MyEPO Portfolio - pilot phase
Welcome to the MyEPO Portfolio pilot access page.
With your help and feedback, we will trial major new features before making them available to all users when they have been proven to work well with pilot participants.
In the following document, you can find the full list of features that are already available for you to try out, as well as those that will come later: MyEPO roadmap
- Accessing MyEPO Portfolio
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Please read our Get access page.
You can access MyEPO Portfolio using either two-step verification or an EPO smart card.
- Applicant Portfolio
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Applicants who have chosen not to appoint a professional representative can now see their portfolio of applications in “Application & Patents”.
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Change of Representation
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This self-service feature allows appointed representatives or associations to change or withdraw representation for select applications within their portfolio, as already known from MyFiles. This also includes unitary patent applications.
Please see the feature guide and FAQs for instructions:MyEPO Portfolio feature guide - submitting procedural requests
- Managing user access
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Company administrators can now use the Manage Permissions option in the Applications and Patents screen to grant access to users within their company to work on the portfolio in question.
Representatives can no longer do this unless they are also a user with administration rights.
Please see the feature guide and FAQs for instructions:MyEPO Portfolio feature guide - managing user access in MyEPO Portfolio
- Representative area
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Professional representatives can now use the new “representative area” in MyEPO Portfolio to change their personal data.
They can submit requests to change the details of their entry on the list of European professional representatives - i.e., name, nationality, place of business or employment - as well as to delete their entry from the list.
They can also update their telephone details directly.
The scope of the representative area will be extended in future so that representatives can submit requests for entry and re-entry on the list of professional representatives, as well as the management of association memberships and general authorisations.
Please see the feature guide and FAQs for instructions:
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Withdrawal of applications
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Users who decide not to pursue one of more applications that have been filed can now withdraw them in MyEPO Portfolio.
Please see the feature guide and FAQs for instructions:MyEPO Portfolio feature guide - submitting procedural requests
- Further information
- Support and feedback
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As a valued pilot participant, your feedback is essential for us to improve new MyEPO Portfolio features before we make them available to all our users. The sooner we have your feedback, the sooner we will be able to improve MyEPO Portfolio.
At any moment during the pilot phase, please email us your feedback to support@epo.org.If you run into problems and need support as a pilot participant, you can also use this email address to get in touch with us. You may also contact your EPO Key Account Manager if you have one