EN:Folders

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Folder

It is possible to create your own folder structures and add patents to the folders.
One option could be to create a technology tree and assign patents correspondingly.

Areas

FolderOverview.jpg

2 folder areas exist: network folders and personal folders.
Network folders can be shared with other users.
Personal folders are only visible and accessible for one user.

Types of folders

When a folder is created, the following types of folders are available:

Document
individual documents can be assigned to a folder (e.g. DE A and DE B document)

Application
Documents are grouped, i.e. only one application can be assigned (multiple applications from one family are possible)

Strict family
Applications are grouped using the strict family, only complete strict families can be assigned (multiple strict families within the same extended family are possible)

Extended family
Strict families are grouped using the extended family, only complete extended families can be assigned

Administration

Using right click on a folder, sub-folders can be created:

FolderAdmin.jpg

Depending on which folder type was selected, the folders are marked with E, S, A or D.

Using the context menu, existing folders can be renamed, deleted and copied.
You can also change the colour of the folder if desired.

Assigning patents

The patent selected in the result list or in detail view can be assigned to any folder by checking the box.
If the selected patent was previously assigned to a folder the boxes are already checked accordingly.
By unchecking the box, the patent can be de-assigned.

Using the context menu, entire results can be assigned/de-assigned to/from a folder.

FolderAssign.jpg

Representative

When assigning to a folder, the selected document is saved as the representative.
If the folder is opened at a later time, this specific document is displayed.

Example:
An application is assigned to an application-based folder. Here, the B-Document of the application is selected.
When opening the folder at a later time, the previously selected B-Document is displayed.