May 2022 Release update

Introducing Subprojects 

Your main project can now be divided into various sub-folders called subprojects each of which can be individually shared with different colleagues with varying permissions. The subprojects retain all the project settings from the main project and so any custom field or categories you create are automatically inherited by the subproject. More importantly, the patent shares the same value across each subproject it is present in. 

With the patent metadata being common across subprojects, you can now create an internal knowledge management repository in which the main project acts as a “holding global project” for all the organizational fields or settings and the individual subprojects containing the competitive intelligence data. To learn more about how to leverage subprojects, contact your support or account manager. 

Increased precision in Semantic Search  

Fine-tune the relevancy of your results by marking up-to 3 records as Relevant or Not Relevant. This step helps get you a more precise set of results against the paragraph provided.  

Automate your workflows with Project Rules 

Project Rules is a time-saving feature that will help you automatically apply all the metadata such as flag, rating, comments, custom fields et al to the records that are being added to a project based on certain rules that you define.  

Project Summary page – Managing projects made easier 

Within the project management page, you will be able to view the entire summary of a Project created by you. From here you can track your own activity and that of the shared users. You can create and manage subprojects, set a goal to track the progress of your project, set a due date reminder and a project status. 

A similar summary page is also available for a subproject. 

Improved Welcome Page  

The welcome page now gives you a quick overview of your recent activities. In addition to searches, projects and exports, you will also see a summary of your recently executed alerts.