Option

Description

1. Within the Address Book

This is the standard way to create new licensees:

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 Licensee as the category
6. Fill in the Details
7. Link the Licensee 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. 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.

3. From a Person/Location

A licensee 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 Licensee’ in the left hand menu
4. The Person/Location will be created as an Inventor straightaway and will be linked as a Statutory Contact to the Client
5. Amend any Details and Click Save