I am also looking for a way to automatically attach files associated with tasks (e.g., responses to office actions) when working with client-reporting templates

@AnnM9156 thanks for your input. We use an arbitrary attorney reference number format which does not include a country code.

The transient task solution wouldn't really do much--just email the recipients once when the note is updated. Fast forward a month later, and nobody will remember that they received that email, and might miss whatever is important.

Your pop-up slap-to-the-face approach would be much more effective at getting a user's attention.

@gregg_appcoll Ah, thanks for clarifying. Might be worth including some parenthetical text below the "Empty Trash" button to indicate that it has this capability.

Looking forward to using it!

Best,
Christian

@mike_appcoll Thank you for doing Learning Series tutorials on often overlooked features. But please also always consider why often overlooked features are often overlooked. Perhaps some eventual user interface tweaks will result in fewer features being often overlooked.

@RichardS3059 - what you really want is {Matter.Client.ShortName} for the client code and {Matter.Client.Name} for the full name. We hope this helps.

@gregg_appcoll Missed this! Sorry! I just reached out. Thank you.

Thank you for the suggestion. We should be able to remove the prefix from the sort. However, sorting by last name would affect all customers who have come to expect it with first name first.

@MarkW5689 The new form field explorer control should help with most form field questions. It is available on the same pane as the history and discussion tabs.

@ChristianS9906 We have elevated the priority and will discuss at our next engineering projects review.

@AppCollS2261 That's great--I would, however, make sure that:

a) The update only happens to tasks that have the same role as the task owner (for example, if you change the attorney for several matters, you'd only want to update the tasks for those matters that had the previous attorney as the owner--you wouldn't want to make the new attorney, for example, the owner of tasks owned by the paralegals for the matter).

b) The update only happens to "open" tasks--the "owner" of closed tasks is a historical record of which person handled that closed task. It shouldn't be changed (or, at the least, make it an option that you have to opt into in order to bulk-update the owner of closed-out tasks).

Looking forward to this.

Best,
Christian

@gregg_appcoll Thanks, Gregg.
-George

@GeorgeJ4336 said in Add Form Generation and Attachment to E-mail Templates:

This would, for example, make preparing reporting messages easier, because relevant documents, or perhaps a superset of them, would already be attached to the draft reporting message AppColl generates.
Alternatively, the Edit Template UI could be augmented to include a similar checkbox, as mocked up below.

The ability to add a document associated with a task to an email would be absolutely amazing!

@gregg_appcoll And please support multiple documents per signature package. Thanks.

-George

@gregg_appcoll OK so to clarify, if I create a custom field "Test," configure the field for a contacts query, and set that field for a given Matter to a particular Contact, then {Matter.Test.email} will return that Contact's email address? How can I restrict the contact fields to match the current client? This is the logic I'm looking for but the syntax isn't quite right:

275350d0-9d8b-4271-a594-7357d713f874-image.png

I think that I once saw somebody, elsewhere, suggest that it would be nice to have a bulk task closure feature available within the Matters view. Maybe I just imagined that, myself.

I like the idea, though I can picture the GUI starting to get crowded with quite a few buttons.

Perhaps one approach to providing that feature while minimizing clutter would be to have tick boxes in a narrow leftmost column in the list of tasks and have a section of buttons on the left related to manipulating tasks, but have those task manipulation buttons become visible only when one or more boxes is ticked and become invisible as soon as no box is ticked for any shown task.

@RichardS3059 I like the idea - but I'm not optimistic that Appcoll will add new syntax when it would be easier for them to add a new field. On the user side of things, learning syntax is a similar amount of effort as looking up/remembering field names is similar effort, if not more effort imo.

I created a report of all my matters. I sorted it by Application Number then by Examiner Name so that Examiner Name is that main sorting criteria. For any given examiner name, the application numbers were in order. I saved it as a new test report. I opened some other report and then opened my test report. The matters were sorted by examiner name, but for any given examiner name, the application numbers were in no predictable order.

If there is an existing way to save a report with a multi-level sort as Kim requests, I would love to know.

@BerndN5890

Can we ask how you arrived at that URL via navigating Patent Center?

@MikeO5888 Thanks! Have a good day.