Welcome to this five-part series on Workspaces in PatSnap! Each video is 3 to 6 minutes long and covers a different set of features to help get you up and running with Workspaces.
Part 1: Folders
Part 1 covers how to use Folders, how Calculation folders work, and some ways on how to use Folders with other Workspace functions.
Part 2: Custom Fields and Comments
This video goes through the five types of Custom Fields, creating Custom Field rules, Smart Custom Fields and combining Custom Fields with comments and filters. This is a great introduction for those who have not used Custom Fields before and are looking to learn how to leverage them.
Part 3: Updates and Alerts
Part 3 of the Workspace series will show you how to get the most out of Updates and Alerts in Workspaces. You'll learn how to use the Automatic Updates function, some examples of the alerts you
might want to create for your Workspace, and how to manage these alerts in your account.
Part 4: Sharing
Part 4 of the Workspace series will show you how to get the most out of Sharing functions in Workspaces. You'll learn how to share to individuals or teams, how to create and manage teams, and how to use the Patent Review Tracker to assign patents to members of your team.
Part 5: Exporting, Importing and Display Settings
This video is the final video in the Workspace Series. This video covers exporting from a workspace, importing data into a workspace, and customizing the patent display by adjusting columns and using the new Advanced Sort feature.