@gregg_appcoll And please support multiple documents per signature package. Thanks.

-George

@ChristianS9906

Thanks for the feedback. We are working on some updates and we'll take your suggestions under consideration. Keep the ideas coming.

@RichardT8744

Hi Richard - setting up periodic reports is the way to go for exporting data. This can be sent to your SFTP server, S3 buckets or traditional email.

You can also send data to our SFTP server, which we can upload into your account. You would need to reach out if this route is something you're considering.

We hope this helps.

@ChristianS9906 Thank you for the suggestion. We have passed this onto engineering for future consideration and will let you know if we have a plan for this. Thank you and keep the suggestions coming.

Thanks for the feedback. We hope to include the ability to filter task types by the end of the year.

@TPLA3794 I did create a few custom tasks. Because my practice is small (I'm semi-retired), I only created tasks that met my immediate needs rather than attempt to be fully general. But I'd be happy to share them with you, of course with the understanding that I take no responsibility for how you use them or for any errors that might be in them.

Drop me an email at richard@schafer-ip.com and I'll try to figure out a good way to share them.

@GeorgeJ4336 thank you for the suggestion. We will certainly pass this on the engineering.

Hi Mark,

These are all great suggestions - thanks! Your feedback has been sent to engineering. Some of the features, such as bulk editing are already in our project plans.

Keep the great input coming.

AppColl Support

@RichardS3059 Do you have form letters attached to automatically generated tasks that are triggered when an eOfficeAction is received?

@gregg_appcoll said in Additional Date and Text Fields on Task Level:

@KimG5166 this is on our list of future projects. We will make an announcement when this has been added. We hope this helps.

Any update on this @gregg_appcoll?

Hi Christian,

Good input - thank you. We will be releasing improvements to the way billing codes are handled later this year. The idea of descriptions based on billing code is interesting and we'll look into it.

Thanks.

Thanks for the suggestion, we will pass it along to the engineering team for consideration.

@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!

Hi Christian,

This is a good idea. We've passed it onto engineering for a future update.

@AlexandreP4784 Thank you for the input. We will pass this on to engineering for their consideration.

@AlexandreP4784 While this is not a standard status, we can certainly add it to your account. Please send an email to support@appcoll.com for this request.

@KozueL5421 We are working on fully integrating with EspaceNet which will speed things up and populate the requisite data. This is likely to happen by end of week. We hope this helps.

@RichardS3059 Hi Richard,
I 100% agree with you but, as you said, AppColl is 100% customizable on that matter, so we have created all the EPO-related tasks ourselves.
We looked at how the native tasks were set up in AppColl (usually a event triggering a task, with notifications associated) and replicated the process.
It was a bit of work, especially since we wanted to do it in the most efficient way, but it's working well.
Our patent workload is not massive (we're inhouse) so we create a new type of task each time we receive new type of communication from the EPO.

@BrandonK6644 Thanks for the input, we will pass this on to our engineering group for future consideration.

@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.