Please note: this feature is only available in AppColl PM Plus. Click here for pricing and details on the plus features.
AppColl can automatically retrieve Pair documents associated with e-Office Action emails. For example, if an e-Office Action email states that a Non-Final Office Action was communicated, AppColl can retrieve this document from your Pair account and attach it to all tasks created from the communication. The document is stored in the "Official Correspondence" sub-folder for the matter. In the example below, a non-final rejection was mailed 10-01-2018. AppColl creates the following three tasks. The PDF document of the rejection is retrieved from your Pair account and attached to all three tasks.
This cascading effect applies to any custom task types that are triggered from any of the three tasks shown below. For example, AppColl will also attach the document to a "Notify Client of Office Action" task that may be generated when the office action is received.
If AppColl does not create an explicit task based on an e-Office Action communication, we create a "Review USPTO Communication" task. The document associated with the communication would be attached to Review task as well.
AppColl can also update the matter from Private Pair which eliminates the manual process of clicking the "Update Matter" button or importing an XML file. In other words, once AppColl retrieves the document, the matter will be simultaneously updated with the latest Pair information. This is an optional step as noted below.
These feature require two prerequisites, which must be completed by an administrator of your account:
Once the above steps are complete, the below options will appear in the USPTO Import Settings in your Settings page.
Please Note: AppColl does not retrieve documents from an XML import. It only processes documents from e-Office Action emails. Thus, AppColl will not retrieve a document when importing an XML file that lists a non-final office action.