Creating a Trademark Case in Equinox Corporate+
In Equinox Corporate+, efficient management of Trademark cases begins with establishing a Trademark family and then proceeding to create individual \trademark cases within that family. This guide will take you through the process of creating a Trademark case, ensuring that you have all the necessary information to initiate effective intellectual property management.
Prerequisite:
Before creating a Trademark case, ensure that you have created a Trademark family. A Trademark family serves as a container for related Trademark cases, providing a structured approach to organizing your intellectual property assets.
Step 1: Create a Trademark Family:
Go to the Families tab in Equinox Corporate+
Click the "New" button (top right) to start creating a new family, choose Trademark family from the options offered.
Fill in the required Family Title field. This will likely be the name of the Trademark you are creating
Optionally, add any additional information such as description or custom fields if necessary e.g. link to brand record
Click "Save" to create the Trademark family.
Step 2: Create a Trademark Case:
Once the Trademark family is established, proceed to create individual Trademark cases within that family.
Navigate to the Trademarks tab in Equinox Corporate+ either in the top ribbon or on your created trademark family.
Click the "New" button to begin creating a new Trademark case.
Select the appropriate Trademark family from the dropdown menu to associate the case with the previously created family. (if creating from the top ribbon, creating from the family record will auto populate the Family field)
Fill in the required fields for the Trademark case:
Title: Provide a title / name for the Trademark case.
Status: Specify the status of the Trademark case (e.g., Pending, Published, Registered, etc.).
Country: Choose the country associated with the Trademark case. Start typing the country name in the country field to find the countries in the database.
Type: Indicate the type of Trademark for the case (e.g., Word, Figurtive, Combined, 3D, etc.).
Filing Type: Indicate the type of filing for the Trademark (e.g., First Filing, Claiming Priority, National Right of Madrid, etc.)
Optionally, include additional details such as relevant dates information or any relevant custom fields.
Click "Save" to create the Trademark case within the selected Trademark family.
Adding Goods and services
To add Goods and services click on New Goods and Service top right of the trademark record
Choose the class you want to add and the language you want the description added in
Click next and a screen will display allowing the editing of the description if no editing required click next and the goods and services will be added to the record and displayed on the Goods and services section in the right hand panel
Add owner / entities?
To add Primary Owner or other entities click New in the Entity section
Choose Account for entity and select Ownership type
Define if Primary Entity
And click save
Additional Tips:
Ensure that you have all necessary information, such as application numbers or Application dates, readily available when creating cases.
Regularly update the status of Trademark cases as they progress through different stages of the lifecycle.
Utilize custom fields and additional functionalities in Equinox Corporate+ to enhance the management of your Trademark cases and families.
By following these steps, you can seamlessly create Trademark cases within Equinox Corporate+, enabling you to effectively manage your intellectual property assets and streamline your Trademark portfolio management process. If you encounter any issues or have questions, feel free to reach out to our support team for assistance.