Equinox Corporate Plus
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Knowledge base
Navigation
EC+ Navigation Overview
1
Navigating Equinox Corporate+
What is a Family?
1
What is a "Family" in Equinox Corporate+?
Configuring your navigation bar
1
Configure Your Navigation Bar in Equinox Corporate+
Patent Layout Overview
1
Patent Case Layout Overview
Trademark Layout Overview
0
Design Layout Overview
0
Creating Personalized List Views
0
Reporting
EC+ Reporting Overview
1
EC+ Reports Overview
Creating Reports
0
Generating Charts
1
Generating Charts and Graphics from Reports in Equinox Corporate+
Subscribing to Reports
1
Automating Reports (Subscribing to reports)
Sharing Reports
0
Dashboards
EC+ Dashboards Overview
1
Equinox Corporate+ Dashboards Overview
Creating Dashboards
0
Adding Dashboard Filters
0
Sharing Dashboards
0
Document Management
Uploading Documents
1
Uploading Files to a Case (S-Drive)
Email Files from EC+ (S-Drive)
1
Emailing Files from EC+ (S-Drive)
Creating Document Folders
1
Creating Folders in EC+ (S-Drive)
Storing Documents on a case (S-drive)
0
Searching for Documents
0
Sharing Documents
0
Patent Management System
Filing PCT extensions
1
Creating PCT National Phase Filings in Equinox Corporate+
Creating a Patent Case
1
Creating a Patent Case
Creating Direct Filings
0
Creating Divisionals, Continuations, and CIPs
0
Assigning Case contacts
0
Managing Owners
0
Inventor Management
0
Trademark Management System
Creating a Trademark Case
0
Adding a national TM
1
Creating National Right of Madrid
Creating a Madrid mark
1
Generating Madrid Cases in Equinox
Creating a National Right of Madrid
1
Create National Right of Madrid (Trademark extensions)
Adding Nice Classes/Goods & Services
0
Assigning Case Contact (TMs)
0
Managing Owners
0
Design Management System
Design Case Layout Overview
1
Design Case Layout
Adding a Design
1
Adding A Design
Prosecution Pack - (Patent Links)
Prosecution Pack Overview
1
Prosecution Pack Overview
IDS Generator
1
IDS Generator (SB08 forms)
IDS Analyzer
0
Legal Status Analyzer
1
Legal Status Analyzer
Grant Statistics
1
Grant Statistics
Training Videos
Video: How to add a folder to a case
1
Video: How to add a folder to a case
Video: Where to find documents in a case
1
Video: Where to find documents in a case
Video: Upload files in bulk
1
Upload files in bulk
Video: How to download documents
1
Video: How to download document
Video: Email documents from EC+
1
Video: Emailing documents from EC+
Video: Searching documents at a case level
1
Video: Searching documents at a case level
Video: Navigating to "list views"
1
Video: Understanding and navigating to "list views"
Video: Setting up List Views
1
Video: Setting up your first list view
Video: Utilizing list filters
1
Videos: Utilizing list filters
Video: Introduction to KANBAN views
1
Video: Introduction to KANBAN views
Glossary & Definitions
Case Status Glossary
1
Case Status Glossary
Filing Types Glossary
1
Case Types and Filing Types Glossary
Terminology Glossary
0
PTO notifications data coverage
0