@ChristianS2558 Thank you! I'll give this a try. The auto-trigggering option is what I'm looking for!

@AnnM8256 Glad we could help.

Thanks. We'll take a look at that form - sb0439

Hi, Priority information can be imported via a separate spreadsheet. Inventor contact information would be imported via a contacts spreadsheet. For help doing this, please contact AppColl support.

@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.

Thanks. I've done that.

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

Even better if I could upload a pdf file that is the AIA-82B form for the client and have AppColl generate the AIA-82A with the fillable fields with the signed 82B form (probably a scan - not a fillable pdf) appended to it ready to file after I signed it. It would need to be done on a client-by-client basis with a different 82B page for each client.

Turns out the expression also requires curly brackets...

AND while the expression 'x<#{General.Now(-500d)}# using the 'PriorityDate' field in the matter is true.

31775d21-f2cb-4fa4-82a8-f79fa511c2f1-image.png

I would like to see this as well.

@RichardS3059 Fair enough that AppColl won't be able to accurately calculate every expiration date. But it could still calculate a default date that will be correct for most patents. Even a human can't calculate the expiration date at issue accurately if the patent later becomes eligible for PTE.

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.