Create a Custom Export Template

You can create a custom export template containing the patent fields of your choice in one of three ways:

• Editing the standard set of Key Fields (Publication Number, Title, Application Date, Publication Date, Issue Date, Inventor Name, Current Assignee, IPC, Legal Status)

• Selecting Custom Fields (start with Publication Number) and adding additional fields

• Editing one of your pre-existing custom templates
  
  

Editing the Standard Set of Key Fields

1. With Key Fields only selected in the Export Fields dropdown menu, click the Edit button.
   
   
   

2. You will see the 8 key fields (in addition to Publication Number) under Chosen Fields; you can delete a field by clicking its trash can icon. Click any of the Available Fields to add them to the template.
   
   
   
   Note: Click and drag field in the Chosen Fields column to change the order in will appear in the export.
   
   
   

3. After adding your desired fields, click the Save as export template button.
   
   
   

4. Enter the template name, and then click the Save button.
   
   
   

5. A list of the included fields displays, and the custom template is now available in the Export Fields dropdown menu. You may delete or edit the template at any time by clicking the appropriate button.
   
   

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Selecting Custom Fields

1. Select Custom Fields from the Export Fields dropdown menu.
   
   

2. Click a field name under Available Fields to add it to the template. Note: Publication Number is included by default.
   
   
   
   Note: Click and drag field in the Chosen Fields column to change the order in will appear in the export.
   
   
   

3. After adding your desired fields, click the Save as export template button. Note: Click the trash can icon to remove a field.
   
   
   

4. Enter the template name, and then click the Save button.
   
   
   

5. A list of the included fields displays, and the custom template is now available in the Export Fields dropdown menu. You may delete or edit the template at any time by clicking the appropriate button.
   
   

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Back to Export Patent Results

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Editing a Pre-Existing Custom Template

1. Select the template you wish to edit under My Templates in the Export Fields dropdown menu.
   
   
   

2. Click the Edit button.
   
   
   

3. Click any of the Available Fields to add them to the template; you can delete a field by clicking its trash can icon.
   
   
   
   Note: Click and drag field in the Chosen Fields column to change the order in will appear in the export.
   
   
   

4. After adding your desired fields, click the Save as export template button.
   
   
   

5. Enter the template name, and then click the Save button.
   
   
   

6. A list of the included fields displays, and the custom template is now available in the Export Fields dropdown menu. You may delete or edit the template at any time by clicking the appropriate button.
   
   

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Back to Export Patent Results

Back to Patent Results