Add Notes to a Patent

You can apply notes to a patent using the Add Note dialog.

To add a note to a patent in TrialDirector 360, follow the steps below:

  1. Click the EVIDENCE tab in the left navigation panel.

  2. Open the needed case by double-clicking the case name in the Cases table. Alternatively, you can select the appropriate case name, then click the Open Case button in the ribbon bar above the table.

  3. Open the Patents Explorer by selecting the Patents tab on the left-hand side of the page.

    If the explorer is hidden, you can use the Explorers dropdown in the main menu to view it.

  4. In the Patents Explorer, locate the needed document. Open the Patent Work Area by double-clicking on the appropriate document, or by selecting it and clicking the Open Item button in the Explorer ribbon bar.

    The Patent Work Area opens.

  5. Click the Notes button in the Patent Work Area ribbon bar.

  6. The Add Note dialog appears.

  7. Fill in the information for the note.

  8. Fields in the dialog include:

    • Name - The name of the note.

    • Description - A short explanation of the note.

    • Note Type - A selection from the type of notes available. Choose the type you feel appropriate.

    • Note - The actual note you want to apply to the document.

    With the information filled, you can move on to the next step.

  9. Click the Save button.


Note: You can view any notes applied to the document in the Details panel and the Notes Explorer.


Related Topics

Overview: Patents

Work with the Patent Work Area Ribbon Bar

Apply Annotations to a Patent