Topics created by RichardS3059

Thanks for the feedback. We hope to include the ability to filter task types by the end of the year.

Thanks for the suggestion, we will pass it along to the engineering team for consideration.

@RichardS3059 Hi Richard,
I 100% agree with you but, as you said, AppColl is 100% customizable on that matter, so we have created all the EPO-related tasks ourselves.
We looked at how the native tasks were set up in AppColl (usually a event triggering a task, with notifications associated) and replicated the process.
It was a bit of work, especially since we wanted to do it in the most efficient way, but it's working well.
Our patent workload is not massive (we're inhouse) so we create a new type of task each time we receive new type of communication from the EPO.

@RichardS3059 thanks for the input. We will pass this on to engineering. Keep the ideas coming.

Gregg, yes it does. But I start from the Reports module, generate a report, then change it, I have to enter the report name in full, since the drop-down wasn't used.

Hi Richard - Unfortunately, we can't disclose future development plans at this time. Is there anything specific you're looking for?

Hi Richard,

Thank you for the suggestion. We will have recorded this with engineering and will let you know when this has been implemented.

@TPLA3794 I did create a few custom tasks. Because my practice is small (I'm semi-retired), I only created tasks that met my immediate needs rather than attempt to be fully general. But I'd be happy to share them with you, of course with the understanding that I take no responsibility for how you use them or for any errors that might be in them.

Drop me an email at richard@schafer-ip.com and I'll try to figure out a good way to share them.

Even better if I could upload a pdf file that is the AIA-82B form for the client and have AppColl generate the AIA-82A with the fillable fields with the signed 82B form (probably a scan - not a fillable pdf) appended to it ready to file after I signed it. It would need to be done on a client-by-client basis with a different 82B page for each client.

Thanks. I've done that.

This is a good idea. We have passed this on to our engineers. Thank you for the suggestion.