@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

@AlexandreP4784 Thank you for the input. We will pass this on to engineering for their consideration.

@RichardS3059 I have a follow-up question about this topic. Is there a way for the ReferenceDate of the "Request non-pub rescission" task to be the filing date of the non-US application? The task I created uses the US application filing date instead of the non-US application filing date as the reference date.
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@RichardT8744

Hi Richard - setting up periodic reports is the way to go for exporting data. This can be sent to your SFTP server, S3 buckets or traditional email.

You can also send data to our SFTP server, which we can upload into your account. You would need to reach out if this route is something you're considering.

We hope this helps.

@RichardS3059 Do you have form letters attached to automatically generated tasks that are triggered when an eOfficeAction is received?

@BrandonK6644

So sorry for the delay. We have increased the priority on this one. We will announce when this has been done.

@ChristianS9906 agree that is a good alternative

@CatherineVH9536-0

Hi Catherine. It looks like the new SB08a form resets the numbering for each category. And not a continuous number all the way through each category. We wouldn't be able to change this since the form forces the cite number. We hope this helps.

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

@BerndN5890 Cool!

@AnnM9156 That is correct--it is just a field that records data regarding the application. You can, however, customize triggering for tasks based on the value in that field. I took a look at our docket, and our 3-month non-final OA response deadline has two flavors--one that is called "Respond to Non-Final Office Action - 3-month deadline" and the other that is called "Respond to Non-Final Office Action - 3-month deadline (Track One)." The "track one" version triggers when a non-final OA is received in a case that has Track One status specified, and the non-track one version triggers when a non-final OA is received in a case that does not have Track One status specified. Our 4-month OA deadline triggers when either of the 3-month deadlines closes as "missed."

@KimG5166 Does the "Same as above" residency checkbox solve your issue for inventors? It should allow you to put in a secondary residency address. fa0fabb3-7d76-4233-a4d5-4f49da803261-image.png

@SadiqA2304 I thought of that but was concerned that it might muck with triggering conditions if the task name was later changed to remove the "under development" text.

It would also mean that normal users would still see it and the under development tasks would still clutter up the interface.

Hi there. Thank you for the suggestion. We will certainly look into this.

@MarkW5689 said in Madrid Trademark Applications Application Number:

LOST.001.WP1

Hi Mark - This is a good idea. We will add this as change request. We will let you know when this has been added. Currently, we do not have an ETA.

@JonahP1621 I've certainly worked with more than one docketing systems that allowed matters and docket entries to be assigned to multiple attorneys. That way, things would show up on each person's docket. Usually, the docketing system simply designated them as Attorney 1, Attorney 2, etc. and the firm could choose by policy the roles assigned to each of the Attorney n fields. At one big firm where I was a partner, at least one partner insisted that docket reports produced for him only show docket items for those few cases where he was the working attorney. The system we had there was so bad that I found to my horror that
one docketing clerk spent their entire day just producing daily docket reports for each attorney by running a giant docket for everyone, then manually extracting the docket for each attorney into a spreadsheet for just that person. I was able to cut that down to no more than an hour by writing some code to split the giant docket into individual files. It wasn't a great solution but was the best we could do with the limited capability of the system.

@support_appcoll This helps for now. Hopefully in the near future it gets augmented into a full Contact object.

Hi Christian,

Thanks for the feedback.

There are however, significant security issues with having multiple accounts active in one browser session, so it's unlikely we will be able to do this.

AppColl Support

@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