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    Posts made by admin

    • RE: Escape key to cancel

      @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.

      posted in Product Requests
      admin
      admin
    • RE: Discussion Edit/Delete Privileges

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

      posted in Product Requests
      admin
      admin
    • RE: Report Usage Stats

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

      posted in Product Requests
      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: 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
    • 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
    • RE: What is AppColl PM Plus?

      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.

      posted in General
      admin
      admin
    • RE: New matter folder

      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

      posted in Files Module
      admin
      admin
    • RE: LEDES file

      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.

      posted in Billing Module
      admin
      admin
    • RE: Track communication with client

      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.

      posted in General
      admin
      admin
    • RE: How do I add an additional login

      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.

      posted in General
      admin
      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: See who changed a matter?

      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

      posted in Matters Module
      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
    • RE: Invention Manager & Prosecution Manager work together?

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

      posted in General Discussion
      admin
      admin
    • RE: Is it possible to upload Foreign law task rules?

      It sure is.

      posted in Files
      admin
      admin
    • Contact Permissions

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

      posted in Contacts Module
      admin
      admin
    • Announcing AppColl Tandem!

      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.

      posted in Announcements
      admin
      admin
    • Is it possible to upload Foreign law task rules?

      Can I upload foreign law datasets to my account?

      posted in Files
      admin
      admin
    • Invention Manager & Prosecution Manager work together?

      Does IM and PM integrate with one another?

      posted in General Discussion
      admin
      admin
    • How do I get an AppColl Tandem Account?

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

      posted in AppColl Tandem
      admin
      admin
    • How do I turn on PAIR integration?

      Where do I go to turn on PAIR automation?

      posted in PAIR Automation
      admin
      admin
    • How granular of a search can the Conflicts Module perform?

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

      posted in Conflicts Module
      admin
      admin
    • Does the Files Module have a storage limit?

      What is the storage limit of the files module?

      posted in Files Module
      admin
      admin
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