This article explains how to add an applicant, inventor or licensee contact to a case. 

  1. Go to the Case tab of the case you want to edit

  2. Click the Applicant sub-tab to add an applicant, the Inventor sub-tab to add an Inventor, or the Licensee tab to add a licensee. For this example, we'll add an Applicant to our case.

  3. Click the Add Applicant/Inventor/Licensee button on the top right of the screen.

Note: If there aren't any applicants linked to a case yet, you'll see a message in the grey box on the screen that reads 'No Applicant linked to this case' followed by a link to the 'Add Applicant' screen. The same information will come up for Inventors or Licensees, just with the word 'Applicant' replaced with the right term for that screen.

  1. This takes you to the Add Contacts screen, where you can choose between three ways of adding a new Applicant:

OptionDescription
1. Select an associated contactThis is an applicant/inventor/licensee that is linked to the client of the case as a Statutory Contact.
2. Select any contact from your Address BookThis displays the list of all applicants/inventors/licensees in your Address book.
3. Create a new applicant/inventorCreate a brand new contact to link to the case and store in your Address Book. (This option isn't available for licensees).