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.
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.
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.