{"id":1618,"date":"2020-06-28T17:13:17","date_gmt":"2020-06-28T17:13:17","guid":{"rendered":"http:\/\/www.patentclaimmaster.com\/blog\/?p=1618"},"modified":"2021-02-27T15:10:38","modified_gmt":"2021-02-27T15:10:38","slug":"tutorial-filling-out-uspto-forms","status":"publish","type":"post","link":"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-filling-out-uspto-forms\/","title":{"rendered":"Filling out USPTO Forms"},"content":{"rendered":"
Home<\/a><\/span> \u00bb Tutorials<\/a><\/span> \u00bb USPTO Patent Forms Tools<\/a><\/span> \u00bb Filling out USPTO Forms<\/span><\/span><\/div>\n\n\n
\n\n\n\n

ClaimMaster<\/a> has powerful patent form tools<\/a> that let you generate USPTO PDF forms populated with the information downloaded from the USPTO and attorney\/firm information stored by ClaimMaster.<\/p>\n\n\n\n

\n\n\n\n

To generate one or more PDF forms using the Form Generation Tool, please perform the following steps:<\/p>

  1. Launch the Form Generation Tool<\/strong>

    In ClaimMaster tab, click on the\u00a0USPTO Office Actions, Shells, and Forms<\/strong>\u00a0menu, then select\u00a0Populate a USPTO form with application\/attorney info:<\/strong>\"usptoThis will bring up the Form Generation<\/strong> tool, which you can use to create standard USPTO PDF forms filled with bibliographic information.\"uspto<\/p> <\/li>

  2. Lookup Biblio Data for Your Application<\/strong>

    In the upper left corner to the tool, enter the application number for which you’d like to get bibliographic information and then press Lookup biblio data<\/strong> button. You can also select a value from all of the entries loaded in the PAIR cache using a pull-down menu. \"applicationIf the application lookup is successful, ClaimMaster will populate the Replacements Fields<\/strong> <\/a>table with their actual values obtained from the USPTO. You can can edit selected replacement field names and values and add more fields using the buttons on the right of the table. In addition, you can specify whether to capitalize inventor\/examiner\/applicant names and title in the replacement fields: you can choose to keep the original capitalization, initialize first letters in each word, or capitalize all words.<\/p> <\/li>

  3. Adjust Biblio Source Settings (Optional)<\/strong>

    Prior to pressing Download biblio data<\/strong> button, you may want to adjust your bibliographic data source settings in the Biblio Source and Cache Settings<\/strong> tab. Available sources include\u00a0USPTO\u2019s Patent Examiner Data System<\/a>\u00a0(\u201cPEDS\u201d) and Public\/Private\u00a0Patent Application Information Retrieval (PAIR)<\/a>. For example, if you are working on the published applications, then PEDS is probably the best data source. On other other hand, Private PAIR would be the right source if you are working on the unpublished applications.\"biblio<\/p> <\/li>

  4. Generate One or More USPTO Forms<\/strong>

    Once you confirm that the downloaded bibliographic data is correct, you can proceed to generate any number of USPTO forms that will be filled with the biblio data. To quickly filter the list of available forms, specify the desired form type and whether it’s AIA or pre-AIA from. Alternatively, you can use a keywords to search for a particular form.Importantly, you can fill-out multiple PDF forms simultaneously \u2013 just select the desired documents in the table and click on\u00a0Generate Selected Documents<\/strong> button. These forms will have configured replacement fields replaced with the downloaded bibliographic data. If you enable document preview (checkbox in the lower left corner), you’ll be able to preview the selected form on the right side of the screen.\"uspto<\/p> <\/li>

  5. Further help\/information about the related shell features<\/strong><\/strong>

    Replacement fields <\/a>– learn about available replacement fields in the tool.Setting up USPTO Forms<\/a> \u2013 learn how to quickly set up and edit existing USPTO forms<\/p> <\/li><\/ol><\/div>\n\n\n\n

    \n\n\n\n

    Read other Step-by-step tutorials<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

