Inbox

Databases are available for selection from the Database Selection page
Access the Database Selection Panel by clicking on the vertical Select Databases bar found on the left side of the Query page
Trademark, Industrial Design, Pharma In-Use, Company Names and Domain database categories are displayed as separate tabs
Selection of a Category’s checkbox will select all databases for that region
Selection of a region’s checkbox will select all databases for that region
The total number of databases selected for a category are displayed
All databases are displayed regardless of subscription/access type
Selected databases are listed at the top of the Database Selection page and the Query Page. Click the MORE link to view listed items that exceed the display limit
The display of a currency symbol indicates that access to a database is on a transactional basis, applicable costs will be incurred for accessing content from a transactional database

Database Configurations

Save a unique Database Configuration by naming it and clicking on the Save button
Your saved database configuration can be accessed by clicking on the “Use Saved Databases” button which lists any database configurations that you have saved, with options to Select, Rename and Delete
A saved database configuration can be modified
Set a Default Database Configuration by clicking on the Set Default button
Restore your Default Configuration of selected databases by clicking on the Reset Default button

Query Page

Reference Information

You may enter and edit Reference Information on any available Screening session. The reference information will be reported in your Chart and Investigations, and your usage reports
Click the Enter Reference Info link in the upper left corner of the Query screen to open the Reference Information window
Client Reference, Trademark, International Classes, Goods/ Services, and Owner can be entered in the Reference Information window, and design images can be uploaded as well
Entering reference information is especially useful when using the Compare View and Tile View modes while reviewing screening results
You can choose to be prompted to enter client Reference Information (for subsequent reporting, tracking and analysis purposes) at the start of each new Screening session

This option is enabled by default for users with transactional Screening access. For all other users, this option is not enabled by default (unless specifically requested when your organization’s account was initially created), but you can easily enable it
Check the “Require Reference Information” box to enable this feature in the Reference Information window. Thereafter, the Client Reference field will be mandatory for each new Screening session

To upload an image file, click the Choose File button, select the image file, and click the Open button in the library or folder where the image resides. Click the Upload button to display the image in the Reference Information window

Constructing Queries

Query Fields

Add (+): Clicking on ADD will add a query field, up to 10 fields can be added
Subtract (-): Clicking on Subtract icon will remove a query field

