The following list of articles and videos address the most common topics and questions that arise in your first few weeks with AppColl. We also recommend attending a live New User webinar hosted every Tuesday. Additionally we have a list of recently archived webinar topics covering many aspects of AppColl.
Onboarding
Onboarding Checklist and Guide
Learning AppColl
AppColl Terminology
AppColl Overview Manual
Adding Contacts
Creating Client or Solo Inventor Contact Records
How to Use your Data
How to Add a New Matter
How to Add a New Task
How to Add Custom Fields to Matters
Handling Tasks with Extended Deadlines
Understanding Task Statuses
Generating and Saving Reports
Creating a 30/60/90 Day Docket Report
Closing or Updating the Status of Multiple Tasks
Scheduling Reports to Run Automatically
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