Help Center
Go back to PatSeer
Help Center
Go back to PatSeer
Getting Started
Searching Records
Search Aids and Tools
Working with Search Results
Export Fields and Definitions
Detail View
Analytics & Visualizations
Projects
Project Collaboration
Alerts
PatSeer Pro X
Working in PatSeer Pro X
AI Classifier
Release Notes and Version History
Video Tutorials
Unitary Patents
Industrial Design
Miscellaneous
Commonly Asked Questions
How do I fill up the key term / key word gap in my search query? How do I screen the records without going into the details?If I have a free text, how do I create a search using PatSeer? How do I search patents that are similar to the patent number(s) present with me?How can you view the prosecution details of a particular record?How do I create a folder or project for my data? How to add records to multiple projects / folders by marking their importance?How do I organize my data in Project / Folders? / How do I categorize or bucketize my data?How do I mark the importance of data / How do I label my data according to my analysis?How do I involve my colleagues in my review / How do I share my analysis with different teams (R&D, IP team etc.)?How do I summarize my analysis on a single page? / How do I create a report of the analysis?How do I save my searches based on the projects I carry out? / How do I organize my searches?How do I identify similar patents that I have missed during the search?How do I go through the whole patent or compare two different documents on the same pageHow do I create a search based on Assignee / inventor country / city/ state? How to create a search based on Universities ? Is it possible to view the Attorney data for their respective countries? How do I exclude a keyword or any other related patent field from my search query? How to Search for a Design Patent in PatSeer? / Is it possible to look for Design patents in PatSeer? How to search based on dates?What is Tech Domain or Tech Sub-Domain or Industry in PatSeerHow do I view the technology cycle time?How to report your queries/issues in PatSeer? How to generate a query ticket in PatSeer?/ Where I can share any queries/ technical issues that I am facing in PatSeer?Which browsers are compatible with PatSeer?What is the difference between selecting the country from the country selection dropdown option and if I enter the field code PBC (Publication Country) and then enter the country code/ How do I look for patent documents that have been published in a specific country? Do you have a list of what the different country codes or prefixes are for each jurisdiction?Is there a way to find out which of the records are already present within the Project/ Folder that you have created? / How can I know which Patent numbers are already present within the existing Projects/Folders?Is there a way to automatically tag a pre-defined set of metadata (Custom fields, Categories, Flagging, Rating, and Comments) either one or multiple, for the records that I might newly add to the project via running a new search query or by importing a set of patent numbers? If I Have Refined My Results In A Project/ Folder, Can I Create A Subproject/ Subfolder Based On These Refined Results?How Do I See Keywords from My Original Search Query Highlighted in Patent Documents? / Can I highlight the search terms in my query manually?Can I change my Language settings in PatSeer? / Is it possible to set a preferred language in PatSeer?How do I add citations to a Project/Folder from the Detailed View?/ Is there a way to add citations to a Project/ Folder after carrying out a search? How do I find the search query/queries used to create a certain Project/ Folder? How can I search for patents/ records across Projects/ Folders? What are the different types of searches wherein the AI Classifier can be used?Can we control what part of a patent is used for predictions in the AI Classifier ?If the category is modified in the "with moderation" option in AI Classifier, does that help train the tool?Is there any provision for subcategorization?/ If   I have sub categories present within my main categories, will the prediction also be made on the sub categories while running the AI Classifier? Can I copy the categorization done by AI Classifier to another project?/ Can I use the same training data for multiple projects to run the AI Classifier? In the AI Classifier what is exactly threshold cutoff value, how is it going to affect the predicted categories?Which all countries litigation data is available in PatSeer ? How does PatSeer handle different types of declarations, including blanket declarations without patent numbers, and what type of data is available regarding Standard Essential Patents (SEPs) on the platform? Does PatSeer provide information about patent claims and their association with the relevant standards? What are the advantages of Multiuser Ratings and FlagIs it possible to search for relevant text within a downloaded PDF document of a Patent?
SSO Login in PatSeer
PatSeer 2 Factor Authentication Configuration
PatAssist

How do I involve my colleagues in my review / How do I share my analysis with different teams (R&D, IP team etc.)?

Sharing Projects will help you to involve your colleagues in your review or analysis of the technology you are working on or this will also help multiple people to work on a same project. 

     

1. Sharing the Results from Result Page
 

  • Create your search query and then click on search to view the results. 
  • Then on the result page select the records / all records you want to share. 
  • Click on the share option. 
  • Enter a project name and recipient email id.
  • Select the permissions where the recipient can either only view the project or make changes to it. 
  • Then clicking on the submit button the project will be created and shared.

2. Sharing a Project
 

  • Open the Projects tab.
  • Open a project.
  • Click on the Share option to share the project.
  • Add a recipient email id. 
  • Choose the rights where the recipient can edit or only view the project from ‘select permission group’ dropdown as shown in figure. 
Powered by Product Fruits