Document Docketing

DOCKETING STATION Drop Folder Distribution Process Recycle Bin Docketing Manager Auto Docketing(EPO Mailbox, USPTO Private Pair, BOPI) Depending on user rights they have access to different layouts for Docketing Station

DD - CONFIGURATION Basic Configuration Values: BC 300 ‘Default Docketing Term’ - optional BC 303 ‘Docketing Path’ - required Add docketing_recycle in the ‘Docketing Path’ – required BC 341 Automatic refresh for Docketing Station

DD - CONFIGURATION Docketing rights (required): Role Team Distribution Process Distribution/Process Team Distribution tick box Process tick box

DD - CONFIGURATION Optional configuration: Docketing Term Mode Advanced Docketing Term Mode Document Name Mask Display Layout Docketing Drop Folder Distribution Process Recycle Bin Docketing Manager Auto Docketing

DDD - CONFIGURATION Download Configuration: Source Configuration BC Value 2016 Source Configuration Make sure Docketing is ticked for the authority in Data Exchange / Organization/Source Format

DDD - CONFIGURATION Case Identifier: Source Field Definition Your Reference Application No. Patent/Registration No. Publication No. Parent No. From No. Source Field Definition EPO USPTO BOPI

DDD - CONFIGURATION External Document Definition: Ext. Doc ID EPO USPTO BOPI External Docketing Mapping:

FALL BACK PRINCIPLES Case Identification Problem The incoming communication will be pushed into Auto Docketing with maintained document mapping (if applicable) Document Identification Problem The incoming communication will be pushed into the Top Level of Distribution, if this relates to an unknown document code or if the required mapping is missing

DOWNLOAD CREDENTIALS & SCHEDULER Person | External Source Config Download Scheduler Fetcher: of official documents from PTO to your network into temporary download folder Cleaner: of downloaded documents from PTO in temporary download folder Upload Scheduler Update of PTO Documents and source field values to Patricia

DISPLAY LAYOUT Docketing Drop Folder Distribution Process Recycle Bin Docketing Manager Auto Docketing

SECURITY SETTING Security Layout Security Function Security Different Layout for different Security Groups Function Security Drop Folder / External Source Log Distribution Add/Edit/Delete/Log/Save Process No Action/Term/Diary/Revoke Docketing Manager Log User/Team Update User/Team

AUTO DOCKETING External Document Properties Patricia Document Properties Related Case Information Docketing Process Buttons Source Information and Proposed Update

DOCUMENT LOG REPORTS DDD Log DDA Log All details of downloaded communication from PTO performed by DDD and the download tool DDA Log All details of automatic docketing in Patricia of the downloaded files from each PTO as managed by DDA

DOCKETING STATION Drop Distribution Process Anywhere in drop view Memory of last setting Supporting drop of multiple files as one document group Distribution Support drop/add of multiple files as one document group Right-click menu Copy options Copy document Lock option Process Revoke Instant Action

DOCKETING STATION Docketing Manager Update User / Team Move documents in Distribution/Process Re-Assign User / Team When documents are added to one specific user/team they are re-assigned to another user/team – can be used during vacation period for example Locked Documents Possible to un-lock documents in Distribution/Process Log Report for Docketing Manager How have updates been done from Update User / Team option How have re-assignments been setup for User / Team Improved Log for Document Station Case Identifier Login ID

DOCKETING STATION Recycle Bin Restore Delete