Manage Data Synced to PM Pro/Plus or Tandem Accounts

Please click here for a Tandem Account Overview. Please click here for instructions on setting up a corporate Tandem account and the initial data sync. Once a law firm's AppColl PM Plus account is connected to another PM Plus, PM Pro or corporate Tandem account, there are different options for controlling what data is synced. By default, the data be...

User Password Settings for Account

AppColl provides the ability to manage your account's user passwords, such as the syntax, rotating passwords and screen timeouts.   Note : only account administrators can change these settings. To change the settings, click the Settings link in the upper-right corner. Locate the Login Settings section, as shown below. Use the "Password must contain ...

Change Your Password or User Name

If you want to change your password, follow these steps:    Click on the "Your Profile" link in the upper-right corner of any page.  Click the Change Password button in the left column. Complete password text boxes. Your passwords must be at least 5 characters long.  Click the Save button. If you want to change your user name (login), contact AppCol...

Activate the AppColl PM Plus Trial

The following article discusses the steps for activating your AppColl PM Plus 30-day trial. Please note: the trial can only be enabled by an account administrator. Click here (PM Plus Features) to read more about these features. For account administrators. click the "Manage Account" link in the upper right corner of any page. You should see the foll...

How to Change Themes

In AppColl, you can change the theme you are working in.  To do so, hover over your initials and click "Your Profile"  On the left-hand side, click the themes dropdown and select a theme. Click Save. Your theme will be applied. The following themes are currently available. Classic Modern Dark Solarized...

Account Copy

AppColl Support can copy/transfer cases from one AppColl account to another AppColl account using a Copy Report from the source account.  A Copy Report will copy Matters and Contacts, and all the Tasks, Files, Prior Art and Billing items and Invoices (if applicable) related to those matters. The copy report will not pull reports, custom forms, or te...

How to Update your Credit Card Information

Account Administrators can update their billing information for their AppColl subscription.   To update your credit card or billing information for your AppColl subscription:   Hover over the Gear icon and click Manage Account.      2. Under the Payment Details tab, click Account Details.      3. Fill in the Credit Card Information and click the Upd...