Attachment 35b - PE2E-eDRS-Stamp-Annotate-Documents_QRG.pdf

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Q17122.01-508 August 2017

PE2E-eDRS

Stamp/Annotate Documents

The Stamp/Annotate button in the Electronic Document Review System (eDRS) allows a user to apply annotations directly to documents, and to simultaneously place a stamp on one or more pages of a document.

Access the Stamp/Annotate Tools

From the Application Editor window, either:

• Navigate to an open document and click the Stamp/Annotate button in the Document Editor

Tools; see Figure 1. The Stamp/Annotate toolbar will show; see Figure 2.

• Navigate to any document in the Editor Contents tab, right-click a document row, and select

Stamp/Annotate from the expanded menu. The document will open with the Stamp/Annotate toolbar showing.

NOTE

• Once the Stamp/Annotate tools are active, the system locks the application from other users attempting to edit until the stamp or annotate actions are completed and saved.

Figure 1. Stamp/Annotate Button in the Document Editor Tools

Figure 2. Stamp/Annotate Toolbar

Select Stamp Options

In the Stamp/Annotate toolbar:

1. Click the Stamping Options button;

see Figure 3.

2. Select check boxes to include the application number and/or date.

3. Select a radio button to stamp All Pages or just the Tagged Pages of a document; see Figure 3.

NOTES

• If more than one stamp is needed on different pages, users can apply page tags, use the first stamp, change the tags, and use a second stamp.

Figure 3. Stamping Options Button

PE2E-eDRS - Stamp/Annotate Documents

Apply a Stamp

In the Stamp/Annotate toolbar:

1. Click the Stamps button to expand the menu and select the stamp to apply;

see Figure 4.

The stamp will appear at the bottom of the page(s) and the Save button will activate.

2. If no additional stamps or annotations are needed, click the Save button;

see

Figure 4.

NOTE

• The Close Original check box is checked by default. If the original document needs to remain active, uncheck the Close Original check box before saving a stamp; see Figure 4. Figure 4. Stamps Button Menu Expanded

Figure 5. Annotation Buttons

Apply Annotations

1. Click an annotation button to select it; see Figure 5.

• Date - Insert the Receipt Date of the document.

• Name - Insert the user’s name.

• Checkmark - Insert a checkmark.

• Cross mark - Insert an x or a cross mark.

• Typewriter - Insert a text box and type on the document (120 character limit).

2. Move the mouse to the location on the document where the annotation is needed and click to apply.

The annotation will appear on the document.

3. Once applicable stamp(s) are applied and annotations are made, click the Save button.

NOTE

• The Close Original check box is checked by default. If the original document needs to remain active, uncheck the

Close Original check box before saving annotations; see Figure 4.

PE2E-eDRS - Stamp/Annotate Documents

Move, Delete, or Cancel Stamps/Annotations

• Move a stamp/annotation

Hover over the stamp or annotation until a four-sided arrow appears; see Figure 6. Click and drag the stamp or annotation to a new location.

• Delete a single stamp/annotation

Hover over the stamp or annotation and click the X that appears in the orange square at the upper right-hand corner of the stamp or annotation; see Figure 7.

• Delete all stamps/annotations

Click the Clear all edits button on the Stamp/Annotate toolbar; see Figure 8. A confirmation message will display; click Delete All.

• Delete all stamps/annotations and close the document:

Click the Cancel button on the Stamp/Annotate toolbar; see Figure 8. A confirmation message will appear warning that all edits will be lost; click OK.

NOTE

• Once saved, the newly stamped and annotated document becomes part of the IFW and cannot be edited.

Figure 6. Move Stamp/Annotation - 4-sided Arrow

Figure 7. Delete a Single Stamp/Annotation

Figure 8. Delete All Stamps and Annotations

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.

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