    ClaimMaster lets you generate USPTO PDF forms populated with the information downloaded from the USPTO and attorney\/firm information stored by ClaimMaster. <\/p>\n","protected":false},"author":1,"featured_media":1621,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[50,1736],"tags":[1731],"class_list":["post-1618","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-step-by-step-tutorials","category-uspto-patent-forms-tools","tag-patent-form-tools"],"yoast_head":"\nFilling out USPTO Forms - ClaimMaster Software<\/title>\n<meta name=\"description\" content=\"ClaimMaster lets you generate USPTO PDF forms populated with the information downloaded from the USPTO and attorney\/firm information stored by ClaimMaster.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-filling-out-uspto-forms\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Filling out USPTO Forms\" \/>\n<meta property=\"og:description\" content=\"ClaimMaster lets you generate USPTO PDF forms populated with the information downloaded from the USPTO and attorney\/firm information stored by ClaimMaster.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-filling-out-uspto-forms\/\" \/>\n<meta property=\"og:site_name\" content=\"ClaimMaster Software\" \/>\n<meta property=\"article:publisher\" content=\"http:\/\/www.facebook.com\/home.php#%21%2fpages%2fClaimMaster%2f146814495334003%3fref%3dsgm\" \/>\n<meta property=\"article:published_time\" content=\"2020-06-28T17:13:17+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2021-02-27T15:10:38+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/06\/2020-03-10_9-35-57.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1136\" \/>\n\t<meta property=\"og:image:height\" content=\"861\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"claimmaster\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@ClaimMaster\" \/>\n<meta name=\"twitter:site\" content=\"@ClaimMaster\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"claimmaster\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/tutorial-filling-out-uspto-forms\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/tutorial-filling-out-uspto-forms\\\/\"},\"author\":{\"name\":\"claimmaster\",\"@id\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/#\\\/schema\\\/person\\\/8c68201b55660ea55029d5579bfd8e0d\"},\"headline\":\"Filling out USPTO Forms\",\"datePublished\":\"2020-06-28T17:13:17+00:00\",\"dateModified\":\"2021-02-27T15:10:38+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/tutorial-filling-out-uspto-forms\\\/\"},\"wordCount\":483,\"publisher\":{\"@id\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/tutorial-filling-out-uspto-forms\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/wp-content\\\/uploads\\\/2020\\\/06\\\/2020-03-10_9-35-57.png\",\"keywords\":[\"Patent Form Tools\"],\"articleSection\":[\"Tutorials\",\"USPTO Patent Forms Tools\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/tutorial-filling-out-uspto-forms\\\/\",\"url\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/tutorial-filling-out-uspto-forms\\\/\",\"name\":\"Filling out USPTO Forms - ClaimMaster Software\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/tutorial-filling-out-uspto-forms\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/tutorial-filling-out-uspto-forms\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/wp-content\\\/uploads\\\/2020\\\/06\\\/2020-03-10_9-35-57.png\",\"datePublished\":\"2020-06-28T17:13:17+00:00\",\"dateModified\":\"2021-02-27T15:10:38+00:00\",\"description\":\"ClaimMaster lets you generate USPTO PDF forms populated with the information downloaded from the USPTO and attorney\\\/firm information stored by ClaimMaster.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/tutorial-filling-out-uspto-forms\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/tutorial-filling-out-uspto-forms\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/tutorial-filling-out-uspto-forms\\\/#primaryimage\",\"url\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/wp-content\\\/uploads\\\/2020\\\/06\\\/2020-03-10_9-35-57.png\",\"contentUrl\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/wp-content\\\/uploads\\\/2020\\\/06\\\/2020-03-10_9-35-57.png\",\"width\":1136,\"height\":861,\"caption\":\"uspto forms tool\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/tutorial-filling-out-uspto-forms\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Tutorials\",\"item\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/category\\\/step-by-step-tutorials\\\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"USPTO Patent Forms Tools\",\"item\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/category\\\/step-by-step-tutorials\\\/uspto-patent-forms-tools\\\/\"},{\"@type\":\"ListItem\",\"position\":4,\"name\":\"Filling out USPTO Forms\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/#website\",\"url\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/\",\"name\":\"ClaimMaster Software\",\"description\":\"Tools for patent proofreading, patent drafting, document automation, and patent analysis\",\"publisher\":{\"@id\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/#organization\",\"name\":\"ClaimMaster Software LLC\",\"url\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/wp-content\\\/uploads\\\/2020\\\/05\\\/logo-small.png\",\"contentUrl\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/wp-content\\\/uploads\\\/2020\\\/05\\\/logo-small.png\",\"width\":117,\"height\":15,\"caption\":\"ClaimMaster Software LLC\"},\"image\":{\"@id\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"http:\\\/\\\/www.facebook.com\\\/home.php#!