Example - Search for and import trade mark data
In this example we want to import and generate a case for the GB trade mark with application number UK00002498875. To find this PTO data:
Enter the application number in the Search box - in this case, UK00002498875
In the Find dropdown menu, select Trade Marks
In the by dropdown menu, select Application Number
In the country dropdown menu, select United Kingdom (GB)
Click the Search button
You'll see a list of PTO results that match your search criteria. In this case we have one matching result.
Click the View on PTO to view this case on the PTO register and make sure you've got the right case
If this is the correct case, select the circle on the left-hand side of the screen
Click the Import button
A popup will appear asking you to choose the client whose case this is. Enter the client name into the search bar.
Click Import
You'll see a screen confirming which data will be imported from the PTO into Equinox
Set the for roles on the case so they contain the correct details. Depending on your System settings, Equinox may have already filled in this information for you.
Note: On this system the user roles are called 'Attorney', 'Secretary', 'Formalities' and 'Trainee', but these fields may have different names in your Equinox system.
For the File No you can either: Automatically generate a new number based on the numbers already in your Equinox system Or Manually enter a new number
For the Sub-category, select the correct sub-category from the dropdown menu Note: Depending on your system configurations, Equinox may automatically populate this field for you
For Applicants and Inventors, Equinox will check if the applicant/inventor details on the PTO register match the existing details in your address book.
If Equinox cannot find a matching person in the address book, it'll automatically set the dropdown menu to Create New applicants/inventors.
If you think the applicant inventor in question is in your address book under a slightly different name, select Link with Equinox other and manually search for the correct address book entry.
If you don't want to import the applicant/inventor, select Do nothing from the dropdown menu.
Once you've set all the details you need, click Import
Equinox will display the Details tab of the case, which has now been imported into Equinox. A message in the bottom right of the screen will tell you the matter's been imported successfully.