Matters Module

Using Client Codes in a Client Contact Record is used through AppColl instead of the Client Name

gregg_appcoll — Mon, 07 Jul 2025 16:07:13 GMT

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.

Customer Matter Types and Statuses

gregg_appcoll — Wed, 02 Jul 2025 15:46:52 GMT

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

File types for custom form letters

gregg_appcoll — Mon, 07 Apr 2025 19:55:24 GMT

DOCX or RTF. Click here for more information.

https://support.appcoll.com/form-emails-and-letters/generate-form-letters-for-matters

Can we import custom information using the matter importing spreadsheet?

gregg_appcoll — Mon, 07 Apr 2025 18:52:04 GMT

Yes you certainly can. If you have a custom matter user field already added to your settings, you may also add it to the matter importing spreadsheet. The system should recognize that custom field and import the data from that column that is in your spreadsheet.

Fast Track - Add: PPH

gregg_appcoll — Thu, 06 Feb 2025 20:02:31 GMT

@1-AaronH9792

Yes this will work.

Matter status: "Withdrawn"

gregg_appcoll — Thu, 15 Feb 2024 09:00:15 GMT

@AlexandreP4784 While this is not a standard status, we can certainly add it to your account. Please send an email to support@appcoll.com for this request.

ADS has two USPTO customer number fields - filled separately by AppColl

support_appcoll — Sat, 11 Nov 2023 17:04:53 GMT

Hi George - good information, thanks for posting.

Custom Dynamic Fields

gregg_appcoll — Mon, 09 Oct 2023 19:43:59 GMT

Hi,

This should work. What happens when you try this syntax?

AppColl Support

Matter Links

ShahzinaK7716 — Mon, 30 Jan 2023 16:55:43 GMT

@GreggH8509 Thank you!!

Just a AIA-82A form

BruceY9453 — Mon, 20 Jun 2022 16:27:18 GMT

Even better if I could upload a pdf file that is the AIA-82B form for the client and have AppColl generate the AIA-82A with the fillable fields with the signed 82B form (probably a scan - not a fillable pdf) appended to it ready to file after I signed it. It would need to be done on a client-by-client basis with a different 82B page for each client.

EP Oppositions

JonahP1621 — Thu, 19 May 2022 17:54:25 GMT

I would use type "Other". Most non-"Other" types can have an effect of triggering generation of one task or another from AppColl-provided built-in Task Types.

With Type "Other", you might be able to create custom Task Types for an EP opposition workflow.

I use Other for trademark enforcement matters.

Update Matter (how to abort operation?)

AaronH5399 — Wed, 18 May 2022 17:30:08 GMT

How do I clear and stop AppColl's "Update Matter" operation when it is struck and has not moved in days?
I have already:

clicked on the "Abort" button
Closed and logged out of system
Re-tried hitting "abort" button"
Thx for suggestions!

What fields are available for form letters?

GeorgeJ4336 — Wed, 20 Apr 2022 17:46:47 GMT

Also see this Forum thread for information about invoice fields.

E-office actions and refs

joe_appcoll — Wed, 20 Apr 2022 17:37:25 GMT

When an eoffice action triggers, does it pull refs too? or is that only when the matter is updated?

Syncing data between accounts

joe_appcoll — Wed, 20 Apr 2022 17:07:43 GMT

Can I sync data with one of our other AppColl accounts?

What are the yellow triangles

admin — Wed, 20 Apr 2022 17:06:32 GMT

https://support.appcoll.com/matters/yellow-triangles-next-to-matter-fields?from_search=87333613

AppColl displays a yellow triangle next to any field in Matter Detail pages when a discrepancy exists between the information stored in AppColl and the information AppColl received from one of Private Pair (via XML files), EspaceNet or TSDR.

Store copy of email sent from AppColl

joe_appcoll — Wed, 20 Apr 2022 16:57:51 GMT

Can I store a copy of an email that I send from within AppColl?

Billing items for matter

support_appcoll — Wed, 20 Apr 2022 16:56:13 GMT

the other thing you could do is to expose the actualcost column in the main matter view, find the matter and click the actualcost field...that will show all billing items for that matter

See who changed a matter?

admin — Wed, 20 Apr 2022 16:37:48 GMT

For most item details pages, there is a "Show History" link in the upper right corner. Clicking the link opens a vertical pane on the right side of the screen showing all the history for that specific item.

https://support.appcoll.com/general-information/show-item-activity-history?from_search=86960832

Matter Connections not updating

joe_appcoll — Wed, 20 Apr 2022 16:33:19 GMT

I entered in some connections for a matter and the family on the left side of the screen didn't update. How can I get it to update?

Is there a character limit on the matter notes field?

support_appcoll — Wed, 20 Apr 2022 16:31:50 GMT

The limit is 4000 characters.

New matter status?

support_appcoll — Wed, 20 Apr 2022 16:29:30 GMT

This can be done by reaching out to AppColl support.

Adding a new matter field

admin — Wed, 20 Apr 2022 16:28:01 GMT

https://support.appcoll.com/matters/add-custom-user-defined-fields-to-matters

You can add custom fields in the matters module - up to 16 string fields and 4 date fields - to store information associated with a matter that is unique to your account. These custom fields appear in matter detail pages around the middle of the page.

When setup, these fields have identical functionality to the built-in fields. They can be added as columns to the main matters page and used in filters. They can also be imported and exported via CSV spreadsheets.

Importing other columns in matter import template

joe_appcoll — Wed, 20 Apr 2022 16:24:30 GMT

I would like to include other columns in my matter import that are not in the template you provided. Can I do this? I want to import the Examiner field.