Add Contacts (w/ Video)

Written by Mason Davis

Last published at: March 16th, 2022

Share this article:

Manually adding contacts to AppColl is accomplished by following these steps. A video is shown at the bottom.

  1. From the Contacts Module click the add button in the upper right corner.
  2. A contact details page for a Patent Attorney is shown at the bottom of the screen.
  3. Select a role from the drop down menu in the upper left. Depending on the selected role, some of the fields shown below may vary.
  4. Provide as much detail as necessary to complete his/her information. At a bare minimum, an email address should be provided, especially if they will have a login.
  5. Click Save and you'll be returned to the previous screen. Clicking Apply Changes saves the record and keeps you on the current screen.
  6. Click here for instructions on enabling or disabling logins.