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    gregg_appcoll

    @gregg_appcoll

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    Best posts made by gregg_appcoll

    • RE: Invoice Discounts - please add $ amount option

      @JanisA1115

      This is a good idea and something we have added as a new feature request with our engineering group. We will let you know when this has been implemented. An ETA is not know as of yet. Thanks.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Notification trigger enhancements

      Hi Christian,

      Currently, the solutions you mentioned are the only ways of doing so. However, we are working on a solution. We will certainly make this known once it's done.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Additional Date and Text Fields on Task Level

      @KimG5166 this is on our list of future projects. We will make an announcement when this has been added. We hope this helps.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Ability to specify whether USPTO e-Office Action tasks default to Transient Events

      Hi Christian and Sadiq - we understand what you're asking and will pass this on to engineering.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Improved add columns interface

      @ChristianS9906

      This has been added. Apologies for the delay. We hope this helps.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Don't replace commas with semicolons in e-mail address fields

      Thank you for pointing this out George. We will get this taken care of and let you know when done.

      posted in Billing Module
      gregg_appcoll
      gregg_appcoll
    • RE: How do you manage version control of your documents?

      Hi Amy - Each time a document is saved (with the same name) a revision is created. Since we do not provide for editing a document within AppColl, the document must be edited on your local PC/Mac and then uploaded back into AppColl. This will create a new revision. Under this scenario, users would never be editing the same document.

      We hope this helps.

      posted in Files
      gregg_appcoll
      gregg_appcoll
    • RE: Announcing AppColl Signatures

      @GeorgeJ4336

      This is great information. Adding multiple signatures per document is our highest priority for Signatures. We will let you know when this has been added.

      posted in Announcements
      gregg_appcoll
      gregg_appcoll
    • RE: Impact of EFS-Web and Private PAIR Shutdown?

      Hi - we are actively working on the transition. We will make an announcement this week.

      posted in General Discussion
      gregg_appcoll
      gregg_appcoll
    • RE: Is there a way to have AppColl trigger all the tasks in a workflow at once?

      @amy_appcoll

      Yes, there is. You can use triggers for multiple task types that are all the same. So task 1 would trigger when some other action occurs. Task 2 would trigger from the exact same action as task 1 did. Same with tasks 3, 4, etc.

      posted in Tasks Module
      gregg_appcoll
      gregg_appcoll

    Latest posts made by gregg_appcoll

    • Why do the daily task notification emails not include every task coming due on every day?

      The daily task notification emails are a legacy way of alerting you to upcoming due dates. We highly recommend creating your own custom docketing reports instead, as this approach is very limited in the data that can shown in the email.

      However, if you are still using the legacy reports, we do not include every upcoming due date on every day. By default, as shown below, each task is shown on the 1, 2, 3, 4, 5, and 6th month of its due date. Then within 1 month, the task is shown 1, 2, and 3 weeks before its due date. Within the last week, the task is shown each day leading up to its actual due date.

      24c91539-e1c1-40c9-8d11-7892ff570fb9-image.png

      posted in General Discussion
      gregg_appcoll
      gregg_appcoll
    • RE: Windows Explorer-type Desktop Interface?

      @JohnG8374

      This is a significant project that we have formally added to our project list. This may take quite a bit of time.

      Thanks.

      posted in General Discussion
      gregg_appcoll
      gregg_appcoll
    • RE: DocuSign Integration Woes. Here's What We Need.

      @WendyZ2824 We reached out and are awaiting a response from him.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: API For AI

      HI Brandon,

      Could we have a discussion to expand on this?

      Could you submit a ticket through the help system and we'll set up a call.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: DocuSign Integration Woes. Here's What We Need.

      Hi Michael - we will reach out about these requests through our support system's ticket that you created.

      We will add our findings to this post.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: API For AI

      Great. Thanks for the input Brandon. We will look into this.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Triggering Trademark File Statement of Use EOT tasks

      @KarenH9267 Thank you for your feedback. This is a great suggestion. We will certainly pass this on to engineering for consideration.

      posted in Tasks Module
      gregg_appcoll
      gregg_appcoll
    • RE: Update multiple tasks

      The way to do this is to click the checkbox at the top of the page, which will show you all open tasks. From there, you can update these tasks in bulk. We hope this helps.

      posted in General Discussion
      gregg_appcoll
      gregg_appcoll
    • Why are PTO documents not downloaded by the time I get in the office?

      We generally receive e-Office Action emails from the PTO between 1-3 in the morning. It takes us about 5-6 hours to generate all the docketing items and download the documents associated with those tasks.

      Many times, the PTO is delayed in pushing the e-Office Action emails out to us. In this case, we must wait until they are received before we can begin our processing. Unfortunately, we are at the mercy of the Patent Office.

      posted in General Discussion
      gregg_appcoll
      gregg_appcoll
    • Using Client Codes in a Client Contact Record is used through AppColl instead of the Client Name

      If you elect to use a client code in a client contact record, the client name is replaced with the code when using the table view for Matters, Billing Items, and Invoices. If you wish to see the full client name, please remove the client code.

      posted in Matters Module
      gregg_appcoll
      gregg_appcoll