Online filing (CMS) - Decommissioned by 01.01.2022

CMS image

CMS will be replaced by Online Filing 2.0 with effect from 1 January 2022.

Read more about decommissioning CMS

Online Filing 2.0 incorporates and improves the features of CMS, covers all procedures before the EPO, including procedures before the Boards of Appeal, and offers a more user-friendly interface.

CMS will continue to run in parallel to Online Filing 2.0 during a transitional period expiring on 31 December 2021, after which CMS will cease to be available.

Users are encouraged to start using Online Filing 2.0 as soon as possible, and to make it part of their daily routine. Smart cards registered for CMS have been automatically registered for Online Filing 2.0 since 1 April 2021.

Users with data stored in CMS will need to transfer data they wish to avail themselves of in Online Filing 2.0 before the end of the transitional period on 31 December 2021. As of 1 January 2022, data stored in CMS will no longer be accessible. Straightforward export and import functions make it easy to transfer the address book, draft submissions and submission templates stored in CMS to Online Filing 2.0. Users should note, however, that while CMS supports the export of submitted submissions, including submission packages and receipts, Online Filing 2.0 does not permit the import of such data.

Additional information on the practical aspects of registration and rights administration for Online Filing 2.0 and data migration is available under dedicated FAQ's.

The online filing (CMS) application is now available for filing EP Form 1001 (EP direct), EP Form 1200 (Euro-PCT), PCT/RO/101 and EP Form 1038 (subsequent actions for all EP and PCT procedures, including PCT Chapter II demand, documents in respect of appeal proceedings and notice of opposition (PDF only)).

Accessible from most browsers, online filing (CMS) stores your data and documents on a secure network hosted by the EPO.

Because the application is web-based, there is no software to install -- except for the smart card software that allows you to log on in a secure environment. Your smart card must first be activated.

Accessing online filing (CMS) for the first time

Smart card access

If you have already registered to online filing (CMS) you can access it direct. Enter your activated smart card and press the button below.


The first time you log on, you will be prompted to read - and agree to - the terms and conditions of use for online filing (CMS).

See also the Decision of the President of the European Patent Office dated 11 March 2015 concerning the filing of documents using the EPO case management system (CMS).

Getting started

This short e-learning module shows you what online filing (CMS) has to offer and gives you some simple exercises to try.

Features and benefits

Online filing (CMS) is now available for filing the following applications and documents with the EPO:

  • EP Form 1001 (EP direct)
  • EP Form 1200 (Euro-PCT)
  • PCT/RO/101
  • EP Form 1038 (subsequent actions for all EP and PCT procedures, including appeal proceedings, PCT Chapter II demand and notice of opposition (PDF only))

The PCT Chapter II demand and notice of opposition may only be filed as a PDF of a form completed offline. For all details on the use of online filing (CMS) please refer to the Decision of the President of the European Patent Office dated 10 September 2014 concerning the filing of documents using the EPO case management system (CMS).

Benefits

Online filing (CMS) is a web-based application that you can access from most browsers.

All you need is a smart card issued by the European Patent Office for secure login. Your smart card must be activated first.

Because the application is web-based, there is no software to install - and consequently no software updates. Data and documents are stored on a secure network hosted by EPO.

Features

Access right management

An authorised person within your organisation must be appointed to manage access rights for all the members of the organisation, i.e

  • limit the procedures accessible to individual users
  • limit the tasks accessible to individual users
  • limit rights to administer the address book
  • assign user administration rights
  • revoke individual access rights with immediate effect.

Multi-user features

This feature allows you to share access to all applications/subsequently filed documents so that different people in the organisation can perform different actions on them (draft, pay fees, sign, submit). At the same time, the system prevents simultaneous updating of an application/document.

Your individual access rights determine which applications/documents you can view and which tasks you can perform.

Portfolio management

Portfolio management allows you to manage applications within your organisation. You can now assign applications to folders and remove draft applications.

Templates

You can create templates for all form types, either from an existing application or from scratch. Templates are available to all members of an organisation provided they have been granted access rights for the relevant procedure.

Import/export

You can import all types of applications in XML, e.g. from patent management systems, provided that the format is compliant (EPO Online Filing specification).
You can also import/export an address book (in .csv format) if you have appropriate access rights.

Address book

In addition to being able to import an address book (e.g. from the EPO Online Filing client), the address book is shared throughout the organisation. In order to maintain the integrity of address data, editing is restricted based on access rights. You can now also organise the address book using folders.

Fee payments

As you are working online, the fee amounts displayed will always be correct. You can now pay any fee using the Form 1038 option.

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