IPDAS Template Library

The IPDAS library does more than just get you started -- it is a comprehensive library of over 450 templates, including the "official" PTO and PCT patent and trademark forms, ancillary filing documents, letters, emails, memos, and administrative forms. This library has evolved over time with input from our clients and is fully or partially used "out-of-the-box." Customizing templates is simple using IPDAS Template Builder, a built-in tool that enables users to insert database fields, contingent text, customized phrases, and much more. Whether incorporating tried-and-tested language into existing templates or creating entirely new ones, users soon wonder how they ever managed without the speed, accuracy, and efficiency that IPDAS brings to the task of creating MS®-Word documents for paper filings or as e-filing-ready PDFs.
PATENT - PTO FORMS

Amendment
Applicant Initiated Interview Request Form (PTOL-413A)
Application  Design
Application  Utility (Application Builder)
Application  Utility (line numbering)
Application  Utility (paragraph numbering)
Application -- Provisional (Application Builder)
Application Data Sheet (ADS)
Application Initiated Interview Request Form (PTOL-413A)
Assignment 
Assignment of Application (PTO SB-15)
Assignment of Patent (PTO SB-41)
Authorization to Act in a Representative Capacity (PTO SB-84)
Certificate of Correction (PTO SB-44)
Certificate of Express Mailing
Certificate of Hand Delivery
Certificate of Mailing (37 CFR 1.8) (PTO SB-92)
Certificate of Transmission (PTO SB-97)
Change of Correspondence Address, Application (PTO SB-122)
Change of Correspondence Address, Patent (PTO SB-123)
Credit Card Payment Form (PTO-2038)
Declaration
Declaration  Foreign (Dutch) (PTO SB-102)
Declaration  Foreign (French) (PTO SB-105)
Declaration  Foreign (French) (PTO SB-105) - Custom
Declaration  Foreign (German) (PTO SB-103)
Declaration  Foreign (German) (PTO SB-103) - Custom
Declaration  Foreign (Italian) (PTO SB-104)
Declaration  Foreign (Italian) (PTO SB-104) - Custom
Declaration  Foreign (Japanese) (PTO SB-106)
Declaration  Foreign (Japanese) (PTO SB-106) - Custom
Declaration  Foreign (Korean) (PTO SB-110)
Declaration  Foreign (Korean) (PTO SB-110) - Custom
Declaration  Foreign (Russian) (PTO SB-107)
Declaration  Foreign (Russian) (PTO SB-107) - Custom
Declaration  Foreign (Spanish) (PTO SB-109)
Declaration  Foreign (Spanish) (PTO SB-109)  Custom
Declaration  Foreign (Swedish) (PTO SB-108)
Declaration (Supplemental) for Reissue Patent Application to Correct Errors (PTO SB-51S)
Declaration (Supplemental) for Utility or Design Patent Application (37 CFR 1.63) (PTO SB-04)
Declaration -- Foreign (Chinese) (PTO SB-101)
Declaration -- Foreign (Chinese) (PTO SB-101) - Custom
Declaration -- Foreign (Dutch) (PTO SB-102) - Custom
Declaration -- Foreign (Swedish) (PTO SB-108) - Custom
Declaration as to Loss of Letters Patent (PTO SB-55)
Declaration for Plant Patent Application (PTO SB-03)
Declaration for Plant Patent Application using ADS (PTO SB-03A)
Declaration for Reissue Application by Assignee (PTO SB-52)
Declaration for Reissue Application by the Inventor (PTO SB-51)
Declaration for Utility or Design Patent Application (PTO SB-01)
Declaration for Utility or Design Patent Application using ADS (PTO SB-01A)
Declaration Sequence Listing (37 CFR 1.821(f))
DECPOA (Combined)
Deposit Account Order Form (PTO SB-91)
