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 set up a no-cost Tandem account and receive updates of their data from your account. Test a Tandem Invite First, you may want to preview exactly what a client will see as a result of you sending a...
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 . After your client accepts your ...
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 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 ...
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...
Add a New User to a Tandem Account
Link an existing login in your account to your existing Tandem account Use the "Manage Tandem Logins" button as described in this article here. Provide a new login to an existing Tandem account In your non-Tandem account: Create a contact that contains the name and email address for the person you would like to add to the Tandem account. Go ...
Give Users Access to Tandem Accounts
If the person has a login enabled in your main AppColl account (non-Tandem), and you also need to give access to an already set-up Tandem account: Please use the Manage Tandem Logins button as described in this article . If the person DOES NOT have a login enabled in your main AppColl account (non-Tandem), and you need to provide access to an alread...
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...