Start Here: Create Tandem Accounts for Clients
AppColl Tandem accounts are a great solution for clients requesting direct access to their IP information in your account. You can invite your clients to setup a no-cost Tandem account and receive updates of their data from your account. Steps to send an Invitation to a client to setup a Tandem Account To invite one of your clients to setup Tande...
Manage Tandem Logins
Please note that this feature is only available to Account Administrators. The Manage Tandem Logins option is used for giving a current user in your non-Tandem account access to a Tandem account. To give access to a user who does not have access to your AppColl account, you must follow the instructions listed here: Add a New User to a Tandem Ac...
Create Account Syncs to a PM Plus or Tandem Account
While an account sync can be created by following the steps here, you can also create one manually. This is necessary if you are creating a sync to an existing AppColl account. Before a sync can be manually added between a source and destination account (i.e., another PM Plus/Pro or Tandem account), the accounts must be authorized to sync with each ...
Tandem Account Home
The Tandem account home page provides a quick and easy way to view high level statistics of your IP portfolio. Six tiles are available to show charts based on data in your account. To change the information shown in one of the tiles, click on the pencil edit icon in the upper right of the tile. Select the type of data you wish to show and the for...
Tandem Account Overview
An AppColl Tandem account is an effective and secure way for IP firms using AppColl PM Plus to provide clients with a controlled copy of their own IP portfolio information. A Tandem account, available at no cost to AppColl PM Plus subscribers, provides a capable set of features that allows a client corporation to view and generate reports based on d...
Test or Preview a Tandem Invitation
You may wish to preview exactly what a client will see as a result of you sending an invitation to a customer to setup a Tandem account. By using the 'Test Tandem Invite' command, you can create a test account that will contain exactly the information that will be in your client's Tandem account after syncing from your account. To create a test acco...