@jonah-soundhound-com Yup, that would do the trick--strange that I didn't find that suggestion when I looked for custom tasks as a search topic. I upvoted it.

https://support.appcoll.com/prior-art

https://support.appcoll.com/import-prior-art-references-from-a-spreadsheet

Congrats.

Jeff is, indeed, awesome.

I created a report of all my matters. I sorted it by Application Number then by Examiner Name so that Examiner Name is that main sorting criteria. For any given examiner name, the application numbers were in order. I saved it as a new test report. I opened some other report and then opened my test report. The matters were sorted by examiner name, but for any given examiner name, the application numbers were in no predictable order.

If there is an existing way to save a report with a multi-level sort as Kim requests, I would love to know.

A simple "Matters" button in a Contact view that shows all matters with which the contact is associated in any way would work great for me.

👍 Long been on my wish list, too.

@MikeO5888 Actually, there is a workaround....

The 2K limit is, it is true, a browser-inherent limit. But not all browsers are created equal....

Chrome and Edge, for example, seem to have limits of around 2K for MailTo link text.

However, Firefox seems to have a massive larger limit. For example, I have been able to successfully generate emails from AppColl in Outlook using Firefox that have nearly 24,000 characters (5+ pages of solid text in Word).

Keep in mind that if Firefox ever reduces that limit, there is nothing AppColl can do about it. At the same time, Chrome and Edge might raise it, allowing them to be used in a similar manner....

So if you're willing to use Firefox as your AppColl browser, you should be able to have much more flexibility in terms of the size of the email template for direct creation in your Outlook client.

Cheers,
Christian

@jonah-soundhound-com Yeah, I thought of that as well--but at some point, too much customizability becomes problematic for AppColl since it makes it difficult for them to write coherent instructions for users (if you have a screen shot showing where fields are but users may have completely different UI layouts, that may introduce headaches).

However, one way to maybe address that is to have a button/toggle in the UI that lets users instantly flip between a "default" AppColl UI layout (like it is now) and a customer-defined layout (in which admins could reposition any fields to suit the needs of their attorneys/admins). That way AppColl's help files are still applicable to the AppColl default, but users can also use custom layouts--with the understanding that AppColl help files are intended to be directed at the default layout....

@BerndN5890 Cool!

Even better if I could upload a pdf file that is the AIA-82B form for the client and have AppColl generate the AIA-82A with the fillable fields with the signed 82B form (probably a scan - not a fillable pdf) appended to it ready to file after I signed it. It would need to be done on a client-by-client basis with a different 82B page for each client.

I got this working with help from another AppColl User. I now know of a couple of ways to generate a trigger that works.

One way it so add a notification to the AppColl task that runs when a USPTO e-Office Action arrives. (such as "USPTO e-Office Action: CTNF - Non-Final Rejection"). This allows for a different notification to be generated for each type of USPTO e-Office Action.

Another way it to create a trigger like this:
When any task is created that contains 'USPTO e-Office Action:' in the task type
This will generate the same notification fore every e-Office Action.

Here is how I set up my Notification email to send out the document by email:
Capture.PNG
(Documents USPTO is a contact I created for our firm's docket intake email)