New 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 new 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
New 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
rights 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
feature
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.
