@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

@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!

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

@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.

@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

Yes this will work.

Hi Susan,

This might take some time as we have many projects ahead of this request. A hard date would be hard to nail down at this point.

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

@support-appcoll-com Will they be able to line item edit information for their own purposes?

When Private Pair goes down, matter updates and document scraping from the PTO cannot be completed. However, this does not mean the updates and scrapes won't happen. AppColl continuously tries to update from Pair until it is back up and running.

Can I stop auto-generation of the review tasks, or are they needed to auto-generate other tasks?

@MelissaT3398 Currently we don't have a way to show a created date field that allows for showing a table of contacts and their dates. The only way to do with would be through the transaction history. Search for "added contact" and the name and look at the transaction date.

the other thing you could do is to expose the actualcost column in the main matter view, find the matter and click the actualcost field...that will show all billing items for that matter

https://support.appcoll.com/import-prior-art-references-from-a-spreadsheet

https://support.appcoll.com/prior-art

Also see this Forum thread for information about invoice fields.

@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.

My guess is that fields (columns) associated with tasks are black and fields associated with the matters with which the tasks are associated are grey. Noticeably, Status is an exception because it is grey, even though it is a field related to the task.

While the distinction between fields related to tasks and fields related to the matters associated with tasks is surely meaningful to the AppColl developers, it is unimportant to me. I agree with @RichardS3059 that Task reports would be somewhat more readable if almost all text was black.

Date text is a reasonable exception since the difference of blue or red is a useful indicator of whether a task is due in the future or the past.

Thanks. I've done that.

@jonah-soundhound-com I agree, although what I'd really prefer is for the truncation to be eliminated.