ePCT - Office User Guide ePCT for receiving Offices, Designated Offices and International Authorities Office User Guide ePCT version 4.7 5-January-2021 1 ePCT - Office User Guide CONTENTS INTRODUCTION ............................................................................................................................................... 5 INTENDED AUDIENCE .......................................................................................................................................... 5 OVERVIEW .......................................................................................................................................................... 5 CONVENTIONS AND GLOSSARY ........................................................................................................................... 5 SUPPORTED BROWSERS....................................................................................................................................... 5 EPCT IN 10 LANGUAGES ..................................................................................................................................... 6 OFFICE ACCESS AND CONFIGURATION ............................................................................................................. 7 HOW CAN I ACCESS EPCT? ................................................................................................................................ 7 MY WIPO ACCOUNT ........................................................................................................................................... 9 WHAT IS THE PROFILE OF MY OFFICE?.............................................................................................................. 10 Office Information ......................................................................................................................... 11 Office main Contact ...................................................................................................................... 11 Office Users ................................................................................................................................... 11 Filing Methods ............................................................................................................................... 12 Fees and Payments ....................................................................................................................... 12 eSearch Copy ................................................................................................................................. 13 Accepted signature types .............................................................................................................. 14 Processing Settings ....................................................................................................................... 15 Standard clauses ........................................................................................................................... 16 Current Distribution ...................................................................................................................... 17 Office Closed Dates ....................................................................................................................... 18 COMMON EPCT FEATURES FOR OFFICES ........................................................................................................ 20 SEARCH INTERNATIONAL APPLICATIONS .......................................................................................................... 20 Quick Search .................................................................................................................................. 20 Advanced Search ........................................................................................................................... 22 Performing actions on selected IAs ............................................................................................... 24 Confirming Search Fee to IB .......................................................................................................... 24 Assigning IAs to Office Examiners ................................................................................................. 25 Download Fee information in xml and eXCEL formats .................................................................. 27 TASK LIST ......................................................................................................................................................... 27 Accessing the list of tasks .............................................................................................................. 27 Managing tasks ............................................................................................................................. 29 OVERVIEW OF AN INTERNATIONAL APPLICATION IN EPCT ............................................................................... 34 International Application Number menu ...................................................................................... 35 Tasks .............................................................................................................................................. 37 Actions ........................................................................................................................................... 38 Data ............................................................................................................................................... 42 Documents .................................................................................................................................... 42 Fees And Payments ....................................................................................................................... 45 TimeLine ........................................................................................................................................ 46 5-January-2021 2 ePCT - Office User Guide Access Rights ................................................................................................................................. 47 Permitting Access Rights to IB....................................................................................................... 48 History ........................................................................................................................................... 49 Notifications .................................................................................................................................. 50 Sending and Receiving ePCT Messages for an IA .......................................................................... 51 Status Report of the IA .................................................................................................................. 53 UPLOAD DOCUMENTS ........................................................................................................................................ 55 Important notice about scanned PDF files .................................................................................... 55 Upload documents for an IA ......................................................................................................... 57 Upload documents for a Non-Existent IA ...................................................................................... 60 NOTIFICATIONS RECEIVED BY THE OFFICE ....................................................................................................... 61 USER HISTORY .................................................................................................................................................. 65 REPORTING ....................................................................................................................................................... 67 RECEIVING OFFICE FUNCTIONS ...................................................................................................................... 78 CREATE NEW IA ................................................................................................................................................ 78 International Application Received in Paper ................................................................................. 78 International Application Received Electronically (Import WASP File) ......................................... 91 PROCESSING NEW INTERNATIONAL APPLICATION ............................................................................................. 92 Checking and Processing new IA Documents (documents section) .............................................. 93 Actions on Documents................................................................................................................... 95 ACTIONS & FORMS ......................................................................................................................................... 110 RO Actions ................................................................................................................................... 112 Using the Ex-Officio Correction action ........................................................................................ 147 RO Forms ..................................................................................................................................... 149 UPLOADING AND PROCESSING SUBSEQUENTLY FILED DOCUMENTS ................................................................ 179 INTERNATIONAL