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    • J

      New matter folder
      Files Module • files matters prosecution manager • • joe_appcoll

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      admin

      https://support.appcoll.com/files/change-the-default-matter-folders?from_search=86966576

      AppColl automatically creates a sub folder for each new matter created in AppColl. The sub folder, named after the AttorneyRef, is placed under the client folder. Each matter folder has four default sub-folders named:

      -AsFiled
      -ClientCorrespondence
      -OfficialCorrespondence
      -WorkinProgress

    • J

      E-office actions and refs
      Matters Module • e-office refs prior art prosecution manager • • joe_appcoll

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      215
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      No one has replied

    • J

      What are the yellow triangles
      Matters Module • matters prosecution manager pair espacenet peds epo import update • • joe_appcoll

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      admin

      https://support.appcoll.com/matters/yellow-triangles-next-to-matter-fields?from_search=87333613

      AppColl displays a yellow triangle next to any field in Matter Detail pages when a discrepancy exists between the information stored in AppColl and the information AppColl received from one of Private Pair (via XML files), EspaceNet or TSDR.

    • J

      How do I make an IDS
      Prior Art Module • ids prior art prosecution manager export • • joe_appcoll

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      JonahP1621

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

    • J

      Populate refs
      Prior Art Module • prior art prosecution manager refs import • • joe_appcoll

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      235
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      JonahP1621

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

    • J

      Billing items for matter
      Matters Module • billing matter prosecution manager • • joe_appcoll

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      support_appcoll

      the other thing you could do is to expose the actualcost column in the main matter view, find the matter and click the actualcost field...that will show all billing items for that matter

    • A

      Custom Tasks
      Tasks Module • task rules prosecution manager • • amy_appcoll

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      support_appcoll

      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.

    • admin

      Contact Permissions
      Contacts Module • contacts prosecution manager • • admin

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      support_appcoll

      Yes. See below.

      https://support.appcoll.com/contacts/change-user-permissions-and-restrict-access

    • admin

      Is it possible to upload Foreign law task rules?
      Files • task rules files prosecution manager • • admin

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      216
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      admin

      It sure is.

    • admin

      How do I turn on PAIR integration?
      PAIR Automation • pair prosecution manager • • admin

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      109
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      No one has replied

    • admin

      How granular of a search can the Conflicts Module perform?
      Conflicts Module • conflicts prosecution manager • • admin

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      126
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      No one has replied

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