Allow search for document based on doc id data, document number, title, or client id
I thought a ticket or feature request may have been created on this subject, but I felt like I should ask again since I needed this feature today and it isn't available. Basically the document history report doesn't allow someone to search for a d...
Summary/JIRA Heading: Email| Email History | Client would like wording added back to the Email History page. Reporting Environment, Version, Tested User: Live 4.1.4 Current State: Per the client - "When viewing an uploaded file’s File History wind...
From Dicicco, When opening a document in the file area the last user column does not change. It doesn't change the name or date. It stays as how it was. Helpdesk: The developers have considered this as an Enhancement. The only way the column " las...
From Larson Gross: We've recently implemented a new Tax software that will not accept windows variables in the default file paths. I would like to change the install location in ichannel desk.
Update Last user column when opening file from doc area
The developers have considered this as an Enhancement. The only way the column " last user" is updated is when the document is edited or modified. Opening the document does not trigger anything in code to make a change. If you want to find who ope...
Summary/JIRA Heading: Workflow| Email Notification | Would like emails to come from 'Username' and not the 'Ichannel user.' Reporting Environment, Version, Tested User Client's 4.1.3 Env. Checked and iSendOnBehalf is turned and working. Current St...
The DEV Team finished looking into this and the feature of adding a note is only available to clients who uploaded to the Portal directly and not through the Request File link. The feature will be added as an Enhancement to the system in a future ...
Create Ichannel printer object, to allow moving docs to Ichannel
We had a request for an iChannel printer. The end user would like to be able to select the printer from Word, Excel, or PDF in order to efficiently move the document into iChannel. "Print to Ichannel" or "Move to Ichannel"
Summary/JIRA Heading: Pool Workflow - My tasks - Add column Reporting Environment, Version, Tested User - Prod Current State: See attachedment Expected State: Add column named Office UI design/Wireframes: Attach if applicable Business Requirement/...
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