header on the other side, make them bigger, or just remove them entirely. More often it confuses people. Put the gear symbol on the header of the file display area so it is larger and have commonly u...

Per Dopkins: Safesend is a portal-like site that allows us to e-deliver tax returns to our clients, and to upload or e-sign documents back to us. What we would like to put in place is when a taxpayer e-signs their e-file authorization form, to hav...

When you go into a template site and push down the settings from the template to all the child sites, this process can take a long time. When you click "Save", the screen blanks out and you see it spin for several minutes, but eventually you get a...