• Patent Applications Intake

    Currently, the TIP Tool offers automatic status updates of US applications. Applications can be added in the Portfolio Manager by the following ways: Transitioned from Idea Manager Any filing moved to the ‘Filed’ column of the Idea Manager is automatically moved to the Portfolio Manager.  If the tool was successfully…

  • Dashboards

    The TIP tool provides an overview of your patent pipeline and team activity.  Every role in the TIP Tool has information (represented in a graphical manner) specifically tailored to each role. Hence, a user would see dashboards corresponding to inventor, prosecutor, manager or admin role. Simply click on the Dashboard…

  • Private PAIR Integration

    The patent applications that have been filed at the USPTO and not yet published can be accessed through Private PAIR. A licensed patent practitioner or sponsored support staff would have Private PAIR credentials provided by the USPTO that they can use to access the Private PAIR portal. In this section,…

  • Nurturing: Updating Email Frequency

    The TIP Tool provides email notifications at various stages of the idea management process. Email notifications are sent to stakeholders when: An idea is published An idea is approved An idea is moved between different workflow stages A draft is uploaded in an idea in the Patent Drafting Stage Value…

  • Collaboration

    The latest version of the TIP Tool provides real time collaboration capabilities. What this means is that two or more users can edit an idea at the same time. The changes would start reflecting to the other user in a real time basis together with the name of the user…

  • Workflow Stages and Workflow Process

    Workflow Stages: The 4 workflow stages that you in the Idea Manager tab of the TIP tool is as follows:  Idea Capture: First stage is the Idea Capture phase. This is the initial idea capturing stage, where all your ideas are created, saved and published. After publishing, other collaborators can…

  • Updating User Profile/Password

    If you have been registered into the tool by an email invitation, there are high chances you have not set your password To set your password, log into the TIP tool. Click on your name/email address that is displayed on the top right corner of your interface Your profile page…

  • Adding a previously used idea in a new filing

    If you want an already used idea again, first you need to look at the complete list of ideas and check the status of the idea. An idea needs to be in an Active state to be dragged to the dropbox to create a filing. To check the status of…

  • Adding an Idea to an Existing Filing

    To add an idea to an existing filing, go open the filing in the ‘Patent Drafting’ stage. Scroll down to the portion of ‘Underlying Ideas’. There is an ‘Add Idea’ button next to it. When you click on ‘Add Idea’, a pop up opens, where you can add the idea…

  • Editing a Filing

    To edit a filing in the Patent Drafting or Filed column of the Idea Manager, open the filing and click on Edit. The editable version of the Filing would load, where the changes can be made. You can make changes to the Draft or the summary section of the Filing,…