What Settings Can I Change Within A Workspace?

Within a Workspace, you can select “Settings” at the top-left of the page.

Under the “Page Settings” tab you can edit how you want your patents grouped, the sorting option for which patents are displayed first and also how many records are shown per page. This is individual per folder within a Workspace.

In the "Sort by" section of "Page Settings", there are multiple sorting options for viewing your results in the Workspace.

These sorting options and corresponding sub-options include:

• Patent fields
  • Application Date
  • Publication Date
  • Issue Date
  • Priority Date
  • Estimated Expiry Date
  • Application Number
  • Publication Number
  • Cites count
  • Cited By Count
  • Simple Family Count
  • Patsnap Family Count
  • INPADOC Family Count
  • Original Assignee (Applicant)
  • Current Assignee Count of Inventors
  • Claim Count
  • Patent Value (USD)
    
    
• Custom fields
  • Text
  • Date
  • Drop-down menu
  • Numeric
• Family number

Patent fields and Custom fields can be ordered by Oldest to Latest or vice versa. 

Additional sort fields for Patent fields and Custom fields can be added through the '+ Add sort field' option.

A maximum of up to three sorting fields can used, which can also be re-ordered by clicking and dragging them.

Under the 'Folder Management' tab, you can add/remove folders or edit their names.

For the "Default Field Settings" tab, you can select which fields should be applied by default whenever a new Workspace folder is created. You can set this up for the different views and data types. You are also able to save templates to apply later.

Next, you have the "General Settings" tab which allows you to select whether the patent links in the Workspace will take you to the patent view page in our Analytics or Eureka platform depending on your preference.

Lastly, you have "Manage Collaborators" which enables you to get an overview of the sharing status for the whole Workspace and make edits as you see fit.