The following list of articles and videos address the most common topics and questions that arise in your first few weeks with AppColl. We also recommend scheduling a live New User webinar hosted every Tuesday. Additionally we have a list of recently archived webinar topics covering many aspects of AppColl.

How to Set Up Your Account
AppColl Terminology
AppColl Overview Manual
Adding Contacts
How to Enable/Disable Logins
How to Create a Law Firm Contact Record (must do this if you intend to use Billing)
Creating Client or Solo Inventor Contact Records

Getting Data into AppColl
Importing Matters into AppColl
Importing Tasks into AppColl
Importing Priority and Subject Matter Connections into AppColl
Importing Prior Art References from a Spreadsheet
Importing Prior Art References from EspaceNet for Issued Patents

Updating and Modifying Data
Sponsoring AppColl via MyUSPTO
Setting up e-Office Action Processing
Updating Matters from Pair, TSDR and EspaceNet
How to remove or Merge Contact Records
Cleaning up U.S. Trademark Tasks after Import

How to Use Your Data
How to Add a New Matter
How to Add a New Task
How to Add Custom Fields to Matters
Handling Tasks with Extended Deadlines
Understanding Task Statuses
Generating and Saving Reports
Creating a 30/60/90 Day Docket Report
Closing or Updating the Status of Multiple Tasks
Scheduling Reports to Run Automatically
Creating Docketing Notifications

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