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    • N
      NoelH9817 last edited by

      I have 3 requests regarding the Invent module, all pertaining to the IDF.

      1. Currently there is no ability to set a naming convention for IDF's (please correct me if I am wrong). The current convention is "IDF00001, IDF00002...etc". It would be much better if we set our own naming convention based on client. Similar to how when a new matter is created the matter defaults to preface with the Assignee code. Please correct me if this feature is available and I just haven't found it.

      2. When a request for a disclosure is sent out, I do not believe there is any record of it being done in. It would be much better if there were a record of when a request for disclosure has been sent. Again, please correct me if this feature is available and I just haven't found it.

      3. Currently there are only 2 categories for visibility of IDF's for inventors: the first is that an inventor only has visibility into IDF's for which they are listed as inventors. The second is the ability to see ALL IDF's. We need a 3rd option where an inventor has visibility into all IDF's for 1 assignee. We have clients who are department heads for their respective companies and need to have visibility into all IDF's submitted from their company, but the only option we have would give them access to IDF's from other clients as well. Again, please correct me if this feature is available and I just haven't found it.

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      • J
        joe-appcoll.com last edited by

        Good suggestions.
        I'll work on adding #2.
        We will discuss the other 2 items and I'll get back to you on them.

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