@GreggH8509 Thank you!!

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.

Also see this Forum thread for information about invoice fields.

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.

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

This can be done by reaching out to AppColl support.

The limit is 4000 characters.

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.

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.

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