For most item details pages, there is a "Show History" link in the upper right corner. Clicking the link opens a vertical pane on the right side of the screen showing all the history for that specific item.

https://support.appcoll.com/general-information/show-item-activity-history?from_search=86960832

https://support.appcoll.com/matters/email-conversations-tab?from_search=86965089

Available for AppColl PM Plus, the Conversations Tab allows another view for the emails that are sent into AppColl for a particular matter. Now when an email comes to a Matter's Intake email, AppColl will display the message on the Conversations Tab in a similar way as your email inbox. With this feature, you can easily download attachments, view, and reply to messages sent to the Intake address for that matter.

When a page is locked, it means someone else is currently accessing the page. This is done to prevent two people from simultaneously editing the same page. There is an option shown by the page lock text to send an email to the person using the page. This option sends an email that someone else is trying to access the page.

https://support.appcoll.com/billing/generate-ledes-files-1998b-and-20?from_search=86965916

AppColl automatically generates both LEDES 1998B and 2.0 invoices every time an invoice is saved. Please note: LEDES invoices require a Tax ID number (which can be added to your law firm contact record) and an explicit Start Date in the invoice. In other words, the Start Date field in the invoice cannot be blank.

You would contact AppColl Support to implement this change.

Yes you can. When creating a task type, you can select a trigger where you would state "While CountryCode contains nnn". See below.

478fc84d-5a46-43af-bb40-3be58291e636-image.png

Yes. There is a product called AppColl Tandem that allows for your client to have their own AppColl account (free of charge for AppColl PM Plus users). The Tandem account give them access to whatever data you wish.

See here for more information.
https://support.appcoll.com/general-information/tandem-account-overview

https://support.appcoll.com/matters/yellow-triangles-next-to-matter-fields?from_search=87333613

AppColl displays a yellow triangle next to any field in Matter Detail pages when a discrepancy exists between the information stored in AppColl and the information AppColl received from one of Private Pair (via XML files), EspaceNet or TSDR.

https://support.appcoll.com/contacts/change-user-permissions-and-restrict-access?from_search=87333715

Account Administrators can change permissions for any contacts in their account. Please Note: Account admins have access to everything, so their permissions cannot be altered.

In order to change a user's permissions, open their contact record and click the "Permissions" button on the left.

https://support.appcoll.com/contacts/enable-and-disable-logins?from_search=86964903

Enabling and Disabling logins are fully controlled by an administrator of your account. From the Contacts Module, you can enable/disable a login with the click of a button.

You can easily see closed tasks from the Tasks Module. In the lower left corner (under the Change View section) you will see a drop down as shown below. Select the All Completed option.

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You have the ability to add custom UTBMS codes to a billing item. Currently, there is not a way to save them for re-use. They would have to be manually added for each billing item.

https://support.appcoll.com/files/change-the-default-matter-folders?from_search=86966576

AppColl automatically creates a sub folder for each new matter created in AppColl. The sub folder, named after the AttorneyRef, is placed under the client folder. Each matter folder has four default sub-folders named:

-AsFiled
-ClientCorrespondence
-OfficialCorrespondence
-WorkinProgress

https://support.appcoll.com/general-information/tandem-account-overview?from_search=86967705

An AppColl Tandem account is an effective and secure way for IP firms using AppColl PM Plus to provide clients with a controlled copy of their own IP portfolio information.

https://support.appcoll.com/general-information/appcoll-pm-plus-features-overview?from_search=86967555

AppColl PM Plus is an upgraded product tier that offers users an increased level of automation and functionality.

Yes there is. There is a regenerate tasks button available. See below for a video covering this process.

https://support.appcoll.com/tasks/regenerate-tasks-w-video

Yes we do support LEDES files in xml format

Hi Jonah - While we currently grab the respective document(s) for each eOA --e.g. we do grab docs that go with 892 actions that come in-- I'll send this over to the Engineering team to see if it's something we can/should/could do. I like the idea of never having to log into PAIR (for various reasons, ha).

Scott

I would use type "Other". Most non-"Other" types can have an effect of triggering generation of one task or another from AppColl-provided built-in Task Types.

With Type "Other", you might be able to create custom Task Types for an EP opposition workflow.

I use Other for trademark enforcement matters.

This is a good idea. We have passed this on to our engineers. Thank you for the suggestion.