All ideas

Summary/JIRA Heading: File Area in ichannel | Provide way to always see the submitted folder associated to the files in the submitted file area | External Portal clients in their portals create folders to keep their files organized, internal users...

New feature that allows users, when created in the Okta AD to be inherit security from the AD into iChannel

From Toukan Request: We want the ability to attach files to the request items - for audits- this includes examples of last years response or templates to complete.

Before the update it would link the contact when you added that entity to the contacts portal. Can I request that you bring that feature back? Now we’ll have to do extra steps to have the contact linked. Thanks!

I would like to be able to pull the published link of the user that I am publishing it to. I have access to the published link to the entity I am sharing from. However, the end user who gets the published document, I cannot see or reference the ur...

When attempting to link a contact as a subscriber to a client site, the system should warn you if the contact is associated with an inactive client and that the subscriber account won't work even though it creates the account. Or iChannel shouldn'...

The general tax team and Tax team 301 are shifting to sending clients specific upload links to reduce document management isseus with things going to Sharefile, IChannel, SH portal, etc. Is it is possible for the default text to display on the per...

It would be nice to able to copy the web address and email to a coworker so that they were able to pull up the same entity or contact screen that I had up in iChannel. Same with sending a document - instead of sending a document to zip file and ad...

I developed code for PKF O'Connor Davies that alerts the uploading user when a file has failed to upload. These failures can sometimes happen without the user realizing it, so the code looks for files that get stuck in "ADDIN" status in conarc_ich...

When a file gets published to a portal, it would be nice if the file expiration date was shown in the file history entry at the time of publishing. Likewise it would be nice if an entry was created in the file history when the file drops out of th...