Importing Assets

Importing Assets in Bulk

IPwe Docket supports bulk imports of US, PCT & international patents, trademarks, and invention disclosures.

US Patents & PCT

IPwe Docket supports automated docketing of all active US provisional, non-provisional, PCT applications, and granted patents.

Users (Admin & Managers) can import these assets in bulk by following the IMPORT tab in the left navigation bar.

Admin

Manager

On that page is a downloadable template that users will fill in with patent application numbers as well as any identifying matter or client data. Some users may wish to include client contact information in the import, but it is not required.

Save the filled out template, upload, and IPwe Docket will pull in data from the PTO and docket all relevant due dates.

Most assets will be fully synced within a few minutes. Especially large bulk imports and certain assets may take up to 24 hours to sync fully.

International Patents

IPwe Docket automatically updates bibliographic, family data, and transaction history of international patents and applications from 65 patent offices, however, docketing is currently limited to US, EP, CN, KR, & JP applications. Supporting many countries requires that users follow a very precise numbering schema as to ensure that the proper asset is being imported. We suggest users view the list of supported offices and their accompany application numbering schemas.

Uploading international patents in bulk requires a template, which is available via the “Import Excel Sheet” or “IMPORT” buttons under the  “International Patent Applications” tab.

 

Users will notice that this template has more columns than the US patent upload template. This is to compensate for data quality issues at the EPO that prevent IP from certain European countries from uploading fully. In those circumstances, users may choose to manually add other information about the assets.

Fill in the template, save and go back to the browser. On that same page is the upload and Import button. upload and assets will sync within a matter of minutes.

*Note that IPwe Docket uses the same application numbering schema as is available on Espacenet, so users may find it beneficial to copy and paste application numbers directly into the platform from there.

US Trademarks

Importing trademarks follows the same workflow as with patents, it merely requires a different template and upload identifier.

To upload US trademarks in bulk, first go to the US Trademarks tab, then click the “Import applications” button on the bottom left of the browser.

   

Download and fill in the Microsoft Excel-based template with the trademark serial numbers, matter numbers and client names.

Save the sheet, import it into the platform, and the assets will sync, docket and become available to users in a matter of minutes.

International Trademarks

Users can also upload international trademarks in bulk, but since the platform does not support automated prosecution histories or docketing for those assets, the template can be filled in with free text. There is no specific number formatting required.

To upload, first find the “Import Excel Sheet” button on the International Trademarks tab.

Fill in any relevant identifiers and save the sheet.

Import from the same browser page and the assets will become available immediately.

Invention Disclosures 

Just like patents and trademarks, invention disclosure forms (“IDFs”) can also be imported in bulk. Most users will upload them to maintain a record of all of their old and pending IDFs. Others will use the template in “blue skies” and other ideation meetings.

Users who wish to upload many IDFs at once must do so with a template, available by clicking the “Import Excel Sheet” button on the invention disclosures tab.

That template will include identifying information for the IDF (inventor names, title), standardized disclosure prompts, and status information (current status creation date, responsible attorney and notes). Users should fill out each section of the template, though the platform will subsume a blank creation date with the upload date and current status as “in Progress” if those fields are left blank. This can be changed later from in the platform.

Save the filled out template, import it and the disclosures will become available immediately.

Additionally, some users take this template into ideation and “blue sky” meetings. In that case, we suggest that all notes go into that template, which is then uploaded to IPwe Docket. After that, counsel and inventors can continue fleshing out the details from right within the platform. Some may wish to email these partial disclosures to inventors to do the same. See How to Share an Invention Disclosure.

Single IP Asset Imports

While bulk imports are often a faster way of onboarding an entire portfolio, it may make sense for some users to import assets one at a time: like after filing a patent application, acquiring a small group of assets, or researching IP owned by outside organizations.

US Patents

To upload a single patent asset, find the +Add Serial No. button from the applications or issued patents tab

Fill in the prompts, submit, and the AI will immediately begin scraping the PTO for pertinent information on the asset, and the rules engine will docket any relevant due dates. Note that some assets may take up to 24 hours to fully sync with the PTO.

The AI will immediately scrape the PTO for pertinent information on the asset, and the rules engine will docket any relevant due dates. Note that some assets may take up to 24 hours to fully sync with the PTO.

International Patents 

Supporting a growing international patent portfolio? IPwe Docket also automatically syncs file history for patents filed across 65 patent offices, and dockets PCT, EP, CN, KR, & JP assets. Note that integrating with 65 patent offices requires a precise serial numbering schema as to ensure that only the correct assets are uploaded. User can view the list of supported countries and their upload identifier schemas here.  We recommend that users call IPwe Docket customer service in the event that a bulk import of international assets is required.  

To upload international patents:

Step 1: In the International Patent Applications tab under the Avatar, click the “+New” button.

Step 2: Use the “international serial number checker” to ensure that the correct asset is being uploaded. Format the application number in accordance with the schema, and click to verify. Compare the title with your records to ensure accuracy, add the matter and client and submit. An incorrectly formatted submission will read "No Record Found".

*Hint: IPwe Docket uses the same upload schema that appears on Espacenet, so some users may find it helpful to copy and paste application numbers directly from https://worldwide.espacenet.com/.

US Trademarks 

Importing trademarks to the platform is similar to the process for importing patents.

Step 1: Enter the US trademarks tab, and find the +New Application button at the top right of the page.

Step 2: Type in the serial number, matter and client, then submit. The file history and docket will load in a matter of minutes.

“Other Assets” - International Trademarks, Copyrights, Fictitious Names, Security Interests, Domain Names 

IPwe Docket also provides repositories for international trademarks, copyrights, fictitious names, security interests, domain names and “other assets”. These repositories do not currently sync with any outside data sources, though users may still wish to upload them to IPwe Docket as to help maintain all IP assets in one location. As such, the import process will be the same for any of the above asset types

Step 1: Access your repository of choice from the “other assets” tab in the banner.

Click the “+New” button at the top right of the dashboard, fill in the pertinent information and be sure to “create”. The asset will immediately become available under that tab.

        See our guide on PCT Applications here.