File Wrapper Alerts

This video provides an overview of how to set up and manage File Wrapper email alerts in Patsnap Analytics to monitor important updates in a patent’s file history. You'll learn the difference between standard email alerts and File Wrapper alerts, how to create an alert from an individual patent or the Alert homepage, and how to set up alerts for multiple patents in bulk. 

• File Wrapper alerts are for monitoring the file history of a patent document.
  
  Use them when you want notifications for events like:
  
  a new office action
  
  other file wrapper activity
  
  This is different from a standard email alert, which is more high-level and typically covers:
  
  published documents
  
  legal status changes
• You can set up a File Wrapper alert in two ways:
  
  From an individual document if you only need to track one patent
  
  From the Alert Home page if you want to create alerts in bulk
  
  The Alert Home page is especially useful when monitoring:
  
  multiple patents at once
  
  a full patent family
• Open the File Wrapper for the patent of interest.
  
  Look for the File Wrapper Alert icon at the top of the screen.
  
  Click the icon to:
  
  add the document to an existing File Wrapper alert, or
  
  create a new alert
  
  If creating a new alert:
  
  give the alert a title
  
  choose which information fields to include
  
  If you want a simple setup, you can select all available fields, as long as the document is in an eligible jurisdiction.
• Scroll to the bottom of the setup screen to add additional email recipients.
  
  Recipients do not need to have Patsnap access; you can include:
  
  colleagues
  
  external recipients
  
  Before submitting, you can also:
  
  adjust the alert frequency
  
  choose whether to receive alerts even when there are no updates
  
  Once everything is configured, click Submit.
• Return to the Alert Home page anytime to manage alerts you already created.
  
  From there, you can:
  
  edit an existing File Wrapper alert
  
  create new alerts in bulk
  
  In the File Wrapper alert list, find the alert you created and click Edit.
  
  You can then update:
  
  comments
  
  additional patents
  
  included information fields
  
  recipients
  
  delivery frequency
• Go to the Alert Home page.
  
  Open the File Wrapper section and click New Email Alert.
  
  Enter the patents you want to monitor in the provided box.
  
  Important:
  
  use application numbers, not publication numbers
  
  make sure the documents are in an eligible jurisdiction
  
  Then complete the same setup steps as before:
  
  choose the information to include
  
  choose recipients
  
  set the frequency
  
  submit the alert
• If you are a PatSnap admin, you also have access to Company Alert Management.
  
  This lets you review alerts across the entire account.
  
  Use this area to oversee and manage alerts created by users in your organization.