# Triangle IP Helpdesk > Plain text versions of the articles on Triangle IP Helpdesk. - Each article has a plain text version at https://help.triangleip.com/llms-guides/[slug].txt, where [slug] is the last part of its web address. - Example: https://help.triangleip.com/knowledge-base/admin-panel/ -> https://help.triangleip.com/llms-guides/admin-panel.txt - The same text is also available as Markdown at each article's own address with .md added, for example https://help.triangleip.com/knowledge-base/admin-panel.md - Read the plain text version instead of the HTML page when you need the content of an article. - If you are not sure which article answers a question, scan the list below and open the matching file. - To read every article at once, use https://help.triangleip.com/llms-full.txt - Images are left out of the text files. Videos appear as links. ## Admin Panel - [Admin Panel](https://help.triangleip.com/llms-guides/admin-panel.txt): The Admin Panel is an interface that is visible only to an admin of a portfolio. This panel can be used for specific functions such as customizing idea form, creating additional... - [How to Use Tags in the TIP Tool™ to Organize Your Ideas?](https://help.triangleip.com/llms-guides/how-to-use-tags-in-the-tip-tool-to-organize-your-ideas.txt): Some of them belong to the company. Some were developed with external collaborators like a university or other enterprise. Others fall under different product lines, technology or... ## Analytics - [Case Prediction and Statistics (Cost Prediction, Law Firm Statistics, Examiner Analytics)](https://help.triangleip.com/llms-guides/case-prediction-and-statistics-cost-prediction-law-firm-statistics-examiner-analytics.txt): With TIP Tool’s version 2.0, also comes the intelligence that the tool provides. The tool provides information such as time to allowance, and predicted allowance rate that helps... - [Dashboards](https://help.triangleip.com/llms-guides/dashboards.txt): The TIP tool provides an overview of your patent pipeline and team activity. - [How to Do a Patent Application Search in the New Patent Lookup Module of the TIP Tool™?](https://help.triangleip.com/llms-guides/how-to-do-a-patent-application-search-in-the-new-patent-lookup-module-of-the-tip-tool.txt): Every patent application at the USPTO carries a long paper trail behind it. Google Patents and the USPTO's Patent Public Search show you only a small part of it. - [How to Do Advance Search of Examiners?](https://help.triangleip.com/llms-guides/how-to-do-advance-search-of-examiners.txt): When you're looking to analyze examiner behavior more precisely, the Advanced Search option in the TIP Tool™’s Examiner Analysis feature becomes essential. This function helps you... - [How to Do Advanced Search in Prosecutor Analysis?](https://help.triangleip.com/llms-guides/how-to-do-advanced-search-in-prosecutor-analysis.txt): When you search for a prosecutor in the TIP Tool™, the default view shows their overall performance across all their cases - every filing, every art unit, every year. That's a... - [How to Make the Right Use of Examiner Analysis?](https://help.triangleip.com/llms-guides/how-to-make-the-right-use-of-examiner-analysis.txt): Getting a patent approved isn’t just about what you write, it's also about who’s reviewing it. Once your application is filed, it goes to a USPTO examiner. Some examiners approve... - [How to Make the Right Use of Patent Prosecutor Analysis within the TIP Tool™](https://help.triangleip.com/llms-guides/how-to-make-the-right-use-of-patent-prosecutor-analysis-within-the-tip-tool.txt): Choosing the right patent attorney or law firm is one of the most consequential decisions an IP team makes. Yet most teams still rely on reputation, referrals, or gut feel... - [How to Predict CPC Codes Using the Predictor Tool in TIP Tool™?](https://help.triangleip.com/llms-guides/how-to-predict-cpc-codes-using-the-predictor-tool-in-tip-tool.txt): At the USPTO, every utility patent application is assigned a set of CPC (Cooperative Patent Classification) codes. These are precise labels describing what your invention does and... - [How to Predict the Art Unit Using the TIP Tool™?](https://help.triangleip.com/llms-guides/how-to-predict-the-art-unit-using-the-tip-tool.txt): At the USPTO, every application is assigned to an Art Unit: a group of examiners specialized in a specific area of technology. - [How to Understand Patent Families Using the TIP Tool™’s Family Tree?](https://help.triangleip.com/llms-guides/how-to-understand-patent-families-using-the-tip-tools-family-tree.txt): Understanding how your patent applications are related is essential to building and maintaining a strong, strategic IP portfolio. That’s why the TIP Tool™ offers a powerful Patent... ## Idea Manager - [Adding a previously used idea in a new filing](https://help.triangleip.com/llms-guides/adding-a-previously-used-idea-in-a-new-filing.txt): 