Information can be imported into AppColl through spreadsheets and/or Patent Center, TSDR and EspaceNet.
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, prior art references, billing information, continuity information between matters, contact databases and documents.
Each import type has a pre-defined template using column names specific to AppColl. Any data can be imported by copying and pasting your information into our templates. Please note: In order to get your data into AppColl, you must be able to use our templates. We do not import data stored in relational databases, or any other format besides spreadsheets.
Once the data is added to a .csv file, the information can easily be imported into AppColl. This process is accessible to users. If you are a new customer, we will assist you in getting your data into AppColl, free of charge. Please contact us at firstname.lastname@example.org for assistance.
Depending on the information being imported, only a subset of data is necessary. For example, U.S., Foreign and PCT patents and U.S. Trademarks only require basic information, as AppColl can retrieve much of the information from online sources. For example, docketing number, application number, matter type, country, client, title and attorney. Additional details, which are not retrievable from online sources, may be included such as: paralegal, partner, foreign associates, meta data, reel and frame, assignees, applicants, licensees to name a few.
The following links are available for importing data other than matters:
Once you matters have been imported, additional details are retrievable from Patent Center, TSDR and EspaceNet. For example, the following information may be available: