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Date: 2020-Aug.-20
CCH Portal 2019-4.1 - New Release and General Maintenance

Dear CCH Portal Customers:

Please be advised that CCH Portal will not be available from 10:00 p.m. ET on August 24, 2020, to 6:00 a.m. ET on August 25, 2020.

We will use this time window to update CCH Portal to version 2019-4.1 and perform general server maintenance.

Refer to the following sections for information related to enhancements contained in this new version.


New in this Release:

  • Batch Portal Retention

    The firm administrator can now configure the portal file expiry in batch in the Portal Thin version of CCH Portal. Log in to the Portal Thin interface as the firm administrator (firm admin) and go to the Management & Settings screen by clicking the gear icon located at the top right-hand corner. A new Portal Retention section has been added and is only available to the firm administrator.

    The Export Portal List button will allow you to export a list of all your firm portal names, retention values and period types currently assigned at the portal level. Modify the exported portal list file to only include the portals for which you want to modify the retention, add the new retention value and period type and re-import the portal list file when completed. The batch Portal Retention feature will apply the new file expiry value and period type at the Portal, Folder and File levels.

    A link is available in the Portal Retention section for detailed instructions.

Important Security Feature Updates:

  • Domain Whitelist

    For additional security, a domain whitelist feature has been added to CCH Portal and can be turned on from the Management and Settings screen in the Portal Thin interface. The domain whitelist can be enabled by the firm administrator (firm admin) and/or a firm user with full rights. When enabled, only the specified e-mail address domain(s) will be available for firm user creation and firm user login. Access to other non-specified firm user e-mail address domains will be restricted.

    A link is available in the Whitelist section for detailed instructions.

  • Enhanced Virus Scanning

    Enhanced virus scanning has been added to CCH Portal. New files added to CCH Portal are scanned during the file upload process. All file actions will be available once the scan has completed. If the scan identifies a suspicious file, the file will be rejected, and an e-mail notification sent.

  • Allowable File Types

    A comprehensive list of allowable file types that can be uploaded has been added to CCH Portal. If you would like a specific file type to be added to the list of allowable files, please contact our Wolters Kluwer Support Centre.

Fixed in this Release:

  • Portal Thin: Firm-wide User Access List Report

    The failed status has been resolved when running the firm-wide User Access List reports.

If you have any questions, contact the Wolters Kluwer Support Centre at 1-800-268-4522.

Sincerely,

Wolters Kluwer Canada