Download PCT-SAFE User Reference Manual

PCT-SAFE User Reference Manual Fully Electronic Mode
Table of Contents
1.
INTRODUCTION TO PCT-SAFE .......................................................................................... 8
1.1 GENERAL INFORMATION........................................................................................................... 8
1.1.1
The purpose of this User Reference Manual ........................................................................... 8
1.1.2
PCT references ........................................................................................................................ 8
1.1.3
Updating PCT-SAFE software ................................................................................................. 8
1.2 WHAT IS PCT-SAFE?................................................................................................................... 8
1.2.1
Equipment needed ................................................................................................................... 8
1.3 CONTACT US ............................................................................................................................... 9
1.4 INSTALLING/UNINSTALLING PCT-SAFE ................................................................................. 10
1.5 SPECIAL PROVISIONS FOR FILING PCT-SAFE APPLICATIONS ELECTRONICALLY......... 10
1.5.1
Creating a PCT International Patent Application ................................................................... 10
1.5.1.1
Request, Description, Claims, Abstract, Drawings.............................................................. 10
1.5.1.2
Language............................................................................................................................. 10
1.5.2
Filing a PCT International Patent Application ........................................................................ 10
1.5.2.1
Where to file? ...................................................................................................................... 10
1.6 PCT-SAFE — OVERVIEW ......................................................................................................... 11
1.7 DEMO / PRODUCTION MODE .................................................................................................. 11
1.8 STARTING PCT-SAFE ............................................................................................................... 12
1.8.1
PCT-SAFE File Manager ....................................................................................................... 12
1.8.2
The File Menu ........................................................................................................................ 14
1.8.2.1
New Form->PCT Form ....................................................................................................... 14
1.8.2.2
Export Forms or Address Book ........................................................................................... 14
1.8.2.3
Import Address Book or Forms............................................................................................ 15
1.8.3
The Edit Menu........................................................................................................................ 16
1.8.4
The Go Menu ......................................................................................................................... 16
1.8.5
The Tools Menu ..................................................................................................................... 16
1.8.6
The Help Menu....................................................................................................................... 16
1.8.7
PCT-SAFE File Manager Settings (Menu Tools -> settings) ................................................. 18
1.8.7.1
User management enabled (you do not have the appropriate rights to perform this
operation) ............................................................................................................................................. 18
1.8.7.2
PCT-SAFE FM button.......................................................................................................... 19
1.8.7.3
General Options .................................................................................................................. 19
1.8.7.4
Setting options..................................................................................................................... 19
1.8.7.5
Live Update settings ............................................................................................................ 19
1.8.7.6
PCT filing button .................................................................................................................. 20
1.8.7.7
Changing the Default Filing Mode and Transmission Mode ............................................... 21
1.9 CREATING NEW PCT FORMS .................................................................................................. 22
1.9.1
What are categories? (Optional) ........................................................................................... 23
1.9.2
Accessing categories functionality ......................................................................................... 23
1.9.3
Creating/assigning categories................................................................................................ 23
1.9.4
Disassociating/deleting categories......................................................................................... 24
1.9.5
Opening Drafts of PCT forms................................................................................................. 24
1.9.5.1
Deleting draft forms ............................................................................................................. 24
1.9.6
Creating and Using Templates (Optional).............................................................................. 25
1.9.7
Address book ......................................................................................................................... 26
1.9.7.1
Adding an address to the Address book ............................................................................. 27
1.9.7.2
Viewing Address book contents .......................................................................................... 30
1.9.7.3
Importing and exporting entries........................................................................................... 30
2.
PCT-SAFE ELECTRONIC REQUEST................................................................................ 33
2.1 PCT/RO/101 ELECTRONIC REQUEST FORM SECTIONS...................................................... 33
2.1.1
Speed Buttons (icons)............................................................................................................ 35
2.1.2
Previewing and Printing ......................................................................................................... 35
2.1.2.1
Preview function
January 2013
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