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    Posts made by gregg_appcoll

    • RE: IDS Reference Count

      @CatherineVH9536-0

      Hi Catherine. It looks like the new SB08a form resets the numbering for each category. And not a continuous number all the way through each category. We wouldn't be able to change this since the form forces the cite number. We hope this helps.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: IDS Reference Count

      @CatherineVH9536-0

      Hi Catherine. We'll have to look further into this. I was under the impression you're supposed to restart the count for each section.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Count of Office Actions and RCE

      @BrandonK6644 We worked in depth with our developers on this today. Unfortunately, there is not a way to make this work within the current reporting capabilities of AppColl.

      Apologies for the delay.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Now that we have an EBD field, we need to be able to reference it as Response Date for task scheduling

      Hello all. This has been added. Thanks.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: IDS Reference Count

      @CatherineVH9536-0

      We should already be doing this. See below. Do you have any SB08a where this is not happening?

      a00b408e-e185-478f-aa8d-20620a159cd8-image.png

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Ability to specify whether USPTO e-Office Action tasks default to Transient Events

      @BrandonK6644

      So sorry for the delay. We have increased the priority on this one. We will announce when this has been done.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Now that we have an EBD field, we need to be able to reference it as Response Date for task scheduling

      We will allow for the EBD field as a triggering event and the ability to select it in the Response Date drop-down for task types.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: New USPTO IDS fees

      @MelissaT3398 The new form was pushed out yesterday from the PTO. We should have it in AppColl by tomorrow. I hope this helps.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: New calculated field suggestion - EBD

      @ChristianS9906

      We're working on populating this date in the next day or so. Thanks for your understanding.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: New calculated field suggestion - EBD

      Bruce and Christian,

      Official Filing Date is not auto-populated. It is a manual entry field.

      The EBD is being deployed in the next day or so. I will add back to this thread. Thanks for the patience.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Improved add columns interface

      @ChristianS9906 Great. Thanks for the feedback.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Improved add columns interface

      @ChristianS9906

      This has been added. Apologies for the delay. We hope this helps.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Improved add columns interface

      @ChristianS9906

      Hi Christian - so sorry for the delay. We have been swamped with other projects. This should be added within a month.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: New USPTO IDS fees

      Hi Benjamin - we are awaiting the new form to be released so we can begin work on this. We will make an announcement when this has been implemented. We hope this helps.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: New calculated field suggestion - EBD

      @JudithS7838

      Yes this will be done by year-end.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: New calculated field suggestion - EBD

      @ChristianS9906 Got it. I will add this as a new feature request.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: New calculated field suggestion - EBD

      Hi Christian,

      We can probably do this with the assumption that priority claims are made based on 35 USC 119. Just so I am crystal clear, we would put the EBD as the earliest filed application whether it's provisional or not? Or ignore the provisional's filing date?

      Gregg

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Copy Button for Application Number

      Thanks for the suggestion. We will certainly pass this on to engineering.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Priority Date ... why can it be different from filing date?

      The reason may have been to stop generating a number of tasks when the priority date changes. This allows you to manually edit what you need.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Invoice Discounts - please add $ amount option

      @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.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Improved add columns interface

      @ChristianS9906 - Sorry for the delay. We bumped the priority of this so it should get done much quicker. I don't have an exact ETA on this. I hope this helps.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Put correct "Items through" date in bills

      HI George - only the payments and retainer sections should show 10-03-24. The reason why is that we will allow payments to be pulled into the invoice up to the date it's resaved. The idea being, if a customer made a partial payment on Oct-01, we want to include that if the invoice was regenerated on the 3rd.

      With that being said, we will add some text that says Payment and Retainers through October 3, 2024. We hope this helps.

      posted in Billing Module
      gregg_appcoll
      gregg_appcoll
    • RE: {Matter.FirstInventorAsFiled}

      @AccountingA3700

      We have added this as a formal new feature request. We will let you know when this has been added.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Alternate form letter field if original field is blank?

      Hi Leslie,

      We're working with engineering to see if this is possible. We will get back to you soon. Thanks.

      • AppColl Support
      posted in Files Module
      gregg_appcoll
      gregg_appcoll
    • RE: Is there a way to have AppColl trigger all the tasks in a workflow at once?

      @amy_appcoll

      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.

      posted in Tasks Module
      gregg_appcoll
      gregg_appcoll
    • RE: Import refs from Patent Center rather than Espacenet

      @NicoleA5248

      We evaluated this and came to the conclusion that the data in Patent Center was incomplete and some times invalid. As such, we still rely on eSpaceNet which has cleaner data at this time.

      We will look at this again down the road to se if things have gotten better.

      posted in Prior Art Module
      gregg_appcoll
      gregg_appcoll
    • RE: Create "Landscape" Custom Reports

      @KimG5166

      Thank you for the suggestion. We will look into adding an option to choose between the two. We hope this helps.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Count of Office Actions and RCE

      @BrandonK6644 Let me get back to you on this.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Count of Office Actions and RCE

      @BrandonK6644 The following query should work for your first question. Please let us know if you have questions.

      f35585df-e0e0-4bc9-8ea5-39ae0b77ad6d-image.png

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: PatentTermAdjustment is not an available filter option

      We will certainly get this added Christian. Thanks for letting us know.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
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