Search Field	Explanation
TRADEMARK	· Searches the TRADEMARK field of the record; includes phonetic variation, cross-indexing, and translation (where available) · Full truncation (prefix, letter string, suffix, and infix) is supported
EXACT TRADEMARK	· Searches for the exact identical trademark as specified in your query · Excludes truncation, phonetic variation, and additional words appearing in the trademark · EXACT TRADEMARK finds exact matches only, with identical number of words, spacing and spelling · In limited cases, trademarks may appear with additional words attached and additional records may sometimes be inadvertently retrieved
INTERNATIONAL CLASS	· Searches for International Classes as defined by the Nice Agreement · Classes may be entered as 1 digit or 2 (i.e., 9 or 09) · You can also click the icon at the left of the International Class search field to link to the Classification Tool to identify and import relevant International Class codes for your query
GOODS/SERVICES	· Searches the written description of the goods/services identifier set forth in the trademark record · Full truncation (prefix, letter string, suffix, and infix) is supported for goods/services searching (i.e., *ICIDE to retrieve records with HERBICIDE, PESTICIDE, INSECTICIDE, etc. in their GOODS/SERVICES description) · Certain international jurisdictions do not contain goods/service identifiers · For EUTM and WIPO registers, good/services are only searchable in English [original GS or translated GS]. For any other register, GS are searchable in original language + English translation.
OWNER	· Searches the name of the individual, corporation, partnership, association, etc., having current or past rights to the mark · Assignments are included in OWNER searching · Prefix truncation is supported in the OWNER field · For the Pharma In-Use database, OWNER searches the local company in relation to the country associated with the sale and marketing of the product
QUERY NUMBER	· Allows you to use any of the queries you already submitted in the current search session as a search parameter · Query numbers may be combined with other query numbers, or combined with another search criterion (i.e., 1 OR 2 to retrieve results from Query 1 or Query 2)
DESIGN CODE	· Searches the Design or Vienna code recorded in the record to identify design elements · Codes are six digits, but right-hand truncation may be used to expand search parameters (i.e., 03* or 0315) · A mark may have more than one design code associated with it · Please note that jurisdictions on occasion can differ in how designs are classified · US design search codes are identified in the USPTO Design Search Code Manual* · Vienna Codes are identified in authoritative WIPO and OHIM reference materials · Click the icon at left of the Design Code search field to link to USPTO, Vienna, and CTM Vienna Design Code reference materials
SER./REG./APP.NO	· Searches the serial number or registration number for specific applications and registrations · While normally a unique identifier for a record, if multiple jurisdictions are searched, the search may retrieve more than one record · Right-hand truncation is supported
DISCLAIMER	· Searches the DISCLAIMER field of the record for disclaimed terms
CORRESPONDENT	· Searches the individual, firms and law firms identified as the correspondent or agent · Right-hand truncation is supported
DESIGN PHRASE	· Searches in the "Description of Mark" field, which is usually associated with a design element or color claim
COUNTRY/ORIGIN	· Searches for the country identified in the address of the owner, or the citizenship of the corporation of the owner · Enter the WIPO country code or full country name · For Pharma In-Use, COUNTRY/ORIGIN searches for the country associated with sales and marketing of the product
DOMAIN EXTENSION	· Use this field to restrict domain names searches to specific domain name extensions
THERAPEUTIC CLASS	· Searches for the therapeutic class codes associated with the European Pharmaceutical Market Research Association’s (EphMRA) Anatomical Therapeutic Chemical Classification System
REEL/FRAME	· Searches U.S. Federal records for the 8 digit USPTO Assignment reel/frame number
TRANSLATION	· Searches the specific English translation of non-English trademark (i.e., search a translation of CAT to retrieve EL GATO) · Translation searching is automatically included in the standard trademark mark search field and does not need to be searched separately
STATE	· Searches the U.S. State database for state names and their two-letter codes to identify registrations issued by those states
OWNER ADDRESS	· Searches owner addresses cited in applications and registrations
WORD COUNT	· Enter a number to limit trademarks returned to only those trademarks that reflect that number of words · Refer to EXACT TRADEMARK for additional search options
STATUS	· Searches the specific status of a trademark · Due to the nature of data received from various PTOs and other sources, status searching is not supported in all databases
INTENT TO USE	· Limit U.S. Federal record results to currently “filed as intent to use” · Excludes marks that have actual use claimed
REGISTER	· Limit U.S. Federal record results based on register · Select either Principal Register, Section 2(f) or Supplemental register
SEC. 2F NOTATION	· Searches the U.S. Federal Sec. 2(f) notation field for elements of mark that may have an acquired distinctiveness claim
FILING DATE	· Searches the filing date, entered as a range · Filing Date is not searchable in all databases
FIRST USE DATE	· Searches the First Use Date, entered as a range · Also searches the Date of First Use in Commerce (if different from First Use Date) · For Pharma In-Use, the First Use Date searches product launch dates · First Use Date is not searchable in all databases
PUBLICATION DATE	· Searches the PUBLICATION DATE of the application/registration, entered as a range · Publication Date is not searchable in all databases
REGISTRATION DATE	· Searches the REGISTRATION DATE, entered as a range · Registration Date is not searchable in all databases
RENEWAL DATE	· Searches the RENEWAL DATE, entered as a range · Renewal Date is not searchable in all databases
DESIGNATIONS	· Searches for WIPO records that reflect the jurisdiction(s) where protection is claimed under the Madrid Agreement and/or the Madrid Protocol · Search using two-letter country codes
PLAINTIFF	· Searches the Plaintiff field in the TTAB/Opposition proceeding section of U.S. Federal records
DEFENDANT	· Searches the Defendant field in TTAB/Opposition proceeding section of U.S. Federal records
LOCARNO CLASS	· Searches for Locarno Classes as defined by the International Classification of Industrial Designs · Classes may be entered as 4 digits for a specific class/subclass (i.e., 0301 or 0302) · To search the broader class heading, truncation may be used after the first 2 digits (i.e. 03*)
DESIGNER	· Searches the Designer field of an Industrial Design record · Full truncation (prefix, letter string, suffix, and infix) is supported

PHONETICS: Phonetics are automatically applied to your trademark query unless the checkbox for this feature is deselected on the Query Screen

VOWEL SUBSTITUTIONS: Selecting this checkbox applies Vowel Substitution rules to the Trademark query string entered
ALL/INACTIVE/ACTIVE: You can select one of the following options:

All - All active and inactive records will be returned; this is the system default
Active - Only active records will be returned
Inactive - Only inactive records will be returned

Special Character Handling

· Searchable characters beyond numbers and letters are quite extensive and too numerous to list here. All Unicode characters are searchable with the exception of control characters, non-printable characters and symbols used for wild cards (i.e. *, #, ? ~, etc.)

