Orbit Asset
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Knowledge base
Getting Started
Login and set-up my profile
6
Login process
Log out
Set up my profile
Language Preference
Email preference
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Account Management
3
Set up your Organization account preferences
Contact and Organization overview
Grant an access to Orbit Asset to a new user
Finding your way
11
What is a "Family" in Orbit Asset
Add a new family
Add invoices manually
Add a new asset to a family
Add new events and tasks
View all 11
Search and visualize your information
5
Search your assets
Patent family and patent overview
Patent "General Information" overview
Access to the public data
Quick search (Portfolio overview)
Portfolio
Patent management system
9
Add a new invention disclosure
Add a new patent application priority
Filing a divisional, continuation, or continuation-in-part
Inventors and Owers management
Patent Biblio/Claims tab
View all 9
Trademark management system
4
Add a trademarks in a family
Trademark Overview tab and 1-click access to trademark public data
Add manually a new trademark to a family
Indicate a trademark as abandoned, expired or refused
Design management system
2
Add a new design family
Add a new design inside a family
Renewals Module
6
Set-up the Renewals module
Passive renewal management
Active renewal management
Renewal management synchronized with PAVIS
Error reports and definitions
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Other type of asset management system
0
Contract Management
1
Management and organization of contracts
Workspace
4
Questionnaire & Committee management
Workspace overview
Set up your "workspace"
How to add "related assets" in a workspace?
Organize and monitor your portfolio
Organize the IP portfolio
5
How to group by families or individual asset
Custom fields management
Add a custom field value or a contact in bulk to assets
Related families : Link your assets together
Move asset to another family
Document management
3
Documents management
E-mail management
Operating mode and security associated with e-mails management
Docketing system
3
'Case manager' role
Patent & Design auto-docketing module
Zoom on automated creation of tasks for a European patent
Search
1
How to search for particular assets
Reports & Strategic charts
Export data listing
2
Export in Excel your portfolio
Export management
Dashboards
3
Patent Dashboard
Trademark dashboard
Finance dashboard
Cost forecast & Budget scenario
5
Patent cost simulator
Customize your patent cost engine
How to customize extension profiles
Customize your trademark cost engine
Functioning of the cost engine
Docketing report
8
Legal status analyzer
Grant analytics (US application) - Overview
Grant analytics (US application) - Application analysis
Grant analytics (US application) - Examiner analysis
Grant analytics (US application) - List of rejections
View all 8
System Administration and Additional Resources
Data Synchronization with Public Databases
9
What is a bibliographic update?
Bibliographic update : timing & coverage
Set up your bibliographic update Auto/Suggest/None
Visualize your families with available update
Validate your trademark's suggested updates
View all 9
User, Contact & Organization management
5
Entities (type of organization)
Law Firm (type of organization)
Manage your contacts
Contact access management
Level of right / Permissions description
Import data in Orbit Asset
3
Importing invoices via Excel
Importing via the Orbit Intelligence pruning module
Import Goods and Services
Docketing & Auto-docketing system
2
Auto-docketing rules management
Overview of the docketing system
Tips & Tricks - Orbit Asset
Tips & Tricks recordings - Orbit Asset - 2022
2
Mar-22- [T&T] Manage your docketing tasks efficiently in Orbit Asset
Jun-16- [T&T] Efficiently organise your portfolio by using the tagging system in Orbit Asset