Report a filing

How you can report to iPify that you have filed a validation

Contents:

• Report validation filing task
• The checks
  • Power of attorney form(s)/General power of attorney form(s) filing status
  • Translation as filed uploaded
  • Filing evidence uploaded
• The parameters sections if there is no recordal
  • Recordal data

  • Recordal data entered after instruction

  • Procedural information
• The parameters sections if there is a recordal
  • Recordal data
  • Recordal data entered after instruction
  • Procedural information
  • Forms
• Delivering a task

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Report validation filing task

To proceed with reporting a validation filing, which is done by operating the task “Report validation filing”, click on  and on

Proceed with the review of the workflow step:

The checks

Start with a review of the checks and click on once performed. 

Note: Some checks have an impact on the parameters value selection.

Power of attorney form(s)/General power of attorney form(s) filing status 

Power of attorney form(s)/General power of attorney form(s) filing status will have an impact on the parameter “Power of attorney form(s)/General power of attorney form(s) filed with validation”.

This check is to be completed when you have reviewed and selected the value for the parameter “Power of attorney form(s)/General power of attorney form(s) filed with validation”.

Translation as filed uploaded

This check is to be completed ONLY when you have uploaded the translation in the platform.

Filing evidence uploaded

This check is to be completed ONLY when you have uploaded the filing evidence in the platform.

The parameters sections if there is no recordal

Recordal data

The recordal data is automatically detected at the moment the customer places the instruction.

It is important to check if this data is still accurate.

If the recordal data is no longer accurate, please see section “Recordal data entered after instruction”.

Recordal data entered after instruction

If the recordal data is no longer accurate, select “Yes” and choose the relevant type(s) of recordal based on the updated information you have collected from the European patent register.

Procedural information

The filing date should be entered in the parameter “Filing date”.

If applicable, the local patent number should be entered in the parameter “Local patent number”.

The parameters sections if there is a recordal

Recordal data

The recordal data is automatically detected at the moment the customer places the instruction.

It is important to check if this data is still accurate.

If the recordal data is no longer accurate, please see section “Recordal data entered after instruction”.

Recordal data entered after instruction

If the recordal data is no longer accurate, select “Yes” and choose the relevant type(s) of recordal based on the updated information you have collected from the European patent register.

Procedural information

The filing date should be entered in the parameter “Filing date”.

If applicable, the local patent number should be entered in the parameter “Local patent number”.

Select the value “yes” or “no” for the parameter “Recordal filed with validation”.

• When “yes” is selected, no further information is required regarding the recordal of change
• When “no” is selected, the workflow will be modified as follows:
• The step “Report filing of recordal after validation” will be displayed.
• The document “Upload of PTO filing receipt of recordal” will be displayed.

Forms 

Select the value “yes/no” in the parameter “Power of attorney form(s)/General power of attorney form(s) filed with validation”, depending on whether you have filed the power of attorney form(s) together with the validation.

If the value is “no”, the parameter “Deadline to file the power of attorney form(s)” will appear when the deadline to file the PoA is related to the filing date. 

The date to file the power of attorney form(s) should be entered.

Note: the value you will select in the parameter “Power of attorney form(s)/General power of attorney form(s) filed with validation” will have an effect on the steps of the workflows.

• If you select “yes”: the step “Report filing of POA form(s)” will disappear.
• If you select “no”: the step “Report filing of POA form(s)” will remain.

Delivering a task

To complete the task, click on “Deliver this task now”