· In many cases, certain symbols and characters are pre-indexed as equivalent to standard letters and words, such as:

@ = A

@ = AT

$ = S

! = I

€ = E

· Due to the sheer number of characters in use throughout the world, it is generally advisable to search symbols, characters and letters individually as a cautionary measure, though searching symbols will often times return relevant letter results and vice versa

· Common searchable special characters include but are not limited to:

$, @, €, £, ¶, §, †, ‡, ¢, ¥, %, &, +, ƒ, µ, Ω

Non-Western Characters

· Non-Western characters are searchable in the trademark field

· Simply type or paste the non-western characters in the trademark field and the system will return marks containing the entered non-western term or character string

Truncation

· You can use truncation on most searchable fields

· The symbol for truncation is the asterisk ("*")

· Placing a "*" character before, after, or in the middle of a term, looks for any number of characters, including zero

Type of Truncation	Example	What it returns	What it does not return
Prefix	SEARCH*	SEARCH, SEARCHING, SEARCHER	RESEARCH
Suffix	*SEARCH	SEARCH, RESEARCH	SEARCHING
letter string	SEARCH	SEARCH, SEARCHES, SEARCHING, RESEARCH, RESEARCHING	SEEARCH, "SEE ARCH"
Infix	SE*RCH	SEARCH, SEEARCH, SECONDARCH	RESEARCH, SEARCHING
letter string and infix	SERCH*	SEARCH, SEARCHING, SEARCHER, SEEARCH, RESEARCHING	"SEE ARCH"

Boolean Operators

A query can consist of a sequence of terms joined by one of the five operators: AND, OR, NOT and the proximity operators ADJ and NEAR.

· AND	will retrieve only records containing both terms (i.e., X AND Y)
· OR	will retrieve any record containing either term (i.e., X OR Y))
· NOT	will exclude any records that contain the term following NOT (i.e., X NOT Y)
· ADJ	will retrieve records where X appears next to Y (with a space in between)
· NEAR	will retrieve records where X appears next to Y (with a space in between) in either order (i.e., "X Y" or "Y X")

Default Boolean operators by query field

Field	Default Operator
Trademark	AND
Owner	AND
Query Number	AND
Correspondent	AND
Country/Origin	OR
International Class	OR
Goods/Services	OR
Design Code	OR
Ser./Reg./App.No.	OR
State	OR
Word Count	OR
Designations	AND

Wildcard Characters

Wildcard characters are used to match uncertainty in one or more positions of a word. There are four wildcard characters

Wildcard	Matching Text
~	exactly one vowel-a, e, i, o, u, or y
#	exactly one digit
?	Zero to one character (when adjacent to one or more characters); use multiples to get ranges, i.e. ??=0-2 characters, ???=0-3 characters
*	Zero to many characters

Use one wild card for each character replacement that you desire
For instance, ?? will return zero to 2 characters (as each one equals zero to one character)
However, ### will return three digits, and ~~~~ will return four vowels, because each of these symbols represent exactly one element

Phonetics & Cross-Indexing

When searching for trademarks, the TRANSLATION field is searched by default to determine whether your search term appears in the translation
For certain databases, Corsearch manually reviews incoming trademarks for phonetic variations, plays on words, translations, etc.
Cross-references are added to records where warranted. A phonetic engine automatically adds common phonetics to your search terms. However, it is always advisable to add phonetics and additional variations to your terms up front
To remove phonetic indexing from a search term, simply put that term in quotes. Putting the term in quotes will disable the phonetic engine for that term. Please note that certain cross-indexing may not be removed

Query Field Control buttons

The following Query Field Control buttons allow you to set query fields:

Set Default - You can set default query field selection by clicking on the Set Default button
Restore Default - You can restore default query field selection by clicking on the Restore Default button. Restoring default will clear all fields and restore the field configuration to the user default settings
Use Saved Query – You can access your previously saved queries and can insert the saved query into query fields
Clear Query - You can clear all entries in the query fields using Clear Query button
Provide Query Breakdown Hit counts - Selecting this option will display query breakdown results by database. The system displays the hit count for each database under query breakdown as a numeral
Submit Query -After entering search criteria if you click on the Submit Query button, the system refreshes the query page and displays query results as per search criteria

Vantage™ Query Tool

· Selecting this option will engage Vantage™ query mode

· In order to use Vantage™ querying mode, you must specify the Trademark and International Classes fields to be searched

· Enter the exact mark to be searched without any truncation, wildcarding or Boolean operators - the system will automatically search your mark using pre-set algorithms

· All punctuation and spaced are ignored in the searched word

· When you enter a mark to be searched consisting of a single word or element, this element will automatically be encoded in “Strong Word(s)”

· When you enter a mark to be searched consisting of more than one word or element, the program will automatically suggest a search strategy, based on system dictionaries. This strategy can be modified when you click on the edit icon at the end of the field

· When searching marks containing four or more elements, elements consisting of only 1 or 2 characters will be disregarded, as well as prepositions, conjunctions and articles. Should one of these elements have value and require searching, they can be added manually by clicking on the edit icon and then encoded in the “Weak Word(s)” field

· When using Vantage™ query, the following standard query field controls will be disabled: Query Breakdown option, Plurals, Phonetics, Vowel substitution, Add (+), Remove (-), and field selection drop down options

· The Boolean operator between the Trademark and International Classes fields is “AND”

· Clicking on the Vantage™ icon in the Query Results page, will open a window that will display the strong and weak words associated with your trademark terms, along with your selected Vantage query rules.

