Hi George- you actually can attach form letters to a task. Please see the support article.

https://support.appcoll.com/form-emails-and-letters/attach-form-letters-to-a-task-w-video

@MarkW5689
Agreed! Adding a "Create Form Letter" button, as in the Matter Details page, would be great. Indeed, just about every page would benefit from a "Create Form Letter" button. See my separate post advocating for such a button on the Task page.

I think that I have to take back my thank you.

I recently setup and automatic report for my finance department to use to report the patent portfolio to investors. The Asian characters were question marks. He specifically requested that I find a way to send a spreadsheet report with the patent titles using Asian characters.

@RichardS3059 I like the idea - but I'm not optimistic that Appcoll will add new syntax when it would be easier for them to add a new field. On the user side of things, learning syntax is a similar amount of effort as looking up/remembering field names is similar effort, if not more effort imo.

+1 for this request (see also a similar topic https://forum.appcoll.com/topic/78/new-field-matter-inventorfirstnames/3?_=1663253526501 )

@jonah-soundhound-com And based on my experience, I can guarantee that foreign associates will do that.

@BrandonK6644 said in .docx Form Letter templates:

I'd also love to be able to automatically generate a template within a task when the task is generated. Is that possible?

+1 for this request - automatically adding documents to tasks would be a great time saver.

@BrandonK6644 I agree. Other docket management systems (ex., Clio, I believe) have nice implementations of this. You click on a document in the docket management system web page, and the document downloads to your computer (ex., to the Downloads folder), and your preferred application automatically launches to open the document. When you close the document, the document is automatically uploaded back to the the docket management system. It is all transparent.

In some implementations, a program runs in the background to make this magic happen. The docket management system communicates with the background program telling it what the user clicked on, and the background program launches the application program, pointing the application to the downloaded file. The background program monitors the downloaded file, and after the application closes the file, the background program automatically sends the edited file back to the docket management system.

There's already a link from the matter to billing items for it. Look for the green $ just to the left of the matter number at the top of the matter details screen, or in the group of icons in the Links column of a list of matters.

@KimG5166 I like the idea. I would find it very useful. My first thought was that it would be a big project/change for the AppColl team.

However, on a second thought, it might not be very difficult to implement. The Account Settings allow custom fields of type TextBox, DropDown, or MultiSelect. MultiSelect allows a database query for a source of values. The database query must be a Boolean expression.

Perhaps AppColl could implement another type of custom field with a name such as DatabaseQuery. It would allow the user to enter any valid database query. It could, for example, allow IssueDate-FilingDate (which would tell you how long an application was pending).

I hope that they implement the request for matters soon.

I believe that your request for Today-OpendOn is for tasks database queries, not matter database queries. That would require that AppColl first enable custom fields for Tasks like they have for Matters. That probably deserves a different product request.