\\\/pages\\\/ClaimMaster\\\/146814495334003?ref=sgm\",\"https:\\\/\\\/x.com\\\/ClaimMaster\",\"https:\\\/\\\/www.linkedin.com\\\/company\\\/3158822\"]},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/#\\\/schema\\\/person\\\/8c68201b55660ea55029d5579bfd8e0d\",\"name\":\"claimmaster\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/a4abfa2ed4aabad1365faed0f2fa0d1f670c27cb5185211d049683ac16203d18?s=96&d=mm&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/a4abfa2ed4aabad1365faed0f2fa0d1f670c27cb5185211d049683ac16203d18?s=96&d=mm&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/a4abfa2ed4aabad1365faed0f2fa0d1f670c27cb5185211d049683ac16203d18?s=96&d=mm&r=g\",\"caption\":\"claimmaster\"}},{\"@type\":\"HowTo\",\"@id\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/tutorial-filling-out-uspto-forms\\\/#howto-1\",\"name\":\"Filling out USPTO Forms\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/tutorial-filling-out-uspto-forms\\\/#article\"},\"description\":\"To generate one or more PDF forms using the Form Generation Tool, please perform the following steps:<br\\\/><br\\\/>\",\"step\":[{\"@type\":\"HowToStep\",\"url\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/tutorial-filling-out-uspto-forms\\\/#how-to-step-1592843054086\",\"name\":\"Launch the Form Generation Tool\",\"itemListElement\":[{\"@type\":\"HowToDirection\",\"text\":\"In ClaimMaster tab, click on the\u00a0USPTO Office Actions, Shells, and Forms\u00a0menu, then select\u00a0Populate a USPTO form with application\\\/attorney info:This will bring up the Form Generation tool, which you can use to create standard USPTO PDF forms filled with bibliographic information.\"}],\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/tutorial-filling-out-uspto-forms\\\/#schema-image-6b9430d81d872b1d378aa79b9d9cacca\",\"url\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/wp-content\\\/uploads\\\/2020\\\/06\\\/2020-03-10_9-35-57.png\",\"contentUrl\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/wp-content\\\/uploads\\\/2020\\\/06\\\/2020-03-10_9-35-57.png\",\"width\":1136,\"height\":861,\"caption\":\"uspto forms tool\"}},{\"@type\":\"HowToStep\",\"url\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/tutorial-filling-out-uspto-forms\\\/#how-to-step-1593357040993\",\"name\":\"Lookup Biblio Data for Your Application\",\"itemListElement\":[{\"@type\":\"HowToDirection\",\"text\":\"In the upper left corner to the tool, enter the application number for which you'd like to get bibliographic information and then press Lookup biblio data button. You can also select a value from all of the entries loaded in the PAIR cache using a pull-down menu. If the application lookup is successful, ClaimMaster will populate the Replacements Fields table with their actual values obtained from the USPTO. You can can edit selected replacement field names and values and add more fields using the buttons on the right of the table. In addition, you can specify whether to capitalize inventor\\\/examiner\\\/applicant names and title in the replacement fields: you can choose to keep the original capitalization, initialize first letters in each word, or capitalize all words.\"}],\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/tutorial-filling-out-uspto-forms\\\/#schema-image-df93e6594d872e865f105200d6ad2172\",\"url\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/wp-content\\\/uploads\\\/2020\\\/06\\\/2020-06-28_11-11-39.png\",\"contentUrl\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/wp-content\\\/uploads\\\/2020\\\/06\\\/2020-06-28_11-11-39.png\",\"width\":576,\"height\":303,\"caption\":\"application info\"}},{\"@type\":\"HowToStep\",\"url\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/tutorial-filling-out-uspto-forms\\\/#how-to-step-1593357225863\",\"name\":\"Adjust Biblio Source Settings (Optional)\",\"itemListElement\":[{\"@type\":\"HowToDirection\",\"text\":\"Prior to pressing u003cstrongu003eDownload biblio datau003c\\\/strongu003e button, you may want to adjust your bibliographic data source settings in the u003cstrongu003eBiblio Source and Cache Settingsu003c\\\/strongu003e tab. Available sources include\u00a0u003ca href=u0022https:\\\/\\\/ped.uspto.gov\\\/peds\\\/u0022u003eUSPTO\u2019s Patent Examiner Data Systemu003c\\\/au003e\u00a0(\u201cPEDS\u201d) and