· One of the unique feature of Vantage™ query is that you can easily and intuitively change the scope or “strength” of your Vantage™ query results from broad to narrow by using the Vantage™ query slider control

· To view and edit Vantage™ query parameters, click on the “See Rules” link

· Manually changing preset Vantage™ query parameters will invoke Custom Mode, which will disable the Vantage™ query slider control

· Benefits of using Vantage™ query:

o The ability to control query strength using slider presets

o Access to custom query mode for those that want full control

o The ability to search both manual and automated queries in the same platform

o The ability to combine both manual and Vantage™ query results to a single set to create a stronger and more diverse result set

· Please note that the Vantage™ query mode does not return archived marks for first-to-file jurisdictions. If you wish to retrieve archived marks for all databases, exit Vantage query mode and query manually

Query Result Interface

· You can view query results with hit counts for selected databases on the Query page. The date a query was last run will appear next to the query in the query result section

· You can expand and collapse queries by jurisdiction, showing individual hit counts for each jurisdiction

· You can select or unselect one or more jurisdictions; by default all jurisdictional checkboxes will be selected

· You can view only specific jurisdiction results by selecting the jurisdiction and unselecting all the other jurisdictions your jurisdictional breakdown selection preference will be retained when you log out of the session

· Hovering over a query from the query result set will display 'Save' and 'Delete' options

· DELETE – Click the X icon to delete a query from the query result listing. Queries consisting of combined queries that included a deleted query number will not be impacted

· SAVE – Click the disk icon to save an executed query. The system pre-populates the executed query field information. You can save the query with entered name. You can overwrite a saved query. The Save Icon will be grayed out if the query was previously saved in the same screening session

Update and Re-run

Update Queries

· You can retrieve updated and new records for previously executed queries in Screening

· The retrieved query results set will only include updated and new records

Re-Run Queries

· You can re-run previously executed queries to retrieve the complete result set including updated and new records

Combine Queries

· Once a query has been submitted and executed, you can combine it with other executed queries in your session

· The Combine command allows you to choose either the AND or OR Boolean operators

· To avoid discrepancies with precedence order when combing queries, certain queries cannot be combined when searching in specific international jurisdictions

· From your query list at the bottom of your screen, select the queries you would like to combine by clicking the check-boxes to the right of the queries

· Select either AND or OR Boolean operators from the dropdown menu, and click on the COMBINE button in the column heading. A new result set will be created reflecting the combination of the result sets that you selected

· You can combine standard query results with advanced query results

View Results

· The 'View' button is present in the Query Results section of the Query page. By default, records associated with your query results are displayed in Full View, otherwise the system will remember your last view

· You can click on the down arrow displayed next to the View button to see the list of different views which are available for viewing records

· Overview

· Details

· Browse

· Tiled

· Compare

· Jurisdictional Overview

· If the View button is clicked and one of the databases which was part of the query has transactional records and if your last view was either the Browse or Tiled view in previous sessions, then you will have to buy the un-purchased records before viewing the query results

Browse view

The Browse view summarizes the records from your query in a list. The Browse view presents details of multiple records designed for expedited reviewing
The Browse list is available for printing and saving
You can switch from the Full Detail view to the Browse view and back again using the four buttons in the vertical navigation bar

· The top arrow button decreases the width of the record view pane and displays an additional Browse list column

· The bottom arrow button increases the width of the record view pane and hides the right-most Browse list column

· The middle button pointing to the right collapses the record view pane and displays all columns in the Browse view

· The middle button pointing to the left expands the record view pane and displays only one column in the Browse view

A record Reference Number is displayed and hyperlinked for each record in the first Browse view column. When you click on the record Reference Number, the selected record content displays in a full record window
The height of each row in the Browse view automatically resizes according to the complete content in each row field for the visible columns
You can set, add or delete Browse list columns using the column dropdown menu located at the top of each column heading
The maximum number of Browse view columns is 10

· Add a column by clicking on the dropdown column heading, and select Add Column

· Delete a column by clicking on the dropdown column heading, and select Delete Column

