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

    • J

      Slow Task Document Selection
      General Discussion • • joe_appcoll

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      No one has replied

    • J

      Billing Code Upgrade (December 2024)
      Billing Module • • joe_appcoll

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      141
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      No one has replied

    • J

      Improvements to Tandem/Account Syncing
      Product Requests • • joe_appcoll

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      J

      @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.

    • J

      Regenerating tasks
      Tasks Module • task types regen triggers • • joe_appcoll

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      218
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      support_appcoll

      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

    • J

      What is AppColl PM Plus?
      General • pm plus • • joe_appcoll

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      admin

      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.

    • J

      What is AppColl Tandem?
      AppColl Tandem • tandem • • joe_appcoll

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      206
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      admin

      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.

    • J

      What fields are available for form letters?
      Matters Module • matters form letters form filling • • joe_appcoll

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      GeorgeJ4336

      Also see this Forum thread for information about invoice fields.

    • J

      New matter folder
      Files Module • files matters prosecution manager • • joe_appcoll

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      216
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      admin

      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

    • J

      E-office actions and refs
      Matters Module • e-office refs prior art prosecution manager • • joe_appcoll

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    • J

      Different UTBMS task code
      Billing Module • utbms billing • • joe_appcoll

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      216
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      support_appcoll

      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.

    • J

      Recently closed tasks
      Tasks Module • tasks filter • • joe_appcoll

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      219
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      support_appcoll

      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

    • J

      How do I add an additional login
      General • new user login admin • • joe_appcoll

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      178
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      admin

      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.

    • J

      Mobile App
      Product Requests • • joe_appcoll

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      130
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      No one has replied

    • J

      Permissions
      Contacts Module • permissions users admin • • joe_appcoll

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      229
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      admin

      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.

    • J

      Syncing data between accounts
      Matters Module • sync • • joe_appcoll

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      143
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      No one has replied

    • J

      What are the yellow triangles
      Matters Module • matters prosecution manager pair espacenet peds epo import update • • joe_appcoll

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      267
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      admin

      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.

    • J

      How do I make an IDS
      Prior Art Module • ids prior art prosecution manager export • • joe_appcoll

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      320
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      JonahP1621

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

    • J

      Client login
      General Discussion • • joe_appcoll

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      212
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      support_appcoll

      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

    • J

      Task that generates for one country
      Tasks Module • task rules tasks country • • joe_appcoll

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      support_appcoll

      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

    • J

      Foreign law support
      Product Requests • • joe_appcoll

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      M

      @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.

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