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Categories File Area
Created by Ralph Hardy
Created on Mar 18, 2024

Client Portal Folders


  • 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 want to always see that folder structure.

  • Reporting Environment, Version, Tested User
    Submitted File Area, 3.2.2, Kerkering Barberio (KBGRP)

  • Current State: What is currently happening? Existing functionality needs to be improved or functionality that might not exist at all.
    Currently the folders that external clients use can be seen in the submitted files area but after accepting them that information of the folder names is removed.
    Kerkering would like that information to remain. The folder names and structure is used by the external clients to organize their documents and the internal users want to be able to always see that folder organization.

  • Expected State: What is the expected behavior after implementing the enhancement?

    • UI design/Wireframes: Attach if applicable
      Best to check ticket 26392 it contains screen shots and more details.

  • Business Requirement/Justification: What benefits will be gained once moved to the expected state?
    This will allow internal users a view into how their external clients organize there files and thus become more proficient with processing them.

  • Impacted Areas: Modules and Functions/Actions that are impacted by the taskJams
    none, I guess

  • Requested By: Kerkering Barberio (KBGRP)


Support can stop here

  • Task Type: Analysis/Dev/QA/Dev&QA

  • Is QA Needed: Yes/No

  • Steps to QA: Clearly mention the steps to be followed by QA to verify the functionality

  • Is Pair Testing Needed: Yes/No

  • Attach files