Document Details Window

The Document Details window has many different features and a tremendous amount of data that is organized into the various data tabs. The Document Details (sometimes shortened to Doc Details) is one of the main places to do a deep dive analysis on a particular patent, and all of the data therein.

Note that this article is designed to give you a solid foundation for many of the features and data that are available to you inside of the Document Details window, but will neither explain every single piece of data, nor will it do a deep dive into the feature, itself.  Other sections of this help manual go into more in-depth details about the features.

The Document Details Window At A Glance

The Toolbar:

At the top of the Document Details window, you find the toolbar with different buttons or drop downs for different actions. From left to right these include:

-Lock the Document Details window so that you can open another one (e.g., to compare the two)

-Scroll through the documents in your search results set

-Choose a folder to save documents to and then Save them to that folder

-Change the view, including the split view, highlighting, etc.

-View the originally filed PDF

-Analyze certain pieces of the document

-Find other similar documents to the document in focus

-Include or exclude the patent from an Alert

-Run one of AcclaimIP's reports on the document in focus

The Tombstone Data:

Find the key identifying data, such as document numbers, key dates, assignees, patent score, etc. 

The Tombstone Data stays in focus regardless of which tab you choose, although the data may change, depending on jurisdiction. For example, EP documents list validated states, but US, JP, etc. jurisdictions do not have validated states.

The Tabs:

Approximately half way down (you can actually drag the middle gray bar up and down to change how much real estate the tabs take up), are the data tabs. Each tab has its own set of patent data, and some even have additional tools to analyze the data in that tab (e.g., changing the abstract, claims, etc. to the original or translated language, the View In Document Diff. tool in the Claims tab, etc.). 

Note - there are more tabs than can fit on the average screen comfortably. Therefore AcclaimIP allows you to:

-Rearrange the tabs to suit your needs by clicking, holding, and dragging the tabs into the order you prefer

-Scroll left and right through the tabs using the arrows to the left and right of the tabs themselves

The Split View

The Split view can be found under the View button on the toolbar. This allows you to put two different tabs into focus at the same time. For example, if you want to review the spec and claims at the same time, the Split view allows you to do so without having to switch back and forth between tabs.

Note - you can also move the tabs around to suit your preference in the Split view. Simply click, hold, and drag a tab to where you want to be, including which side you want it to be on.

Fly Out Panels

The Fly Out Panels on the left and right of the Document Details window contain the figures and your Custom Fields (if your account has them) respectively.

Note - the Custom Fields panel will stay opened or closed until you change that. In other words, if you have the Custom Fields panel open, then close the document and sign off, the next time you login, any document you open with have the Custom Fields panel open. On the other hand, the Images panel will follow whatever you have set up in the Start-->Preferences-->Doc Details tab.

The left panel has all of the figures for the document. You can either look at the thumbnails (and scroll through the set with the arrows at the bottom of the panel) or you can click on any figure image to pop out a larger image panel.

Note - when you scroll through the documents in your search results, the larger image panel will change to contain the figures for the new document in focus.

The right panel contains your Custom Fields, if your account has them. You can find more information about the Custom Fields in the USING CUSTOM DATA FIELDS section of the help guide.

Tabs Of Interest

Most of the tabs are fairly straight forward. However, here are a couple of tabs that might be of interest:

Family:

The Family tab contains both the simple (DocDB) family data and the extended (INPADOC) family data. At a glance, AcclaimIP allows you to see a lot of data, including showing which application family is still active or inactive (colored green or red respectively) and which application family has granted, by adding a small ribbon icon between the two letter country code and the document number if there is a grant.

Note - you can expand each individual application family by clicking the plus icon to the left of the country code, or you can expand all application families at the same time by clicking the arrows to the left of the Simple sub-tab at the top of the grid.

Legal:

The Legal tab has both the legal events (for all documents) and the validation data (for EP documents). The Events sub-tab contains data such as the global legal event codes for the document in focus, as well as the legal event classes. The event classes are the 21 "buckets" that the EPO created in 2018 to put all of the approximately 4400 global event codes into an easier to use grouping. 

Note - the legal event classes are used by the AcclaimIP Alerts in the Legal Event triggers

File Wrapper:

The File Wrapper tab has the USPTO file wrapper documents. These are exportable from inside the tab, and searchable both from inside the tab and by using the AcclaimIP field codes. Additionally, you can open the PDF of the document directly from inside the tab. The documents inside the File Wrapper are updated weekly.

For those jurisdictions that are included in the Global Dossier (e.g., EPO, JP, etc.), there is a link in the tab directly out to the European Patent Register. This information is not inside of or administered by AcclaimIP.

Rejections:

On US patents, the Rejections tab will have data on 101, 102, 103, and 112 rejections. The Rejections data is an incredibly powerful set of data that can be used to track infringement, see new players in your technology, have a better understanding of your patent's worth, and many other cases. 

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