Posts made by mike_appcoll

Advanced Billing & Invoicing Webinars:

Part 1-
https://www.youtube.com/watch?v=hIVs_6KMDPI

Part 2-
https://youtu.be/wAeu3DvD2T0

We're thrilled to unveil an exciting addition to the AppColl family:
The Signatures Module!
Say goodbye to the hassle of manual document signing processes. AppColl's Signatures module is here to revolutionize how you manage signatures for essential documents within your IP management processes.
Designed with efficiency and ease-of-use in mind, our Signatures module streamlines the entire signature collection process. Whether it's inventor assignments, declarations, or client engagement letters, AppColl has you covered.

Key features of our Signatures module include:

• Automated Signature Requests: Say farewell to chasing signatures. With AppColl, sending out documents for signature is a breeze. Our automated system handles the entire process, from initiation to completion.
• Friendly Reminders: No more worrying about missed signatures. AppColl ensures that recipients are gently reminded of pending signature requests, ensuring timely completion without the need for manual follow-ups.
• Seamless Storage: Keep your documents organized and secure. AppColl seamlessly stores signed documents, making retrieval and management a hassle-free experience.

The Signatures Module is part of AppColl PM Plus. All PM Plus users will get this module by default.

https://support.appcoll.com/signatures

AppColl has transitioned to Patent Center as of Nov 6. In conjunction with the retiring of Private PAIR, AppColl has completely migrated to using Patent Center for data retrieval and document downloads.

Our Learning Center is dedicated to mastering the intricacies of our state-of-the-art docketing and intellectual property management software. Whether you’re a law firm or an innovation-driven enterprise, we've got the tools and resources to take your proficiency to the next level.

General Info:
https://support.appcoll.com/general-information/appcoll-learning-center-navigation

Sign-Up:
https://www.appcoll.com/learning-center/

@SadiqA2304 In the meantime- please remember the quick access icons available on the matter details page directly above those tabs. The first icon will take you directly to all files associated with that case.

@SadiqA2304 We have implemented the Escape to cancel feature which has been suggested a few time. Any time a popup appears, you can click the Escape key to close the popup. We hope this helps.

@SadiqA2304 Hi there- We released a bunch yesterday. As always, we are constantly upgrading the system and throughly beta testing everything we design.

https://support.appcoll.com/new-features-march-2023

@ChristianS9906 We have a bunch of items in production and rollout will be soon. Many new features on the way.

@jonah-soundhound-com Hi Jonah, we actually did a "Learning Series" on those specific icons. We try to highlight often overlooked features weekly.

I have passed his request on to ENG, but in the meantime one can find published matters via Google Patents in the "Abstract-Image-Claim" Tab

As of now, you would need to use two contact records for this.

Hi-

That checkbox is a courtesy reminder to yourself... if you need a foreign file.
Sort of like an application off the present application.

Hi Sadiq-

We have released many new features. Last new features release was end of August-

https://support.appcoll.com/general-information/new-features-august-2022?from_search=102447265

We will be releasing a new batch of features this month. Please stay tuned for those.

@KellyW6719 Hi Kelly-
You can find support tickets listed under the "?" icon in the upper right hand side of your account. Select "Send Comment/Question"

AppColl triggers 1st, 2nd and Final maintenance fee deadlines for US matters when and issue date is filled in the matter field...if you want other reminders you can add those task types so they auto trigger when the issue date is filled.

Also, want to mention we offer new user training every Tuesday at 9am PST / 12pm EST

https://register.gotowebinar.com/rt/119119313406013709

You can also submit a support ticket and one of our support members can walk you through this further if you'd like.

@AnnM9156 You can create template emails with attachments, or even attach documents for certain task types.

https://support.appcoll.com/tasks/manage-email-notifications-associated-with-task-types

If you would like to set up a meeting with our support group, they can show you how to do this quite easily.

AppColl COO Jeff Cashen among Top 17 COO's in the California IP Legal Space.

https://lnkd.in/gEjXkD9Z

Hi Bruce-
We kind of do both. In the left margin, you can select only Open tasks, just as you ask. To see and manipulate just open tasks for that matter, you can click the checkmark icon at the top.

You can sort by multiple columns.

Lets say you want to filter on Country and then AttorneyRef. I believe you would first filter on AttorneyRef and then Country. You can add as many filters as you want. Basically, you would sort backwards. The columns won't indicate that they are still within the sort. Only the final selection will be indicated. Hope that makes sense??

Hi there.

Unfortunately, the 2K cannot be changed. This is a browser flaw, not an AppColl limitation.

Hi George- you actually can attach form letters to a task. Please see the support article.

https://support.appcoll.com/form-emails-and-letters/attach-form-letters-to-a-task-w-video

AppColl CEO Tim Southgate recognized as a Top CEO in the Intellectual Property Space.

https://ceo.br.media/meet-united-statess-57-top-ceos-in.../

Hi Christian,

Thanks for the requests. A, B and C are currently in the works.

Yes - patent committee members can reset the status so the inventors can edit

Hi-

You would just need to filter on all tasks containing "Maintenance" or "Annuity".

Here is a support article explaining:
https://support.appcoll.com/getting-started/searching-and-filtering-your-data

Introducing AppColl Themes

AppColl Themes is a new feature allowing users to choose different “skins” for their account. In addition to AppColl Classic, we now offer “Modern”, “Dark” and “Solarized”.

To access Themes: Click on your profile icon, and choose “Profile”. Themes will then be located on the left side margin.

Which will you choose?
Watch Video

You can sort by last name. From the main screen in the Contacts module, click on the "column" link in the upper right-hand corner. From there, choose the field "Last" from the list of available fields on the left, and then make that the first option in the list order displayed on the right. That will allow you to sort by last name. Hope this helps!?!

Thanks for the posting...we are working on a way to generate recurring tasks that will likely be available later this year