Training

How can I set up an alert on new rulings of a specific type?

TRAINING TIP #6 Your Content Goes Here STEP ONE Click Search for Documents on the Search page. STEP TWO Click "add from tree" under Type of Document in the Document Types box. STEP THREE Find your motion type in the tree. You can search for it in the search box at the top of the tree if you prefer. Click Save at the bottom of the box to set the filter. STEP FOUR If desired, [...]

2021-03-30T14:04:37-06:00August 25, 2020|Patent Training Tip Archive, Training|

How can I save my results to a PDF?

TRAINING TIP #7 Your Content Goes Here STEP ONE In the tab of results you want to save, click PRINT at the top of the results pane. STEP TWO Click PRINT in the top right of the page. STEP THREE Click the drop-down next to Destination and select Save as PDF. STEP FOUR Click Save. STEP FIVE Using the PRINT button at the top of a results pane will [...]

2021-03-30T14:05:32-06:00August 25, 2020|Patent Training Tip Archive, Training|

How can I export my results to Excel?

TRAINING TIP #8 Your Content Goes Here STEP ONE To export a single tab of results to Excel, click OPTIONS/Export Tab to XLS at the top of the results pane. STEP TWO To export all results in a binder to Excel, use the FILE/Export Binder to XLS option, then retrieve the XLS from your Downloads page. STEP THREE To get to your Downloads page, click the Navigation Icon in the top right of the page, then click Downloads. [...]

2021-03-30T14:05:56-06:00August 25, 2020|Patent Training Tip Archive, Training|

How can I save my results?

TRAINING TIP #9 Your Content Goes Here STEP ONE The colored circle near your Binder Name means you have unsaved changes. To save your results, click FILE/Save*. This will save your results into your account on your Binder Wall. STEP TWO To get to your Binder Wall, click the Navigation Icon in the top right of the page, then click Binder Wall. STEP THREE The FILE/Save option is how you save results that you created from the Custom Search section of [...]

2021-03-30T14:06:24-06:00August 25, 2020|Patent Training Tip Archive, Training|

How can I customize how my results appear on the page?

TRAINING TIP #11 Your Content Goes Here STEP ONE All search types have a variety of different columns available in the results pane. To display more or fewer columns, click the VIEW button at the top of your results pane. Check or uncheck the columns you wish to show or hide. Click the UPDATE LAYOUT button to commit your changes. You can also choose what type of information appears under the +/- icons with the Expandable Sections list. STEP TWO If you would like the database to [...]

2021-03-30T14:07:21-06:00August 25, 2020|Patent Training Tip Archive, Training|

How can I share my work product with other users?

TRAINING TIP #12 Your Content Goes Here STEP ONE To share your search results with another user in your group, save your results first by clicking FILE/Save. STEP TWO Then copy your URL and send it to any member of your group. STEP THREE To share your search results with another user outside your group, save your results first (FILE/Save). Then click FILE/Share Binder. STEP FOUR Click "OUTSIDE YOUR GROUP." [...]

2021-03-30T14:07:07-06:00August 25, 2020|Patent Training Tip Archive, Training|

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

TRAINING TIP #13 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 [...]

2021-03-30T14:07:38-06:00August 25, 2020|Patent Training Tip Archive, Training|

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

TRAINING TIP #14 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 [...]

2021-03-30T14:08:30-06:00August 25, 2020|Patent Training Tip Archive, Training|
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