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    • A

      Track One Application Deadlines - no extensions
      Product Requests • • AnnM9156

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      ChristianS2558

      @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."

    • M

      Clients/Companies with Multiple Addresses
      Product Requests • • MarkW5689

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      J

      @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

    • ChristianS2558

      "Under Development" flag for task types
      Product Requests • • ChristianS2558

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      ChristianS2558

      @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.

    • T

      Feature Request: PTO Fee Schedules
      Billing Module • • TarC6989

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      support_appcoll

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

      AppColl Support
    • M

      Madrid Trademark Applications Application Number
      Product Requests • • MarkW5689

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      support_appcoll

      @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.

      AppColl Support
    • M

      Has anyone configured for task to be assigned to more than one owner?
      Tasks Module • • MichelleM6342

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      RichardS3059

      @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.

    • S

      Make the Matter.Examiner field a Contact object, rather than a string
      Product Requests • • SadiqA2304

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      1166
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      S

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

    • ChristianS2558

      Account-Switch while retaining matter
      Product Requests • • ChristianS2558

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      974
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      support_appcoll

      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

    • M

      Intake Email Fields
      Product Requests • • MarkW5689

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      M

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

    • S

      "Documents" tab in Matters module
      Product Requests • • SadiqA2304

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      S

      @mike_appcoll 😮

      This is basically what I'm asking for actually

    • M

      We've Transitioned to Patent Center
      Announcements • • mike_appcoll

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      K

      @GeorgeJ4336 Yes, I've been following 2 blogs you mentioned, and I've also posted in eCommerce modernization Ideascale to report to PTO about broken XML files among others. I really hope PTO won't be shutting down EFS-Web and Private Pair on the 15th!

      https://uspto-emod.ideascale.com/a/index

    • K

      Client-specific tasks
      Tasks Module • • KristaJ3145

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      K

      @RichardS3059 thank you! I like your second suggestion a lot, because for me this is always a client-specific issue. I am going to try that. Thanks again!

    • B

      Client Specific Billing Item Generation
      Product Requests • • BrandonK6644

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      gregg_appcoll

      @BrandonK6644 Thank you for the suggestion. We will pass this on to our engineering group for future consideration.

    • R

      Trademark - Date of first use / Priority date?
      General Discussion • • RobertW3688

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      gregg_appcoll

      Hi Darin,

      Thanks for the feedback. Do you have specific suggestions about TEAS?

      Thanks,

      AppColl Support

    • ChristianS2558

      New email intake address...further suggestion
      Product Requests • • ChristianS2558

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      1018
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      J

      @ChristianS9906 We will be adding a way to access the client's intake address if their account is being synced to.
      There is not currently a notification for when a bad intake address receives an email.
      We will discuss adding this as well.
      Account admins do receive a notification if an email is sent to a valid intake address but the sender is not whitelisted.

    • B

      New USPTO IDS fees
      Product Requests • • BenjaminK4148

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      gregg_appcoll

      @MelissaT3398 The new form was pushed out yesterday from the PTO. We should have it in AppColl by tomorrow. I hope this helps.

    • 1.AaronH9792

      Fast Track - Add: PPH
      Matters Module • • 1.AaronH9792

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      1019
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      gregg_appcoll

      @1-AaronH9792

      Yes this will work.

    • P

      client instructions received, draft papers prepared, draft waiting for revieww
      General Discussion • • PatrickM8836

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      957
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      A

      @PatrickM8836 Thanks for the suggestions. We'll past this on to engineering for their review.

    • M

      DocuSign Integration Woes. Here's What We Need.
      Product Requests • • MichaelS4111

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      466
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      gregg_appcoll

      @WendyZ2824 We reached out and are awaiting a response from him.

    • D

      Help setting up billing categories and integrating quickbooks
      General Discussion • • DarinD6730

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      D

      I have come to the conclusion that I cannot really use Quickbooks for any statistical profitability analysis or that sort of thing - really one stream of income seems to map over - all that needs to rely on AppColl reporting. QB will only be able to handle my highest level P&L.

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