AppColl Logo
    • Register
    • Login
    • Search
    • Recent
    • Tags
    • Popular
    • Groups
    1. Home
    2. admin
    • Profile
    • Following 0
    • Followers 0
    • Topics 14
    • Posts 33
    • Best 6
    • Controversial 1
    • Groups 4

    admin

    @admin

    7
    Reputation
    6
    Profile views
    33
    Posts
    0
    Followers
    0
    Following
    Joined Last Online

    admin Unfollow Follow
    Solo Practitioners Corporations Law Firms Global Moderator

    Best posts made by admin

    • RE: Adding a new matter field

      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.

      posted in Matters Module
      admin
      admin
    • RE: What are the yellow triangles

      https://support.appcoll.com/matters/yellow-triangles-next-to-matter-fields?from_search=87333613

      AppColl displays a yellow triangle next to any field in Matter Detail pages when a discrepancy exists between the information stored in AppColl and the information AppColl received from one of Private Pair (via XML files), EspaceNet or TSDR.

      posted in Matters Module
      admin
      admin
    • RE: Unlimited Number Of Custom Date Fields

      Thank you for the request Brandon.

      The speed with which we implement new features depends on several factors:

      The number of customers requesting the feature. Obviously more requests elevates the priority.
      The complexity of the feature, particularly if it requires a user interface change. We strive to keep AppColl easy-to-use - keeping the UI simple and uncluttered is a big part of that.
      The generality of the request. Is this something all AppColl users would find useful or just a few?
      We've recorded your suggestion and we will let you know if and when we have a schedule for implementation.

      We very much appreciate you taking the time to send us thoughts about how to improve AppColl. Keep the ideas coming!

      posted in Product Requests
      admin
      admin
    • RE: New matter type: TM Opposition

      @RichardS3059 Our Support team will create a custom matter type for your account - please open a ticket with that request.

      posted in Product Requests
      admin
      admin
    • RE: .docx Form Letter templates

      Hi there-
      You can create form letter templates using .DOCX. You have the ability to create them in .docx or .rtf.

      https://support.appcoll.com/form-emails-and-letters/generate-form-letters-for-matters?from_search=89368330

      posted in Product Requests
      admin
      admin
    • RE: What is AppColl Tandem?

      https://support.appcoll.com/general-information/tandem-account-overview?from_search=86967705

      An AppColl Tandem account is an effective and secure way for IP firms using AppColl PM Plus to provide clients with a controlled copy of their own IP portfolio information.

      posted in AppColl Tandem
      admin
      admin
    • RE: How do I upload foreign Law datasets to my account?

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

      posted in Files
      admin
      admin

    Latest posts made by admin

    • RE: Unlimited Number Of Custom Date Fields

      Thank you for the request Brandon.

      The speed with which we implement new features depends on several factors:

      The number of customers requesting the feature. Obviously more requests elevates the priority.
      The complexity of the feature, particularly if it requires a user interface change. We strive to keep AppColl easy-to-use - keeping the UI simple and uncluttered is a big part of that.
      The generality of the request. Is this something all AppColl users would find useful or just a few?
      We've recorded your suggestion and we will let you know if and when we have a schedule for implementation.

      We very much appreciate you taking the time to send us thoughts about how to improve AppColl. Keep the ideas coming!

      posted in Product Requests
      admin
      admin
    • RE: New matter type: TM Opposition

      @RichardS3059 Our Support team will create a custom matter type for your account - please open a ticket with that request.

      posted in Product Requests
      admin
      admin
    • RE: .docx Form Letter templates

      Hi there-
      You can create form letter templates using .DOCX. You have the ability to create them in .docx or .rtf.

      https://support.appcoll.com/form-emails-and-letters/generate-form-letters-for-matters?from_search=89368330

      posted in Product Requests
      admin
      admin
    • RE: Contacts Sorted by Last Name

      @sbelliveau-mcr-ip-com Thank you for the additional info. We will have our Engineering team take a look at this.

      posted in Product Requests
      admin
      admin
    • RE: Any new webinars coming up?

      Here is a list of webinars coming up in the next few weeks:

      Upcoming Webinars:

      New User Training - Every Tuesday at 9am PST / 12pm EST
      Prior Art and IDS Generation 101 - Tuesday, May 17th at 11am PST/2pm EST
      Task Type Customization - Thursday, May 19th at 11am PST/2pm EST
      Billing and Invoice Generation - Tuesday, May 24th at 11am PST/2pm EST
      Sending emails through AppColl - Thursday, May 26th at 11am PST/2pm EST

      If you can't make the scheduled time, no problem! We record all webinars so you can view them at any time.

      To Register-
      https://support.appcoll.com/general-information/webinar-schedule

      posted in Comments
      admin
      admin
    • How do I set up Forum notifications?

      In the upper right-hand corner of the Forum, click on your profile picture. There will be a "settings" option in the drop down. From there, you will find a section called "notifications" where you can choose how you would like to receive notifications (None, Notification Only, Email Only, Both).

      notifications setting dual screen.jpg

      posted in Community Forum User Guide
      admin
      admin
    • Welcome to the Community Forum!

      Watch Forum Tutorial

      The AppColl Community Forum is intended to give AppColl users an opportunity to share information on related topics that are of interest. It is a means by which those who are interested can participate further by asking questions, providing more personal and in-depth answers, sharing best practices, share files, discuss topics and more.

      Each AppColl user must agree to our Forum Service Agreement before participation. We hope the Forum gives our users another outlet to get the information they need.

      posted in Community Forum User Guide
      admin
      admin
    • RE: Permissions

      https://support.appcoll.com/contacts/change-user-permissions-and-restrict-access?from_search=87333715

      Account Administrators can change permissions for any contacts in their account. Please Note: Account admins have access to everything, so their permissions cannot be altered.

      In order to change a user's permissions, open their contact record and click the "Permissions" button on the left.

      posted in Contacts Module
      admin
      admin
    • RE: What are the yellow triangles

      https://support.appcoll.com/matters/yellow-triangles-next-to-matter-fields?from_search=87333613

      AppColl displays a yellow triangle next to any field in Matter Detail pages when a discrepancy exists between the information stored in AppColl and the information AppColl received from one of Private Pair (via XML files), EspaceNet or TSDR.

      posted in Matters Module
      admin
      admin
    • RE: What is AppColl Tandem?

      https://support.appcoll.com/general-information/tandem-account-overview?from_search=86967705

      An AppColl Tandem account is an effective and secure way for IP firms using AppColl PM Plus to provide clients with a controlled copy of their own IP portfolio information.

      posted in AppColl Tandem
      admin
      admin