While the ClearAccessIP docketing platform automates hard and soft due dates according to the MPEP rules, some users may still want to add their own custom reminders and due dates.
ClearAccessIP provides two levels of reminders, both at the docket entry level, or tied to other events.
For larger Decisions, i.e. filing IP documentation with outside parties, we suggest users create reminders as their own docket entries.
For follow-ups or meetings pertaining to a specific docket action, we suggest that users tie those reminders to that docket action.
For either option, first select the detailed view of an asset from the main docketing page.
To add a reminder as its own docket entry, just fill in the prompts in the blank “Add Action” boxes, hit + and it will be added to the asset and available in your docket and reports. *Note - users do not have to fill in all fields. Mail date, for example, can be left blank.
To tie a reminder to a specific docket entry, first click the drop down menu of the related action.
The list of due dates and extensions will expand. Fill in the prompts and add the reminder. Again, no need to fill in every prompt.
These actions will remain on the asset page, on the timeline, and in docket reports. But note that they will be removed if a user restores the automated docket actions.