@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.

Welcome to the AI forum group. We're glad you are here. Currently, we have a live beta group testing the functionality. Please use this section to post your AI-related questions instead of creating support tickets. This allows all beta users to see the questions and responses.

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.

Hi, Priority information can be imported via a separate spreadsheet. Inventor contact information would be imported via a contacts spreadsheet. For help doing this, please contact AppColl support.

Thanks. We'll take a look at that form - sb0439

Hi Penny,

Thanks for the feedback. Have you tried filtering tasks by DeadlineType? That way you can include just important external deadlines.

Great feedback, Krista, thanks! We'll add these to the engineering list.

Hello. We populate any field where the data is clear-cut. If it's ambiguous, we leave it blank. What specifically were you hoping to always populate?

Hi Sadiq,

Thanks for the feedback. We will pass this along.

Hello. You are correct that security is preventing us from creating an API. Allowing for automated matter creation would still require full API access. You would still have to manually create in AppColl or import via spreadsheet. Just so we understand, where are you adding matters that would be useful for API access? Thanks.

Hi Ann,

Try using {Invoice.PaymentLink} in your email. Note this will only work for emails sent from the Invoices page.

Thanks.

Hi Pamela,

The way to do this current is to filter the activity log from the reports module. Search for changed and respondby in the description field.

Thanks, Christian!