AppColl Help Center

Main Navigation

  • Help Center Home
  • Contact Us
  • Register for New User Training

PM Invent

9 Articles in this category

  • Home
  • PM Invent

Use Queries to Require or Display fields in an Invention Disclosure Form

Fields in an Invention Disclosure Form (IDF) can be hidden/displayed or made required depending on the state of other fields.  In order to do this go to the “Setup Disclosure Form” page, select “Displayed when query is true” for one of the IDF fields, and enter the query in the “Display Query” textbox.  An example is shown below. The above query (Ge...

Last updated: November 7th, 2024 by Mason Davis

PM Invent Overview

Please note:  this feature is only available in AppColl Plus.  Click here  for pricing and details on the plus features. PM Invent provides an infrastructure for efficiently capturing inventor ideas and contact information in an organized manner. The objective of PM Invent is to make the process as simple as possible for the inventor. The basic flow...

Last updated: May 9th, 2023 by Mason Davis

The Disclosure Submission Workflow

PM Invent comes with a standard workflow whereby inventor(s) submit an idea. The attorney can ask the inventor(s) to rework the disclosure if more information is needed. Once the disclosure is satisfactory, the attorney can choose to 1) do nothing with the idea; or 2) convert it to a provisional or non-provisional application.     Once a disclosure ...

Last updated: June 15th, 2023 by Mason Davis

Manage the Invention Disclosure Form

The invention disclosure form is the heart of PM Invent. It's used by inventors to submit their ideas through a series of questions. The form's setup screen is accessible by hovering over the Invent Module tab and clicking Setup Disclosure Form. Only account administrators have access to the form.  AppColl allows for up to 48 possible questions that...

Last updated: January 10th, 2022 by Mason Davis

Inventor Login Management

Inventor management with PM Invent is simple, straightforward and intuitive. Logins are created from the "Request Disclosures" button from the Invent Module. Inventor logins are disabled the same way as traditional prosecution manager logins from the Contacts Module. Below are the basic steps to configure logins and/or create new inventor contacts r...

Last updated: May 9th, 2023 by Mason Davis

Configure PM Invent

There are a handful of configurations to be reviewed and set before you start requesting disclosures from inventors using PM Invent. The following settings can be done in any order. Review the email sent to inventors Choose the default attorneys assigned to disclosures Review the notifications sent to inventors and attorneys Review the invention dis...

Last updated: January 25th, 2022 by Mason Davis

PM Invent - Frequently Asked Questions

Below is a list of frequently asked questions (FAQ) about the PM Invent product. What is it?   PM Invent provides an infrastructure for efficiently requesting and capturing inventor ideas and contact information in an organized manner. The objective of PM Invent is to make the process as simple as possible for the inventor. The easier it is for inve...

Last updated: March 17th, 2022 by Mason Davis

PM Invent Views - differences between Inventor, Account Admin and Non-Admin logins.

The Invent Module looks different depending on the login type accessing the Module. For example, inventors have a very limited view while account administrators can see everything. Inventor View When inventors log in to AppColl, they don't see any of the Prosecution Manager module such as Tasks, Matters, Files, etc. They only see a table of disclosu...

Last updated: June 28th, 2023 by Mason Davis

PM Invent Webinar

...

Last updated: December 21st, 2022 by Mason Davis

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request. We’ll get back to you as soon as possible.

Please enter the details of your request. A member of our support staff will respond as soon as possible.

© 2025 AppColl

Knowledge Base Software powered by Helpjuice