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  Hi Nicole,

  The following should help.

  https://support.appcoll.com/prior-art/cross-cite-prior-art-references

  Specifically the section titled" Copy selected references from one matter to another"

  Please let us know if this works.

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• Product Requests

  What would you like to see?
  The speed with which we implement new features depends on several factors:

  1. The number of customers requesting the feature. Obviously more requests elevates the priority.
  2. The complexity of the feature, particularly if it requires a user interface change. We strive to keep AppColl easy-to-use - keeping the UI simple and uncluttered is a big part of that.
  3. The generality of the request. Is this something all AppColl users would find useful or just a few?

  We've recorded your suggestion and we will let you know if and when we have a schedule for implementation.

  We very much appreciate you taking the time to send us thoughts about how to improve AppColl. Keep the ideas coming!

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  P

  Please add additional fields tor tasks for: (i) client instructions received, (ii) draft papers prepared (for your own filing), (iii) draft waiting for your review.

  Currently, when looking at our tasks that are due, there is no way to distinguish between those that are ready to be acted on or those that we need completion of some prerequisite (client instructions, draft papers/forms). Similarly, review of drafts by partners could have better workflow organization, and having these additional fields in the tasks would be very helpful.

  These seem easy to implement (engineering-wise by AppColl), non-disruptive to users who don't want to use them, avoids problems with keyword typos (use of keywords in the comments being the current recommended system for tracking), and would also allow filtering by date (helpful in many situations, such as reacting to client instructions within a certain period of receiving the instructions).

  So the fields could just be a check box (preferably with date tracking of when the check box was checked) or allow entry of a date (indicating a date of the receipt of client instructions, preparation of draft papers, or preparation of a draft waiting for review).

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  All Things Tandem

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• Prosecution Manager (PM)

  All Things PM

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  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.

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