PM Invent Overview

Please note: This feature is only available in AppColl Plus. Click here for pricing and details on the plus features. PM Invent provides an infrastructure for efficiently capturing inventor ideas and contact information in an organized manner. The objective of PM Invent is to make the process as simple as possible for the inventor.  After they have ...

Configure PM Invent

  Review the email sent to inventors When an inventor disclosure request is sent, an email is sent out to them with instructions for logging in, accepting the EULA agreement and providing contact information. AppColl provides default language which can be changed or left as-is. To review and/or update the default email sent to inventors, follow the ...

Manage the Invention Disclosure Form

The invention disclosure form is the heart of PM Invent. It's used by inventors to submit their ideas through a series of questions. AppColl allows for up to 48 possible questions that can be added to the form.  Hover over the Invent module and select Setup Disclosure Form. Note: Only account administrators have access to the form.  Update the defau...

Use Queries to Require or Display fields in an Invention Disclosure Form

Fields in an Invention Disclosure Form (IDF) can be hidden/displayed or made required depending on the state of other fields.   Hover over the Invent module and select Setup Disclosure Form.  Select Displayed when query is true from the Always displayed dropdown.  Enter the query in the Display Query textbox. An example is shown below. The above que...

Inventor Login Management

Inventor management with PM Invent is simple, straightforward and intuitive. Below are the basic steps to configure logins and/or create new inventor contacts records. Note: When inventors login using PM Invent, they only have access to a simple page with disclosures for which they are listed as an inventor. Go to the Invent module.  Click the Reque...

Fill out an Invention Disclosure Form (Inventor Perspective) in PM Invent

The Invention Disclosure Form (IDF) is filled out by one or more inventors and submitted to the assigned attorney once complete. When inventors add disclosures they will be guided through the following page: Enter a Title (required).  The inventor creating the disclosure is automatically added as the first named inventor. Additional inventors can be...

The Disclosure Submission Workflow

PM Invent comes with a standard workflow whereby inventor(s) submit an idea.  Each disclosure has one and only one status at a time. Depending on the current status of a disclosure, there may or may not be an action to take. The above flow diagram illustrates the different statuses a disclosure can have, as well as any actions that are available for...

PM Invent - Frequently Asked Questions

Below is a list of frequently asked questions (FAQ) about the PM Invent product. What is it? PM Invent provides an infrastructure for efficiently requesting and capturing inventor ideas and contact information in an organized manner. The objective of PM Invent is to make the process as simple as possible for the inventor. The easier it is for invent...

PM Invent Views - Differences between Inventor, Account Admin and Non-Admin Logins.

The Invent Module looks different depending on the login type accessing the Module. For example, inventors have a very limited view while account administrators can see everything. Inventor View When inventors log in to AppColl, they don't see any of the Prosecution Manager module such as Tasks, Matters, Files, etc. They only see a table of disclosu...