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.

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.

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!

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

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

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.

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

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!

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

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

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

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

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).

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.

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.

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.

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.