Understand our services

Overview
https://www.epo.org/en/node/myepo-portfolio-pilot-phase

MyEPO Portfolio - pilot phase

 

MyEPO Portfolio - second 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

Please read our Get access page.

You can access MyEPO Portfolio using either two-step verification or an EPO smart card.

Open MyEPO Portfolio
    Applicant Portfolio

    Applicants who have chosen not to appoint a professional representative can now see their portfolio of applications in “Application & Patents”.

    Change of Representation

    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.

    Representative area

    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:

    MyEPO Portfolio feature guide - representative area  

    FAQ - representative area  

    Further information

    MyEPO Portfolio FAQ

    Decision of the Vice-President Legal and International Affairs of the European Patent Office (Directorate-General 5) dated 10 October 2022 concerning the conditions for participating in phase 2 of the MyEPO Portfolio pilot project

    Support and feedback

    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