Send Emails from Matter, Task, Invoice or Contact Pages
You can send emails directly from a matter details page, a task details page, an invoice details page or a contact details page. These emails differ from form letters, because the emails can be dynamically sent without having to download an RTF document. A form letter provides a downloadable RTF document to be opened in a word processor, then sent v...
Formatting Numbers in Form Letters and Emails
To format number fields in form letter and emails, use syntax similar to the following: {Invoice.Balance( <format> )} where <format> is similar to one of the following: Format Description Syntax Example Result for "1234.567" 0 Show the number as an integer {Invoice.Balance(0)} 1235 0.0 Show the number as a floating point number with o...
Formatting Text Fields in Form Letters and Emails
To format text fields in form letter and emails, use syntax similar to the following: {Matter.Title( <format> )} where <format> may contain one or more of the following Format Code Description Example Result for "This Is a (100th) Matter Title" ToUpper Convert the text entirely to upper case THIS IS A(100TH) MATTER TITLE ToLower Conve...
Add Special Characters to Form Letters and Emails
You can add characters after (or before) a non-blank field in a form letter or email using the following syntax at the start or end of the field name: “+nnn” where nnn is the 3 digit decimal ASCII code of the character you wish to add (see table below). For example, {+044+032Matter.Inventor3+033} would add to the form “, John Smith!” if the matter h...
Generate Form Letters for Matters
With a few clicks AppColl can auto-populate custom form letters with rich text format (RTF), or DOCX data in your AppColl account. Custom form letters are RTFor DOCX files created using a program such as Microsoft Word with embedded form fields that are uploaded to the FormLetters folder in your account as shown here . One or more form letters ...
How to include Task-Based Information in Email Notification Templates
When creating emails, calendar invites or form letters for a specific task type, the referencing information for different elements of the notification may vary. For example, the referencing information of a specific task the notification is tied to is different than the referencing information of the task triggering the specific task. If you use e...
List of all Available Fields in Form Letters and Emails
The tables below shows all the database fields, and their syntax, that can be used in form emails and form letters. General Now {General.Now} General CurrentUser {General.CurrentUser} General EmailPostamble {General.EmailPostamble} Matter AbandonedDate {Matter.AbandonedDate} Matter Abstract {Matter.Abstract} Matter ActualCost {Matter.ActualCost} M...
Format State and Country Names in Form Letters and Emails
AppColl can automatically generate emails, calendar invites and form letters that are populated from information in your AppColl account. This function operates in a similar manner to the mail-merge function of word processors, and allows you to generate standard emails, calendar invites or letters in response to events or manually. For example, you...
Format Dates in Form Letters and Emails
To format dates, use syntax similar to the following: {Task.RespondBy( <format> )} where <format> may contain the following d Day of the month (1 - 31) A single-digit day is formatted without a leading zero. dd Day of the month (1 - 31) A single-digit day is fo...
Form Emails and Letters Overview
AppColl can automatically generate emails, calendar invites and form letters that are populated from information in your AppColl account. This function operates in a similar manner to the mail-merge function of word processors, and allows you to generate standard emails, calendar invites or letters in response to events or manually. For example, you...
Add the Current Date and Time into Form Letters and Emails
To add the current time and date, use {General.Now} as the field. Note that you can use date offsets and formatting such as: {General.Now(-7d M/d/yy)} - 7 days past from today's date {General.Now(+1m)} - 1 month from today's day More information on formatting dates can be found here ....
Add a Company Logo to Email Templates
When creating email templates, as explained here , you can also add a logo or any other image file(s) you wish by following these steps: 1) Edit or create the email template you wish to add a logo. 2) Click the <> symbol as shown below. This opens the html editor of the email template 3) Paste the following syntax in the desire location in th...
Add Claims and Images to Form Letters and Emails
You can insert patent claims, patent figures (the primary figure), and trademark images into form letters. Claims: To insert all claims, use {Matter.Claims}. To insert a specific claim use the syntax {Matter.Claim <n> }, where <n> is the claim number, such as {Matter.Claim1}. Images: The Patent or Trademark image associated with a matt...
Add Address and Contact Information to Form Letters and Emails
You can include address information by using syntax similar to the following in your form email or form letter: {Matter .<mattercontact>.<contactfield> } Any contact field can be used. Some examples: {Matter.Inventor1.Email} = the email address of the first inventor {Matter.Client.City } = the city of the client {Matter.Attorney.Last} ...
Add the Current AppColl User into Form Letters and Emails
To insert the current user in a form, use {General.CurrentUser} as the field substitution. You can also use contact specific fields to further select information, such as {General.CurrentUser.First}, which would insert the first name of the current user. Or {General.CurrentUser.Email} for show the current user's email address....
Add Inventors to Form Letters and Emails
You can add all the inventors to forms using {Matter.Inventors}. If you wish to add certain inventors to forms, use {Matter.Inventor<n>}. (Note that {Matter.Inventor1} is the same as {Matter.FirstInventor}.) If the inventor doesn’t exist (i.e., {Matter.Inventor3} for a matter that only has 2 inventors), the field will simply be deleted from yo...
Add Date Offsets to Form Letters and Emails
To add offset dates, use syntax similar to the following: {Task.RespondBy(-7d M/d/yy)} Subtract 7 days from the Respond By date {Matter.FilingDate(+1m)} Add one month to matter Filing Date {Matter.FilingDate(+12m)} Add one year to matter Filing Date {Mat...
Attach Form Letters to a Task
The following steps outline the process for creating client-specific form letters associated with a specific task. Create a form letter template and upload it to AppColl, as shown here. Go to the Tasks module. Select one or more tasks to attach to the form letter to. Click on the Add Document/Form Letter button. Click on the form letter radio butto...
Form Field Explorer
Form fields are used to insert information from your AppColl account into emails or documents. A form field explorer is available on certain pages and can be accessed by showing the History/Discussion left-hand panel and clicking on the Form Fields tab. The purpose of this explorer is to list all available form fields, allow previewing of their valu...