Posts made by 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.

This can be done by reaching out to AppColl support.

The limit is 4000 characters.

The below article includes a list of all form fields. If you have custom fields, you will want to make sure they are a single word such as "CustomField". You can then call that field name when generating form emails/letters or task notifications.

https://support.appcoll.com/community/list-of-all-available-fields-in-form-letters-and-emails

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.

Please see the following article which discusses this in detail.

https://support.appcoll.com/tasks/review-uspto-communication-tasks

At this time, there is not a way to prevent these types of tasks from generating. AppColl is comprehensive in that we want to alert you to all communications coming from Pair.

You can easily filter for all of these tasks from the Tasks Module and mark them as "not needed". See below. Please note: if you delete these tasks they will be recreated any time the matters is scraped from Pair or TSDR. As such, you will want to mark them as "not needed".

Yes you can. When creating a task type, you can select a trigger where you would state "While CountryCode contains nnn". See below.

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.

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

You would contact AppColl Support to implement this change.

They only have read access.

The data is "read only".

When Private Pair goes down, matter updates and document scraping from the PTO cannot be completed. However, this does not mean the updates and scrapes won't happen. AppColl continuously tries to update from Pair until it is back up and running.

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

When a page is locked, it means someone else is currently accessing the page. This is done to prevent two people from simultaneously editing the same page. There is an option shown by the page lock text to send an email to the person using the page. This option sends an email that someone else is trying to access the page.