When you add a new watch at Trademark Watch/ Manage, you also need to set up further parameters.
For activating a watch, only three criteria are mandatory:
Trademark name
Database
Classes
Additionally, the following options can help to manage your portfolio:
Client/Label
Works for organizing your portfolio into categories: based on the client names, reference/case numbers, company divisions or other.
You can filter your portfolio and watch reports later based on this.
Internal comment
For filling out some additional information on the watch. Later this can be included in the report - or hidden and just used for internal purposes.
Exception rules
To limit the scope of results that you are going to receive (e.g., excluding your own marks, or only limiting the results to a certain spelling):
Auto-renewal option
If you enable this option for certain marks, at the end of the subscription, monitoring continues automatically, and you are invoiced accordingly. You can adjust the setting by double clicking on the cell.
If this option is set to OFF, the system sends you several automated reminders to make sure you are aware that your watch term is running to an end and you might want to manually renew it:
Auto email rule (AER)
This enables you to configure the recipients for individual watch reports – a separate email with all algorithm-driven results will be sent on per mark or per Client/label basis
