AppColl has transitioned to Patent Center as of Nov 6. In conjunction with the retiring of Private PAIR, AppColl has completely migrated to using Patent Center for data retrieval and document downloads.
Posts made by mike_appcoll
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We've Transitioned to Patent Center
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Announcing the AppColl Learning Center
Our Learning Center is dedicated to mastering the intricacies of our state-of-the-art docketing and intellectual property management software. Whether you’re a law firm or an innovation-driven enterprise, we've got the tools and resources to take your proficiency to the next level.
General Info:
https://support.appcoll.com/general-information/appcoll-learning-center-navigation -
RE: "Documents" tab in Matters module
@SadiqA2304 In the meantime- please remember the quick access icons available on the matter details page directly above those tabs. The first icon will take you directly to all files associated with that case.
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RE: [Meta] Have any of the product requests made it into Appcoll?
@SadiqA2304 We have implemented the Escape to cancel feature which has been suggested a few time. Any time a popup appears, you can click the Escape key to close the popup. We hope this helps.
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RE: [Meta] Have any of the product requests made it into Appcoll?
@SadiqA2304 Hi there- We released a bunch yesterday. As always, we are constantly upgrading the system and throughly beta testing everything we design.
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RE: "Discussion" comments
@ChristianS9906 We have a bunch of items in production and rollout will be soon. Many new features on the way.
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RE: Add a link to the "Matter Prior Art" for a Matter on the Matter Page.
@jonah-soundhound-com Hi Jonah, we actually did a "Learning Series" on those specific icons. We try to highlight often overlooked features weekly.
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RE: Add Patentcenter deep link to top of matter
I have passed his request on to ENG, but in the meantime one can find published matters via Google Patents in the "Abstract-Image-Claim" Tab
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RE: Clients/Companies with Multiple Addresses
As of now, you would need to use two contact records for this.
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RE: Will Foreign File
Hi-
That checkbox is a courtesy reminder to yourself... if you need a foreign file.
Sort of like an application off the present application. -
RE: [Meta] Have any of the product requests made it into Appcoll?
Hi Sadiq-
We have released many new features. Last new features release was end of August-
https://support.appcoll.com/general-information/new-features-august-2022?from_search=102447265
We will be releasing a new batch of features this month. Please stay tuned for those.
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RE: How to clear paid annuities and have the next years automatically populate
@KellyW6719 Hi Kelly-
You can find support tickets listed under the "?" icon in the upper right hand side of your account. Select "Send Comment/Question" -
RE: How to clear paid annuities and have the next years automatically populate
AppColl triggers 1st, 2nd and Final maintenance fee deadlines for US matters when and issue date is filled in the matter field...if you want other reminders you can add those task types so they auto trigger when the issue date is filled.
Also, want to mention we offer new user training every Tuesday at 9am PST / 12pm EST
https://register.gotowebinar.com/rt/119119313406013709
You can also submit a support ticket and one of our support members can walk you through this further if you'd like.
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RE: Template Emails with Attachments
@AnnM9156 You can create template emails with attachments, or even attach documents for certain task types.
https://support.appcoll.com/tasks/manage-email-notifications-associated-with-task-types
If you would like to set up a meeting with our support group, they can show you how to do this quite easily.
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AppColl COO Jeff Cashen Recognized as Top COO
AppColl COO Jeff Cashen among Top 17 COO's in the California IP Legal Space.
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RE: Filtering of Tasks in Matter View
Hi Bruce-
We kind of do both. In the left margin, you can select only Open tasks, just as you ask. To see and manipulate just open tasks for that matter, you can click the checkmark icon at the top.
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RE: Additional Sorting and Grouping Capabilities
You can sort by multiple columns.
Lets say you want to filter on Country and then AttorneyRef. I believe you would first filter on AttorneyRef and then Country. You can add as many filters as you want. Basically, you would sort backwards. The columns won't indicate that they are still within the sort. Only the final selection will be indicated. Hope that makes sense??
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RE: Larger form letter template size to be sent from local email client
Hi there.
Unfortunately, the 2K cannot be changed. This is a browser flaw, not an AppColl limitation.
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RE: Create Form Letter from Task, or any other page
Hi George- you actually can attach form letters to a task. Please see the support article.
https://support.appcoll.com/form-emails-and-letters/attach-form-letters-to-a-task-w-video
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AppColl CEO Tim Southgate recognized as Top CEO
AppColl CEO Tim Southgate recognized as a Top CEO in the Intellectual Property Space.
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RE: "Discussion" comments
Hi Christian,
Thanks for the requests. A, B and C are currently in the works.
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RE: Recalling a disclosure
Yes - patent committee members can reset the status so the inventors can edit
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RE: Selectively include renewal payments in open tasks
Hi-
You would just need to filter on all tasks containing "Maintenance" or "Annuity".
Here is a support article explaining:
https://support.appcoll.com/getting-started/searching-and-filtering-your-data -
Introducing AppColl Themes!
Introducing AppColl Themes
AppColl Themes is a new feature allowing users to choose different “skins” for their account. In addition to AppColl Classic, we now offer “Modern”, “Dark” and “Solarized”.
To access Themes: Click on your profile icon, and choose “Profile”. Themes will then be located on the left side margin.
Which will you choose?
Watch Video -
RE: Contacts Sorted by Last Name
You can sort by last name. From the main screen in the Contacts module, click on the "column" link in the upper right-hand corner. From there, choose the field "Last" from the list of available fields on the left, and then make that the first option in the list order displayed on the right. That will allow you to sort by last name. Hope this helps!?!
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RE: Creating task types with a Response Date on an anniversary beginning after an event
Thanks for the posting...we are working on a way to generate recurring tasks that will likely be available later this year