Tools - templates - features

1. Can I create user profiles and assign particular privileges to them?

Yes, you can. User profiles can be created within the File Manager under Tools -> User Administration.

2. Can I import/export my address book?

Yes. In the File Manager go to Tools -> Address Book and then select File -> Import/Export.

3. Do I have to list individually in XML format all designated states I want to import from my patent management system (version 5 of the software)?

No. In version 5, you can simply use "Region/EP" to designate all states.

4. How can I create a blank template for an international application (PCT/RO/101)?

To create a blank template for an international application, you need to create a "New Draft" in the File Manager and then save it as a template. Saving a blank template for an international application via the "New template" function will not work in Online Filing V4, as PCT applications are created in V2.10 technology.

5. I have created a template and attached a document. When I create an instance of that template later, the attachment is gone. What do I have to do?

Follow these steps:

Create a new application -> attach the file(s) -> save the application -> close the application -> go back to the File Manager -> select the application -> do a right mouse click -> choose "convert to template" -> confirm popup -> go to the Templates folder -> double click the converted application -> enter user reference -> the form opens and the attachment is available.

6. In the network version, can I share data (applications, address book, etc.) and collaborate within Online Filing with colleagues?

Yes, you can.

7. With the network installation, can more than one person work on the same application at the same time?

No. It is possible for several users to access the same folder at the same time, but individual applications can only be accessed by one person at a time. When a user opens an application, the application is internally blocked for opening by other users. Other users attempting to open the application will see a message asking them to try again later or to open it in read-only mode.

8. What is the difference between exporting via the File Manager and the Server Manager?

When exporting an application, the File Manager only exports the relevant files. When exporting from the Server Manager, all files relating to an application are exported, including those that contain meta data such as, for example, "Last Saved". This meta data is contained in a separate file which is for Online Filing internal use only. That is why, when archiving sent applications, it is recommended to export them from the Server Manager.