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  2. iChannel | iChannel Portal | iChannelDesk - End User Guides, Best Practices and How To Document(s)
  3. iChannel End-user Learning Plan (V3.1 +)

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iChannel End-user Learning Plan (V3.1 +)

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  • IC-50: iLearning: iChannel Community Support and iChannel University
  • IC-55: iLearning - iChannel Learning Plans v3.1+
  • IC-60: 2021 iChannel New Features v3.0 +
  • IC-110 Getting Started with iChannel Dashboard & Widgets
  • IC-150: iLearning Video How to Access and Navigate iChannel Dashboard (2022)
  • IC-190: iLearning Video: How to Switch Between Domain (Root) Sites
  • IC-200 iChannel File Management – Client File Area
  • IC-250 Ilearning Video How to Search and Access Sites
  • IC-253: iLearning Video: How to Email a Client a File(s) - Secure Email
  • IC-256: iLearning Video - How to Drag-n-Drop an Email into a Client File Area
  • IC-260 iLearning: Working with CaseWare Folders and Binders
  • IC-280 iLearning Video: How to Create a Permanent Request File Link
  • IC-285 iLearning vide: How to Create an Employee Site in iChannel
  • IC-300 iChannel CRM
  • IC-310: Job Aid - How to Mark a User & Subscriber Record Accounts as Inactive
  • IC-350 iLearning Video: Working with CRM Security
  • IC 360- iLearning Video: How to Setup Internal Notifications
  • IC-400 iChannel Workflows
  • IC-410: iChannel Workflows Job Aid - Baseline, Intermediate, and Advance
  • IC-450: iLearning: How to Create a Workflow (Project) from a Template
  • IC-460 iLearning Video: Introduction to iChannel Workflow Rollover Tool
  • IC-500 iChannel Retention Module
  • IC-550 iLearning Video: iChannel Retention Module
  • IC-610: iChannel Routing Job Aide - Baseline, Intermediate, and Advance
  • IC-700 iFetch & iChannelDesk (ICD)
  • IC-750 iLearning Video: iFetch Installation and User Job Aid (2021)
  • IC-760 iLearning Video: How to Access and Navigate iChannelDesk
  • IC-770 iLearning Video: iChannelDesk How to Install and Manage Office Add-ins
  • IC-800 How to Configure Client Access to the iChannel Portal (Create Subscriber record)
  • IC-850 iLearning Video: Getting to Know iChannel Portal v3 1 (Training Clients) 2021
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