Equinox can be configured to support direct online filing of Trademark applications with the European Union Intellectual Property Office (EUIPO). This guide walks you through enabling this feature and completing filing forms. 


To Note:

  • This is the EUTM Filing (not the Easy Filing)

  • Fast Tracking is currently not possible through the integration


TABLE OF CONTENTS


Configure Equinox for PTO Form Filing

First, you will need to create a new custom field under applicant/inventor to store the unique identifier of an applicant.


Then, to enable EUIPO form filing in Equinox, navigate to System > System Preferences > PTO Integrations > PTO Forms and configure the following settings:

  • Enable PTO Form Filing – Activates PTO form features within Equinox

  • EUIPO Trademark Filing – Enables the filing form for Trademark cases

  • EUIPO Applicant ID Field – select the custom field that you created 

  • EUIPO Environment for Trademark Filing - Choose to connect to the EUIPO Test or Production environment

Note! You will need valid EUIPO credentials to file in either environment.



Complete the EUIPO Filing Form

Once form filing is enabled, for cases where Country = EM and Category = Trademark, you will see New Filing at EUIPO under Options in the left-hand panel. Selecting this will open the EUIPO Trademark Filing Form.



Form Fields

Form Fields: Case Details

Fields in this section will populate automatically from the case. Any missing data must be added directly to the case for it to then appear in the form.


Case Field

Trademark Form Field

Note

Code

Case Code


N/A

Application Number

The application number will populate here upon submission of the application to the EUIPO

Classes

Goods and Classes


 

Form Fields: Mark Details

For Trademark filing, complete the relevant section Mark Details.


Case Field

Trademark Form Field

Note

N/A

Trademark Type

Upon selecting the mark type and clicking Validate, additional applicable fields will appear such as Word Phrase, Colour Claim, or a dropdown selection for an Image

N/A

First Language

N/A

Second Language

N/AMark NatureSelect the Kind of Mark, either Individual, EU Collective, or EU Certification

N/A

Distinctive Character Claim

Select if claiming that the mark has acquired distinctive character through use

PriorityPriorities

Taken from the Case Details: Priority Date, Country, and Number.

Note! Can only submit one priority claim through this integration

Related Cases in FamilySenioritiesEquinox will pull in the details from cases in the family that meet the following criteria:

  • Country is in the EU

  • Category is Trademark

  • Has a registration or filing date

  • Has a live status

  • Has the same “long title or short title” as the case being filed

 

Form Fields: Applicants

Applicants linked to the case will appear here. Complete signature and address fields. Use hover-over tooltips for assistance.


Form Fields: International Registration Transformation (IR Transformation)

Optionally, you can make an IR Transformation Claim by entering the Registration Number, Registration Date, etc.


Form Fields: Exhibition Priority

Optionally, you can make an Exhibition Priority claim by entering the relevant details of the exhibition (name, date, location) and attaching supporting documents.


Form Fields: Representative

Choose the Representative Mode.


If your EUIPO user account is linked to a representative, it will be associated automatically with the submission.


You can also manually enter a known Representative ID or leave it blank to assign later via the EUIPO website. 



Form Fields: Payment Preferences

Select if paying by Bank Transfer or with your EUIPO Current Account.


Preview and Submit the Filing

Once all mandatory fields are filled in, the Form Status will change from Not filed to Valid. You will then see a new button: Preview and Submit. Select Preview and Submit to view a read-only version of your completed form.



When ready, select Login to EUIPO from the top right.



Enter your EUIPO credentials when prompted. Then you will be taken back to Equinox and can click Submit at the top right.



Upon successful submission, you will receive a confirmation message along with a technical response from the EUIPO. The response is available by clicking View Response in a user-friendly format.




Viewing your EUIPO Form

After initiating a form, even if not yet submitted, the left-hand menu option will change to View EUIPO Filing.



Use this option to:

  • Resume an incomplete filing

  • View the details of a submitted form

Important Notes

After submitting the form to the EUIPO, no further edits can be made through Equinox. For updates or corrections, visit the EUIPO website.