Posts made by admin

@JonahP1621 We have implemented the Escape to cancel feature Any time a popup appears, you can click the Escape key to close the popup. We hope this helps.

@ChristianS9906 Thanks for the "reminder" --Discussions are a current project at the moment; we should be able to address this soon.

@ChristianS9906 Thanks for the suggestions; we've added them to our feature request list for prioritization.

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.

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.

https://support.appcoll.com/general-information/appcoll-pm-plus-features-overview?from_search=86967555

AppColl PM Plus is an upgraded product tier that offers users an increased level of automation and functionality.

https://support.appcoll.com/files/change-the-default-matter-folders?from_search=86966576

AppColl automatically creates a sub folder for each new matter created in AppColl. The sub folder, named after the AttorneyRef, is placed under the client folder. Each matter folder has four default sub-folders named:

-AsFiled
-ClientCorrespondence
-OfficialCorrespondence
-WorkinProgress

https://support.appcoll.com/billing/generate-ledes-files-1998b-and-20?from_search=86965916

AppColl automatically generates both LEDES 1998B and 2.0 invoices every time an invoice is saved. Please note: LEDES invoices require a Tax ID number (which can be added to your law firm contact record) and an explicit Start Date in the invoice. In other words, the Start Date field in the invoice cannot be blank.

https://support.appcoll.com/matters/email-conversations-tab?from_search=86965089

Available for AppColl PM Plus, the Conversations Tab allows another view for the emails that are sent into AppColl for a particular matter. Now when an email comes to a Matter's Intake email, AppColl will display the message on the Conversations Tab in a similar way as your email inbox. With this feature, you can easily download attachments, view, and reply to messages sent to the Intake address for that matter.

https://support.appcoll.com/contacts/enable-and-disable-logins?from_search=86964903

Enabling and Disabling logins are fully controlled by an administrator of your account. From the Contacts Module, you can enable/disable a login with the click of a button.

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.

For most item details pages, there is a "Show History" link in the upper right corner. Clicking the link opens a vertical pane on the right side of the screen showing all the history for that specific item.

https://support.appcoll.com/general-information/show-item-activity-history?from_search=86960832

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

Yes, Invention Manager and Prosecution Manager integrate perfectly with one another. Integrating both products gives full view of all IP from start to finish.

It sure is.

Is there a way to control what each user can see in the system?

An AppColl Tandem account is a no-cost, secure way to provide corporate clients access to their own #intellectualproperty portfolio information.

Call it "Client Self Service".

For Counsel with Corporate Clients.

Can I upload foreign law datasets to my account?

Does IM and PM integrate with one another?

I'd like an AppColl Tandem Account. How do I get one?

Where do I go to turn on PAIR automation?

Interested to know how deep of a search I can do in the Conflicts Module?

What is the storage limit of the files module?