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    J
    • Profile
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    • Topics 39
    • Posts 56
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    Posts made by joe_appcoll

    • What are the yellow triangles

      After I update a matter from Espacenet, PAIR, or PEDS I sometimes get yellow triangles by certain matter fields. What do these mean?

      posted in Matters Module
      J
      joe_appcoll
    • How do I make an IDS

      Can I make IDSs in AppColl to upload to the USPTO?

      posted in Prior Art Module
      J
      joe_appcoll
    • Client login

      Can I allow my clients to login and see the status of only their matters?

      posted in General Discussion
      J
      joe_appcoll
    • Task that generates for one country

      Can I add a task that only is created for matters within a single country?

      posted in Tasks Module
      J
      joe_appcoll
    • Foreign law support

      Is AppColl planning on supporting foreign law deadlines?

      posted in Product Requests
      J
      joe_appcoll
    • Populate refs

      How do I get all the refs for one of my matters? Manually inputting them would take forever.

      posted in Prior Art Module
      J
      joe_appcoll
    • Account name change

      I need to change the name of my account. How do I do this?

      posted in General
      J
      joe_appcoll
    • Store copy of email sent from AppColl

      Can I store a copy of an email that I send from within AppColl?

      posted in Matters Module
      J
      joe_appcoll
    • Billing items for matter

      How do I see all billing items for a single matter?

      posted in Matters Module
      J
      joe_appcoll
    • LEDES file

      How can I make a LEDES file for a client that I can upload into their billing system? Do you support LEDES v2.0?

      posted in Billing Module
      J
      joe_appcoll
    • Contact creation date

      How do I find out when a contact was created?

      posted in Contacts Module
      J
      joe_appcoll
    • Page locked

      When I go into a matter it says the page is locked. How do I fix this?

      posted in General Discussion
      J
      joe_appcoll
    • Track communication with client

      Is there a way to keep a history of the communications I have with my clients?

      posted in General
      J
      joe_appcoll
    • Report help

      How do I make a report to see all matters and their statuses for a particular client?

      posted in Reports Module
      J
      joe_appcoll
    • See who changed a matter?

      Can I see who changed a matter field and when they did it?

      posted in Matters Module
      J
      joe_appcoll
    • Report now showing certain items

      My report of tasks is not showing certain deadlines. How do I change the filters that are applied to the deadlines for the report?

      posted in Reports Module
      J
      joe_appcoll
    • Matter Connections not updating

      I entered in some connections for a matter and the family on the left side of the screen didn't update. How can I get it to update?

      posted in Matters Module
      J
      joe_appcoll
    • UI Update

      I would like to see a prettier, more modern user interface

      posted in Product Requests
      J
      joe_appcoll
    • Is there a character limit on the matter notes field?

      Is there a character limit on the matter notes field?

      posted in Matters Module
      J
      joe_appcoll
    • New matter status?

      I would like to have a new matter status added to my account called "Draft". Is this possible?

      posted in Matters Module
      J
      joe_appcoll
    • Adding a new matter field

      How can I add a new matter field? I don't see it in the existing fields that AppColl provides

      posted in Matters Module
      J
      joe_appcoll
    • Too many tasks!

      I am getting too many tasks when I update my matter from PAIR. Is there a way to stop getting certain tasks that are not useful to me such as "Review USPTO Communication - OA EMAIL Email Notification"?

      posted in Tasks Module
      J
      joe_appcoll
    • Importing other columns in matter import template

      I would like to include other columns in my matter import that are not in the template you provided. Can I do this? I want to import the Examiner field.

      posted in Matters Module
      J
      joe_appcoll
    • Review USPTO Communication tasks

      What are these "Review USPTO Communication" tasks that I keep getting?

      posted in Tasks Module
      J
      joe_appcoll
    • RE: Is there an e-signature function available in PM?

      That would be cool

      posted in Product Requests
      J
      joe_appcoll
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