How do I find my way around the user interface when assessing patents and patent families? What is the toolbar? Can I review whole families or individual patents? What do all the icons mean? If you’re asking yourself these questions and want to learn how to use Patently’s Number import, watch this video where Pat from @Patently will show you how.
▬ Contents ▬▬▬▬▬▬▬▬▬▬
0:00 - Intro
0:34 - Review tick
1:02 - Search actions icons
1:15 - Assess family toolbar
2:27 - Assess Asset toolbar
3:18 - Navigating using asset toolbar tabs
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Detailed list of the content in this video:
User Interface Comparison
- Highlighting key differences between the assess UI and search UI
- Reference to the 'Search UI' video for a comprehensive UI navigation explanation
Family Cards
- Introduction to the tick icon replacing the search action menu on family cards
- Use of the tick to indicate reviewed status visible to all users, including colleagues
Assess Family Toolbar
- Overview of the grey Assess Family toolbar at the bottom of the screen
- Purpose of the toolbar for saving thoughts, comments, applying tags, flags, and ratings
Toolbar Functionality
- How to use toolbar icons to set family importance or add notes
- Formatting options within the text box for longer comments
- Differences between assess family and assess asset toolbars
Asset-Level Toolbar
- Introduction to the white Assess Asset toolbar when selecting nodes on the C-Tree
- Display of asset-specific information and corresponding tab at the bottom of the screen
Navigation with Asset Tabs
- Utilising asset-level tabs to navigate within larger families
- Functionality of tabs in selecting assets on the C-Tree
Customisation Options
- How to customize toolbar options by clicking the 'edit' button
- Adding or modifying ratings, comments fields, and other toolbar elements
Configuration
- Reference to the 'Assess projects' video for detailed configuration demonstrations
- Exploring examples and in-depth explanations of configuring toolbar options