Here you get to the tutorial. Descriptors
are customer-specific classifications and keywords. Here we inform you about the different possibilities to work with descriptors. (see also: Descriptor
, Manage descriptors
Search by descriptors
In the simple search
you can open the descriptor tree by the symbol
. Marked descriptors will be inserted to the input field. Several descriptors are connected by OR. These can be edited in the input field.
In expert search
you can use C1
to search for the descriptors.
User with the role attribute user_add_descriptors
can assign descriptors to document during the prepareation of the circular
Distribute by descriptors
To distributes documents to a group which is associated to a descriptor you can use descriptor groups
. These groups are called the same as the descriptor.
This function can be added as feature by our Support
. For this contact them. Then all members of the descriptor groups receive the documents which were assigned with the corresponding descriptor in the circular.
You can use descriptor groups also as recipients
Take over of descriptors from family members
If a patent family member is assigned by a descriptor this descriptor will be displayed at all family members and can be added to the document automatically. This is an optional feature. Please contact our support
if you're interested.