There are various ways to create inventor contacts in your system that are outlined in the table below:


Option

Description

1. Within the Address Book

This is the standard way to create new inventors:

 

  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 Inventor or Applicant/Inventor if the contact is both
  6. Fill in the Details
  7. Link the Inventor 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 an Individual Client, Associate or Other Side Contact users have the option to create the contact as an inventor too.

 

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

 

4. 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.

5. From a Person/Location

An inventor 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 Inventor’ OR ‘Generate Applicant/Inventor’ in the left hand menu
  4. The Person/Location will be created as an Inventor straight away 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.

6. Adding An Inventor To A Case

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

 

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

 

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