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    Posts made by 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
    • RE: Attach File Option on Email Template

      We might be able to do this if you're using AppColl to send the email. We will pass this onto engineering. Unfortunately, it would not be possible to do so if you're using Outlook/Gmail due to browser restrictions on the amount of data that can be sent to another email program.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Bulk Download e-OfficeAction Files for Specific Date Received

      Hi Kim,

      Thank you for the suggestion. We will pass your suggestion on to engineering for future consideration. Please keep the ideas coming.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Prior Art

      Hi Nicole,

      The following should help.

      https://support.appcoll.com/prior-art/cross-cite-prior-art-references

      Specifically the section titled" Copy selected references from one matter to another"

      Please let us know if this works.

      posted in Community Forum User Guide
      gregg_appcoll
      gregg_appcoll
    • RE: Client Specific Billing Item Generation

      @BrandonK6644 Thank you for the suggestion. We will pass this on to our engineering group for future consideration.

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

      @BrandonK6644 The first report maybe possible, we're looking into this and will get back to you.

      The second report is possible provided you have created a custom "File RCE" task type and close them as they are filed. Do you currently have this set up? Thanks.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Bulk Edit in Report Schedules

      @BrandonK6644 Thank you for the suggestion. We will certainly pass this on to engineering for future consideration. Keep the ideas coming.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Allow user to include tasks and/or e-mail notes in Tandem synch'ed accounts

      @GeorgeJ4336

      You should be able to sync tasks without issue. When you look into the Sync settings, there will be an option to enable these, along with the ability to choose which fields you wish to copy over.

      Also, you should be able to sync email notes as of Friday. Please let us know if you need further assistance.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: How do you manage version control of your documents?

      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.

      posted in Files
      gregg_appcoll
      gregg_appcoll
    • RE: Support API calls to foreign exchange rate calculator

      Hi George,

      Thanks for the feedback. Adding the ability to calculate foreign exchange rates is a great idea. We will pass this on to engineering for their consideration.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Signatures Module - Two suggestions

      @ChristianS9906

      Thanks for the feedback. We are working on some updates and we'll take your suggestions under consideration. Keep the ideas coming.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: API

      @RichardT8744

      Hi Richard - setting up periodic reports is the way to go for exporting data. This can be sent to your SFTP server, S3 buckets or traditional email.

      You can also send data to our SFTP server, which we can upload into your account. You would need to reach out if this route is something you're considering.

      We hope this helps.

      posted in Product Requests
      gregg_appcoll
      gregg_appcoll
    • RE: Announcing AppColl Signatures

      @GeorgeJ4336

      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.

      posted in Announcements
      gregg_appcoll
      gregg_appcoll
    • RE: Announcing AppColl Signatures

      @GeorgeJ4336 Hi George. Thank you for the feedback. How do you currently handle? Do you have inventor 1 sign and PDF back to you. Then have inventor 2 sign the same document inventor 1 signed and then PDF back the same document. And then on to the next, etc.?

      posted in Announcements
      gregg_appcoll
      gregg_appcoll
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