Attachment 35b - PE2E-eDRS-Edit-Doc-Code-Split-Join-Documents_QRG.pdf

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Q17120.01-508 September 2017

PE2E-eDRS

Edit Doc Code, Split or Join Documents

Patents End-to-End (PE2E) Electronic Document Review System (eDRS) allows users to edit document codes and to split or join documents from an Application Editor window.

Edit Doc Code

1. In a Document Viewer, click the Edit Doc Code button; see Figure 1.

2. Enter the document code in the Doc Code field using one of the following methods.

• Click the arrow next to the Doc Code field to access a quick listing of valid document codes;

see Figure 2.

• Click the Show doc code descriptions (+) button to access the list of document codes and their descriptions; showing Doc Code descriptions for a blank field will display a full list of available

Doc Codes; see Figure 3.

• Begin entering a Doc Code and a type-ahead feature will display valid options; see Figure 4.

3. Click Apply.

NOTE

• Document codes can also be changed from the Editor Contents tab. Right-click the document row and select

Edit Doc Code.

Figure 1. Document Editor Tools - Edit Doc Code

Figure 2. Doc Code List Figure 3. Show Doc Code Descriptions Figure 4. Type Ahead Display

PE2E-eDRS - Edit Doc Code, Split or Join Documents

Split a Document

1. In a Document Viewer, click the Split button, see Figure 5.

2. Click the Add New button to increase the number of documents into which to split, if more than two;

see Figure 6.

3. Enter the Start Page and End Page for the first document type; see Figure 6.

4. By default, the current Doc Code is displayed in the first Document Code field. Click the first

Document Code list to enter a different Doc Code.

5. Repeat for each additional split document; see Figure 7.

NOTE

• A document can also be split from the Editor Contents tab. Right-click the document row and select Split

Document.

Figure 6. Split Document - Select Start and End Pages Figure 7. Split Document - Document Code List

Figure 5. Document Editor Tools - Split

PE2E-eDRS - Edit Doc Code, Split or Join Documents

Join Documents

To join documents from the same date cluster and same package, move to the Editor Contents tab.

1. Select multiple documents from the same date cluster using the check boxes in the

Multi-select column.

2. Right-click one of the selected documents and select Join Documents.

3. The Join Documents window allows the following modifications before joining:

• Change Doc Code: Use the arrow next to the Doc Code field and select a new code.

• Change document order: In the

Document Order field, enter the new order value.

4. Click Apply.

NOTE

• When a Document Editor tool is activated, the system locks the application from other editing until the first user’s action is complete.

For More Information:

- Business Process Questions: Contact your manager.

- Software Training: Contact an ITRP at 571-272-3471 or at AskAnITRP via Chat.

- For software issues contact the Service Desk at 571-272-9000; e-mail Servicedesk@USPTO.gov.

- For More information on PE2E see the PE2E Page at: http://ptoweb.uspto.gov/patents/pe2e/.

- General Feedback on PE2E via PASM http://usptoptc/sites/pafb/pas/default.aspx.

Figure 8. Editor Contents - Join Documents

Figure 9. Join Documents - Doc Code and Document Order mailto:Servicedesk@USPTO.gov http://ptoweb.uspto.gov/patents/pe2e/ http://usptoptc/sites/pafb/pas/default.aspx