Equinox Corporate Plus

EC+ Navigation Overview 3

• Navigating Equinox Corporate+
• Using the Add Office Action / Pre-set Functionality in Equinox Corporate+
• Editing a case of any kind, Patent, Trademark, Design etc. is done in the same way

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 1

• Create Custom List Views in Equinox Corporate+

Bulk editing data in a list view 1

• Editing Data in Bulk in Equinox Corporate+

Bulk editing data via the import tool 1

• Bulk Editing Data via the Import Tool in Equinox Corporate+

EC+ Reporting Overview 1

• EC+ Reports Overview

Creating Reports 1

• How to Create Reports in Equinox Corporate+

Generating Charts 1

• Generating Charts and Graphics from Reports in Equinox Corporate+

Subscribing to Reports 1

• Automating Reports (Subscribing to reports)

Sharing Reports 0

EC+ Dashboards Overview 1

• Equinox Corporate+ Dashboards Overview

Creating Dashboards 0

Adding Dashboard Filters 0

Sharing Dashboards 0

Creating Docketing Rules and Pre-Set Tasks 1

• Creating Docketing Rules and Pre-Set Tasks

Using the Add Office Action / Pre-set Functionality 1

• Using the Add Office Action / Pre-set Functionality in Equinox Corporate+

Completing Tasks and Docketing items 1

• Managing and Completing Tasks in Equinox Corporate+

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

Filing PCT extensions 1

• Creating PCT National Phase Filings in Equinox Corporate+

Creating a Patent Case 1

• Creating a Patent Case

Creating Direct Filings 1

• Creating Direct Filings

Creating Divisionals, Continuations, and CIPs 0

Assigning Case contacts 0

Managing Owners 0

Inventor Management 0

Creating a Trademark Case 1

• Creating a Trademark Case

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

Creating Trademarks 1

• Creating Trademarks

Design Case Layout Overview 1

• Design Case Layout

Adding a Design 1

• Adding A Design

Using chatter at the case level 1

• Using Chatter on a Case Level in Equinox Corporate+

Share Documents via Chatter 1

• Sharing Documents via Chatter in Equinox Corporate+

Creating Groups in Chatter 1

• Creating Groups in Chatter – Equinox Corporate+

Receiving Chatter Notifications 1

• Receiving Chatter Notifications

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

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

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

T&T 2024 2

• Mar-24-[T&T] How to manage portfolio renewals with PAVIS on Equinox Corporate
• Oct-24-[T&T] Boost Your Productivity and Get the Most Out of Equinox Corporate

T&T 2025 1

• Mar-24-[T&T] Equinox Reporting Made Easy!

Equinox Corporate+ Release Notes 21

• Equinox Corporate+ Release Note- Nobel Release
• Equinox Corporate+ Release Note - DaVinci Release
• Equinox Corporate+ Release Note - Edison Release
• Equinox Corporate+ Release Note - Gutenberg Release
• Equinox Corporate+ Release Note V1.28

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