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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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  Right now, you have to enter each customer number for which you wish to have eOffice Action processing performed in a special field in AppColl settings/matters (for some reason, this field is only a small text box that shows only the first four numbers, although it seems to store many more).

  When doing client intake, it's an easy thing to forget adding the new client's customer number to this setting, which means that even though AppColl might be receiving eOffice Actions for the new client's matters via eofficeaction@appcoll.com, they won't get processed by AppColl. In fact, I don't think AppColl even warns you when this happens (unlike when it has issues processing an eOffice Action for a customer number that it is set up to monitor--in which case it sends an "AppColl e-Office Action Processing Failed" email). If it's not noticed, it could be a disaster if correspondence is missed and rights are lost.

  My suggestion is to make AppColl automatically process eOffice Actions for any customer number that is listed in a record in the Contacts module having a "Client" role. This could be fine-tuned to only use customer numbers listed in the Contacts module for Clients that have at least one non-transferred/non-closed matter.

  This could either be made the default way that AppColl performs eOffice Action processing or could be a setting that an Admin could enable, e.g., "Perform eOffice Action processing for eOffice Actions received from any customer number for any client in the Contacts module."

  Customer numbers are almost always added to client records so that they will populate into USPTO forms, like the ADS, so this would be an almost foolproof way of avoiding the issue noted above.....

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

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