The Admin section of Orbit Asset is a part of the system only given to the administrator of your account and is unavailable for most users.
Make sure to contact your client representative if you wish to have access to this module.
The admin module allows you to do the following:
Contact & Organization : Add organizations such as law firms, foreign agents, filing agents, or annuity providers and their relevant contacts that you can associate to your matters (sections "Contact", "Inventors" or "Owner").
Custom fields: Add tags to any kind of IP rights (free text fields, drop downs, etc.) to better segment and categorize your data.
Trademark laws: View all relevant official fee cost data related to Trademarks including official filing fees and annuity fees from different jurisdictions. You will also be able to utilize this section to customer agent fees for specific actions for better cost management.
Patent laws: View all relevant official fees and estimated agent fees for different patent related task. You will also be able to customize and set agent fees for better cost tracking.
Import Excel: This section allows the admin to upload data such as invoices, patents, or trademarks via an Excel sheet.
Renewals : Customize your renewal tab (for patent and trademark) by selecting the mode (active or passive) and the visualization (by month, by quarter or by years).
Batch launchers: Update renewal stages, forecast tables, auto update patents and more.
Note: It is recommended to discuss with a Questel representative before using these features.
Client preferences: Export limits, system currency, and preferred date format can be edited along with a few other preferences.
Extension profiles: Teach the system what kind of strategies you implement by different segments for the most accurate forecasting possible.
Data update settings: Select the fields you wish to update with the public data for trademarks and patents.
Docketing configuration: Customize your task creation engine and reinitialize the docketing engine.
Note : It is highly recommended to speak to a Questel representative before utilizing this feature.