When you add or delete a column, your view will always revert to the fully expanded Browse view

The Record Overview and Record Detail view

The Record Overview is formatted with optimal placement of key information
The Record Detail view provides all record information in a scrollable, vertical list format
You can switch to the Browse view from either the Record Overview or the Record Detail view using the vertical navigation bar
TTAB proceedings, Owner Information and Assignment History, and Marks with Similar Ownership, where applicable, are accessible via hyperlinks in Record Overview
Please note that Marks with Similar Ownership applies to records viewed for the current query. You will not see Marks with Similar Ownership that were retrieved from queries other than the current viewed query
When a record contains an image, clicking on the image will retrieve a full size version for review
When the full-text of a record cannot be formatted to fit onto one screen, you will have the ability to View All from various points within the record. Clicking the View All link from any section of the record will bring you to the Record Detail view of the record

Tiled View

An uploaded image file displays in the topmost Tile of the comparison pane in the Reference Information window. It also appears in any printed and saved Search Strategy and Chart documents that include Reference Information
When there are fewer than 3 columns of record Tiles, the right hand record pane appears and expands appropriately, populated with the record content in the Details record format, as associated with the selected record Tile
You can change the number of columns of displayed record Tiles in the Vertical Navigation Bar

· The Vertical Navigation Bar has 4 buttons

· The top arrow button decreases the width of the record view pane to display an additional column of Tiles

· The bottom arrow button increases the width of the record view pane to hide the right-most column of Tiles

· The middle button pointing to the right collapses the record view pane to display all Tiled columns

· The middle button pointing to the left expands the record view pane to display one column of Tiles

Compare View

· You can select Compare View and the system will display the compared view of the searched mark with the selected mark

· The Trademark, Owner, International Class and Goods/Services, and Owner fields are displayed on the left hand side column with field content from the searched mark appearing beside the same type of information associated with the selected mark

· In order to take full advantage of the Compare View, you will need to enter in mark, class, goods and other desired information in the reference information field

Jurisdictional Overview

· You can select Jurisdictional Overview to view the hit counts of matching marks found across jurisdictions, per query

· With a single click, you can apply a tag or note to multiple records with the same mark (or owner, depending on your display options) across different jurisdictions

Jurisdictional Separator - Database Currency

· You can get database currency information about a database using the information icon (i) displayed adjacent to the database name in the jurisdictional separator in the Record Overview, Record Detail, Browse, and Compare Views

· When you sort across jurisdictions separators are not maintained. There will be a single information icon that will show all selected database currency information in a single soft frame

Expand/Collapse Jurisdictions

· In the Browse view, Record Overview, Record Detail and Compare views, expand or collapse results for entire jurisdictions by using expand/collapse controls (+/-) available for each jurisdiction header on the left side of your screen

Sorting Results

· You can sort in ascending or descending order by selecting Sort By and Then By dropdown options

· You can also sort records within a jurisdiction or across jurisdictions by selecting the Sort within jurisdiction checkbox

Sort Options

· Trademark

· International Class

· Status/Status Date

· Owner

· Priority Date

· Renewed to Expired

· You can sort records in the Record Overview, Record Detail, Browse view, Tiled and Compare views

Filtering Results

Show Filter

The default view will be set to show all records in the Show menu when you begin your review. The All Records feature allows you to see all records identified in your query

The following Show options allow you to limit your view to records that meet specific criterion:

· All Records - The default sort option. All records are displayed

· Tagged Records - this option will allow you to see records from all sections that have been tagged

· Untagged Records- this option will allow you to see records from all sections that have not been tagged

· Disclaimer - this option will allow you to see US Federal, WIPO, CTM and Canadian records that contain a disclaimer. Records from all other sections will be hidden if the DISCLAIMER filter is selected

· TTAB – this option will allow you to see records that have been involved in any sort of TTAB proceeding, including oppositions and Ex Parte Appeals

· Active – this option will allow you to see records that have a current status of registered or pending, or that have a Petition to Revive on record

· Inactive – this option will allow you to see records that have a current status of cancelled or expired or inactive on record

Custom Filter

You can access Custom Filter by selecting the Custom Filter option displayed in the Show dropdown

Selecting the Custom Filter option invokes a window where you can choose the desired filter criteria and submit specific text for the filter
The Custom Filter window reflects 3 query fields each joined by a Boolean AND. The Boolean OR is supported within the query fields
The Custom Search filter permits selection of criteria – Trademark, Most Recent Owner, Disclaimer, TTAB, International Class, Active and Inactive – to limit query results
Contains and Does Not Contain radio buttons and the related text box are displayed in the Trademark, Most Recent Owner and International Class fields
Contains and Does Not Contain radio buttons and the related text box are hidden when the field selected does not require a search of text for the Disclaimer, TTAB, Active and Inactive fields

