Getting started
Getting started with Patent & Trademark Examination Workflow
What Patent & Trademark Examination Workflow is for, who uses it, what you need before you start, and your first steps.
Applies to Patent & Trademark Examination Workflow as it works today. Moraph updates the platform continuously, and this page is reviewed when it changes.
This product is where examiners record the searches they run in their own tools, the references and marks they find, their relevance decisions and the office actions they draft from your templates. It builds a claim chart from the passages recorded against each claim element, compares cited marks by spelling, sound code and overlapping classes, and keeps the full search history. It doesn't search for prior art, rank results, translate or use AI; examiners decide what is relevant and make every determination.
What it is for
Examiners have a limited amount of time for each application, and much of it goes into keeping track of what was searched where, which passages support which claim elements, and when the applicant's response is due. Similar marks may differ in spelling or sound rather than in letters. When a search is questioned later, during quality review, appeal or litigation, the record of where the examiner looked and why can be thin.
- Searches run in separate patent and literature tools, with no single record of what was searched
- Passages from documents in another language are relied on before anyone checks them against the original
- Marks that sound alike but are spelled differently are easy to miss when compared by eye
- The search record behind a determination is incomplete when it is reviewed later
Who uses it
- Patent examiners and supervisory patent examiners in a national intellectual property office
- Trademark examining attorneys and their managers
- Search and classification specialists who support examination
- Quality assurance staff who review the completeness of searches
- Office leadership and oversight bodies who need to see how searches and determinations are recorded
Before you start
- Your organization licenses Patent & Trademark Examination Workflow from Moraph.
- A Moraph client account in that organization, signed in. A new account you create yourself isn’t in an organization yet: see step 1.
- Access to Patent & Trademark Examination Workflow in Moraph Apps, given by an administrator in the Moraph Portal under People and access.
- For setup: the product administrator role.
Steps to get started
If your account isn’t in your organization yet, ask to join your organization in the Moraph Portal; you can’t join your organization’s workspace on your own. If your organization isn’t set up with Moraph yet, Moraph sets it up and turns on the product, then approves your request. There’s no set response time: you get an email when the request is answered.
Sign in at apps.moraph.com with your Moraph account.
Open Patent & Trademark Examination Workflow from the launcher. The first time anyone opens it, its workspace is created from the default described in Sign in to read Workspace reference.
Check your role: what you can see and do depends on it. See Sign in to read Roles and permissions.
Product administrators: work through Sign in to read Set up Patent & Trademark Examination Workflow before your team starts.
Everyone else: start with Sign in to read Everyday tasks.
Where to go next
Was this page helpful?
Report a problem with this page
Need help with your own setup rather than this page? Raise a support ticket.