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... - [Adding an Idea to an Existing Filing](https://help.triangleip.com/llms-guides/adding-an-idea-to-an-existing-filing.txt): 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. - [Adding Child Applications in Idea Manager](https://help.triangleip.com/llms-guides/childapplications.txt): Child applications are applications that are based on an earlier filed application and claim priority to it. These relationships have legal effects. Child applications receive... - [Archive/Delete Workflow and Restore Process](https://help.triangleip.com/llms-guides/archive-delete-workflow-only-user-guide-and-gif-and-restoring-process.txt): Before we go into detail about the Archive and the Delete workflow, let us understand how the case matters are structured within the TIP tool across different stages of the... - [Collaboration](https://help.triangleip.com/llms-guides/collaboration-include-the-timeline-and-comments.txt): 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... - [Creating a Filing](https://help.triangleip.com/llms-guides/creating-a-filing.txt): As we progress through the idea lifecycle, some of the ideas may not be pursued, while some may get approved to be filed as a patent application. Once an idea gets approved within... - [Creating additional Portfolio(s)](https://help.triangleip.com/llms-guides/creating-additional-portfolio.txt): You can create additional portfolios only if you are an admin of an account. - [Customizing an Idea Form](https://help.triangleip.com/llms-guides/customizing-an-idea-form.txt): The idea form that is offered by the TIP tool is a short idea form. This means that the form is created to gather just the basic required information in order to make it easy to... - [Editing a Filing](https://help.triangleip.com/llms-guides/editing-a-filing.txt): 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... - [How do You Create Filings - Where Ideas are Merged One-to-One, One-to-Many and Many-to-One?](https://help.triangleip.com/llms-guides/how-do-you-create-filings-where-ideas-are-merged-one-to-one-one-to-many-and-many-to-one.txt): Creating a filing in the TIP Tool™ allows you to prepare and track a specific patent application - whether it's a provisional, non-provisional, continuation, or another type. You... - [How Do You Customise the Stages in the Patent Pipeline in the TIP Tool™ ?](https://help.triangleip.com/llms-guides/how-do-you-customise-the-stages-in-the-patent-pipeline-in-the-tip-tool.txt): The TIP Tool™ pipeline has six stages, but not every team uses all of them. Some teams like to keep things simple and go straight from Capture to Drafting. Others add steps like a... - [How to Add a New Idea in the TIP Tool™?](https://help.triangleip.com/llms-guides/add-a-new-idea.txt): Ready to capture your next big innovation? Great - let’s walk through how you can add a new idea in the TIP Tool™, step by step. - [How to Collaborate in Real-Time Across Patent Lifecycle Stages in the TIP Tool™](https://help.triangleip.com/llms-guides/how-to-collaborate-in-real-time-across-patent-lifecycle-stages-in-the-tip-tool.txt): The TIP Tool™ offers real-time collaboration across the entire patent lifecycle — from idea capture to filed patents. - [How to Track the Journey of Ideas to Patents Across the Lifecycle Using the TIP Tool™](https://help.triangleip.com/llms-guides/how-to-track-the-journey-of-ideas-to-patents-across-the-lifecycle-using-the-tip-tool.txt): The TIP Tool™ helps you track ideas from early-stage concepts all the way to filed patent applications. The workflow is built as a visual pipeline with stages that represent key... - [How to Write an Idea Summary in the Idea Form within the TIP Tool™](https://help.triangleip.com/llms-guides/how-to-write-an-idea-summary-in-the-idea-form-within-the-tip-tool.txt): The Summary section is one of the most important parts of the idea form. It helps reviewers, managers, and patent counsel understand your idea quickly and thoroughly. - [Nurturing: Updating Email Frequency](https://help.triangleip.com/llms-guides/nurturing-updating-email-frequency.txt): The TIP Tool provides email notifications at various stages of the idea management process. - [Publishing an Idea](https://help.triangleip.com/llms-guides/publishing-an-idea.txt): In this video we are going to talk about Publishing an idea, and what is the difference between a published and an unpublished idea. - [Updating User Profile/Password](https://help.triangleip.com/llms-guides/updating-user-profile-password-only-user-guide.txt): If you have been registered into the tool by an email invitation, there are high chances you have not set your password - [What is the Patentability Score in the Idea Form Within the TIP Tool™? How is It Set?](https://help.triangleip.com/llms-guides/patentability-score-in-the-tip-tool.txt): When you enter an idea into the TIP Tool™, one of the fields you’ll see