Multi-Select Records

Multi-Select checkboxes are adjacent to the first column value of the browse list for each record
Tags or notes can be applied to multiple selected records
All records can be selected using the “master” Multi-Select checkbox found at the top of the screen above the individual Multi-Select checkboxes for individual records
A count of the selected records is displayed
Application of tags using the Multi-Select feature will overwrite any existing tag options

Applying Tags and Notes

When your selection focus is on a record, tag and note buttons are displayed adjacent to the first column value of a record
Hovering your mouse cursor over the Quick Tag box causes a window to be displayed with the full array of tag preferences in the order represented in the My Tags toolbar, and the Note icon. Irrespective of the state of Multi-Select, Quick Tag applies the desired action only to the hovered records
When a record is already tagged and the user selects a different tag color option and clicks on the Tag, the current tag will be overwritten with the new tag option
When a record is already tagged and the user clicks on the Tag with the same tag option, the current tag will be cleared

Toggling Tag Options via the Keyboard

Use the left and right arrow keys on your keyboard to toggle the Tag color palette options from left to right, or right to left when your selection focus is on the Tag Slot

· Arrowing past either the first or last tag, will cycle the selection in either direction

Edit Tags

You can edit tagging styles by clicking on the 'Edit Tag' link. The following tagging styles are available:

o Color - Red, Orange, Green, Blue and Yellow

o Percentile (%) - 100, 75, 50, 25, 5 (thresholds are user definable)

o Numeric - 1, 2, 3, 4, 5

Select a tagging style by clicking on its radio button
You can rearrange the order of the color tags in the tagging palette by clicking and dragging the color tags from one position to another. You may save any tag preference settings as a system wide default configuration
If other shared users use a different tagging style, the system displays that style in the navigation column showing each user's tagging selection

Notes

Click on the Note icon in the tool bar, to open the Note interface. The designated note will be added to all selected records. Once a note has been added, the Note icon in the first column of the Browse list reflects that text has been added

You can apply notes to multiple records using multi-select functionality. Select records using the check boxes preceding record reference numbers before you click the Note icon

You can save the entered notes for future use. Simply click the Note icon, type your comment, select the “Save this Note for future use” box, click the Add button, enter a Note Name, and click the OK button. To access a saved note, click the Saved Notes in Note icon window, hovering over a saved note will display delete and edit icons which will allow you to delete or edit a saved note
To add a saved note to a record, click the Note icon, click Saved Notes, hover over and click on a saved note, and click the Add button You can remove all notes using the Erase All button, the saved notes for future use will not be deleted

Find and Highlight functionality

· You can find and highlight specified terms by entering text in the Find and Highlight textbox in any record view You can find terms within certain fields of a record or in a full record, including Trademark, Goods/Services, Status, Owner, International Classes, Disclaimer, Correspondent, TTAB, Mark Description, and Color Claimed. Use the advanced find and highlight mode by clicking on the “More” link next to the search icon

· You can automatically tag the records which meet the find criteria by using the “Auto-Tag Record” check box provided in the Find and Highlight window

· You can turn highlighting on or off by clicking on the Highlight icon

· You can navigate from record to record which met the find criteria using the arrow buttons provided adjacent to the Highlight icon

· Using the Find and Highlight feature changes the view mode to the Details View

· Using the Find and Highlight feature in Browse view or Tiled View will cause a Details View pane to appear in the right-most column

· To search multiple terms use the Boolean “OR” operator between terms or simply separate the terms with a comma or a space (i.e. candy OR chocolate; candy, chocolate; candy chocolate)

Pagination

· You can navigate pagination via left/right arrows and dropdown page selector available on the left panel on the view results page

· The following pagination options are offered for viewable records per page: 25, 50 and 100

· The default pagination is 25 records per page. You can also navigate from record to record using Previous and Next buttons

Erase Annotations

· You can remove Tags, Notes, Investigations and Last Saved Document associated with your Screening query results set

Last Saved Document

· A hardcopy version of your work, such as a Chart or Browse list, can be saved using the Last Saved Document option (Default) in Save/Print soft frame

· Hardcopy version of a search report’s last saved document can be accessed by invoking the Last Saved Document feature for that report from the Inbox

Investigations

Adding Investigations

· Investigative Tools can be used to add content to your records once the “Add to Investigations” bookmark has been installed to your internet browser

· To add investigative content to a record, select the investigative tool you would like to use for the record. A browser window with content retrieved by the investigative tool will be displayed. To add investigative content, click the “Add to Investigations” bookmark on the browser bookmark bar at the top of the screen

