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System setup
New features
Helpdesk notices
Address book & contacts
Address book navigation
7
Address Book Navigation Overview
Mailing Lists
Address Book Contact Structure
Address Book Contact Categories/Types
Client, Associate and Other Side Contacts
See all 7 articles
Organisation groups
3
Organisation Groups Overview
View an Organisation Group Diagram
Edit/Delete Organisation Groups
Preferred associates
3
Preferred Associates Overview
Create Preferred Associate Rules
Edit/Delete Preferred Associate Rules
Create new contacts
9
Create New Client/Associate and Other Side Contacts Overview
Create New Organisations / Individuals
Create New Locations
Create New People
Create Applicant/Inventor and Licensee Contacts Overview
See all 9 articles
Organisation contact settings
12
Organisation Contact Settings Overview
Organisation Details
Organisation Comments
Organisation Finance Settings
Organisation Preferences
See all 12 articles
Location contact settings
7
Location Details
Location History
Location Left Hand Menu Tools
Move a Location to Another Organisation
Merge Two Locations within the Address Book
See all 7 articles
People contact settings
5
People Details
Person Left Hand Menu Tools
Copy A Person from One Location to Another
Move a Person from one Location to Another
Merge Two People in the Address Book
Applicant, inventor & licensee contact settings
3
Applicant, Inventor and Licensee Details
Applicant, Inventor and Licensee Left Hand Menu Tools
Merge Applicant/Inventor/Licensee Contacts
Edit contact details
6
Edit Client/Associate/Other Side Organisation Details
Edit Client/Associate/Other Side Location Details
Edit Client/Associate/Other Side People
Edit an Applicant, Inventor or Licensee
Remove a Person From a Client/Associate/Other Side Location
See all 6 articles
Delete contacts from the address book
4
Delete a Client/Associate/Other Side Person
Delete a Client/Associate/Other Side Location
Delete a Client/Associate/Other Side Organisation
Delete an Applicant, Inventor or Licensee Contact
Cases
Case navigation
5
Case Information Tabs
Case Left Hand Menu Tools
Case Status Glossary
Case Dates and Numbers
Case Links to Official Registers
Create a case
9
Case Creation Options
Create a New Case
Copy a Case
Generate a Madrid
Create EP Validation Cases
See all 9 articles
Case summary & commentary
4
Case Summary Overview
Generate File Cover Sheets
View Charge Discounts Available on a Case
Case Commentary
Case details
6
Case Details Overview
Case Information Fields Overview
Common Case Information Fields
Update Case Information Fields
Record Additional Case Priorities
See all 6 articles
Case left-hand menu
5
Case Details Left-Hand Menu Tools
Link Cases Together
Case Details Left-Hand Links
Print Case Labels
View All Families
Case family
12
Create a Case Family
Family Management
Case Family Left-Hand Menu Tools
Adjust Family Case Data
Unallocate a Case from a Family
See all 12 articles
Case contacts
11
Case Contacts Overview
Add Additional Clients to a Case
Add an Associate to a Case
Add Applicants/Inventors/Licensees to a Case
Add/Edit Renewal Client/Renewal Billing Contact
See all 11 articles
Trade mark management
5
Trade Mark Management Overview
Trademark Case Information Fields
Record Designated States
Manage a Madrid/International TM Registration
Record Trade Mark and Design Goods/Services and Classes
Citations and IDs
4
Citatations and IDS Overview
Add New Case Citations
View/Edit Case Citations
Generate an IDS/Notify Citations
Unitary Patents
2
Unitary Patent Management
UPC Opt-out Functionality
PTO Import and Data Comparison
9
PTO Data Comparison Overview
Viewing Portfolio Comparison Results
Resolving Differences
Amending PTO Case Links
Case Details Display
See all 9 articles
PTO Communications
1
Process PTO Communications
EPO Communications
5
EPO Mailbox Integration Overview
Configure Rules for EPO Communications
Configure the EPO Mailbox API
Import EPO Communications into Equinox
Process EPO Communications
USPTO Communications
1