is the Patentability Score. - [What is the Value Score in the Idea Form within the TIP Tool™? How to Set It?](https://help.triangleip.com/llms-guides/value-score-in-the-idea-form.txt): The Value Score helps you (and your team) quickly assess how important or strategic an idea is to your business and how likely it is to get a patent. - [Workflow Stages and Workflow Process](https://help.triangleip.com/llms-guides/workflow-stages-and-process.txt): The 4 workflow stages that you in the Idea Manager tab of the TIP tool is as follows: ## Patent Portfolio Manager - [Family Tree](https://help.triangleip.com/llms-guides/family-tree.txt): A patent family is a group of patent applications and patents with interrelating priority claims. A priority claim allows a later-filed application to use the filing date of an... - [How Can I Switch Between The Separate And Combined Views of US And International Applications In The Portfolio Manager?](https://help.triangleip.com/llms-guides/how-can-i-switch-between-the-separate-and-combined-views-of-us-and-international-applications-in-the-portfolio-manager.txt): Until now, the Portfolio Manager kept US filings and international filings in two separate tabs. Getting a consolidated view of all your applications meant switching between them. - [How Real-time Collaboration Happens in Portfolio Manager?](https://help.triangleip.com/llms-guides/how-real-time-collaboration-happens-in-portfolio-manager.txt): Real-time collaboration is a core strength of the TIP Tool™, enabling legal, technical, and business teams to work together on patent applications with transparency and speed. With... - [How to Add Foreign Patent Applications in the TIP Tool™?](https://help.triangleip.com/llms-guides/how-to-add-foreign-patent-applications-in-the-tip-tool.txt): A user recently asked why PCT-style numbers weren’t accepted, prompting this quick guide on the correct way to add foreign applications in the TIP Tool™. - [How to Add International Patent Applications to Portfolio Manager within the TIP Tool™?](https://help.triangleip.com/llms-guides/how-to-add-international-patent-applications-to-portfolio-manager-within-the-tip-tool.txt): Managing a global patent portfolio requires visibility into all your filings, not just US applications. That’s why the TIP Tool™ Portfolio Manager now allows you to add and track... - [How to Conduct Advanced Search for Patents/Patent Applications within the TIP Tool™](https://help.triangleip.com/llms-guides/how-to-conduct-advanced-search-for-patents-patent-applications-within-the-tip-tool.txt): As your patent portfolio grows, finding the right information quickly becomes essential. Whether you’re preparing reports, searching for applications with a specific tag, or... - [How to Customize the Application Timeline in TIP Tool™](https://help.triangleip.com/llms-guides/how-to-customize-the-application-timeline-in-tip-tool.txt): The Application Timeline in the TIP Tool™ offers a visual overview of key prosecution events across each patent application’s lifecycle. Whether you’re tracking filing dates... - [How to Download a Patent Application PDF?](https://help.triangleip.com/llms-guides/how-to-download-a-patent-application-pdf.txt): When managing a patent portfolio, quick access to official documents such as office actions, amendments, and granted patents is essential. The TIP Tool™ simplifies this by allowing... - [How to Fetch AI Summary for US Patent Applications in the TIP Tool™?](https://help.triangleip.com/llms-guides/how-to-fetch-ai-summary-for-us-patent-applications-in-the-tip-tool.txt): The AI Summary feature in the TIP Tool™ allows users to quickly generate a concise, structured summary of U.S. patent applications. The summary is created using AI-powered analysis... - [How to Import Your Patent Applications from Private PAIR into the TIP Tool™?](https://help.triangleip.com/llms-guides/how-to-import-your-patent-applications-from-private-pair-into-the-tip-tool.txt): The TIP Tool™ allows you to import your unpublished patent applications at the USPTO (i.e., confidential filings not yet made public) via Private PAIR. - [How to Import/Export Applications in Portfolio Manager?](https://help.triangleip.com/llms-guides/how-to-import-export-applications-in-portfolio-manager.txt): Managing a growing IP portfolio means handling data, often in bulk. Whether you're uploading new applications from a spreadsheet, syncing with the USPTO, or exporting your... - [How to Read the Portfolio Manager Charts in the TIP Tool™](https://help.triangleip.com/llms-guides/how-to-read-the-portfolio-manager-charts-in-the-tip-tool.txt): Managing a patent portfolio can quickly become overwhelming. Especially when you’re dealing with hundreds of applications at different stages of prosecution, across multiple... - [How to Sync Public Cases in the Portfolio Manager in the TIP Tool™?](https://help.triangleip.com/llms-guides/how-to-sync-public-cases-in-the-portfolio-manager-in-the-tip-tool.txt): The