Equinox Corporate Plus

• Data from an EP docket should automatically be transferred to all the EP Validation dockets
  1. The following fields are copied from the EP docket to the EP validation dockets:
     • Status
     • Primary Owner
     • Title
     • Priority Date
     • Priority Number
     • Application Date
     • Application Number
     • Publication Date
     • Publication Number
     • Grant Date
     • Grant Number
     • Expiry Date
     • Priority Country
     • In-House Attorney
• Modification of Extension Workflows
  1. The following fields are copied from the parent docket to the child docket:
     • Primary Owner
     • Title
     • Unit
  2. The Application number/Application date fields from the parent are copied to Priority number/Priority date fields on the child docket
• Is Alive should be calculated on the family
• Extension countries should be sorted alphabetically
• Ambiguous renewal names - Cannot run correct reports
• Triggers turned off during import causes data issues
• Add History Tab on Docketing Rules and Pre-Set task lighnning page 
• Preset office actions for Design
• Generate renewal tasks button

• Docketing and Renewal tasks are not generated for trademarks with CC=WO
• PCT/WIPO as country option for extension workflows
• Extend list of Task Type with 'Use'
   

• Design case reference not displayed in Design family view
• Change Help Text Label
• In the field business line on patent remove values
• In Force is present in the Suggestions - this should be Is Active
• Missing next TM Renewal when a Task is completed
• "Next Annuity Date" not populated
• Spelling of "Extension Workflow"
• Issue with EP Validations patent extension workflow
• In force Family field should be checked by default 
• Change record type in the custom action on Invention
• New report type "Contacts"
• PTO Comparison flow: The orbit link redirect to the case itself (to salesforce)
• Check on the "Generate Renewal Tasks" button on the Patent object
• Trademarks without tasks
• Link to Markify is not well formated
• No trademark docketing task creation after batch run successfully
• Patent Extension workflow: missing inventor and entities duplication
• Unable to compute renewal task on Spanish patent

Documentation: Refer to the platform's documentation at

https://corporateplus.help.questel.com/en/support/solutions  for detailed information on specific features, workflows, and best practices. The documentation provides step-by-step instructions and valuable insights to help you make the most of Equinox Corporate+.

Customer Support: If you require assistance or have technical issues that need resolution, reach out to our dedicated customer support team. They are available to address your queries and provide guidance to ensure a smooth and successful experience with Equinox Corporate+. Contact the support team at help@questel.com

Training and Webinars: Take advantage of training sessions and webinars offered by Equinox Corporate+. These sessions provide hands-on learning opportunities, tips and tricks, and insights into advanced features. Stay updated with the latest training schedules and join these sessions to enhance your knowledge and proficiency.

We appreciate your commitment to efficient IP management and trust that Equinox Corporate+ will be an invaluable tool in your journey. Should you have any feedback or suggestions to further improve the platform or this user guide, please don't hesitate to share them with us. We are continuously working to enhance the user experience and meet your evolving needs.

Thank you for choosing Equinox Corporate+!