Document Docketing
DOCKETING STATION
Drop Folder
DROP
One/Multiple Files
Anyone
(optional)
Distribution
Process
DROP/ADD
DROP/ADD
PREPARATION
PREPARATION
ACTION*
Distribution set on role
and/or dedicated person in
team
(optional)
Process set on role and/or
Distribution/Process for
dedicated person in team
(mandatory)
DOCKETING STATION
Drop Folder
Distribution
Process
Recycle Bin
Docketing Manager
External Source (EPO Mailbox, USPTO Private Pair)
Depending on user rights they have access to different layouts for Docketing Station
DD - CONFIGURATION
Basic Configuration Values:



BC 300 ‘Default Docketing Term’ - optional
BC 303 ‘Docketing Path’ - required
Add docketing_recycle in the ‘Docketing Path’ - required
DD - CONFIGURATION
Docketing rights (required):

Role




Distribution
Process
Distribution/Process
Team


Distribution tick box
Process tick box
DD - CONFIGURATION
Optional configuration:

Docketing Term Mode
•
Advanced Docketing Term Mode

Document Name Mask

Display Layout
•
Docketing
o
o
o
o
o
o
Drop Folder
Distribution
Process
Recycle Bin
Docketing Manager
External Source
DD - CONFIGURATION
Security


Layout Security
•
Different Layout for different Security Groups
Function Security
•
•
•
Drop Folder / External Source
o
Distribution
o
Add/Edit/Delete/Log/Save
Process
o
•
Log
o
Add/Edit/Delete/Log/Save
No Action/Term/Diary/Revoke
Docketing Manager
o
o
Log User/Team
Update User/Team
DOCKETING STATION
Drop



Anywhere in drop view
Memory of last setting
Supporting drop of multiple files as one document group
Distribution



Support drop/add of multiple files as one document group
Right-click menu
Copy options
Process




Support drop/add of multiple files as one document group
Right-click menu
Revoke
Instant Action
DOCKETING STATION
Docketing Manager



Update User / Team
•
Move documents in Distribution/Process
Re-Assign User / Team
•
When documents are added to one specific user/team they are re-assigned to
another user/team – can be used during vacation period for example
Log Report for Docketing Manager
•
•
•
How have updates been done from Update User / Team option
How have re-assignments been setup for User / Team
Improved Log for Document Station
o
o
Case Identifier
Login ID
DOCKETING STATION
Recycle Bin


Restore
Delete
DOCUMENT DOCKETING
DDD (Document Docketing Download)


Scheduled download of electronic, official communication on a server level
•
•
EPO Inbox
US Private Pair
Log
Web Services
DDA (Document Docketing Automatic)





Automatic Case Identification
Automatic Communication Recognition
Automatic Case Update (Validation)
•
•
•
Diary
Term
Document
Docketing Station – External Source
Log
Maintenance - Configuration





Scheduler
Case Identifier
Source Field Definition
External Document Definition
External Document Mapping
PUG 2016. Budapest, Hungary
April 3rd – 5th
Thank you