How can I add a text search or citation to my results?

TRAINING TIP #11 Your Content Goes Here STEP ONE Click Search for Documents on the Search page. STEP TWO In the Document Text box, enter your text string, using either the Boolean or Natural Language option at the bottom of the box. Click “Guide” to view a list of Boolean operators. STEP THREE To add a citation, click “Add Citation” in the top right corner of the Document Text box, enter your citation and click "SUBMIT" to close the box. Then [...]

2021-03-30T11:58:48-06:00September 1, 2020|Trademark Training Tip Archive, Training|

How can I set up an alert for other people at my firm?

TRAINING TIP #12 Your Content Goes Here STEP ONE To set up an alert for another user, save your results first (FILE/Save). Then click FILE/Share Alert. STEP TWO Select the users you want to set up the alert for, then click the green TURN ON ALERT button at the top of the list and select a frequency for the alert. STEP THREE You’ll then see their frequency change. Note that frequencies set to "None" will deactivate the alert. You can then [...]

2021-03-30T11:59:03-06:00September 1, 2020|Trademark Training Tip Archive, Training|

How can I view all of my alerts and/or edit them?

TRAINING TIP #13 Your Content Goes Here OPTION ONE There are a couple of easy ways to view a list of your alerts. Click the Navigation Icon in the top right of the page, then click Alerts. OR OPTION TWO Click the Navigation Icon in the top right of the page. Then click Binder Wall. Then click "Filter List," check the "Alerted" box and click "APPLY."

2021-03-30T11:59:20-06:00September 1, 2020|Trademark Training Tip Archive, Training|

How can I change the name of my binder or change the subject line of my alert?

TRAINING TIP #15 Your Content Goes Here OPTION ONE There are several easy ways to change the name of your binder, which is also the subject line of your alert. Click the binder name at the top of the page to edit it. Type enter to commit. OR OPTION TWO In the FILE menu, click Rename. This highlights the binder name at the top of the page and allows you to type in a new name. After typing in the [...]

2021-03-30T11:59:59-06:00September 1, 2020|Trademark Training Tip Archive, Training|

How can I find a list of cases in which a party was the trademark owner?

TRAINING TIP #16 Your Content Goes Here STEP ONE Click Search for Cases on the Search page. STEP TWO Type in your party, attorney or firm in the appropriate filter box. STEP THREE Click the down-arrow next to the word Parties and select "Asserting Parties" as the role, then click SAVE to commit the selection. STEP FOUR Click VIEW RESULTS in the top right of the page.

2021-03-30T12:00:17-06:00September 1, 2020|Trademark Training Tip Archive, Training|

How can I find a list of cases in which a firm represented the trademark owner?

TRAINING TIP #17 Your Content Goes Here STEP ONE Click Search for Cases on the Search page. STEP TWO Type in your firm in the Firms box, wait for the drop-down suggestions and click on the firm’s name to select it. STEP THREE Click the little down-arrow next to the word Firms and select "Asserting Party Firms" as the role, then click SAVE to commit the selection. STEP FOUR Click VIEW RESULTS in the top [...]

2021-03-30T12:00:31-06:00September 1, 2020|Trademark Training Tip Archive, Training|

How can I create a report on a firm, judge, court or party using just one filter?

TRAINING TIP #19 Your Content Goes Here STEP ONE On the Search page, under "Profiles," type a keyword or number, such as a case number or a judge's last name in one of the search boxes, and wait for the drop-down suggestions. STEP TWO When the item you are interested in pops up as a suggestion, click on it. This takes you to a binder populated with searches specific to your criteria. TIP: Click the search tabs on the left side of the page to view individual [...]

2021-03-30T12:01:11-06:00August 31, 2020|Trademark Training Tip Archive, Training|

How can I filter by multiple party roles like Asserting Parties AND Plaintiff?

TRAINING TIP #20 Your Content Goes Here STEP ONE To filter by multiple party roles, find the “Parties” filter box and click the PLUS ICON to create an additional filter box. STEP TWO Once you have as many filter boxes as you need, click on the DROPDOWN ARROW beside the role type and SELECT your desired role for that filter box, then click SAVE. STEP THREE If you do not see the role you are looking for in the dropdown, click [...]

2021-03-30T12:01:26-06:00August 31, 2020|Trademark Training Tip Archive, Training|
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