We have added this as a formal feature request. The plan is to add another element to the list like "Form Letters" and "USPTO Forms" called "Recently Used Forms".

Best posts made by support_appcoll
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RE: Set "Favorite" form letters/customize form letter list
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RE: Custom Tasks
Currently, there is not a way to import custom task types. They would have to be created one-by-one within AppColl.
However, we are implementing the ability to import and export tasks type in an XML format. Look for details on this process in the coming months.
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RE: New field request: Contact.FirstOrNickname
Hi Sadiq,
We will add this as a form field called {Contact.NicknameOrFirst}. We chose Nickname first since that would be the field you would want pulled first.
Richard - the functionality you suggested is excellent and something we may pursue in the future.
We will let you know when this is done.
Thanks.
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RE: Escape key to cancel
The priority of this request has been elevated. We will let you know when this has been implemented.
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RE: New field: {Matter. InventorFirstNames}
Hi Sadiq,
We'll go ahead and add {Matter.InventorFirstNames} which does the commas and the "and". We'll post here when it's done.
Thanks,
AppColl Support
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RE: Make the Matter.Examiner field a Contact object, rather than a string
Hi Sadiq,
You can get part of this done using some special formatting codes.
For example, {Matter.Examiner(ToTitleCase)} would give you Joe Smith.
Converting to a contact is a good idea, we will look into it.
Thanks,
AppColl Support
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RE: Syntax for alternate field, when a first field is blank
Hi George and Sadiq,
Thank you for these suggestions. We have added this to our engineering list.
- AppColl Support
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RE: Is there a character limit on the matter notes field?
The limit is 4000 characters.
Latest posts made by support_appcoll
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RE: Email Addressee Improvements
Thanks for the feedback, Christian. We've forwarded your suggestions to our engineering team.
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RE: Reports Permission Level / Display Options
Hi Christian,
Interesting idea. We'll pass it onto engineering.
Thanks,
AppColl Support
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RE: New field: {Matter. InventorFirstNames}
Hi Sadiq,
We'll go ahead and add {Matter.InventorFirstNames} which does the commas and the "and". We'll post here when it's done.
Thanks,
AppColl Support
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RE: Account-Switch while retaining matter
Hi Christian,
Thanks for the feedback.
There are however, significant security issues with having multiple accounts active in one browser session, so it's unlikely we will be able to do this.
AppColl Support
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RE: Make the Matter.Examiner field a Contact object, rather than a string
Hi Sadiq,
You can get part of this done using some special formatting codes.
For example, {Matter.Examiner(ToTitleCase)} would give you Joe Smith.
Converting to a contact is a good idea, we will look into it.
Thanks,
AppColl Support
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RE: New field request: Contact.FirstOrNickname
Hi Sadiq,
This has been added. Please let us know how this works for you.
- AppColl Support
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RE: New field request: Contact.FirstOrNickname
Hi Sadiq,
We will add this as a form field called {Contact.NicknameOrFirst}. We chose Nickname first since that would be the field you would want pulled first.
Richard - the functionality you suggested is excellent and something we may pursue in the future.
We will let you know when this is done.
Thanks.
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RE: Fill in the Assignee type for the 3.73(c) statement
@MarkW5689 said in Fill in the Assignee type for the 3.73(c) statement:
3.73(c)
Hi Mark - this is a good suggestion. We have added this a formal change request by auto-populating the field with "Corporation" upon generation. Currently, we will leave the contact record alone. We hope this helps.
- AppColl Support
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RE: Madrid Trademark Applications Application Number
@MarkW5689 said in Madrid Trademark Applications Application Number:
LOST.001.WP1
Hi Mark - This is a good idea. We will add this as change request. We will let you know when this has been added. Currently, we do not have an ETA.
- AppColl Support
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RE: Augment "Attach Document or Form Letter" document chooser so it also lists prior art documents associated to the matter
Hi George - thank you for the suggestion. We will pass this on to our engineering group for consideration. We hope this helps.
- AppColl Support