New Features - December 2024

Features added in AppColl as of December 2024

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You've submitted requests for new features and we've listened. The following features have been added in the past few months:

Billing Codes Billing code management has been improved.  More info
Task Type Documents Documents can be automatically added and form-filled when task is created.  More info
Improved Bulk Invoice Generation Bulk generation of invoices has been improved to allow inclusion and exclusion of sections along with the ability to automatically generate one separate invoice for each matter that has un-invoiced billing items. More info
Multi-login Enabling a login for a user that already has a login to another AppColl account will automatically result in a multi-login for that user. The user will be able to select the required account during the login process. Previously this had to be setup by AppColl support.
Clear Page Locks A new Clear Your Locks command has been added to allow any inadvertent page locks to be cleared. More Info
Company Logo The Company logo can now be uploaded in .JPEG or .PNG format.
KR Publication Improved ability to retrieve Korean patent information from Espacenet.
Abandoned Trademarks Abandoned Trademarks will still have tasks generated until the revival period has ended.
Tandem Notes The notes associated with files can now be synced.
IntlSearchAuth field This field now includes all values from this link.
In-app Help Articles Support articles can now be searched on and viewed from within the AppColl interface. More info
Reference Titles Users can now manually add reference titles.
USPTO PTO/SB/30 The USPTO form PTO/SB/30 has been updated.
USPTO PTO/SB/464 The USPTO form PTO/SB/464 has been added.
IDF Submission An invention disclosure form can now be submitted via Email.
USTM Auto-Import New trademarks can be automatically added from the USPTO every week.
Conflict Search The Conflicts module now supports excluding fields from a search and the ability to only match whole words (rather than parts of a word).
Form Field Improvement Form fields can now add periods after an initial with the following syntax:
{Matter.Examiner} = John A Smith 
{Matter.Examiner(AddPeriodToInitials)} = John A. Smith"
 USPTO PTO/AIA/24A The USPTO Forms PTO/AIA/24A and 24B have been added.
A/R Aging Report The A/R Aging Report now includes partial payments.
Form AIA/82  Form AIA/82 Transmittal for Power of Attorney will use first populated value of Applicant, Assignee, or Client for the “I am the applicant” field.
Billing Items sort Billing items on invoices sorted by the "date" and then by the "who" fields.
Unitary option There is now a checkbox to distinguish unitary effect on EU patents.  More info
Form field for inventor first names Added new form field {Matter.InventorFirstNames}.
Origination fee Percentage Added ability to specify origination fee percentage in Hourly Rates table.  More info
AttorneyRef Matter Intake Email Address Secondary option to use the AttorneyRef for the Matter Intake Email Address.  More info
Modified Exam Fast Track "Modified Exam" has been added under the "Fast Track" dropdown.