This article explains how to configure the PTO integration settings in Equinox.

To do this:

  1. Go to System > System Preferences

  2. Click the PTO integrations tab in the toolbar 

  3. Equinox will show you a list of fields and settings for comparison.

    Field NameAvailable Settings
    Priority Date- Suggest Comparisons
    - Automatically update
    - Disabled
    Priority Number- Suggest Comparisons
    - Automatically update
    - Disabled
    Priority Country- Suggest Comparisons
    - Automatically update
    - Disabled
    Filing Date- Suggest Comparisons
    - Automatically update
    - Disabled
    Filing Number- Suggest Comparisons
    - Disabled
    Filing Country- Suggest Comparisons
    - Automatically update
    - Disabled
    Publication Date- Suggest Comparisons
    - Automatically update
    - Disabled
    Publication Number- Suggest Comparisons
    - Automatically update
    - Disabled
    Publication Country- Suggest Comparisons
    - Automatically update -
     Disabled
    Grant Date- Suggest Comparisons
    - Automatically update
    - Disabled
    Grant Number- Suggest Comparisons
    - Automatically update
    - Disabled
    Grant Country- Suggest Comparisons
    - Automatically update
    - Disabled
    Lodged Number- Suggest Comparisons
    - Automatically update
    - Disabled
    Lodged Country- Suggest Comparisons
    - Automatically update
    - Disabled
    PCT Filing Date- Suggest Comparisons
    - Automatically update
    - Disabled
    PCT Filing Country- Suggest Comparisons
    - Automatically update
    - Disabled
    PCT Filing Number- Suggest Comparisons
    - Automatically update
    - Disabled
    PCT Publication Date Suggest Comparisons
    - Automatically update
    - Disabled
    PCT Publication Country Suggest Comparisons
    - Automatically update
    - Disabled
    PCT Publication Number Suggest Comparisons
    - Automatically update
    - Disabled
    Long Title- Suggest Comparisons
    - Automatically update
    - Disabled
    Applicant Names- Suggest Comparisons
    - Disabled
    Image Import- Suggest Comparisons
    - Automatically update
    - Disabled
    Goods & Classes- Suggest Comparisons
    - Disabled
    Inventor Names- Suggest Comparisons
    - Disabled

    Note: Equinox will default to the 'Suggest Comparisons' field.

   This is what selecting each option from the dropdown menu means for your Equinox system:

  • Suggest Comparisons - If a difference is found between a case in your system and in a PTO register, Equinox will show you a comparison of the differences for you to then manually update as needed

  • Automatically update - If a difference is found between a case in your system and in a PTO register, Equinox will automatically update your system to match the PTO register entry

  • Disabled - Equinox will not run checks against PTO records for this field


Please note! Updates via the PTO integration will overwrite your data and cannot be reversed unless edited manually.


  1. Click the Cancel button to discard any changes you've made OR Click the Update to save your changes


Additional Settings:


Field Name

Explanation

Add Preset Prompts

Pre-set prompts will be triggered for imported cases based on the history dates being imported

Use Classes in System Languages Only

Restricts class matching to the languages configured in your Equinox system.

Default Patent Import Subcategory

Sets the default patent import subcategory (e.g. Direct With Priority) for newly imported patent records.

Default Trademark Import Subcategory

Sets the default trademark import subcategory for newly imported trademark records.

Exclude Countries from Patent Comparison

Specifies patent jurisdictions that should be excluded when comparing imported data against PTO records.

Exclude Countries from Trademark Comparison

Specifies trademark jurisdictions that should be excluded from comparison.

Exclude Subcategories from Patent Comparison

Prevents patent cases belonging to selected subcategories from being included in comparison checks.

Exclude Subcategories from Trademark Comparison

Prevents trademark cases belonging to selected subcategories from being included in comparison checks.

Default Utility Model Import Subcategory

Sets the default Utility Model import subcategory for newly imported Utility model records.

Exclude Countries from Utility Model Comparison

Specifies Utility Model jurisdictions that should be excluded when comparing imported data against PTO records.

Exclude Subcategories from Utility Model Comparison

Prevents Utility Model cases belonging to selected subcategories from being included in comparison checks.

Enable Closed Case Comparison

Includes closed patent cases when running comparison checks.

Disable Case-Sensitive Comparison in Title

Compares titles without considering letter casing (uppercase/lowercase differences are ignored).

Task Attorney for Imported Tasks

Assigns a default task attorney to tasks created during the import process.