Public\\\/Private\u00a0u003ca href=u0022http:\\\/\\\/www.uspto.gov\\\/learning-and-resources\\\/portal-applicationsu0022u003ePatent Application Information Retrieval (PAIR)u003c\\\/au003e. For example, if you are working on the published applications, then PEDS is probably the best data source. On other other hand, Private PAIR would be the right source if you are working on the unpublished applications.u003cbr\\\/u003eu003cbr\\\/u003eu003cimg alt=u0022biblio data settingsu0022 src=u0022https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/wp-content\\\/uploads\\\/2020\\\/06\\\/2020-06-28_10-37-01.pngu0022\\\/u003eu003cbr\\\/u003eu003cbr\\\/u003e\"}],\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/tutorial-filling-out-uspto-forms\\\/#schema-image-080684d3875c7a3055d0bc113a316af5\",\"url\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/wp-content\\\/uploads\\\/2020\\\/06\\\/2020-06-28_10-37-01.png\",\"contentUrl\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/wp-content\\\/uploads\\\/2020\\\/06\\\/2020-06-28_10-37-01.png\",\"width\":391,\"height\":80,\"caption\":\"biblio data settings\"}},{\"@type\":\"HowToStep\",\"url\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/tutorial-filling-out-uspto-forms\\\/#how-to-step-1593357399446\",\"name\":\"Generate One or More USPTO Forms\",\"itemListElement\":[{\"@type\":\"HowToDirection\",\"text\":\"Once you confirm that the downloaded bibliographic data is correct, you can proceed to generate any number of USPTO forms that will be filled with the biblio data. To quickly filter the list of available forms, specify the desired form type and whether it's AIA or pre-AIA from. Alternatively, you can use a keywords to search for a particular form.Importantly, you can fill-out multiple PDF forms simultaneously \u2013 just select the desired documents in the table and click on\u00a0Generate Selected Documents button. These forms will have configured replacement fields replaced with the downloaded bibliographic data. If you enable document preview (checkbox in the lower left corner), you'll be able to preview the selected form on the right side of the screen.\"}],\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/tutorial-filling-out-uspto-forms\\\/#schema-image-f62144eb46cfff88bb3f21aba3a0eb6e\",\"url\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/wp-content\\\/uploads\\\/2020\\\/06\\\/2020-06-28_12-57-15.png\",\"contentUrl\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/wp-content\\\/uploads\\\/2020\\\/06\\\/2020-06-28_12-57-15.png\",\"width\":597,\"height\":406,\"caption\":\"uspto forms selector\"}},{\"@type\":\"HowToStep\",\"url\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/tutorial-filling-out-uspto-forms\\\/#how-to-step-1593360057902\",\"name\":\"Further help\\\/information about the related shell features\",\"itemListElement\":[{\"@type\":\"HowToDirection\",\"text\":\"Replacement fields - learn about available replacement fields in the tool.Setting up USPTO Forms \u2013 learn how to quickly set up and edit existing USPTO forms\"}]}],\"inLanguage\":\"en-US\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Filling out USPTO Forms - ClaimMaster Software","description":"ClaimMaster lets you generate USPTO PDF forms populated with the information downloaded from the USPTO and attorney\/firm information stored by ClaimMaster.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-filling-out-uspto-forms\/","og_locale":"en_US","og_type":"article","og_title":"Filling out USPTO Forms","og_description":"ClaimMaster lets you generate USPTO PDF forms populated with the information downloaded from the USPTO and attorney\/firm information stored by ClaimMaster.","og_url":"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-filling-out-uspto-forms\/","og_site_name":"ClaimMaster Software","article_publisher":"http:\/\/www.facebook.com\/home.php#%21%2fpages%2fClaimMaster%2f146814495334003%3fref%3dsgm","article_published_time":"2020-06-28T17:13:17+00:00","article_modified_time":"2021-02-27T15:10:38+00:00","og_image":[{"width":1136,"height":861,"url":"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/06\/2020-03-10_9-35-57.png","type":"image\/png"}],"author":"claimmaster","twitter_card":"summary_large_image","twitter_creator":"@ClaimMaster","twitter_site":"@ClaimMaster","twitter_misc":{"Written by":"claimmaster","Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-filling-out-uspto-forms\/#article","isPartOf":{"@id":"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-filling-out-uspto-forms\/"},"author":{"name":"claimmaster","@id":"https:\/\/www.patentclaimmaster.com\/blog\/#\/schema\/person\/8c68201b55660ea55029d5579bfd8e0d"},"headline":"Filling out USPTO Forms","datePublished":"2020-06-28T17:13:17+00:00","dateModified":"2021-02-27T15:10:38+00:00","mainEntityOfPage":{"@id":"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-filling-out-uspto-forms\/"},"wordCount":483,"publisher":{"@id":"https:\/\/www.patentclaimmaster.com\/blog\/#organization"},"image":{"@id":"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-filling-out-uspto-forms\/#primaryimage"},"thumbnailUrl":"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/06\/2020-03-10_9-35-57.png","keywords":["Patent