1. Document Docketing

2. 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

3. 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

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

5. 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

6. 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

7. 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

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

9. 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

10. 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

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

12. 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

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

14. 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

15. 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

16. 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

17. DOCKETING STATION
Recycle Bin
Restore
Delete