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

Congratulations! Based on the product quality and support, I would have voted for you.

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

Hi Christian,

Protecting existing subject matter connections is certainly import. We're looking into this. Thank you for pointing this out.

Dear AppColl,

Please implement this request with high priority. While this is not a big deal for professional prosecutors, it is a big deal for users who use AppColl to manage portfolios.

Thank you.
~Jonah

I got this working with help from another AppColl User. I now know of a couple of ways to generate a trigger that works.

One way it so add a notification to the AppColl task that runs when a USPTO e-Office Action arrives. (such as "USPTO e-Office Action: CTNF - Non-Final Rejection"). This allows for a different notification to be generated for each type of USPTO e-Office Action.

Another way it to create a trigger like this:
When any task is created that contains 'USPTO e-Office Action:' in the task type
This will generate the same notification fore every e-Office Action.

Here is how I set up my Notification email to send out the document by email:
Capture.PNG
(Documents USPTO is a contact I created for our firm's docket intake email)

Congrats.

Jeff is, indeed, awesome.

👍 Long been on my wish list, too.

Hi CHristian,

This is a good idea. We will look into this the next time we revise the UI.