When email is used as a file sharing and document management system, administrative overhead skyrockets and documents may get lost, misplaced and misfiled. Efficiency drops and costs rise.
First To File’s Outlook® Integration plug-in enables one-click filing of email correspondence and documents directly into the Electronic File Room, increasing efficiency and reducing overhead costs and errors.
USPTO Automated Document Download
This feature saves time and increases naming accuracy by automatically downloading AND filing patent documents from the USPTO Private PAIR system into the corresponding patent case files on EFR. So, instead of taking hours to log in, download and file critical USPTO documents, they are sitting in your case files when you arrive at work in the morning! All the documents are already filed AND named to your own naming convention – not the USPTO’s. Concurrently, as the documents are filed in the appropriate left/right/center of the case tri-fold, EFR creates a simple and easy inbound queue so documents can be docketed appropriately.
The benefits are simple: less administrative busy work for docketing; consistent and customer-specific (not PTO) naming convention; faster access to critical documents by attorneys…and one less “zero-value-add” and repetitive process to worry about each day.
“First To File’s integration with USPTO e-Office Action has made our workflow significantly faster. Previously, it took up to 2 days to get the documents to the lawyers, and now the lawyers get them the same day, sometimes as early as 2:30pm. Our docketing staff reports that First To File’s downloads are accurate, having eliminated human error through automation.” — Kathy Smith, IP Systems Administrator, Nixon & Vanderhye
“I increasingly find myself using my iPhone as a mobile office to manage emails, voice communications, IMs and video. With the First To File iPhone app, I can now refer to my case files as well, anywhere and at any time.” – T.G.P Reijns, Senior Patent Attorney at Unilever
The iPhone/iPad app enables full mobile access to their First To File documents. With the app, collaboration and review of key documents can be accomplished on the road, in a client office or off-site, enabling quicker turnaround and increased efficiency. First To File offers iOS users the ability to work uninterrupted, during travel and in remote locations. The powerful and fast mobile access is intuitive and easy-to-use with the First To File interface that is built specifically for the iOS. By accessing information on-the-go, users can see substantial improvements in productivity and customer service.
OUTLOOK® INTEGRATION FEATURES
Easy-to-inst all wizard
First To File icon in Outlook® Toolbar
Pop-up Window enables case association , file management
Ability to select and file multiple emails and documents simultaneously
Ability to save correspondence and associated documents easily to different parts of the trifold (left/right/center )
Works with Outlook® 2003 and higher
USPTO DOCUMENT DOWNLOAD HIGHLIGHTS
Documents are downloaded and filed automatically in the First To File tri-fold interface, saving significant administrative time
Patent documents are renamed according to the customer's own naming convention – not the USPTO's
Docketing is provided a simplified 'check-in' tool to process the inbound documents
Attorneys have faster access to critical documents
Alerts can be configured to notify the appropriate owner(s) of the documents availability in the EFR system
IPHONE/IPAD APP BENEFITS
Secure 24/7 access to First to File documents, case details, and document metadata from your iPhone or iPad
Capability to read all common document types
Open, read, and forward IP documents
Enhanced collaboration with clients and colleagues by enabling anytime/anywhere document retrieval and review