Update the AttorneyRef for Multiple Matters

Last published at: January 25th, 2022

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The AttorneyRef is the unique identifier for all your matters. For patent and trademark matters, we generally recommend these values match the values in Pair and TSDR. There may be situations where you want to mass update the AttorneyRef for some or all matters. You can do this by exporting data to an Excel spreadsheet, making the changes and importing the revised data back into AppColl. Here are the steps:

 

  1. In the Matters module, click the 'Add Filters' button and filter for all the matters that need an AttorneyRef change. 
  2. Click on the Columns link in the upper right corner and only include MatterID and AttorneyRef.
  3. Highlight all the rows by clicking the uppermost checkbox on the left of the table.
  4. Click the Excel icon in the upper right corner.
  5. Select the V'isible Information Only' radio button and click the Export button.
  6. Open the newly created CSV file. Replace the existing AttorneyRef values with the new ones. 
  7. Save the spreadsheet as a CSV file and NOT an XLS.
  8. Return to the Matters module and click the Import CSV link in the upper right corner.
  9. From the popup window, select the saved CSV file from your hard drive.
  10. Important: Click the Update Existing Matters radio button, NOT Add New matters.
  11. Click the Import button. AppColl will check the file for any errors. If no errors are found, click the Import button in the upper left column and you are done.
  12. If there are errors, AppColl will indicate the problems. Repeat steps 8-13 until no more errors are reported.