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

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