Disclaimer in Patent (PTO SB-43)
Disclosure Document Deposit Request (PTO SB-95)
Express Abandonment (37 CFR 1.138) (PTO SB-24)
Express Abandonment to AVOID PUBLICATION under 1.138 (c) (PTO SB-24A)
Express Abandonment to OBTAIN A REFUND (PTO SB-24B)
Fee Address Indication Form (PTO SB-47)
Fee Transmittal  Reissue Application (PTO SB-56)
Fee Transmittal (PTO SB-17)
Fee Transmittal -- Petition (PTO SB-17p)
Fee Transmittal -- Processing (PTO SB-17i)
Information Disclosure Citation (PTO SB-42)
Information Disclosure Statement (IDS)
Information Disclosure Statement (IDS) (37 CFR 156)
Information Disclosure Statement (Supplemental)  Foreign Search
Information Disclosure Statement by Applicant (PTO SB-08) 
Nonpublication Request (PTO SB-35)
Notice of Appeal (PTO SB-31)
Petition for Extension of Time (37 CFR 1.136(a)) (PTO SB-22)
Petition for Extension of Time (37 CFR 1.136(b)) (PTO SB-23)
Petition to Accept Unavoidably Delayed Maintenance Fee, Expired Patent (PTO SB-65)
Petition to Accept Unintentionally Delayed Maintenance Fee, Expired Patent (PTO SB-66)
Petition to Revive Application Abandoned, Failure to Notify Foreign or Intl Filing (PTO SB-64A)
Petition to Revive Application Unavoidably Abandoned (PTO SB-61)
Petition to Revive Application Unintentionally Abandoned (PTO SB-64)
POA Revocation and Appointment of New POA (PTO SB-82)
POA to Prosecute Applications Before the USPTO (PTO SB-80)
Postcard
Power to Inspect and Copy (PTO SB-67)
Pre-Appeal Brief Request for Review (PTO SB-33)
Receipt for Facsimile Transmitted CPA (PTO-SB-29A)
Reissue Application Consent of Assignee Statement of Non-Assignment (PTO SB-53)
Request for Access of Abandoned Application  (PTO SB-68)
Request for Customer Number (PTO SB-125A)
Request for Customer Number Data Change (PTO SB-124)
Request for Deferral of Examination (37 CFR 1.103(d)) (PTO SB-37)
Request for Expedited Examination of a Design Application (PTO SB-27)
Request for Oral Hearing Before BPAI (PTO SB-32)
Request for Statutory Invention Registration (PTO SB-94)
Request for Withdrawal as Attorney or Agent (PTO SB-83)
Rescission of Previous Nonpublication Request  (PTO SB-36)
Statement Under (37 CFR 3.73 (b)) (PTO SB-96)
Terminal Disclaimer to Accompany Petition (Disclaimer to Petitions Examiner) (PTO SB-63)
Terminal Disclaimer to Accompany Petition (Period Specified) (PTO SB-62)
Terminal Disclaimer,  Provisional Double Patenting Objection, Prior Appln (PTO SB-25)
Terminal Disclaimer, Double Patenting Objection, Prior Patent (PTO SB-26)
Transmittal  Amendment
Transmittal  Appeal Brief
Transmittal  CPA Request (PTO SB-29)
Transmittal  Design Patent Application (PTO SB-18)
Transmittal  Maintenance Fee (PTO SB-45)
Transmittal  Plant Patent Application (PTO SB-19)
Transmittal  Provisional Application Cover Sheet (PTO SB-16)
Transmittal  Recordation Form Cover Sheet (PTO 1595)
Transmittal  Reissue Patent Application (PTO SB-50)
Transmittal  Request for Continued Examination (RCE) (PTO SB-30)
Transmittal  Request for Ex Parte Reexamination (PTO SB-57)
Transmittal  Request for Inter Partes Reexamination (PTO SB-58) 
Transmittal  Utility Patent Application (PTO SB-05)
Transmittal (PTO SB-21)
Transmittal Letter (Patent)
Transmittal Letter to USRO (PTO 1382)
Transmittal to US Designated-Elected Office (PTO 1390)
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MISCELLANEOUS PETITIONS PENDING APPLICATIONS

