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.

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

@ChristianS9906 Thank you for the suggestion. We will certainly pass this on to engineering for consideration.

@gregg_appcoll Thanks, Gregg.
-George

@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".

Hi Angela,

This should help. While it's not automatic, it will allow you to make these changes whenever you change the personnel of matters. Thanks.

00f505cc-eea2-47a3-b960-eb9a11841ef8-image.png

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.

@gregg_appcoll Perfect! Thanks.

I can now automatically address e-mail correspondence to examiners, such as to request interviews. In the "To" field, I put:

{Matter.Examiner} <{Matter.Examiner(FirstWord)}.{Matter.Examiner(LastWord ToTitleCase)}@USPTO.gov>

and in the salutation, I put:

Dear Examiner {Matter.Examiner(LastWord ToTitleCase)}:

-George

@gregg_appcoll This is great. I added the email to the default comment to those tasks and it works great.

@mike_appcoll 😮

This is basically what I'm asking for actually

Thanks for the input. As this stage it would be very difficult to change the name of a column as all of our users are familiar with the current name. We would need to have a mechanism that allows it to be changed just for your account, which is complex.

Thanks for the ideas - very interesting. We'll pass it onto engineering for consideration.

AppColl Support

Hi Mark,

Thank you for the feedback. This is an interesting idea and something we will pass on to engineering for consideration.

-AppColl Support

Thank you for the input. These are good ideas. We will pass this onto engineering for consideration.

@ChristianS9906 We have elevated the priority and will discuss at our next engineering projects review.

Hi George, we understand what you're saying and will look into it.

Thanks.

@gregg_appcoll That sounds good.