After I update a matter from Espacenet, PAIR, or PEDS I sometimes get yellow triangles by certain matter fields. What do these mean?
Posts made by joe_appcoll
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What are the yellow triangles
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Client login
Can I allow my clients to login and see the status of only their matters?
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Task that generates for one country
Can I add a task that only is created for matters within a single country?
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Foreign law support
Is AppColl planning on supporting foreign law deadlines?
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Populate refs
How do I get all the refs for one of my matters? Manually inputting them would take forever.
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Store copy of email sent from AppColl
Can I store a copy of an email that I send from within AppColl?
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Billing items for matter
How do I see all billing items for a single matter?
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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?
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Page locked
When I go into a matter it says the page is locked. How do I fix this?
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Track communication with client
Is there a way to keep a history of the communications I have with my clients?
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Report help
How do I make a report to see all matters and their statuses for a particular client?
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See who changed a matter?
Can I see who changed a matter field and when they did it?
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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?
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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?
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Is there a character limit on the matter notes field?
Is there a character limit on the matter notes field?
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New matter status?
I would like to have a new matter status added to my account called "Draft". Is this possible?
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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
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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"?
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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.
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Review USPTO Communication tasks
What are these "Review USPTO Communication" tasks that I keep getting?