Orbit Asset

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

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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)

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

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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 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

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

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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

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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 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