Option

Description

1. Within the Address Book

This is the standard way to create new applicants:

1. Go to the Address Book tab
2. Click on the ‘Applicant and Inventor Contacts’ section
3. Click ‘Add Contact’
4. Select Organisation or Individual
5. Choose Applicant or Applicant/Inventor if the contact is both
6. Fill in the Details
7. Link the Applicant to a Client Organisation as a Statutory Contact (Optional)
8. Click ‘Save’ to add the contact or ‘Cancel’ to prevent the changes being saved

2. When Creating A Client/Associate/Other Side Contact

When creating a Client, Associate or Other Side Contact users have the option to create the contact as an applicant too.

1. Go to the Address Book
   
2. Click 'Add Organisation > Client/Associate/Other Side'
3. In the ‘Also create’ drop down, select if the contact details should also be stored as an Applicant

3. Within An Organisation Statutory Contact List

When viewing a Client, Associate or Other Side Contact in the Address Book it is possible to create Inventors, Applicants and Licensees as Statutory Contact.

1. Go to the Address Book tab and click on an Organisation
2. Click ‘Add New’ next to Statutory Contacts in the bottom right
3. Fill in the Details 
4. Click ‘Save’ to add the contact or ‘Cancel’ to prevent the changes being saved

The contact will automatically be linked to the Organisation as a Statutory contact.

4. From a Person/Location

An applicant contact can be generated from an existing Person or Location in a Client/Associate/Other Side Organisation:

1. Go to the Address Book tab and find the Client Organisation
2. Click on a Location OR Person
3. Click ‘Generate Applicant’ OR ‘Generate Applicant/Inventor’ in the left hand menu
4. The Person/Location will be created as an Applicant straightaway and will be linked as a Statutory Contact to the Client
5. Amend any Details and Click Save

This is useful if you have forgotten to create an applicant record when creating the Client.

5. When Creating A Case

When creating a new case from the Main Menu or Tool Bar it is possible to create a new Applicant in the Address Book.

1. On the Case Creation screen select ‘Add New Applicant’
2. Fill out the Details

When saving the case, the applicant will be saved to your Address Book.

6. Adding An Applicant To A Case

At the point of linking an applicant contact to a case you are also create a new applicant recorded in the Address Book.

1. On the Contacts Tab of a case go to ‘Applicants’
2. Click ‘Add Applicant’ 
3. Go to ‘Create New Applicant’ and fill in the Details 
4. Click ‘Save’

The applicant will be linked to the case and be saved to your Address Book.