Petition for Extension of Time Under 37 CFR 1.136(a)
Petition for Foreign Filing License (concurrent with application)
Petition for Retroactive Foreign Filing License (37 CFR 5.25)
Petition to Make Special (37 CFR 1.102(d))
Petition to Revive Unavoidably Abandoned Application (Office Action Response Not Received)
Petition to Revive Unintentionally Abandoned Application
Petition to Withdraw Application from Issue After Issue Fee Paid (37 CFR 1.313(b)(5))
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PATENT CAPTIONED DOCUMENTS FOR PTO SUBMITTAL

Appellant Brief
Blank Patent Caption (Allowed)
Blank Patent Caption (Granted)
Blank Patent Caption (Prosecution)
Change of Address of Attorney (Application Pending)
Change of Address of Attorney (Patent Granted)
Claim for Priority (35 U.S.C. 119) and Submission of Documents
Comments on Statement of Reasons for Allowance (37 CFR 1.104(e))
Declaration of Viability
Designation of Fee Address
Designation of Record Attorneys (37 CFR 1.32(b))
Drawings  Request Transfer
Drawings  Submit Correction
Drawings  Submit Correction (in response to Examiner Objection)
Drawings  Submit Formal
Drawings  Submit Substitute (Approved by Examiner)
Drawings - Submittal
Express Abandonment (37 CFR 1.138)
Information Disclosure Statement (IDS)
Information Disclosure Statement (Supplemental) -- Foreign Search
Notice of Appeal
Notice of Printing Error
Notification of Loss of Small Entity Status
Oral Hearing  Confirmation of Request
Oral Hearing  Request
POA and Declaration  -- Supplemental (Submission of)
POA by Assignee (accompanying application)
POA by Assignee (accompanying assignment)
POA by Assignee (not accompanying application)
POA by Assignee (not accompanying assignment)
POA by Inventor (accompanying application)
POA by Inventor (not accompanying application)
POA Revocation and Appointment of New Attorney by Assignee
POA Revocation and Appointment of New Attorney by Inventor
POA Revocation and Appointment of New POA (PTO SB-82)
Power of Attorney to Prosecute Applications Before the USPTO (PTO SB-80)
Power to Inspect and Make Copies 
Request for Certificate of Correction  Error in Application, fee required (37 CFR 1.323)
Request for Certificate of Correction  PTO Error, no fee required (37 CFR 1.322)
Request for Corrected Filing Receipt
Request for Reconsideration
Request for Suspension of Action
Response to Election of Species Requirement
Response to Notice to Comply with Requirements for Nucleotide or Amino Acid
Response to Notice to File Missing Parts
Response to Restriction Requirement (with Traverse)
Response to Restriction Requirement (without Traverse)
Sequence Listing  Declaration (37 CFR 1.821 (f))
Sequence ListingAmendment (37 CFR 1.821(f))
Sequence ListingCompact Disc Submittal
Sequence ListingSubstitute (Statement Under 37 CFR 1.825(a) &; (b))
Statement  Paper and Computer-Readable Copies Same
Status Inquiry
Terminal Disclaimer by Applicant Attorney
Terminal Disclaimer by Assignee
Terminal Disclaimer by Independent Inventor
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PATENT LETTERS - CLIENT REPORTING LETTERS

Blank Patent Letter  Application
Blank Patent Letter  Granted
Blank Patent Letter  International Application
Citation Notification (Foreign Associate)
Forward  Corrected Filing Receipt
Forward  Letters Patent
Forward  Letters Patent  Bulk Processing
Forward  Recorded Assignment
Generic Letter
New Application  File Data Confirmation
Provisional Reminder Letter
Reporting  Application Filed (missing parts enclosed)
Reporting  Application Filed (no missing parts)
Reporting  Corrected Filing Receipt Requested
Reporting  Electronic Filing of Application (no missing parts)
Reporting  Final Rejection
Reporting  Information Disclosure Statement Filed
Reporting  Information Disclosure Statement Filed (Patent)
Reporting  Issue Fee Paid
Reporting  Issue Notification
Reporting  Issue Notification  Bulk Processing
Reporting  Non-Final Office Action
Reporting  Notice of Allowance
Reporting  Notice to File Missing Parts Received
Reporting  Notice to File Missing Parts Response Filed
Reporting  OFR (Official Filing Receipt) Enclosed
Reporting  OFR (Official Filing Receipt) Enclosed  Bulk Processing
Reporting  Priority Claim Submittal
Reporting  Restriction Requirement Received
Reporting  Restriction Requirement Response Filed
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FOREIGN FILING LETTERS

