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File Area

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Drag Documents to Folders

Add the ability to drag documents from the document screen to the folders in the lower left to automatically recategorize them.
Ralph Hardy 9 months ago in File Area 0

Update Last user column when used

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...
Ralph Hardy 9 months ago in File Area 0

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...
Ralph Hardy 9 months ago in File Area 0

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"
Ralph Hardy 9 months ago in File Area 0

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...
Ralph Hardy 9 months ago in File Area 0

Ablity to attach files to the request items

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.
Ralph Hardy 9 months ago in File Area / Portal 0

Ablity to pull published link of the user that I am publishing to

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...
Ralph Hardy 9 months ago in File Area / Portal 0

Request_ on Permanent Link Uploads

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...
Ralph Hardy 9 months ago in File Area 0

Ability to send link to document or entity to subscribers

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...
Ralph Hardy 9 months ago in File Area 0

Email Notifications when uploads fail

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...
Brian Gage 9 months ago in File Area 0