List of Docketing Tasks that are Generated for U.S. Application when Data is Imported from the USPTO
These tables show the docketing tasks that AppColl generates when data is imported. Please note that there may be docketing tasks required during prosecution of a patent or trademark that are not generated by importing data from these websites. For this reason, you must carefully review the tasks generated during import to make sure all required tas...
Import New Matters from a Spreadsheet
Importing matters from a spreadsheet is the primary means for getting your data into AppColl. The following videos and instructions will assist you in this process. Scroll to the bottom to watch the videos on the below steps. Click Here to learn about advanced features of the importer. Attachments Matter Import Template.xlsx Populating the Spreadsh...
The Different Private Pair XML Buttons
As of March 2018, U.S. patents and PCT application matters can be added or updated from Private Pair without the need to download XML files. Click here for instructions on using the new Update Matter button. Please note that this process requires your Private Pair digital certificate file and password to be stored in AppColl. U.S. patents and PCT ...
MyUSPTO Sponsorship FAQ
What is MYUSPTO sponsorship? Sponsorship allows patent practitioners to designate others to work on their behalf. When a MyUSPTO user has been sponsored, they have access to your private pair and EFS accounts. This replaces the old approach of giving paralegals your digital certificate and password to log in on your behalf. Now, only person's direct...
Update Patent Matters with Private Pair XML Files
As of March 2018, U.S. patent matters and PCT applications can be added or updated from Private Pair without the need to download XML files. Click here for instructions on using the new Update Matter button. Please note that this process requires your Private Pair digital certificate file and password to be stored in AppColl. Updating your patent ...
Turn on Automatic Updates for Trademarks from TSDR
If your U.S. trademarks are not being updated with docketing tasks, you may have some of these features turned off on the Settings page. You need to be an account administrator to access these settings. Click on the Settings link in the upper right corner of any page Scroll down until you see the USPTO Import Settings Check “Enable automatic USPTO t...
Task Cleanup After Importing Matters
When patent and trademark matters are imported into AppColl, it will add a number of tasks (i.e., docketing items) to the matter. Tasks for prosecution history items will be preceded with ‘USPTO:’ and will always show up as closed items. Additionally, AppColl will create new tasks in response to the prosecution history of the matter. The number of t...
Patent Docketing Tasks are not Generating When an XML File is Imported or the Update Matter button is pressed
If your U.S. Patents or PCT applications (filed in the U.S.) are not being updated with docketing tasks after importing an XML file from Private Pair or by clicking the "Update Matter" button, you may have some of these features turned off in the Settings page. The settings page is only accessible by account administrators. Click on the Settings lin...
Update Information for Newly Filed U.S. Patent and PCT Applications
After filing a new U.S. or PCT patent application (in the U.S.), the USPTO may take several days before it properly populates all the information in Private Pair. This applies to XML files and the "Update Matter" button on a matter details page. If any matter data (such as the filing date) is missing, or any task is failing to generate, try re-downl...
WIPO Country Code List
The following table lists all the 2-digit country codes used by WIPO. AppColl uses the same codes whenever the CountryCode field is shown. The codes can also be used for task rule triggering events instead of the full country name. For example, a triggering event used in a task rule could use CountryCode contains "US" just as easily as using Count...
Import Multiple Private Pair XML Files
If you have multiple XML files to upload to AppColl, you can combine them all into a zip file and then import the single zip file into AppColl using the big blue arrow at the top of the page. Be sure to create the zip file without any subfolders, as AppColl will ignore any files in subfolders. When importing zip files, AppColl will process the XML f...
Frequency of Patent and Trademark Updates from the Private Pair, TSDR and EspaceNet
Depending on the type of matter and it's country, AppColl can update details automatically or manually. U.S. Patents and PCT Applications Filed in the U.S. e-Office Action emails can be used to automatically docket items as they are emailed from the PTO. Click here for setting this up. Please note: e-Office Action emails only add docketing items a...
Add and Update U.S. Trademark Matters from TSDR
U.S. Trademarks can be updated or added into AppColl via spreadsheets or by using the Update Matter button in a trademark matter details page. Adding new Trademarks via spreadsheet Click here for importing trademarks or any other type of matter Adding new U.S. Trademarks via the Update Matter Button In the Matters module, click the “Add” button in...
Add or Update Patent Matters Using XML Files from Private Pair
This video teaches the process for adding or updating patent matters via XML files that are downloadable from Private Pair. XML files can be used to both create a new matter as well as update an existing matter. Also, multiple XML files can be downloaded from Pair at once. Click here for instructions. As of March 2018, U.S. patent matters and PCT ...
Importing Matters from a Spreadsheet
Importing matters from a spreadsheet is the primary means for getting your data into AppColl. The following videos and instructions will assist you in this process. Scroll to the bottom to watch the videos on the below steps. Click Here to learn about advanced features of the importer. Attachments Matter Import Template Populating the Spreadsheet Op...
Advanced Spreadsheet Import Options
AppColl's importer offers a handful of advanced functions that are not described in the primary article on importing matters. These additional features and information include: Add Column Ignoring Rows Bulk Edit Exporting Data Disable Task Generation Show Row check boxes Column Manipulation Add Column Additional columns can be added to the spreads...
Importing Overview
Information can be imported into AppColl through spreadsheets and/or Private Pair, TSDR and EspaceNet. Spreadsheets In order to populate your AppColl account, basic information for each of your matters must be added to a spreadsheet .csv file. Click here for the spreadsheet template. Additional importable information includes docketing items, prio...
One-Click Setup
New customers can now utilize data from the USPTO and TSDR to import their matters into their account. Customers must first complete the USPTO sponsorship process, Next, AppColl will take over and automatically pull in all matters within the given USPTO account. AppColl can also pull in your trademarks from TSDR - you will just need to provide a lis...