Hi Whitney, this would be the same idea as your other question. We can certainly walk you through this. He's an in-depth link on creating reminder tasks automatically. I hope this helps.

p.s. send an email to support@appcoll.com to get something scheduled.

Hi Whitney - Since follow-up reminders can be very customized to a customer's needs, we do not have default tasks or reminders. You can easily create follow-up reminder tasks and emails. Would you like someone from Support to reach out and have a call to discuss in detail?

p.s. send an email to support@appcoll.com to get something scheduled.

@RichardS3059 I have a follow-up question about this topic. Is there a way for the ReferenceDate of the "Request non-pub rescission" task to be the filing date of the non-US application? The task I created uses the US application filing date instead of the non-US application filing date as the reference date.
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@StephanieD2107

Hi Stephanie,

Do you have a Conflicts tab in your account? If so, hover over the tab and select the Add Keywords option. Does this help?

Hi Susan,

This might take some time as we have many projects ahead of this request. A hard date would be hard to nail down at this point.

HI Brandon,

Thank you for the great suggestion. We will certainly pass this on to our engineering team. We hope this helps

Hi Catherine,

This has been added to your account. We hope this helps.

HI Rebecca,

We have added this to our list of items to address. We will certainly let you know when this has been added.

DOCX or RTF. Click here for more information.

https://support.appcoll.com/form-emails-and-letters/generate-form-letters-for-matters

Yes you certainly can. If you have a custom matter user field already added to your settings, you may also add it to the matter importing spreadsheet. The system should recognize that custom field and import the data from that column that is in your spreadsheet.

Hi Christian - we'll look into making this an option. Thanks for the suggestion.

Hi Katherine - we are aware of this and have it as a project to fix. In the meantime, you would still need to make manual changes. We hope this helps.

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

@1-AaronH9792

Yes this will work.

Hi Bruce and Christian - The EarliestBenefitDateEdited was not meant to be included in task triggers. This will removed. It's an internal field we use to know whether an EBD has been manually edited by the user.

If another connection is added to a matter, we will automatically recalc the EBD, for the current matter as well as each matter in the family (assuming a change is needed). I hope this helps.

@CatherineVH9536-0

Hi Catherine. It looks like the new SB08a form resets the numbering for each category. And not a continuous number all the way through each category. We wouldn't be able to change this since the form forces the cite number. We hope this helps.

@BrandonK6644 We worked in depth with our developers on this today. Unfortunately, there is not a way to make this work within the current reporting capabilities of AppColl.

Apologies for the delay.

@BrandonK6644

So sorry for the delay. We have increased the priority on this one. We will announce when this has been done.

@BruceY9495 UPDATE: Our account has EBD data for about 40 matters, but that's it. I guess it is still updating/being calculated.

Our account had the EBD data in it as of this morning, so I think they have added it.

Thanks, Gregg!

@MelissaT3398 The new form was pushed out yesterday from the PTO. We should have it in AppColl by tomorrow. I hope this helps.