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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.

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

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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/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.

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!

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