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    • P

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

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      No one has replied

    • S

      Set task background color based on TaskStatus
      Product Requests • • SadiqA2304

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      P

      I agree. I currently use a separate spreadsheet for organizing oddball tasks. One of the main benefits of this spreadsheet over AppColl is the ability to color code the task entries so I can better view / absorb the task list. I'd love to have this ability in AppColl and get rid of this additional spreadsheet.

    • B

      Task-Specific Background Color
      Product Requests • • BrandonK6644

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      S

      @BrandonK6644 Whoops, loos like I had the same idea, but a few weeks later https://forum.appcoll.com/topic/343/set-task-background-color-based-on-taskstatus?_=1748361445416

    • W

      Best Practices - Adding 'Reminder' tasks for deadlines
      Tasks Module • • WhitneyH9689

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      gregg_appcoll

      Hi Whitney, this would be the same idea as your other question. We can certainly walk you through this. He's an in-depth link on creating reminder tasks automatically. I hope this helps.

      p.s. send an email to support@appcoll.com to get something scheduled.

    • W

      Best Practices - Follow-Ups
      Tasks Module • • WhitneyH9689

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      gregg_appcoll

      Hi Whitney - Since follow-up reminders can be very customized to a customer's needs, we do not have default tasks or reminders. You can easily create follow-up reminder tasks and emails. Would you like someone from Support to reach out and have a call to discuss in detail?

      p.s. send an email to support@appcoll.com to get something scheduled.

    • J

      How would one create a "Notify USPTO of Foreign Filing" task that will generate for a US patent application with a Non-Publication Request filed AND a foreign application is filed that claims priority to that US application?
      Tasks Module • • JessamyN2308

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      J

      @RichardS3059 I have a follow-up question about this topic. Is there a way for the ReferenceDate of the "Request non-pub rescission" task to be the filing date of the non-US application? The task I created uses the US application filing date instead of the non-US application filing date as the reference date.
      74dcf24e-3975-4f6c-ab8d-0e245fbcfffc-image.png

    • S

      Adding new keywords?
      General Discussion • • StephanieD2107

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      gregg_appcoll

      @StephanieD2107

      Hi Stephanie,

      Do you have a Conflicts tab in your account? If so, hover over the tab and select the Add Keywords option. Does this help?

    • R

      Static timer screen
      Product Requests • • RebeccaS4799

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      gregg_appcoll

      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.

    • C

      Matter Status "Abandonment Pending"
      Product Requests • • CatherineVH9536 0

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      gregg_appcoll

      Hi Catherine,

      This has been added to your account. We hope this helps.

    • R

      Option to not show completed tasks in timer view
      Product Requests • • RebeccaS4799

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      gregg_appcoll

      HI Rebecca,

      We have added this to our list of items to address. We will certainly let you know when this has been added.

    • M

      File types for custom form letters
      Matters Module • • maggie_appcoll

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      103
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      gregg_appcoll

      DOCX or RTF. Click here for more information.

      https://support.appcoll.com/form-emails-and-letters/generate-form-letters-for-matters

    • M

      Can we import custom information using the matter importing spreadsheet?
      Matters Module • • maggie_appcoll

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      gregg_appcoll

      Yes you certainly can. If you have a custom matter user field already added to your settings, you may also add it to the matter importing spreadsheet. The system should recognize that custom field and import the data from that column that is in your spreadsheet.

    • ChristianS9906

      Browser email editor should not modify email templates
      Product Requests • • ChristianS9906

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      gregg_appcoll

      Hi Christian - we'll look into making this an option. Thanks for the suggestion.

    • C

      ADS Continuity Type in PCT Families
      Product Requests • • CatherineVH9536 0

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      gregg_appcoll

      Hi Katherine - we are aware of this and have it as a project to fix. In the meantime, you would still need to make manual changes. We hope this helps.

    • ChristianS9906

      Power of Attorney Field
      Product Requests • • ChristianS9906

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      gregg_appcoll

      @ChristianS9906 Thank you for the great suggestion. We will pass this on to engineering.

    • 1.AaronH9792

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

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      gregg_appcoll

      @1-AaronH9792

      Yes this will work.

    • ChristianS9906

      Now that we have an EBD field, we need to be able to reference it as Response Date for task scheduling
      Product Requests • • ChristianS9906

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      gregg_appcoll

      Hi Bruce and Christian - The EarliestBenefitDateEdited was not meant to be included in task triggers. This will removed. It's an internal field we use to know whether an EBD has been manually edited by the user.

      If another connection is added to a matter, we will automatically recalc the EBD, for the current matter as well as each matter in the family (assuming a change is needed). I hope this helps.

    • C

      IDS Reference Count
      Product Requests • • CatherineVH9536 0

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      gregg_appcoll

      @CatherineVH9536-0

      Hi Catherine. It looks like the new SB08a form resets the numbering for each category. And not a continuous number all the way through each category. We wouldn't be able to change this since the form forces the cite number. We hope this helps.

    • B

      Count of Office Actions and RCE
      Product Requests • • BrandonK6644

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      gregg_appcoll

      @BrandonK6644 We worked in depth with our developers on this today. Unfortunately, there is not a way to make this work within the current reporting capabilities of AppColl.

      Apologies for the delay.

    • ChristianS9906

      Ability to specify whether USPTO e-Office Action tasks default to Transient Events
      Product Requests • • ChristianS9906

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      gregg_appcoll

      @BrandonK6644

      So sorry for the delay. We have increased the priority on this one. We will announce when this has been done.

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