Organize the IP portfolio

How to group by families or individual asset
In the portfolio view, it is possible to organize your view either by family or by asset. Simply choose "family" or "asset" via the &qu...
Fri, 14 Oct, 2022 at 11:20 AM
Custom fields management
Custom fields are particularly handy to classify your cases or to add new fields such as law firm reference for example. Whether you want to tag them by pro...
Wed, 7 Sep, 2022 at 3:39 PM
Add a custom field value or a contact in bulk to assets
It is possible to add a value (either the value associated with a custom field or a contact) en masse to an asset easily. Add the value of a custom fiel...
Fri, 14 Oct, 2022 at 12:06 PM
Related families : Link your assets together
Often there are links between assets which go beyond the family definition. Maybe it is a contract which relates to a particular patent or, a trademark and ...
Fri, 3 Dec, 2021 at 1:37 PM
Move asset to another family
An option is available to move one or several asset (patent, trademark, design or other type of asset)  from one family to another. The action is possible f...
Mon, 20 Mar, 2023 at 11:37 AM