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    • admin

      Does the Files Module have a storage limit?
      Files Module • files • • admin

      2
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      support_appcoll

      Currently, there is no limit.

    • admin

      Invention Manager & Prosecution Manager work together?
      General Discussion • • admin

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      admin

      Yes, Invention Manager and Prosecution Manager integrate perfectly with one another. Integrating both products gives full view of all IP from start to finish.

    • admin

      Is it possible to upload Foreign law task rules?
      Files • task rules files prosecution manager • • admin

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      443
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      admin

      It sure is.

    • admin

      Announcing AppColl Tandem!
      Announcements • appcoll tandem • • admin

      2
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      Votes
      2
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      442
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      J

      Tandem is gaining lots of traction...it's easy to use and free's up the firm from sending reports to their clients

    • admin

      Contact Permissions
      Contacts Module • contacts prosecution manager • • admin

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      430
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      support_appcoll

      Yes. See below.

      https://support.appcoll.com/contacts/change-user-permissions-and-restrict-access

    • A

      Can Tandem customers edit the data or is it Read-only?
      AppColl Tandem • • amy_appcoll

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      380
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      support_appcoll

      The data is "read only".

    • A

      Is there an e-signature function available in PM?
      Product Requests • • amy_appcoll

      2
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      347
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      J

      That would be cool

    • A

      Custom Tasks
      Tasks Module • task rules prosecution manager • • amy_appcoll

      2
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      474
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      support_appcoll

      Currently, there is not a way to import custom task types. They would have to be created one-by-one within AppColl.

      However, we are implementing the ability to import and export tasks type in an XML format. Look for details on this process in the coming months.

    • A

      Where can I find a list of current AppColl users for a reference?
      General Discussion • • amy_appcoll

      2
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      414
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      support_appcoll

      There is a diverse set of example testimonials on our website...you'll find them on the main page in the rotating banner and the Testimonial tab....https://www.appcoll.com/products/testimonials/

    • A

      How do I upload foreign Law datasets to my account?
      Files • • amy_appcoll

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      admin

      4b503278-eff1-4619-b1cf-ada400ed5ae2_20210915022432.csv

    • J

      Adding a new matter field
      Matters Module • • joe_appcoll

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      391
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      admin

      https://support.appcoll.com/matters/add-custom-user-defined-fields-to-matters

      You can add custom fields in the matters module - up to 16 string fields and 4 date fields - to store information associated with a matter that is unique to your account. These custom fields appear in matter detail pages around the middle of the page.

      When setup, these fields have identical functionality to the built-in fields. They can be added as columns to the main matters page and used in filters. They can also be imported and exported via CSV spreadsheets.

    • J

      New matter status?
      Matters Module • • joe_appcoll

      2
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      472
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      support_appcoll

      This can be done by reaching out to AppColl support.

    • J

      Is there a character limit on the matter notes field?
      Matters Module • • joe_appcoll

      2
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      support_appcoll

      The limit is 4000 characters.

    • J

      See who changed a matter?
      Matters Module • • joe_appcoll

      2
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      373
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      admin

      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

    • J

      Track communication with client
      General • • joe_appcoll

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      380
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      admin

      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.

    • J

      Page locked
      General Discussion • • joe_appcoll

      2
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      527
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      support_appcoll

      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.

    • J

      LEDES file
      Billing Module • • joe_appcoll

      2
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      389
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      admin

      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.

    • J

      Account name change
      General • account name • • joe_appcoll

      2
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      351
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      support_appcoll

      You would contact AppColl Support to implement this change.

    • J

      Task that generates for one country
      Tasks Module • task rules tasks country • • joe_appcoll

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      support_appcoll

      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

    • J

      Client login
      General Discussion • • joe_appcoll

      2
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      405
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      support_appcoll

      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

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