Hi Melissa - this is a good idea and something we will pass on to engineering. Keep the ideas coming.

@RichardS3059 thanks for the input. We will pass this on to engineering. Keep the ideas coming.

@GeorgeJ4336

Thank you for bringing this to our attention. We will pass this on to engineering for an update.

@MelissaT3398

Hi Melissa,

We added the ability to use the AttorneyRef as part of the email address for sending correspondence into a matter.

@Timothy Several people requested that syntax be added to enable conditional selection of field contents, such as when a first field is null. See the thread at https://forum.appcoll.com/topic/201/syntax-for-alternate-field-when-a-first-field-is-blank. I, for one, still would like to see such syntax added. For one thing, it would alleviate the need for one-off special fields, such as {Matter.ClientContact.NicknameOrFirst}, in that we users could program our own such fields.

Also see this thread (https://forum.appcoll.com/topic/204/add-calculations-if-then-logic-and-database-queries-to-template-fields?_=1704255780781) on a related topic.

@JasonP2345 Currently, this is not available. However, we are working on a new interface that would allow such a trigger. It's still a number of months out. We will keep you posted. Thanks for the suggestion.

@ChristianS2558 Thank you for your input. We will pass this on to engineering.

Hi Christian,

Thank you for the suggestion. We'll have to look into this and see what's involved for our developers. We hope this helps.

Hi Brandon, the way to handle this is through the "Affliated..." task filter. Click here. Hopefully this works for you. Thanks.

Thanks - good idea. We'll pass it on to engineering for review.

@gregg_appcoll Thanks, looks like it's working. For Examiner names, I'm doing

{Matter.Examiner(ToTitleCase, AddPeriodToSingleCharacter)}

@GeorgeJ4336 said in Add Form Generation and Attachment to E-mail Templates:

This would, for example, make preparing reporting messages easier, because relevant documents, or perhaps a superset of them, would already be attached to the draft reporting message AppColl generates.
Alternatively, the Edit Template UI could be augmented to include a similar checkbox, as mocked up below.

The ability to add a document associated with a task to an email would be absolutely amazing!

I'd suggest allowing the admin to select a default folder. For example, the default could be "WorkInProgress" everytime you want to upload a new document or create a form letter within a task.

@SadiqA2304 Thanks. We will get this taken care of.

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

@GeorgeJ4336 Yes, I've been following 2 blogs you mentioned, and I've also posted in eCommerce modernization Ideascale to report to PTO about broken XML files among others. I really hope PTO won't be shutting down EFS-Web and Private Pair on the 15th!

https://uspto-emod.ideascale.com/a/index