Configure USPTO e-Office Action Notification Processing
Markify Integration
1
Markify Trade Mark Watch Integration
Questel Integrations
5
Questel Integration Links Overview
Grant Statistics
Legal Status Analyser
IDS Analyser
IDS Generator
Client Portal
Client Portal
7
Client Access - Overview
Creating a Client Access account
Editing an existing Client Access account
Client Access - The Dashboard
Viewing case information in Client Access
See all 7 articles
Correspondence
Generate correspondence
5
Generate Correspondence Overview
Generate Ad-hoc Correspondence
Generate Correspondence from a Pre-set Task
Standard Templates - Generate a Blank Letter
Edit Email & 'Check By' Tool
Process a smart correspondence task
6
Smart Correspondence Tasks Overview
Smart Correspondence Tasks - Document/PDF
Smart Correspondence Tasks - Email (Inline)
Smart Correspondence Tasks - Email (with Attachments)
Smart Correspondence - Discard a Correspondence Task
See all 6 articles
Outgoing correspondence
1
Outgoing Correspondence
Correspondence management
7
Correspondence Management Overview
Set up Correspondence Management
Add Correspondence Contacts
Delete a Correspondence Contact
Add Correspondence CC's
See all 7 articles
Documents
Document navigation
4
Case Documents Tab
View a Document in Equinox
Document Notifications
Document Reports
Upload documents
7
Upload Documents to Equinox
Upload Documents via Drag and Drop
Upload Files via the ‘Add Document’ Button
Save a Document via the ‘Add Filenote’ Button
Email Files to Equinox
See all 7 articles
Update a document
2
View/Edit Document Details
Update/Replace a Document File
Document check in/out
4
Document Check In/Out Overview
Check Out a Document
Check In a Document
Override a Document Checkout
Document left-hand menu
10
Document Left-Hand Menu Tools
Bulk Download Documents From a Case
Bulk Update Documents
Multiple (Un)lock Documents
Merge Documents
See all 10 articles
Microsoft Office plugin
9
Equinox Microsoft Office Plugin Overview
Login/out of the Equinox Office Plugin
Use the Equinox Office Plugin in Word, Excel and Ppt
Use the Equinox Office Plugin in Outlook
Save a File to Equinox via the Office Plugin
See all 9 articles
Document views
1
Document Views
Events & webinars
Equinox User Conference 2024
8
Bulk import tooling
Copy case profiles
Equinox data sharing
European patent & translation services
Markify Watch integration
See all 8 articles
Equinox User Conference 2023
5
EPO mailbox integration
PTO import & comparison tool
Top tips for optimising your processes
Giving you more control - Improvements to permissions and user management
PAVIS Renewals Integration
Equinox User Conference 2022
3
Tips for configuring your dashboards
Our top tips for using Equinox IPMS effectively
IP Services & Unitary Patent preparations
Webinars 2020
1
Webinar Series 1 (May-June 2020)
Finance & charges
Finance navigation
4
Case Charges Tab
View a Charge
Finance Menu
Split Charges
Add a charge
9
Adding Charges Overview
Manually Add a One-Off Charge
Add a Charge from the Charge Sheet
Add Time-Related Charges to a Case
Add Charges in Different Currencies
See all 9 articles
Update a charge
5
Edit/Update Charge Information
Mark Charges as Billed
Delete a Charge
Edit the Original Currency Amount of a Charge
Add Percentage Charge
Charge left-hand menu
8
Charge Left Hand Menu Tools
Combined Invoice Shortcut
Copy Charges Locally
Copy to Other Cases
Related Charges
See all 8 articles
Discounts
11
Discounts Overview
Charge Discounts Overview
Create New Charge Discounts
Charge Discount Priority
Edit Charge Discounts
See all 11 articles
Budgets
6
Budgets Overview
Create a Budget
Allocate a Case to a Budget
View/Update a Budget
View a Budget on a Case
See all 6 articles
Charge approvals
8
Charge Approvals Overview
View Charge Approval Status
Finalise Time Charge as 'Ready for Approval'
Charge Approval Screen Overview
Mark Charges as Approved
See all 8 articles
Invoice previews
6
Invoice Previews Overview
Generate an Invoice Preview
Amend an Invoice Preview
Discard an Invoice Preview
Generate a Final Invoice from a Preview
