@JanisA1115
This is a good idea and something we have added as a new feature request with our engineering group. We will let you know when this has been implemented. An ETA is not know as of yet. Thanks.
@JanisA1115
This is a good idea and something we have added as a new feature request with our engineering group. We will let you know when this has been implemented. An ETA is not know as of yet. Thanks.
Hi Christian,
Currently, the solutions you mentioned are the only ways of doing so. However, we are working on a solution. We will certainly make this known once it's done.
@KimG5166 this is on our list of future projects. We will make an announcement when this has been added. We hope this helps.
Hi Christian and Sadiq - we understand what you're asking and will pass this on to engineering.
This has been added. Apologies for the delay. We hope this helps.
Thank you for pointing this out George. We will get this taken care of and let you know when done.
Hi Amy - Each time a document is saved (with the same name) a revision is created. Since we do not provide for editing a document within AppColl, the document must be edited on your local PC/Mac and then uploaded back into AppColl. This will create a new revision. Under this scenario, users would never be editing the same document.
We hope this helps.
This is great information. Adding multiple signatures per document is our highest priority for Signatures. We will let you know when this has been added.
Hi - we are actively working on the transition. We will make an announcement this week.
Yes, there is. You can use triggers for multiple task types that are all the same. So task 1 would trigger when some other action occurs. Task 2 would trigger from the exact same action as task 1 did. Same with tasks 3, 4, etc.
Hi Whitney, this would be the same idea as your other question. We can certainly walk you through this. He's an in-depth link on creating reminder tasks automatically. I hope this helps.
p.s. send an email to support@appcoll.com to get something scheduled.
Hi Whitney - Since follow-up reminders can be very customized to a customer's needs, we do not have default tasks or reminders. You can easily create follow-up reminder tasks and emails. Would you like someone from Support to reach out and have a call to discuss in detail?
p.s. send an email to support@appcoll.com to get something scheduled.
Hi Stephanie,
Do you have a Conflicts tab in your account? If so, hover over the tab and select the Add Keywords option. Does this help?
Hi Susan,
This might take some time as we have many projects ahead of this request. A hard date would be hard to nail down at this point.
HI Brandon,
Thank you for the great suggestion. We will certainly pass this on to our engineering team. We hope this helps
Hi Catherine,
This has been added to your account. We hope this helps.
Hi Rebecca,
This is a good idea and something we will fix in the near future. We will let you know when this has been done.
HI Rebecca,
We have added this to our list of items to address. We will certainly let you know when this has been added.
DOCX or RTF. Click here for more information.
https://support.appcoll.com/form-emails-and-letters/generate-form-letters-for-matters
Yes you certainly can. If you have a custom matter user field already added to your settings, you may also add it to the matter importing spreadsheet. The system should recognize that custom field and import the data from that column that is in your spreadsheet.