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 instructions below. These emails show as coming from the person enabling a login. 

1. Hover over Gear icon and select Settings.
2. Select the Inventions tab.
3. Review and update (if desired) the default Email.
4. If you make any changes, click the Save button. 

Choose the default attorney assigned to disclosures

AppColl uses a formula for determining who should be the default attorney assigned to each inventor-submitted disclosure. The attorney can be selected at the client level or a global level. If a client-specific or a global attorney is not selected, then all disclosures will be assigned to the primary account administrator for the account.

Since certain attorneys often manage individual clients, it's a good idea to pick them as the default. This allows the attorney to always be associated with disclosures created by inventors for that client. Setting default attorneys for each client is easy. 

1. Go to the Contacts module.
2. Select the Client Contact Record.

3. Scroll down to the Default Attorney field and select the appropriate contact. 
4. Click the Save button. Repeat these steps as needed for each client.

If client specific attorneys are not needed, a global default can be selected. Once set, that attorney is automatically assigned to all disclosures if no attorney is specified in the client contact record.

To set the global default:

1. Hover over the Gear icon and click Settings.
2. Select the Inventions tab.
3. Select the Global Default Attorney. Inventions will then be assigned to this attorney if the client of the invention does not have a Default Attorney already assigned. 
4. Click the Save button.

Review the notifications sent to inventors and attorneys

AppColl automatically sends email notifications when certain events occur with disclosures. These notifications are found alongside any other notifications within your account. They can be accessed by hovering over the Tasks Module and selecting Notifications. You will see notifications associated with Disclosure Update task types. These task types are part of the disclosure submission process. Clicking on a notification opens it for editing. 

Review the invention disclosure form

AppColl provides a complete out-of-the-box disclosure form which is used by inventors to capture their ideas. The default form may be sufficient for some customers. However, it can be edited as desired. Click here for more details on editing the form.

Set internal user permissions

When PM Invent is enabled in your account, everyone with prosecution manager logins has view, add and delete permissions on the Invent Module. However, only account admins (including backups) by default can modify a disclosure or manually changes its status. You can change this by checking the Modify checkbox for a user (such as an attorney or paralegal), or the All checkbox for the Inventions line.

Account admins also have access to the Request Disclosures button from the Invent module. As shown below, this can be enabled for non-admins as well by checking the Can request disclosures from inventors checkbox.