Send or Forward Emails into AppColl (AppColl PM Plus)

Written by Mason Davis

Last published at: July 7th, 2022

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Please note: this feature is only available in AppColl Plus. Click here for pricing and details on the plus features.


 

AppColl provides a mechanism by which users can send/forward emails into AppColl. AppColl converts the email to a .eml file and stores it in the appropriate location based on the email address, as shown in the table below. Specifically, emails can be stored directly to a matter folder, client folder, or a root email folder. When sending an email to a specific matter or client, an "email" sub-folder is created for the matter or client.

 

Intake Folder Address Format Example
Top/<Client>/<Matter>/Email <IntakeID>m<MatterID>@intake.appcoll.com ac2018m1@intake.appcoll.com
Top/<Client>/Email <IntakeID>c<ClientContactID>@intake.appcoll.com ac2018c2@intake.appcoll.com
Top/Email <IntakeID>g@intake.appcoll.com ac2018g@intake.appcoll.com


 


 

Notes

Click the Add button in the Notes column to add notes to any email you wish. Notes will be stored for everyone to see. Subsequent notes can be added at any time and by anyone.


 

Attachments

Any attachments within an email are broken out as separate files and stored in the same "email" folder as the .eml file. There are no limits on the number of attachments. However, the size of all the attachments cannot exceed 10MB. The name of each attachment starts with: 1) date and time the email was received in UTC format; 2)  followed by the email address of the sender; 3) followed by the subject line of the email; 4) followed by the name of each file. Each file will also have the same date and time in the Modified column. This allows for easy identification of which files are part of the same email.


 


 


 

Automatically Send Task Notifications to Intake Folder

Email notifications that are automatically sent when a task is created or updated can also be cc'd into the email intake folder for the matter. For example, the "Receive Non-Final Office Action" task type may have a notification associated with it whereby an email is sent to the matter attorney when the task is created. This email can also be cc'd into the matter's Email folder by checking the below checkbox.


 


 


 

Create Billing Item

If you would like to create a new billing item after you send an email from AppColl, simply check the checkbox:


 


 


 

Security

In order to send emails into AppColl, an account admin of your account must contact AppColl Support to create a unique Email Intake ID specifically for the account.  It will consist of 6 alphanumeric characters and will prefix the addresses that emails are sent to.  Throughout this article, “ac2018” will be used as the Email Intake ID.


 

Before sending any emails to an AppColl Email Intake folder, the person sending the email must exist in your account. Specifically, AppColl checks if the email address sending an email to your account matches the email address field of at least one contact record in your account. For example, to allow the email address ‘jane@janedoe.com’ to store emails in your account, the account must contain a contact record with an email address of ‘jane@janedoe.com’.  This prevents outsiders from sending emails into your account. Note: email addresses that only exist in the cc: field of a contact record cannot send emails into your account. It must be stored in the actual email address field of the contact record.


 

Permitted Domains

Normally AppColl will only accept emails from senders who have contacts in your account. If you wish to receive all emails from a trusted domain, regardless of the specific email address, enter the domain to the Email Permitted Domains list located on the Settings page. This is useful to automatically accept all emails from organizations like the USPTO.


 


 

Auto-create Contacts

When using the AppColl interface to send emails, (not your local email client) any email address in the To, CC, or BCC line that isn't a contact will automatically be added to your account. This means that if they reply to the email it will be automatically accepted by AppColl.


 

Permissions

AppColl also provides a permissions setting to block certain email addresses from sending email into your account.  Clicking the Permissions button in any contact details page opens the the “Permissions” popup shown below. If the checkbox labeled “Block all emails sent from this person to intake.appcoll.com” is checked, then any emails sent from that contact’s address will not be stored in AppColl.  Please note: by default, anyone with an email address stored in a contact record in AppColl can send emails into the account. 


 


 

Now we are ready to get the Email Intake address to which we will be sending our emails.  There are three different types of Email Intake addresses and Email Intake folders: Matter, Client, and Global.


 

Matter Email Intake Folder and Address

To store an email in a specific matter’s folder, we use the following email address format: “<IntakeID>m<MatterID>@intake.appcoll.com”.


 

A matter’s Email Intake address can be easily found by going into the matter details page and looking on the left side of the screen near the “Related Matters” section. Note that this will not appear unless Email Intake is enabled for the account.  The link can be clicked to open an email (based on your default mail client) with the address in the recipient (“To”) field, or the text can be manually copied.  


 


 

The number shown after the 'm' in the email address corresponds to the MatterID value. As such, you do not need to open the matter to determine the intake email address associated with it. You can simply include the MatterID column in the Matters Module to see the ID for all your matters.


 

For example, if the MatterID for a given matter is 1737, the email address for the matter would be “ac2018m1737@intake.appcoll.com.” The below image shows an example of the “Email” sub-folder created inside of a matter’s folder to store received emails that are sent to a matter’s Email Intake address.


 

Client Email Intake Folder and Address

To store an email in a specific client contact's folder, we use the following email address format: “<IntakeID>c<ContactID>@intake.appcoll.com”.


 

The email address for a client is located on the left side of the screen of the contact details page for a client.  See below image.


 


 

The number shown after the 'c' in the email address corresponds to the ContactID value. As such, you do not need to open the client contact record to determine the intake email address associated with it. You can simply include the ContactID column in the Contacts Module to see the ID for all your client contacts.


 

For example, if the ClientID for a given client is 772, the email address for the matter would be “ac2018c772@intake.appcoll.com.” The below image shows an example of the “Email” sub-folder that will be created inside of a client’s folder to store received emails that are sent to a client contact's Email Intake address.


 


 

Global Email Intake Folder and Address

Finally, there is an Email Intake Folder in the account’s root (Top) folder.  The format for the Global Intake Email address is “<IntakeID>g@intake.appcoll.com”.  For our example account, the address would be “AC2018g@intake.appcoll.com”.  The below image shows an example of the “Email” folder that will be created inside of the “Top” folder to store received emails that are sent to the global Email Intake address.