Topics created by SadiqA2304

@SadiqA2304 Good idea--to add onto this, it would be nice to be able to, on a per-client basis, specify the field(s) to use for "Attorney Docket Number" in USPTO forms.

For example, as you originally suggested, some clients might want their own docket number used.

However, our firm often uses both, e.g., "{Matter.AttorneyRef}/{Matter.ClientRef}"

It would be nice to be able to specify a client-specific field string to use when inserting Attorney Docket Number into USPTO forms. Ideally, it would not be limited to just the AttorneyRef and ClientRef fields, and would allow additional plaintext characters to be included (like "/") as separators.

Ideally, there would be two such fields available for each client--the primary one and a backup one that is used if the primary one would result in a text string that exceeds 25 characters in length (the longest docket number permitted by the USPTO). We've had instances where including both our own and our client's docket numbers have exceeded 25 characters, so having a shorter backup version would be useful.

If no client-specific field codes are provided, then it would simply default to AttorneyRef.

USPTO Differences would be changed to check to see if the USPTO Attorney Docket Number matches the text that would be generated from the client-specific field code(s) that are specified; if not, then flag it as needing review.

Hi Sadiq - thanks for the suggestion. We'll certainly look into this.

I agree. I currently use a separate spreadsheet for organizing oddball tasks. One of the main benefits of this spreadsheet over AppColl is the ability to color code the task entries so I can better view / absorb the task list. I'd love to have this ability in AppColl and get rid of this additional spreadsheet.

@RichardS3059 Do you have form letters attached to automatically generated tasks that are triggered when an eOfficeAction is received?

@AlexandreP4784 Thank you for the input. We will pass this on to engineering for their consideration.

@gregg_appcoll Thanks, I think it's working. I'm doing Examiner {Matter.Examiner(ToTitleCase, LastWord)} to change "Examiner John A SMITH" to "Examiner Smith".

@gregg_appcoll Thanks, looks like it's working. For Examiner names, I'm doing

{Matter.Examiner(ToTitleCase, AddPeriodToSingleCharacter)}

@mike_appcoll 😮

This is basically what I'm asking for actually

I'd suggest allowing the admin to select a default folder. For example, the default could be "WorkInProgress" everytime you want to upload a new document or create a form letter within a task.

@support_appcoll This helps for now. Hopefully in the near future it gets augmented into a full Contact object.

Hi Sadiq, no progress yet, but we will review priorities with engineering. Thanks.

@mike_appcoll nice

@joe_appcoll Nice, thanks

@RichardS3059 I like the idea - but I'm not optimistic that Appcoll will add new syntax when it would be easier for them to add a new field. On the user side of things, learning syntax is a similar amount of effort as looking up/remembering field names is similar effort, if not more effort imo.

Thanks. This is a great addition.

@SadiqA2304 Thanks. We will get this taken care of.