1. Document Docketing

2. Distribution set on role and/or dedicated person in team (optional)
DOCKETING STATION
Drop Folder
DROP
One/Multiple Files
Anyone (optional)
Distribution
DROP/ADD
PREPARATION
Distribution set on role and/or dedicated person in team (optional)
Process
DROP/ADD PREPARATION
ACTION*
Process set on role and/or Distribution/Process for dedicated person in team (mandatory)
Plugin

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

4. DD - CONFIGURATION Basic Configuration Values:
BC 300 ‘Default Docketing Term’ - optional
BC 303 ‘Docketing Path’ - required
Add docketing_recycle in the ‘Docketing Path’ - required

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

6. 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
External Source

7. DD - CONFIGURATION 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

8. 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
Process
Revoke
Instant Action

9. 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
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

10. DOCKETING STATION
Recycle Bin
Restore
Delete

11. DOCUMENT DOCKETING Web Services DDD (Document Docketing Download)
Scheduled download of electronic, official communication on a server level
EPO Inbox
US Private Pair
Log
DDA (Document Docketing Automatic)
Automatic Case Identification
Automatic Communication Recognition
Automatic Case Update (Validation)
Diary
Term
Document
Docketing Station – External Source
Web Services
Maintenance - Configuration
Scheduler
Case Identifier
Source Field Definition
External Document Definition
External Document Mapping

12. PUG Budapest, Hungary
April 3rd – 5th
Thank you