Migration, Import and Data Management

Move, Update and Retain Control of DocketTrak Data

DocketTrak supports conversion from other systems, bulk imports, large-scale record updates and local exports to help subscribers manage portfolio data efficiently.

Migration from Other Systems

DocketTrak assists subscribers in converting existing patent, trademark and related data from prior docketing systems or internally maintained files.

Capabilities include:

  • Migration planning and review
    DocketTrak works with the subscriber to identify source data, record types, required fields and conversion objectives before migration.
  • Patent and trademark conversion
    Existing patent and trademark portfolio information can be mapped into the corresponding DocketTrak records.
  • Other supported record types
    Available data for litigation, contracts, corporate entities and other supported matters can also be considered during migration.
  • Field mapping
    Source-system fields are matched with appropriate DocketTrak fields so information is placed consistently.
  • Data cleanup assistance
    Conversion review can identify formatting issues, duplicate values and other conditions requiring correction.
  • Onboarding support
    DocketTrak assists with the transition from conversion through subscriber review and operational use.
  • Subscriber review before operational use
    Subscribers review converted information and calculation results before relying on the migrated account for ongoing docketing.

Bulk and Excel Imports

Structured imports allow many records to be created or updated together rather than entered one at a time.

Capabilities include:

  • Bulk patent imports
    Patent information can be imported in volume using a structured source file.
  • Bulk trademark imports
    Trademark portfolio data can be created or updated through the same controlled import process.
  • Other record imports
    Supported non-patent and non-trademark record types can be imported when the source data is appropriately structured.
  • Excel-based source files
    Excel provides a familiar format for organizing and supplying data for bulk import.
  • Creation and update workflows
    An import can create new records, update existing records or support both actions as configured.
  • Validation of imported information
    Import results help identify records or values requiring subscriber review.
  • Reduced manual entry
    Bulk processing avoids repetitive one-record-at-a-time data entry.

Docketing Rules during Import

Applicable Auto Docket Templates can execute as imported records are created or updated, turning source dates and prosecution data into events and deadlines.

Capabilities include:

  • Automatic template execution
    Designated templates run automatically when imported information meets their configured conditions.
  • Events generated from imported dates
    Filing, office-action, registration and other dates can produce related events and due dates.
  • Subscriber-customizable rules
    Subscriber-created templates can supplement DocketTrak’s standard rules during import.
  • Patent and trademark workflows
    Imports can initiate the docketing activity appropriate to the record type and source information.
  • Import result reporting
    Results identify the records processed and help users review import outcomes.
  • Review of calculated events
    Subscribers can confirm that resulting events and dates are appropriate for the imported records.

Mass Record Updates

Authorized users can make selected changes across multiple records, helping maintain consistent assignments, classifications and data values.

Capabilities include:

  • Edit Multiple tools
    Users select qualifying records from a view and apply an authorized change to the group.
  • Bulk client reassignment
    Records associated with selected client names can be moved to another client, supporting corrections and consolidation.
  • Bulk Mark as Done
    Qualifying events can be completed across multiple selected records from patent, trademark and other views.
  • Active and inactive client settings
    Old client names can be made inactive so they no longer clutter selection lists while their records remain available.
  • Consistent field updates
    A common value can be applied across selected records without opening each record individually.
  • Search-driven record selection
    Views and search criteria identify the precise group of records included in a mass update.

Local Data Backup and Export

Subscribers can export DocketTrak information to Excel on demand, providing a local copy that can be retained, analyzed or used outside the system.

Capabilities include:

  • On-demand Excel exports
    Users create an export whenever a local copy of the current information is needed.
  • Current view columns and filters
    The export follows the selected view layout and includes records matching the active criteria.
  • Local subscriber-controlled files
    The resulting Excel file can be stored and managed independently by the subscriber.
  • Portfolio reporting
    Exported data can support analysis, internal reporting and distribution to authorized recipients.
  • Audit exports
    Change and transaction information can be exported for review and recordkeeping.
  • Use with Scheduled Views
    The optional Scheduled Views module can deliver selected Excel exports automatically on a recurring schedule.

Subscriber Control from Onboarding Forward

Migration, bulk-management and export tools help subscribers bring data into DocketTrak, maintain it efficiently and retain usable local copies.

Related DocketTrak Features

  • Reporting, Search and Dashboards
  • Patent and Trademark Office Integrations
  • Audit and Data Integrity
  • Security and Reliability
  • Deadline and Reminder Management

See How DocketTrak Can Help

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