Attachment 35b - PE2E-eDRS-Navigation_QRG.pdf

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Q17122.01-508 July 2017

PE2E-eDRS

Navigation

Patents End-to-End (PE2E) is web-based and allows Electronic Document Review System (eDRS) users to access a Mailbox Viewer, Application Editor, and documents, in a highly customizable interface.

Mailbox Viewer

Application Editor

Select team mailbox to open

Click application # to open in

Application Editor

Click header to sort column

Look up and open application in

Application Editor

Figure 2. Application Editor

Figure 1. Mailbox Viewer

Gadget toolbar

Filter by category

Close tab

Click to populate

GAU and PALM columns

Document Editor tools

Filter by status

PE2E-eDRS - Navigation

Open and Place a Document in a Specific Location

1. In the Editor Contents tab, right-click a document and select Open in;

see Figure 3.

• The Open in window will appear; it gives a user the ability to open a document in a variety of locations in the current window or in a new window entirely.

2. In the Open in window, click the middle of Window 2; see Figure 4. This will open the document and place the document in a new window; see Figure 5.

3. In the Open in window, click the left column of Window 1; see Figure 6. This will place the document in the left pane of Window 1; see Figure 7.

4. To place a document in the lower or upper section of a pane, in the Open in window click the bottom or top of a pane; see Figures 8 and 9.

Figure 4. Open In New Window Figure 5. New Window

Figure 6. Open In Left Pane Figure 7. Left Pane - Window 1

Figure 8. Open In Window Figure 9. New Upper Pane - Window 1

Figure 3. Open In

Move a Document to a New Location

To move a document or tab from top to bottom, or left to right in window 1:

• Left-click and drag the tab to a desired location; release the mouse button.

To move a document in window 1, or to a whole new window:

• Right-click the top of the tab, select

Move to location; see Figure 10.

Choose a new pane or window.

Use Additional Windows

To open a gadget from the Application

Editor toolbar into an additional new window:

1. Right-click a gadget icon.

2. Click the empty area in Window 2;

see Figure 11.

To open a document from the Editor

Contents tab into an additional new window:

1. Right-click the document and select

Open In.

2. Click the empty area in Window 2;

see Figure 12.

Once extended windows are in use, additional windows will begin to display in the Open In window; see Figure 13.

Figure 10. Document Tab - Expanded Right-click Menu

Figure 11. Gadget Toolbar – Expanded Right-click Menu

Figure 12. Editor Contents – Expanded Right-click Menu

Figure 13. Additional Windows

Resize a Document

• Place the cursor over the dividing line between documents, the pointer changes to a double-headed arrow. Left-click and drag the line to a desired width or height; see Figure 14.

Pin a Document

In Chrome, it is very important for a user to pin a document to keep it open, before opening additional documents.

• Click the open blue circle icon on the top left of a tab to pin the newly opened document; see Figure 15.

The tab icon will change so the user knows it is now pinned; see Figure 16.

Close a Document

To close a document, either:

• Hover over a tab until the red X appears at the top right of the tab, and click the X.

• Click the Gadget actions button located in the upper right corner of the document viewing pane and select Close tab; see

Figure 15.

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 14. Dual Pane Windows Noting Pane Margins

Figure 17. Move or Close Tab Button

Figure 15. Unpinned

Document Icon

Figure 16. Pinned Document

Example Icon mailto:Servicedesk@USPTO.gov http://ptoweb.uspto.gov/patents/pe2e/ http://usptoptc/sites/pafb/pas/default.aspx