Workspaces

 In this video, you’ll learn how to use workspaces in Patsnap Analytics to organise and explore your search results. You’ll see how to access your workspaces, filter and refine data, and organise records into folders. The video also covers setting up alerts, sharing your work, and using tags to classify patents—helping you manage and track your analysis more effectively.

• Welcome to the video overview of workspaces.
  
  Purpose: To explore data from previous searches.
• Navigate to the workspaces using the 3x3 grid in the upper right corner.
  
  Select 'Workspace' 
• Click on 'Personal Workspace' to see a list of all your workspaces.
  
  Workspaces are filtered by the latest created.
   
• Select a workspace (e.g., 'patent view example').
  
  Results page resembles the patent view results page.
   
• Filter results to refine the data displayed.
  
  Example: Filter by legal status to show only active and pending patents.
• Select records and copy them to a new subfolder.
  
  Name the subfolder (e.g., 'US active pending').
• Use the 'Email Alert' feature to receive notifications about changes to documents.
  
  Note: No new documents will be added to the folder since it was copied and no updating query is present.
• Share folders or entire workspaces with Patsnap users.
  
  Generate a link to share with non-Patsnap users (limited access).
• Use tagging to classify patents (e.g., create a custom field for importance).
  
  Mark patents as high, medium, or low relevance.