It's easy to work with Settings in AppColl. Note that administrators will have further permissions in the Settings than non-administrators. 

1. To access your settings, hover over the Gear icon and select the Settings menu option. 
2. Click the appropriate Tab to access the associated settings. 
3. If you make any changes to settings, click the Save button.

Settings on the General tab

Review the settings on the General tab. You may wish to change user password settings for your account. For further information, click here. 

You also may wish to specify confidentiality text. For further information, click here. 

Settings on the Tasks tab

Review the settings on the Tasks tab. From the Tasks tab, you can color code your tasks. For more information on this feature, click here.

Settings on the Inventions tab.

Review the settings on the Inventions tab. You may wish to configure the email sent to inventors, or set a global attorney. For more information on these features, click here.

Settings on the Matters tab.

Review the settings on the Matters tab. There are a number of important settings on this tab that are required for the automation for your account to work properly. Please see the following articles on these important set up requirements, particularly for PM Plus accounts:

• Complete Sponsorship
• Enable E-Office Action Processing
• Enable E-Office Action Document Download and Patent Center Update

You also may wish to disable task generation for certain task statuses. More further information, click here. 

You are able to add custom matter fields to AppColl. To learn how to set these up, click here.

Settings on the Prior Art tab

Review the setting on the Prior Art tab as needed to set the default text for Page/Col/Line when adding prior art.

Settings on the Files tab

Review the settings on the Files tab. For more information on changing the default matter folders, click here. 

Settings on the Billing tab

If you use the Billing module, there are a number of settings that may be applicable to your account. To learn how to specify the default naming scheme for your invoices, click here. 

You may also wish to round billing timers, enable billing item profit, or default billing items to DoNotInvoice. 

If you wish to connect to QuickBooks, there are two easy ways to get connected, one of which is found in settings. For full instructions, click here. Further settings options are available for QuickBooks integration and can also be reviewed in QuickBooks Integration Options and QuickBooks Invoice Customer Fields sections. 

Settings on the Signatures tab

You can enable the Signatures module with the first checkbox on the Signatures tab. If you wish to connect to DocuSign or Adobe Acrobat Sign, you can follow the instructions here. 

Settings on the Account Syncing tab

The settings on this tab provide advanced options to the settings available on the Tandem module, as well as the ability to share account information with a client who is also an AppColl subscriber. Reference the following articles:

• Create Tandem Accounts for Clients
• Manage Data Synced to PM Pro/Plus or Tandem Accounts
• Create Account Sync to a PM Plus Account

Settings on the AI Processing tab

You can enable or disable AI Features for your account. AI features are never automatically enabled in AppColl. You must officially opt-in to AI features by clicking the appropriate checkbox. For further information, click here.