See all 6 articles
Generate an invoice
8
Invoice Options Overview
Single Case Billing
Combined Case Billing
Monthly Billing
Split Invoices
See all 8 articles
Update an invoice
4
View an Invoice
Invoice Information Fields
Update an Invoice/Mark Invoice as Paid
Unbill an Invoice
Record/log time
5
Use the Equinox Timer
Log Time on a Case (Billable/Non-billable)
Timesheet Overview
Record Time in the Timesheet
View Time Logged in the Timesheet
Finance exports
3
Export Invoices to Xero
Export Invoices to LEDES
Export Invoices to Sage
Charge rates
2
Currency-Specific Charge Rates
Standard Charge Rate Options
Cost Forecasts
8
Cost Forecasts Overview
Create New Forecasts
Edit A Forecast
Delete A Forecast
View Multiple Forecasts
See all 8 articles
IP Law Portal
IP Law Portal
9
IP Law Portal: Overview
IP Law Portal: Dashboard
IP Law Portal: Law Notifications
IP Law Portal: Jurisdictions
IP Law Portal: Pre-set tasks
See all 9 articles
Microsoft Office plugin
Installing the plugin
3
Plugin Download Links
Plugin Installation Guide
Change the Server the Equinox Plugin Is Connected To
Release notes
4
v3.5.1 Release Notes
v3.5.0 Release Notes
v3.4.5 Release Notes
New Feature Summary
User guides
10
Equinox Outlook Plugin – Save to Matter
Outlook – Save to Multiple Matters
Outlook – Categorise Sent Emails
Outlook - Send and Save
Outlook – Attach from Matter
See all 10 articles
Renewals
Navigation
2
System Renewals Tab
Renewal Due Date Page
Functionality guides
6
Generating A Renewal Due Date
Adding Costs and Quotes
Sending Client Notices
Processing Renewal Instructions
Processing Charges
See all 6 articles
Configuration
5
Renewals Configuration Overview
Renewals Settings
Renewals Charge Sheet
Renewals Notice Settings
Renewals Notice Templates
PAVIS Integration
9
PAVIS Integration Summary
PAVIS Data Requirements
Transferring case details to PAVIS
Receiving costs/quotes
Transferring instructions - single orders
See all 9 articles
Reports
Reports navigation
2
Reports Overview
Reports Menu
Report generator
13
Report Generator Overview
Report Types
Create a New Report
Report Column Categories
Common Report Columns and Filters
See all 13 articles
System reports
2
System Reports Overview
Financial Reports
Scheduled reports
4
Scheduled Reports Overview
View Scheduled Reports
Schedule a Report
Deleting A Scheduled Report
Report export settings
4
Report Export Settings Overview
Excel Report Export Settings
PDF Report Export Settings
Advanced Report Export Settings
Timesheet reports
5
Timesheet Reports Overview
Timesheet - Weekly Targets Report
Timesheet - Monthly Overview Report
Timesheet - Time List Report
Timesheet - User Profiles Report
System navigation
System overview
5
Page Layout Overview
Equinox Default Dashboard
Equinox Left Hand Menu Overview
Equinox Navigation Overview
Show/Hide Left Hand Menu
Search options
6
Recent Cases Shortcut
Master Tasks List
Link to the Help Centre
Search Functions in Equinox
All Cases
See all 6 articles
Tasks & deadlines
Task navigation
4
Task Notifications
Case Tasks Tab
Task Reports
Task User Preferences
Create a task
6
Add a One-Off Task
Add a Pre-set Task List to a Case
Manually Add a Pre-set Task List to a Case
Add an Office Action Set Date Pre-set
Add Outstanding Pre-sets
See all 6 articles
Task information
4
Task Information Layout
Task Detail Fields
Task Details Audit
Task Icons
Update a task
7
Edit/Update a Task
Mark a Task as Done
Link a Document to a Task
Delete a Task
Action Components When a Task is Done
See all 7 articles
Task left-hand menu
8
Task Left-Hand Menu Tools
Delete Multiple Tasks
Move Multiple Task Due Dates On
Move Multiple Task Due Dates To a Set Date
Change the Type on Multiple Tasks
See all 8 articles
Training videos
Equinox Law Firm training videos
9
Equinox IPMS: initial demo video
Correspondence templates
Renewals Workflow Training Video
Finance Features Training Video
Document Management Training Video
See all 9 articles
Equinox Corporate training videos
2
Equinox Corporate Training Video
Corporate Core System Configuration Training Video