Foreign Annuity Reminder  Patented (to Client)
Foreign Annuity Reminder  Patented (to Client)  Bulk Processing
Foreign Annuity Reminder  Pending (to Client)
Foreign Filing (final reminder)
Foreign Filing (final reminder)  Bulk Processing
Foreign Filing (initial letter)
Foreign Filing (initial letter)  Bulk Processing
Foreign Filing (reminder)
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FOREIGN FILING AND RENEWAL

Foreign Filing (initial letter)
Foreign Filing (initial letter)  Bulk Processing
Foreign Filing Letter (final reminder)
Foreign Renewal Information  Established Associate
Foreign Renewal Information  Established Associate  Bulk Processing
Foreign Renewal Information  New Associate
Foreign Renewal Information  New Associate  Bulk Processing
Forward  Foreign Certificate of Registration
Forward  Foreign Certificate of Renewal
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MAINTENANCE FEE

Foreign Annuity Reminder  Patented (to client)
Foreign Annuity Reminder  Pending (to client)
Inquiry  Annuity Reminder
Inquiry -- Annuity Reminder -- Bulk Processing
Maintenance Fee Reminder
Maintenance Fee Reminder  Bulk Processing
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PATENT E-MAILS

Check Request
Deposit Account Request
Foreign Annuity Reminder -- Patented (to Client)
Foreign Annuity Reminder -- Pending (to Client)
Foreign Filing (final reminder)
Foreign Filing (initial letter)
Foreign Filing (reminder)
Generic E-Mail
Inquiry -- Annuity Reminder
Maintenance Fee Reminder
Provisional Reminder
Reporting -- Restriction Requirement Received
Reporting -- Restriction Requirement Response Filed
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PATENT MEMOS

Blank Patent Memo
Citation Notification (Foreign Associate)
Foreign Annuity Reminder -- Patented (to Client)
Foreign Annuity Reminder -- Pending (to Client)
Foreign Filing (final reminder)
Foreign Filing (initial letter)
Foreign Filing (reminder)
Forward -- Corrected Filing Receipt
Forward -- Letters Patent
Forward -- Recorded Assignment
Inquiry -- Annuity Reminder
Maintenance Fee Reminder
Provisional Reminder
Reporting -- Application Filed (missing parts enclosed)
Reporting -- Application Filed (no missing parts)
Reporting -- Corrected Filing Receipt Requested
Reporting -- Electronic Filing of Application (no missing parts)
Reporting -- Final Rejection
Reporting -- IDS Filed
Reporting -- IDS Filed (Patent)
Reporting -- Issue Fee Paid
Reporting -- Issue Notification
Reporting -- Non-Final Office Action
Reporting -- Notice of Allowance
Reporting -- Notice to File Missing Parts Received
Reporting -- Notice to File Missing Parts Response Filed
Reporting -- OFR (Official Filing Receipt) Enclosed
Reporting -- Priority Claim Submittal
Reporting -- Restriction Requirement Received
Reporting -- Restriction Requirement Response Filed
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PATENT - ELECTRONIC FILING FORMS

Application Data Sheet
Assignment (i.e., Recordation Cover Sheet)
Bio-Deposit Sequence Listing
Declaration
E-Filing Due Diligence Check List
Fee Transmittal
Information Disclosure Statement (PTO SB-08)
New Provisional Application
New Utility Application
Power of Attorney
Pre-Grant Publication Request
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PATENT - ELECTRONIC FILING ATTACHMENTS

