Topics created by joe_appcoll

@ChristianS9906 That takes care of one part. The UI is always a large part of any project. We also have to notify account admins when sync changes have been made so that they can review the changes. Other side effects that I haven't predicted have to be considered as well.

Yes there is. There is a regenerate tasks button available. See below for a video covering this process.

https://support.appcoll.com/tasks/regenerate-tasks-w-video

https://support.appcoll.com/general-information/appcoll-pm-plus-features-overview?from_search=86967555

AppColl PM Plus is an upgraded product tier that offers users an increased level of automation and functionality.

https://support.appcoll.com/general-information/tandem-account-overview?from_search=86967705

An AppColl Tandem account is an effective and secure way for IP firms using AppColl PM Plus to provide clients with a controlled copy of their own IP portfolio information.

Also see this Forum thread for information about invoice fields.

https://support.appcoll.com/files/change-the-default-matter-folders?from_search=86966576

AppColl automatically creates a sub folder for each new matter created in AppColl. The sub folder, named after the AttorneyRef, is placed under the client folder. Each matter folder has four default sub-folders named:

-AsFiled
-ClientCorrespondence
-OfficialCorrespondence
-WorkinProgress

You have the ability to add custom UTBMS codes to a billing item. Currently, there is not a way to save them for re-use. They would have to be manually added for each billing item.

You can easily see closed tasks from the Tasks Module. In the lower left corner (under the Change View section) you will see a drop down as shown below. Select the All Completed option.

774ddff1-0839-4b54-ac6b-6828ae466fa7-image.png

https://support.appcoll.com/contacts/enable-and-disable-logins?from_search=86964903

Enabling and Disabling logins are fully controlled by an administrator of your account. From the Contacts Module, you can enable/disable a login with the click of a button.

https://support.appcoll.com/contacts/change-user-permissions-and-restrict-access?from_search=87333715

Account Administrators can change permissions for any contacts in their account. Please Note: Account admins have access to everything, so their permissions cannot be altered.

In order to change a user's permissions, open their contact record and click the "Permissions" button on the left.

https://support.appcoll.com/matters/yellow-triangles-next-to-matter-fields?from_search=87333613

AppColl displays a yellow triangle next to any field in Matter Detail pages when a discrepancy exists between the information stored in AppColl and the information AppColl received from one of Private Pair (via XML files), EspaceNet or TSDR.

https://support.appcoll.com/prior-art

Yes. There is a product called AppColl Tandem that allows for your client to have their own AppColl account (free of charge for AppColl PM Plus users). The Tandem account give them access to whatever data you wish.

See here for more information.
https://support.appcoll.com/general-information/tandem-account-overview

Yes you can. When creating a task type, you can select a trigger where you would state "While CountryCode contains nnn". See below.

478fc84d-5a46-43af-bb40-3be58291e636-image.png

@RichardS3059 I second IP Manager (ugh). I too managed a medium sized law firm docketing group and while the updates were nice, the firm's portfolio was made up of a mixture of foreign and US. As you said, the effort to keep those rules current if quite a commitment. One thing we appreciate about AppColl is the affordability. I think by not having foreign rules certainly helps with keeping costs low.