Form Tools"],"articleSection":["Tutorials","USPTO Patent Forms Tools"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-filling-out-uspto-forms\/","url":"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-filling-out-uspto-forms\/","name":"Filling out USPTO Forms - ClaimMaster Software","isPartOf":{"@id":"https:\/\/www.patentclaimmaster.com\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-filling-out-uspto-forms\/#primaryimage"},"image":{"@id":"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-filling-out-uspto-forms\/#primaryimage"},"thumbnailUrl":"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/06\/2020-03-10_9-35-57.png","datePublished":"2020-06-28T17:13:17+00:00","dateModified":"2021-02-27T15:10:38+00:00","description":"ClaimMaster lets you generate USPTO PDF forms populated with the information downloaded from the USPTO and attorney\/firm information stored by ClaimMaster.","breadcrumb":{"@id":"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-filling-out-uspto-forms\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.patentclaimmaster.com\/blog\/tutorial-filling-out-uspto-forms\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-filling-out-uspto-forms\/#primaryimage","url":"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/06\/2020-03-10_9-35-57.png","contentUrl":"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/06\/2020-03-10_9-35-57.png","width":1136,"height":861,"caption":"uspto forms tool"},{"@type":"BreadcrumbList","@id":"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-filling-out-uspto-forms\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.patentclaimmaster.com\/blog\/"},{"@type":"ListItem","position":2,"name":"Tutorials","item":"https:\/\/www.patentclaimmaster.com\/blog\/category\/step-by-step-tutorials\/"},{"@type":"ListItem","position":3,"name":"USPTO Patent Forms Tools","item":"https:\/\/www.patentclaimmaster.com\/blog\/category\/step-by-step-tutorials\/uspto-patent-forms-tools\/"},{"@type":"ListItem","position":4,"name":"Filling out USPTO Forms"}]},{"@type":"WebSite","@id":"https:\/\/www.patentclaimmaster.com\/blog\/#website","url":"https:\/\/www.patentclaimmaster.com\/blog\/","name":"ClaimMaster Software","description":"Tools for patent proofreading, patent drafting, document automation, and patent analysis","publisher":{"@id":"https:\/\/www.patentclaimmaster.com\/blog\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.patentclaimmaster.com\/blog\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/www.patentclaimmaster.com\/blog\/#organization","name":"ClaimMaster Software LLC","url":"https:\/\/www.patentclaimmaster.com\/blog\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.patentclaimmaster.com\/blog\/#\/schema\/logo\/image\/","url":"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/05\/logo-small.png","contentUrl":"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/05\/logo-small.png","width":117,"height":15,"caption":"ClaimMaster Software LLC"},"image":{"@id":"https:\/\/www.patentclaimmaster.com\/blog\/#\/schema\/logo\/image\/"},"sameAs":["http:\/\/www.facebook.com\/home.php#!\/pages\/ClaimMaster\/146814495334003?ref=sgm","https:\/\/x.com\/ClaimMaster","https:\/\/www.linkedin.com\/company\/3158822"]},{"@type":"Person","@id":"https:\/\/www.patentclaimmaster.com\/blog\/#\/schema\/person\/8c68201b55660ea55029d5579bfd8e0d","name":"claimmaster","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/a4abfa2ed4aabad1365faed0f2fa0d1f670c27cb5185211d049683ac16203d18?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/a4abfa2ed4aabad1365faed0f2fa0d1f670c27cb5185211d049683ac16203d18?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/a4abfa2ed4aabad1365faed0f2fa0d1f670c27cb5185211d049683ac16203d18?s=96&d=mm&r=g","caption":"claimmaster"}},{"@type":"HowTo","@id":"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-filling-out-uspto-forms\/#howto-1","name":"Filling out USPTO Forms","mainEntityOfPage":{"@id":"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-filling-out-uspto-forms\/#article"},"description":"To generate one or more PDF forms using the Form Generation Tool, please perform the following steps:<br\/><br\/>","step":[{"@type":"HowToStep","url":"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-filling-out-uspto-forms\/#how-to-step-1592843054086","name":"Launch the Form Generation Tool","itemListElement":[{"@type":"HowToDirection","text":"In ClaimMaster tab, click on the\u00a0USPTO Office Actions, Shells, and Forms\u00a0menu, then select\u00a0Populate a USPTO form with application\/attorney info:This will bring up the Form Generation tool, which you can use to create standard USPTO PDF forms filled with bibliographic information."