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Module 10 - Getting to Know iChannel - Overview and System Admin. Introduction guides, iLearnings, and System Admin information

In this module, iFetch and iChannelDesk (ICD) the following topics will be covered: iFetch is an application that runs in the background and is the default mode for viewing files, or “Direct Mode”.With iFetch (Direct Mode), users can quickly and easily access client files to make any necessary changes to a file(s) without the need to have …

Conarc; Module 800 - iChannel Portal; iChannel Portal; Menu iChannel Portal Follow New articles New articles and comments. 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; IC-851 iLearning Intro Video: Getting to Know ...

Conarc; Module 10 - Getting to Know iChannel - Overview and System Admin; iChannel Guides (V2.20+ & prior)

In this module, How to Configure Client Access to the iChannel Portal (Create Subscriber record), the following will be covered: Step 1: How to Create a Contact ; Step 2: How to Create a Subscriber and Assign to iChannel Portal; How to Add a Subscriber to Multiple iChannel Portals

If you do not see the delete feature in the Submitted Files section of the file area in iChannel follow the below steps. Go to System > Reports > Global Document File Area Permissions.

Articles in this section. IC-50: iLearning: iChannel Community Support and Training, iChannel Rlease Notes (2024) IC-55: iLearning - iChannel Learning Plans v3.1+

This iLearning is designed to support all clients on v4.1+ and v5.0+ for your Portal Clients to learn how to access, navigate, and use the Channel Portal with Microsoft Multi-Factor Authentication (2FA).

Sam, the iChannel training guy walks the firm representative through the new Request List Module. Highlighting the Request Summary snapshot, the visual indicators to identify each status of a request list.