Use Patents Explorer Right-Click Context Menu

Updated on 11 Nov 2024
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There are several ways you can use the Patents Explorer to manage the documents in your case. The right-click context menu in the explorer provides several additional options to make your workflow quicker and more efficient.

Right-Click on Document

The following table explains the options in the context menu when you right-click on a patent. There are different options that appear when you right-click on an individual page of a patent. Those options are explained in the next section of this article.

Option	Definition
Add Document	Opens the Add Documents dialog box.
Open Document	Opens the work area for the selected patent.
Send Item(s) to Workbook	Initiates the process to move any documents selected in the Patents Explorer to a selected workbook.
Present Item	Sends the selected item to Presentation. This option is only available if Presentation is installed and can only be selected if Presentation is running.
Remove Document	Removes the selected document.
Properties	Opens the Properties dialog for the selected document.

Right-Click on a Page

If you expand the Pages subfolder of a patent, you can right-click on an individual page to display a context menu with additional options. These additional options allow you to add the page to one of the subfolders associated with that patent. The following table explains the options in the right-click context menu for an individual page:

Option	Definition
Open Document	Opens the work area for the selected patent.
Add Figure	Opens the Add Figure dialog box, which allows you to provide a custom name and description for the selected page, and to save the selected page to the Figures subfolder.
Add Column	Opens the Add Column dialog box, which allows you to provide a custom name and description for the selected page, and to save the selected page to the Columns subfolder.
Add Claim	Opens the Add Claim dialog box, which allows you to provide a custom name and description for the selected page, and to save the selected page to the Claims subfolder.
Send Item(s) to Workbook	Initiates the process to move any documents selected in the Patents Explorer to a selected workbook.
Present Item	Sends the selected item to Presentation. This option is only available if Presentation is installed and can only be selected if Presentation is running.
Remove Item(s)	Removes the selected item(s). A warning message displays prior to removal. To proceed with the removal, click Yes.
Properties	Opens the Properties dialog for the selected document.

What's Next

Work with the Patent Work Area Ribbon Bar

Table of contents

Right-Click on Document
Right-Click on a Page