Online filing 2.0: features & benefits

Online filing 2.0 is now available for filing the following applications and documents with the EPO:

  • request for grant - EP1001 (including application documents in PDF, sequence listings in WIPO Standard ST.25, and other files in PDF)
  • request for entry into European phase - EP1200 (with attachments in PDF)
  • PCT request - PCT/RO/101 with attachments (in PDF, XML, including conversions from DOCX).
  • subsequently filed documents under the EPC up to grant, including amendments, corrections and rectifications (attached to EP 1038)
  • documents in opposition, limitation andrevocation proceedings under the EPC (attached to EP 1038)
  • documents in appeal proceedings and proceedings before the Enlarged Board of Appeal under the EPC (attached to EP 1038)
  • the demand for preliminary examination in the international phase (PCT Demand), and subsequently filed documents under the PCT, including amendments, corrections and rectifications of documents (PCT-SFD).

Benefits

Online filing 2.0  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
  • it is possible to assign rights for more than one user at a time

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 (in the Submission tab) 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 and the New Online filing (CMS)), 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 also pay any fee using the Form EP1038 option.

Evidence filed via EP1038

For opposition procedure, you can now attach more than one set of evidence.

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