This guide shows paralegals where daily work lives in ArcPrime. You will learn to track correspondence, collect inventor signatures, follow invention disclosures, and build reports.
Before You Begin
Confirm your access with your workspace administrator. Settings pages depend on your permissions.
Read Navigating the Interface for a tour of the navigation bar and settings.
Step 1: Start with Your Tasks
Click Dashboard in the navigation bar. The page is headed Tasks and shows the tasks assigned to you, grouped by status.
Each row shows a priority flag, a status icon, the docket number, the title, a task-type chip, and the due date. Click a row to open the patent or invention disclosure behind it.
Click Filter to narrow by Task Type or Due Date. Click Display to change Grouping and Sort or to show more columns.
Step 2: Track Patent Correspondence
Hover over Patents and select List, then open a patent. Click Correspondence in the sidebar to see emails, attachments, notes, and generated reports.
To route email into ArcPrime, open Settings > Email Tracking. The page lists a tracked address for each use case, each with a copy button. Include the patent's internal or external ID in the subject line.
That page also holds Auto CC and the Email Retention Policy. Both apply to the whole workspace, so confirm changes with your administrator first.
Step 3: Review Collected Inventor Signatures
You send the signing documents once; ArcPrime then tracks every signer and follows up on the reminder schedule you set in Step 4.
Open the patent's Correspondence page, or open the invention disclosure, and select its document signing entry. The Inventor signatures section lists every signer and where they stand.
Click Send Signature Docs to send the documents to the listed inventors. Each row reads Not sent until you do.
Check the rows as replies arrive. A signer shows as Signed once their documents are complete.
Click Send Reminder on any row that cannot wait for the next automatic reminder.
Step 4: Configure Signature Reminders
Open Settings > Signatures & Reminders. Turn on Auto-send reminder email to reduce manual follow-up.
Set Send inventor reminders every to your preferred interval in days, then set a ceiling in Max inventor reminders. Under Notify when max reminders reached, select Inhouse counsel, Inhouse paralegals, or both.
The Documents to Sign section lists what inventors receive and who each document applies to.
Step 5: Track Disclosures and Build Reports
Open Disclosures > List to see every invention disclosure and its current stage. Filter by Status, Inhouse Counsel, Created Date, or Updated Date. Open a disclosure to review its history, documents, and analysis.
Click Reports to open Report Generator and describe the report you need in plain language. Click Save Report to keep it; saved reports appear under My Reports.
What's Next
Read How Signatures Work for the full signing workflow. Review Signature Reminder Configuration before you change the cadence. Read Email Tracking Setup to see which address serves which purpose.
Tip: Open Patents > Changelog to review recent changes across every patent without opening them one at a time.
Related Articles
User Roles and Permissions — What your role can open in ArcPrime
Disclosure Stages — The stages a disclosure moves through and who advances it
Viewing Correspondence — Reading and filtering the correspondence on a patent