| How do I reset my password? | Please follow the link here Forgot Password | ||||||||||||
| How do I get to Patently’s help? | Please email us at ask@patently.com with full details of the error including links to the relevant Patently family | ||||||||||||
| How do I add more seats? | You can manage seats and accounts from 'Manage Billing' in your Patently account | ||||||||||||
| How do I get an answer to my billing question? | Please email us at ask@patently.com | ||||||||||||
| How do I upgrade my plan? |
You can do this within your 'Manage Billing' settings within your account.
Note that all subscriptions are billed monthly |
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| How do I integrate with my IPMS? | Please email us at support@patently.com you’ll need to be an Enterprise customer 😊 | ||||||||||||
| How do I find the date that the Patently data is up-to-date until? | There is a banner at the bottom of the Home page at https://app.patently.com with details of the last update | ||||||||||||
| What payment methods do you accept? | We accept all major debit and credit cards | ||||||||||||
| How do you treat my data – is it secure? |
Please access our privacy and backup policies here:
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| Where does the data come from? | We get bulk data from the EPO, US PAIR, KIPRIS, the JPO, among other offices | ||||||||||||
| How often do you update the data? | Currently it is monthly, but we will be moving to weekly updates from Q4 2024 | ||||||||||||
| What is a Patent Family? |
See this in-depth article on Patent Families |
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| Patently has saved searches, shortlists and projects. What is the difference? |
A “saved search” is your work in progress collection of families that Patently has found for your search criteria (see Using Quick Filters, Using Vector Search, Using Number Import)
A “shortlist” is the families you have selected while reviewing these collections of families. Typically it will be some of the families Patently returned for your search criteria that is particularly relevant to what you are looking for and that you want to study in more detail (see FAQ “How do I add Family to a shortlist in Search”)
A “project” is the families that you put into your shortlist and “handoff” to Assess for further study: when you Handoff to Assess, a project is automatically created. |
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| In Assess, I see different Assess “focuses”. What are these for and what is the difference between them? |
We understand that you may want to study patents for a variety of reasons. And that there is key information you want to capture when doing your review, see Assess UI
We created the concept of “Assess focuses” so that you can have a standard set of Assess fields – comments, traffic light ratings etc. automatically to hand when you start your detailed study in Assess.
At the moment we have the following Assess focuses:
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| What if I want to add to my Assess project – e.g. by adding a new Owner, changing my Vector Search, or simply adding a patent number? |
You can add a new owner or change vector search by going back from your Assess project to the saved Search to change the search criteria, at any time.
Search keeps track of each change you have made to your saved Search (see Viewing Shortlist). If you go back to your saved Search and change the search criteria, Patently will actually create a new filter, so you can keep track of how you came to add a collection of families to your saved Search and shortlist.
When it comes to adding a new number, it could not be easier. When in your Assess project you can search for a number using the Number filter. If the family with that number is not in your Assess project, Patently tells you that it isn’t found in the project and gives you the option to add it.
PS: you can also use the Lookup in the homepage to add a family to any Assess project! |
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When I search for specific owners, why do I have a patent family that lists a different owner on the asset card view?
And what is a Recordee? |
Assets can have different owners at different times. Sometimes a change of owner is recorded at an IP office, sometimes it is not. This means that the name on the asset card of one family member can be different from the name on the asset card of another family member.
We derive a name representing the owner recorded by an IP office for an individual family member, and that is Recordee
For families, we group these Recordees into simple, usable names, and that is Owner
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| How do I add multiple families to my project at once? | Our UI tools make it really easy to select and add one, a few or many families to a project, see Adding Families to Shortlist | ||||||||||||
| How do I add Family to a shortlist in Search? |
See Getting around the Search UI Brief explanation of how to add families to a shortlist |
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See Using Vector Search Adding families to shortlist for further review or action
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See Using Number Import
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See Shortlisting and Handing Off Adding families to shortlist, marking high importance, adding search comments, and excluding irrelevant families
> Adding Families to Shortlist Demonstration of adding families individually to the shortlist Bulk addition of families using the 'add all' button Using Citation Browser Adding families from the citation browser to the shortlist |
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| How do I sort my Families? |
See Getting around the UI Exploring sorting options for arranging families in the list view
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| Which text fields does the Vector Search use to perform the search? |
Semantic analysis of input using Patently's language model Displaying similar results based on conceptual meaning.
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