@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.

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.

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

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

@ChristianS9906

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

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

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.

@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.

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

@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.

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.

You can add customer matter types and statuses by contacting AppColl support.

When a U.S. Trademark is allowed, AppColl generates a "File Statement of Use 6-Month Deadline" task.

If you intend to file the SOU within 6 months, mark the task as 'complete'. If you need to file an extension for another 6 months, mark the task as 'missed' or 'extension filed.' This will generate a follow-up "File Statement of Use 12-Month Deadline" task.

You would follow the same process for each extension through all extensions totalling 36 months.

Hi Whitney, this would be the same idea as your other question. We can certainly walk you through this. He's an in-depth link on creating reminder tasks automatically. I hope this helps.

p.s. send an email to support@appcoll.com to get something scheduled.

Hi Whitney - Since follow-up reminders can be very customized to a customer's needs, we do not have default tasks or reminders. You can easily create follow-up reminder tasks and emails. Would you like someone from Support to reach out and have a call to discuss in detail?

p.s. send an email to support@appcoll.com to get something scheduled.

@StephanieD2107

Hi Stephanie,

Do you have a Conflicts tab in your account? If so, hover over the tab and select the Add Keywords option. Does this help?

Hi Susan,

This might take some time as we have many projects ahead of this request. A hard date would be hard to nail down at this point.

HI Brandon,

Thank you for the great suggestion. We will certainly pass this on to our engineering team. We hope this helps

Hi Catherine,

This has been added to your account. We hope this helps.

Hi Rebecca,

This is a good idea and something we will fix in the near future. We will let you know when this has been done.