Assignment Papers (tif)
Computer Program Listing (txt)
External Table (txt)
Power of Attorney (tif)
Sequence Listing (zip, app, or txt)
Small Entity Statement (tif)
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PCT FORMS

Declaration -- Entitlement to Apply for Patent -- PCT Request Box No. VIII (ii)
Declaration -- Entitlement to Claim Priority -- PCT Request Box No. VIII (iii)
Declaration -- Identity of the Inventor -- PCT Request Box No. VIII (i)
Declaration -- Inventorship -- PCT Request Box No. VIII (iv)
Declaration -- Non-Prejudicial Disclosures -- PCT Request Box No. VIII (v)
EPO 1037 (Acknowledgement of Receipt for Subsequently Filed Items)
EPO 1038 (Letter Accompanying Subsequently Filed Items)
EPO Facsimile Transmission (Patent)
Indications Relating to a Deposited Microorganism (PCT RO-134)
List of Documents Filed (PCT-ROIB-198)
Notice of Confirmation of Precautionary Designations
PCT Demand  Chapter II
PCT Demand  Fee Calculation
PCT EPO Fax Transmission (Patent)
PCT General Power of Attorney (multiple applications)
PCT General Power of Attorney (single application)
PCT Invitation to Correct Defects
PCT Notice of Withdrawal (PCT-IB-372)
PCT Notification of Recording of Change
PCT POA
PCT POA (appointment of agent or common representative)
PCT Request
PCT Request  Fee Calculation
Petition for Revival of International Application for Patent Abandoned Unavoidably (PTO SB-61 PCT)
Petition for Revival of International Application for Patent Abandoned Unintentionally (PTO SB-64 PCT)
Postcard (PCT)
Request for Filing a Continuation or Division of an International Application (PTO SB-13 PCT)
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NATIONAL STAGE PCT TRANSMITTALS

Transmittal -- Compact Disc Sequence Listing or Table (RO-US)
Transmittal -- Response to Written Opinion (IPEA-US)
Transmittal Letter to USRO (PTO 1382)
Transmittal to US Designated-Elected Office (PTO 1390)
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PCT CAPTIONS

Blank PCT Caption (IB)
Blank PCT Caption (IPEA-EPO)
Blank PCT Caption (IPEA-US)
Blank PCT Letter (EPO)
Blank PCT Letter (US)
Response to Written Opinion (IPEA-EPO)
Response to Written Opinion (IPEA-US)
RO-IB Fax Transmission (Patent)
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PCT LETTERS

Blank PCT Letter (EPO)
Blank PCT Letter (US)
Blank Reporting Letter  International Application
Transmittal  Response to Written Opinion (IPEA-US)
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TRADEMARK PTO FORMS - OCR FILING

Application  Certification Mark (15 U.S.C. 1051, 1126(d), (e)) (OCR)
Application  Collective Membership Mark (15 U.S.C. 1051, 1126(d), (e)) (OCR)
Application  Collective TM-SM (15 U.S.C. 1051, 1126(d), (e)) (OCR)
Application for Registration  Madrid Protocol (MM2)CR)
Application TM-SM (15 U.S.C. 1051, 1126(d), (e)) (OCR)
Assignment
Certificate of Express Mailing
Certificate of Hand Delivery
Certificate of Mailing
Credit Card Payment Form (PTO-2038)
Declaration of Incontestability -- Sec 15 (15 U.S.C. Sec 1065) (OCR)
Declaration of Use -- Sec 8 (15 U.S.C. 1058) (OCR)
Postcard (Trademark)
Request for EOT to File a Statement of Use (15 U.S.C. 1051(c)) (OCR)
TM-SM Allegation of Use (SOU) (15 U.S.C. 1051(c)(d)) (OCR)
Transmittal -- Recordation Form Cover Sheet (PTO 1594)
Transmittal Letter (Trademark)
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TRADEMARK CAPTIONED DOCUMENTS FOR PTO SUBMITTAL

