@ChristianS2558 Thank you for your input. We will pass this on to engineering.

Hi Christian,

Thank you for the suggestion. We'll have to look into this and see what's involved for our developers. We hope this helps.

Hi Brandon, the way to handle this is through the "Affliated..." task filter. Click here. Hopefully this works for you. Thanks.

Thanks - good idea. We'll pass it on to engineering for review.

@gregg_appcoll Thanks, looks like it's working. For Examiner names, I'm doing

{Matter.Examiner(ToTitleCase, AddPeriodToSingleCharacter)}

@GeorgeJ4336 said in Add Form Generation and Attachment to E-mail Templates:

This would, for example, make preparing reporting messages easier, because relevant documents, or perhaps a superset of them, would already be attached to the draft reporting message AppColl generates.
Alternatively, the Edit Template UI could be augmented to include a similar checkbox, as mocked up below.

The ability to add a document associated with a task to an email would be absolutely amazing!

I'd suggest allowing the admin to select a default folder. For example, the default could be "WorkInProgress" everytime you want to upload a new document or create a form letter within a task.

@SadiqA2304 Thanks. We will get this taken care of.

@ChristianS9906 Thank you for the suggestion. We will certainly pass this on to engineering for consideration.

@gregg_appcoll Thanks, Gregg.
-George

@gregg_appcoll Thanks, I think it's working. I'm doing Examiner {Matter.Examiner(ToTitleCase, LastWord)} to change "Examiner John A SMITH" to "Examiner Smith".

Hi Angela,

This should help. While it's not automatic, it will allow you to make these changes whenever you change the personnel of matters. Thanks.

00f505cc-eea2-47a3-b960-eb9a11841ef8-image.png

Gregg, yes it does. But I start from the Reports module, generate a report, then change it, I have to enter the report name in full, since the drop-down wasn't used.

@gregg_appcoll Perfect! Thanks.

I can now automatically address e-mail correspondence to examiners, such as to request interviews. In the "To" field, I put:

{Matter.Examiner} <{Matter.Examiner(FirstWord)}.{Matter.Examiner(LastWord ToTitleCase)}@USPTO.gov>

and in the salutation, I put:

Dear Examiner {Matter.Examiner(LastWord ToTitleCase)}:

-George

@gregg_appcoll This is great. I added the email to the default comment to those tasks and it works great.

@mike_appcoll 😮

This is basically what I'm asking for actually