· Once investigative content has been added, a magnifying glass will appear in the Navigation Panel next to the record and also on the top of your record

Viewing Investigations

· Investigative content added to a record also appears at the bottom of the Full Record when using the Details View

· After you add investigative content to a record, that content is included with the record when it is saved in either .DOC or .RTF format

· By clicking the Investigations link at the top of the record, you can see a summary of content added to the record available at the end of the record Full Detail

Deleting Investigations

· Deleting added investigative content can be done on a per-session or per-record basis

· A Delete icon is displayed when you hover over the URL displayed above the investigative content for a record

· Clicking on the Delete icon will remove the added investigative content included from that investigative tool source

· To delete all investigative content for the query result set, click the Erase Annotations icon at the top of the records. This feature allows you to remove all tags, notes, and investigative content for the session

Investigative Tools

Custom Tools

· My Favorites - The “My Favorites” investigative tool provides the ability to save your favorite internet websites for future use in conducting investigations. Dictionary.com™, dogpile^®, SuperPages.com, Webopedia™, and Wikipedia links are included by default in the My Favorites feature

· Site History - With Archive.org’s WayBack Machine, previous incarnations of many internet sites can be viewed and added to your investigations. Simply click on the Site History button to automatically retrieve a list of snapshots in time of how a website appeared in the past. Click on one of the date links to view a previous incarnation of the site from that particular period

Mark History

· TTAB - Get information about Trademark Trial and Appeals Board proceedings related to this mark. View full prosecution histories and retrieve PDF copies of correspondence and actions (i.e., USPTO Oppositions, Cancellation Petitions, Interference Petitions, and Concurrent Use Petitions). TTAB information may be more detailed than the summary information presented in your record. TTAB information is only available on US Federal records where a TTAB proceeding is indicated

· TARR - Get detailed transactional history and record information for US Federal records, including status updates. TARR information is only available on US Federal records

· TDR - The Trademark Document Retrieval (also known as File Wrapper) link allows you to access electronic file wrapper details. Simply click on TDR from any US Federal Trademark record and you will be brought to a list of available documents for that serial number. You can select specific documents or select all contents of the file wrapper. You can browse selected documents and choose to print or add them to your investigations

· CIPO - Get detailed transactional history and record information for Canadian trademark records, including status updates, directly from the Canadian Intellectual Property Office (CIPO). CIPO information is only available for Canadian Trademark records

· UK IPO - Get detailed transactional history and record information for United Kingdom trademark records, including status updates, directly from the United Kingdom Intellectual Property Office. UK IPO information is only available for United Kingdom Trademark records

· WIPO – Get detailed transactional history and record information for WIPO trademark records, including status updates, directly from the World Intellectual Property Organization. WIPO information is only available for WIPO trademark records

· CTM - Get detailed transactional history and record information for CTM (Community Trademark) records, including status updates, directly from the Office for Harmonization in the Internal Market. CTM information is only available for CTM (Community Trademark) records

Trademark on the Internet

· Mark on Web - Search the internet for the trademark you've selected. Please note that the search conducted will not specifically look for your exact mark, but will look for any instance of that trademark. The search query can be modified to retrieve the best results

Owner/Company Tools

· Company on Internet - Search the internet for a trademark owner's company website. The search query can be modified to retrieve the best results

Chart

The Chart of Tagged Records is generated from your tagged and annotated records associated with the session. The Chart of Tagged Records can be displayed in either a Table or List layout

· List Layout displays record content in a single column

· Table Layout displays information ordered from left to right in a Table grid format

Moving Records

· Records in a Chart can be moved using the Move icon

· Clicking on the Move icon displays a window where you can enter a row number to indicate the new position where you would like the record to be moved. You may also send a record to the top or bottom of a Chart

· When a record is moved within a Chart, the record numbers refresh. Focus then moves to the record that was next on the Chart before the move functionality was applied

· When a record is moved to appear in a different jurisdiction, the moved record will have its own set of jurisdiction header dropdowns

· When the column header dropdowns are changed for a jurisdiction, the change is reflected across all instances of that column heading dropdown within the same jurisdiction

Add/Remove Columns

· You can Add or Remove Columns in the Chart’s Table Layout using the Add and Delete options displayed in the field dropdowns

· The maximum number of columns in a Chart is 10. Once 10 columns are visible, the Add button is disabled

Highlight/Un-Highlight

· Icons to activate the Highlight and Un-highlight features are grouped together on the Chart

· Highlighted text in the Chart is retained in both the printed and saved versions of the Chart

Text Areas and Boilerplate

· The electronic Chart allows you to add text at the top and bottom and text for jurisdictions and individual records

