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IC-200 iChannel File Management – Client File Area Follow

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Bobby Underwood
  • Updated

In this module, iChannle File Management - Client File Area, the following topics will be reviewed in detail:

  • File Management Area Search - Global Search
  • iChannel File Header | Filter Bar
  • iChannel Filter Primary | Secondary Category
   
  • iChannel File Management Area - File Listing Area
      • Column Feature | Action Icons | File Listing Icons (Gear Icon)
     Action Icon:  File Properties
     Action Icon:  Copy Internal Link
     Action Icon:  File History
     Action Icon:  Discussions
     Action Icon:  Assign Tags
     Action Icon:  Version and Open
     Action Icon:  Check-Out
     Action Icon:  Check-In
     Action Icon:  Permissions

 

  • Multiple File Feature – Gear Icon

         Gear Icon:  Email
         Gear Icon:  Request Files
         Gear Icon:  Copy to Zip
         Gear Icon:  Assign Status
         Gear Icon:  Assign Tags
         Gear Icon:  Merge PDF’s
          Gear Icon:  Secure PDF’s
         Gear Icon:  Copy Internal Link
         Gear Icon:  Check-Out | Undo Check-Out | Check-In
         Gear Icon:  Undo Check-Out
         Gear Icon:  Check-In
         Gear Icon:  Create Portal Request
         Gear Icon:  Assign To
         Gear Icon:  Move | Rename | Copy
         Gear Icon:  Rollover
         Gear Icon:  Re-Categorize
         Gear Icon:  Publish and Link
         Gear Icon:  Publish Only
         Gear Icon:  Link Only
         Gear Icon:  Unpublish / Unlink
         Gear Icon:  Copy to Folder (Append)
         Gear Icon:  Copy to Folder (Replace)
         Gear Icon:  Mark for Deletion
         Gear Icon:  Delete
    
  • Submitted and Request Files area

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