Amendment to Allege Use (17 CFR 2.76)
Application  Collective Membership Mark
Application  Service Mark-Collective Membership Mark
Application  Trademark (ITU)
Application  Trademark (Use)
Application  Trademark Renewal
Application for Renewal  Combined Declaration of Use in Commerce (Sections 8 &; 9)
Blank Mark Caption
Blank Mark Caption (Registered)
Blank Mark Letter (Application)
Confirmation  Do Not Renew Mark - remove
Declaration of Use  Sec 8 (15 U.S.C. 1058)
Declaration of Use of Mark in Commerce (Sections 8 &; 15)
EOT  Initial Request (Section 2.89)
EOT  Second and Succeeding Request (Section 2.89)
POA Revocation and Appointment of New Attorney (Domestic Applicant)
POA Revocation and Appointment of New Attorney (Foreign Applicant)
POA Revocation and Appointment of New Attorney (Multiple Dockets)
Request Correction of OFR
Request for Corrected Filing Receipt
Statement of Use (Section 2.88)
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TRADEMARK LETTERS - CLIENT REPORTING LETTERS

Blank Mark Letter (Application)
Blank Mark Letter (Foreign Registration)
Blank Mark Letter (Renewal)
Confirmation  Do Not Renew Mark
Forward  Acceptance of EOT
Forward  Acceptance of SOU
Forward  Acceptance Sections 8 and 15 Declaration
Forward  Amendment to Allege Use for Signature
Forward  Application for Review and Signature (Use)
Forward  Application for Signature (ITU)
Forward  Corrected Filing Receipt
Forward  EOT for Signature
Forward  Examiner Amendment
Forward  Notice of Abandonment
Forward  Notice of Allowance
Forward  Notice of Allowance  Bulk Processing
Forward  Notice of Publication
Forward  Official Filing Receipt
Forward  Sections 8 and 15 Declaration for Signature
Forward  SOU for Signature
Forward  SOU for Signature  Bulk Processing
Forward  U.S. Certificate of Registration
Forward -- 8-15 Affidavit for Review and Signature
Forward Statement of Use for Signature 
Inquiry  Sections 8 and 15 Declaration
Inquiry  Sections 8 and 15 Declaration  Bulk Processing
Inquiry  U.S. Renewal
Inquiry  U.S. Renewal  Bulk Processing
Renewal  Application Enclosed
Renewal  Application Enclosed  Bulk Processing
Reporting  EOT Filed
Reporting  Official Filing Receipt and Notice of Correction
Reporting  Renewal Acceptance
Reporting  Sections 8 and 15 Declaration Filed
Request for Corrected Filing Receipt- remove
SOU  Final Reminder
SOU  Reminder
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TRADEMARK GENERIC LETTERS

Blank Mark Letter (Application)
Blank Mark Letter (Foreign Registration)
Blank Mark Letter (Renewal)
Generic Letter (may be used for general firm correspondence)
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TRADEMARK E-MAILS

Check Request
Deposit Account Request
Generic E-Mail
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TRADEMARK MEMOS

Blank Mark Memo
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IP ADMINISTRATIVE AND OTHER FORMS

Duty of Disclosure Requirements
E-Filing Due Diligence Check List
Final Review Checklist
Foreign Filing Checklist (Design Patent)
Foreign Filing Checklist (Mark)
Foreign Filing Checklist (Patent)
General Information on Issued Patents
Labels (Drawings)
Labels (Sequence Listing Media)
Labels (Table Media)
Patent Portfolio
Trademark Abstract
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IPDAS REPORTS

Application Status
Attorney-In-Charge
Clients
Employees
Employees (IPDAS Usage)
Filing Countries
Handling Attorney
Inventors
IPDAS Configuration
Other Responsible Employees
Patent  Granted
Patent  Pending Applications
POA Customer Numbers
Trademark  Marks Issued
Trademark  Pending Applications
Upper Level Objects (ULOs)