Hi Nicole,

The following should help.

https://support.appcoll.com/prior-art/cross-cite-prior-art-references

Specifically the section titled" Copy selected references from one matter to another"

Please let us know if this works.

@BrandonK6644 Thank you for the suggestion. We will pass this on to our engineering group for future consideration.

@BrandonK6644 Thank you for the suggestion. We will certainly pass this on to engineering for future consideration. Keep the ideas coming.

@GeorgeJ4336

You should be able to sync tasks without issue. When you look into the Sync settings, there will be an option to enable these, along with the ability to choose which fields you wish to copy over.

Also, you should be able to sync email notes as of Friday. Please let us know if you need further assistance.

Hi Amy - Each time a document is saved (with the same name) a revision is created. Since we do not provide for editing a document within AppColl, the document must be edited on your local PC/Mac and then uploaded back into AppColl. This will create a new revision. Under this scenario, users would never be editing the same document.

We hope this helps.

Hi George,

Thanks for the feedback. Adding the ability to calculate foreign exchange rates is a great idea. We will pass this on to engineering for their consideration.

@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!