U.S. Trademarks can be updated or added into AppColl via spreadsheets or by using the Update Matter button in a trademark Matter Details page. 

Add New Trademarks via Spreadsheet

Click here for importing trademarks or any other type of Matter. 

Add New U.S. Trademarks via the Update Matter Button

1. Go to the Matters module.
2. Click the Add button. 

3. Complete the information in the Add Matter popup window. Enter an existing Client from the dropdown or create a new one.
4. Choose whether the Matter is Part of a new matter family or Connected to an existing matter family. If part of an existing family, enter the primary matter.
5. Select the Type (Trademark).
6. Select the Country.
7. Use the auto-generated Attorney Ref number or enter your own. 
8. Click the Ok button. 

9. The shell for the matter is created and displayed in a new matter details page. Enter a Title (optional).
10. Enter the Serial Number or the Registration Number.
11. Click the Update Matter button. 

12. (Optional) Check the Overwrite all information checkbox if you wish to overwrite any information from TSDR that's different from data currently stored in AppColl.
13. (Optional) Check the Disable automatic task generation ckeckbox if you do not want any new tasks created.
14. Click the Update Matter button. 

15. Review the information for accuracy and completeness and click the Save button when finished.

U.S. Trademarks are automatically updated weekly. AppColl automatically updates U.S. trademarks from TSDR every 7 days from when the matter was initially added to your account. If a trademark was added on a Tuesday, AppColl queries TSDR early on Tuesday morning to retrieve any new details. Thus, it is possible something happened to a trademark on a Wednesday, yet the matter in AppColl would not update this new information for 6 days until the following Tuesday. 

However, you can click the Update Matter button any time you wish to refresh the data with the current information stored in TSDR.