TIP Tool™ provides a seamless way to keep your portfolio updated by syncing public patent application data directly from the USPTO Public PAIR database. This ensures that... - [How to Use Portfolio Manager in the TIP Tool™ to Effectively Guide Your Patent Strategy?](https://help.triangleip.com/llms-guides/how-to-use-portfolio-manager-in-the-tip-tool-to-effectively-guide-your-patent-strategy.txt): Managing a patent portfolio is no small task especially when you’re balancing dozens (maybe hundreds or even thousands) of filings across multiple jurisdictions, stages, and law... - [How to View the Patent Family of an Application?](https://help.triangleip.com/llms-guides/how-to-view-the-patent-family-of-an-application.txt): When managing global IP rights, it's crucial to understand how a single invention evolves across jurisdictions. The TIP Tool™ simplifies this with a Patent Family View showing how... - [Patent Applications Intake](https://help.triangleip.com/llms-guides/application-intake-filed-applications-apps-not-synced-upload-status.txt): Currently, the TIP Tool offers automatic status updates of US applications. - [What do the Options like US Applications, Foreign Applications, Drafting Applications, and Applications Not Synced mean?](https://help.triangleip.com/llms-guides/what-do-the-options-like-us-applications-foreign-applications-drafting-applications-and-applications-not-synced-mean.txt): In the TIP Tool™’s Portfolio Manager, every application is automatically placed into a category based on its status, jurisdiction, and sync state. These categories help users... ## USPTO Private PAIR - [Private PAIR Integration](https://help.triangleip.com/llms-guides/private-pair-integration.txt): 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... ## Control Panel - [How to Add New Users and Assign Roles in the TIP Tool™?](https://help.triangleip.com/llms-guides/how-to-add-new-users-and-assign-roles-in-the-tip-tool.txt): Adding users to the TIP Tool™ can be done through the Control Panel. Users must have an approved email domain (whitelisted) for seamless addition. - [How to Bring in Users via Pre-Approval Link and Manage Pending User Approvals in the TIP Tool™](https://help.triangleip.com/llms-guides/how-to-bring-in-users-via-pre-approval-link-and-manage-pending-user-approvals-in-the-tip-tool.txt): For large organizations, manually adding users can be time-consuming and inefficient. - [How to Import/Export Tags in the TIP Tool™?](https://help.triangleip.com/llms-guides/how-to-import-export-tags-in-the-tip-tool.txt): Tags in the TIP Tool™ are essential for organizing and managing innovation assets—from early-stage ideas to filed patent applications and issued patents. These tags serve as... - [How to Set Up a Custom Login Page for Your Organization in the TIP Tool™](https://help.triangleip.com/llms-guides/how-to-set-up-a-custom-login-page-for-your-organization-in-the-tip-tool.txt): The Custom Login Page setting allows organizations to modify the login screen shown to users when accessing the TIP Tool™. - [Why and How to Whitelist a Domain within the TIP Tool™?](https://help.triangleip.com/llms-guides/why-and-how-to-whitelist-a-domain-within-the-tip-tool.txt): Whitelisting a domain in the TIP Tool™ allows Admins to streamline user onboarding from trusted organizations (for instance a law firm the enterprise works with). Once a domain is... ## Other Articles - [How Does Patent Cost Estimation Work in the TIP Tool™?](https://help.triangleip.com/llms-guides/how-does-patent-cost-estimation-work-in-the-tip-tool.txt): Patent cost estimation provides an early estimate of patent-related costs so you can make informed decisions before and after filing. - [How to Sign Up with Microsoft Azure SSO in the TIP Tool™](https://help.triangleip.com/llms-guides/how-to-sign-up-with-microsoft-azure-sso-in-the-tip-tool.txt): Microsoft Azure Single Sign-On (SSO) allows users to sign in to the TIP Tool™ using their Microsoft work account. - [How to Track the Status of Your Patent Application in the TIP Tool™](https://help.triangleip.com/llms-guides/how-to-track-the-status-of-your-patent-application-in-the-tip-tool.txt): Tracking patent status in the TIP Tool™ is a continuous process that starts once an application is added and continues throughout prosecution. The system relies on USPTO data... - [How to Use Sponsorship (USPTO Authorization) to Sync Private Patent Applications in the Portfolio Manager within the TIP Tool™?](https://help.triangleip.com/llms-guides/how-to-use-sponsorship-uspto-authorization-to-sync-private-patent-applications-in-the-portfolio-manager-within-the-tip-tool.txt): Some patent applications are not publicly available and can only be accessed through USPTO Private PAIR. ## Optional - [All articles in one file](https://help.triangleip.com/llms-full.txt): Every article in full, in a single file.