Topics created by JasonP2345

@JasonP2345 Currently, this is not available. However, we are working on a new interface that would allow such a trigger. It's still a number of months out. We will keep you posted. Thanks for the suggestion.

@GeorgeJ4336 said in Add Form Generation and Attachment to E-mail Templates:

This would, for example, make preparing reporting messages easier, because relevant documents, or perhaps a superset of them, would already be attached to the draft reporting message AppColl generates.
Alternatively, the Edit Template UI could be augmented to include a similar checkbox, as mocked up below.

The ability to add a document associated with a task to an email would be absolutely amazing!

@JasonP2345 I would be glad to. I am a fairly experienced AppColl user and in-house at a tech company "shadow" docketing a portfolio prosecuted by multiple outside law firms.

jonah@probell.com

@mike_appcoll Thank you for doing Learning Series tutorials on often overlooked features. But please also always consider why often overlooked features are often overlooked. Perhaps some eventual user interface tweaks will result in fewer features being often overlooked.

Hi Jason,

Thank you for the suggestion. As a policy we don't automatically change the owner of tasks or automatically close tasks. We feel the potential for error is too great.