AppColl

Matters Module

Manually Creating a Matter

Aside from Excel imports or XML imports, matter can be created manually, as explained below. From the Matters module, click the Add button in the upper left corner of your screen. Complete the required inf...

What Tasks are Created When I File an Application?

The following charts outline the tasks that are created when U.S. Utility Applications and PCT Applications are added to AppColl. U.S. Utility Applications (including continuation applications) Most of the f...

Creating Matter Families (or related sets)

Please Note: Updating matters from Private Pair, EspaceNet or TSDR will automatically add priority connections for patent and trademark matters. However, subject matter connections must be added manually or via...

Adding Custom (User-Defined) Fields to Matters

You can add custom fields in the matters module - up to 16 string fields and 4 date fields - to store information associated with a matter that is unique to your account. These custom fields appear in matter de...

Working with Abstracts, Images, Claims and Claim Counts

Abstracts, images and claims for patent matters are managed from the abstract/image/claims tab In the matters module. Google is currently under contract with the USPTO to make published patent information gene...

Updating Matters from Private Pair, EspaceNet and TSDR

Matters can be updated from multiple sources from within the matter details page. To do this, open the details page for a matter and click the “Update Matter” button on the left side of the screen. A popup ...

Adding Private Pair Credentials to AppColl

You can now retrieve data from you published, issued and unpublished matters by uploading your own Private Pair key (.epf file) and password in AppColl. This allows you to add or update matters without needing ...

Reassigning Roles to Multiple Matters

Each matter may have multiple persons involved, such as attorney, partner, contributor, client, assignee, paralegal, foreign associate or law firm. You can easily update these values for multiple matters at onc...

Differences Between Matter Assignee and Client Fields

The Client field is normally used to indicate the entity that is paying for the work being performed on a matter. The Assignee is used to indicate the entity that has ownership of the matter. Often these entiti...

Yellow Triangles Next to Matter Fields

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...