How to Send Annuity Information to CPi

Written by Gregg Hart

Last published at: February 11th, 2022

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AppColl has created some reports that can be sent to CPi for annuity payments. The reports are created as a csv file that can only be run by scheduling the them in the report scheduler and emailing the results to yourself or CPi. The following video explains the necessary steps to set up this process.

Please note there are two reports that CPi would need. One is a list of ALL your patent matters that will be managed by CPi. This is manually sent to them. Next, an incremental report is created that only shows the changes since the first report was created. This is generally scheduled every month or so (CPi will let you know the intervals they expect to receive them).