· Text can be added in the Text Areas that appear at the top and bottom of the electronic Chart. Text Areas are displayed on printed and saved Charts

· Text Area appears above the first occurrence of each jurisdiction column heading in the electronic Chart to prompt you to add text. Any text entered appears above the first occurrence of the related jurisdiction column heading in the electronic Chart and in any printed and saved Chart output

· Text can be added above or below an individual record using the Add Text Area feature found in each individual record in the Chart

· Text can be saved in the Text window as Boilerplate Text

· Saved Boilerplate Text entries can be shared and are accessible for Search Reports, Screenings and Watching

· Saved text can be accessed in the Boilerplate window from the Chart. The Boilerplate window displays your saved text in descending date order and allows you to Select, Edit and Delete it

· In the Text window you can underline, bold, italicize, change font style and size, apply indents and insert bullet points

Templates

· A chart configuration, including the number of chart columns, chart headings, Sort options, Layout (Table or List) and any contents of the top, bottom and jurisdiction-related text area parameters, can be saved as a named Template

· In the Template window, you can select, rename or delete previously created Templates

· By clicking on a hyperlinked Template, the existing contents of the electronic Chart will automatically conform to the configuration of the selected Template

· You can select a particular Template as your default Template for new screenings for use in the electronic Chart or in printed and saved output

· Renaming a Template that is used by other searches and/or Screening or Watching sessions will cause the system to cascade changes to all applicable searches and/or Screening and Watching sessions

· Neither an open Template nor the default Template can be deleted

· The default Template reflects the original system settings

· The Reset button applies original system Chart settings to an existing Template

Notes

· Notes can be entered or edited in the Chart of Tagged Records

· Add or edit notes directly in the Chart by clicking on the Notes column cell when “Notes” is selected as the column option

Header and Footer

Upload a custom Header or Footer by clicking on the Letterhead link in the Chart
Letterhead images will only appear on the first page of saved and printed documents in the Header and Footer areas.

Sort and Filter

· Records can be sorted in ascending or descending order as per selection criteria in the chart using Sort by functionality. All other records will be displayed at bottom

· Records can be sorted, per jurisdiction, by Tag Style, Trademark (alphabetical), International Class, Status /Status Date (pending, registered/renewed, followed by cancelled abandoned), Owner (alphabetical by Most Recent Owner), Priority Date or Renewed to Expired

· You can filter records in the Chart using the Show filter

· You can filter out results in the Chart that are not part of the current query via the checkbox option

Output

· Labels and field descriptions can be saved and printed in various languages - German, English, Spanish, French, Italian, Japanese, Dutch and Chinese

· Formats for saving content include .RTF, .DOC, .XLS, .PDF and .XML

· Corsearch references can be removed from the saved/printed output using the Exclude System Header References option

· If the Exclude System Header References option is selected, the saved output excludes the Corsearch logo and all header and footer information pertaining to Corsearch

· CTM/WIPO records can be rendered as an output for the following specific languages where applicable (removing non-specified language content) in saved/printed output

· German

· English – U.S

· Spanish

· French

· English

· Italian

· Japanese

· Dutch

· Chinese

Quick Print

You can print the selected records in Full Record format by clicking on Quick Print button
This functionality is available in Record Overview, Record Detail, Browse, Tiled, and Compare views as well as Jurisdictional Overview

Quick Save

You can save the selected records in Full Record format by clicking on the Quick Save button
This functionality is available in Record Overview, Record Detail, Browse, Tiled, and Compare views as well as Jurisdictional Overview

Share Screening

Screenings can be shared only with other users associated with the same Screening subscription, not with any non-subscription-related users
Clicking on Share displays all users associated with your subscription; you can then choose recipients of the shared screening results using the checkbox. Recipients can later be excluded from receiving future Shared Screenings
Shared Screenings appear in other users previous Screening sessions section with whom you shared the Screening, provided they have access to the Last Saved Document
Shared Screenings are also accessible in the Screening Comparison investigative tool window for other users
The user who initially creates a Screening can delete screenings previously conducted; the Shared Screenings in other user accounts will then disappear

Transactional Access

Standard Query: There is no charge for standard query execution or hit count display
Full records that are purchased from a query will subsequently be available at no extra cost if these same records are returned in subsequent standard queries within the same screening session
Transactional pricing rules will, however, apply if the previously purchased Full records from one screening session are returned in a new or different screening session
Transactional charges will apply to all Trademarks (or Owners) in the list selected for viewing following query execution, not just the list of Trademarks or Owners available on a certain page; this also applies to Standard queries created from combining two or more Standard queries, two or more Vantage™ queries, or any other mix (e.g., a Standard query and a Vantage query)