}],"image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-filling-out-uspto-forms\/#schema-image-6b9430d81d872b1d378aa79b9d9cacca","url":"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/06\/2020-03-10_9-35-57.png","contentUrl":"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/06\/2020-03-10_9-35-57.png","width":1136,"height":861,"caption":"uspto forms tool"}},{"@type":"HowToStep","url":"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-filling-out-uspto-forms\/#how-to-step-1593357040993","name":"Lookup Biblio Data for Your Application","itemListElement":[{"@type":"HowToDirection","text":"In the upper left corner to the tool, enter the application number for which you'd like to get bibliographic information and then press Lookup biblio data button. You can also select a value from all of the entries loaded in the PAIR cache using a pull-down menu. If the application lookup is successful, ClaimMaster will populate the Replacements Fields table with their actual values obtained from the USPTO. You can can edit selected replacement field names and values and add more fields using the buttons on the right of the table. In addition, you can specify whether to capitalize inventor\/examiner\/applicant names and title in the replacement fields: you can choose to keep the original capitalization, initialize first letters in each word, or capitalize all words."}],"image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-filling-out-uspto-forms\/#schema-image-df93e6594d872e865f105200d6ad2172","url":"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/06\/2020-06-28_11-11-39.png","contentUrl":"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/06\/2020-06-28_11-11-39.png","width":576,"height":303,"caption":"application info"}},{"@type":"HowToStep","url":"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-filling-out-uspto-forms\/#how-to-step-1593357225863","name":"Adjust Biblio Source Settings (Optional)","itemListElement":[{"@type":"HowToDirection","text":"Prior to pressing u003cstrongu003eDownload biblio datau003c\/strongu003e button, you may want to adjust your bibliographic data source settings in the u003cstrongu003eBiblio Source and Cache Settingsu003c\/strongu003e tab. Available sources include\u00a0u003ca href=u0022https:\/\/ped.uspto.gov\/peds\/u0022u003eUSPTO\u2019s Patent Examiner Data Systemu003c\/au003e\u00a0(\u201cPEDS\u201d) and Public\/Private\u00a0u003ca href=u0022http:\/\/www.uspto.gov\/learning-and-resources\/portal-applicationsu0022u003ePatent Application Information Retrieval (PAIR)u003c\/au003e. For example, if you are working on the published applications, then PEDS is probably the best data source. On other other hand, Private PAIR would be the right source if you are working on the unpublished applications.u003cbr\/u003eu003cbr\/u003eu003cimg alt=u0022biblio data settingsu0022 src=u0022https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/06\/2020-06-28_10-37-01.pngu0022\/u003eu003cbr\/u003eu003cbr\/u003e"}],"image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-filling-out-uspto-forms\/#schema-image-080684d3875c7a3055d0bc113a316af5","url":"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/06\/2020-06-28_10-37-01.png","contentUrl":"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/06\/2020-06-28_10-37-01.png","width":391,"height":80,"caption":"biblio data settings"}},{"@type":"HowToStep","url":"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-filling-out-uspto-forms\/#how-to-step-1593357399446","name":"Generate One or More USPTO Forms","itemListElement":[{"@type":"HowToDirection","text":"Once you confirm that the downloaded bibliographic data is correct, you can proceed to generate any number of USPTO forms that will be filled with the biblio data. To quickly filter the list of available forms, specify the desired form type and whether it's AIA or pre-AIA from. Alternatively, you can use a keywords to search for a particular form.Importantly, you can fill-out multiple PDF forms simultaneously \u2013 just select the desired documents in the table and click on\u00a0Generate Selected Documents button. These forms will have configured replacement fields replaced with the downloaded bibliographic data. If you enable document preview (checkbox in the lower left corner), you'll be able to preview the selected form on the right side of the screen."}],"image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-filling-out-uspto-forms\/#schema-image-f62144eb46cfff88bb3f21aba3a0eb6e","url":"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/06\/2020-06-28_12-57-15.png","contentUrl":"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/06\/2020-06-28_12-57-15.png","width":597,"height":406,"caption":"uspto forms selector"}},{"@type":"HowToStep","url":"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-filling-out-uspto-forms\/#how-to-step-1593360057902","name":"Further help\/information about the related shell features","itemListElement":[{"@type":"HowToDirection","text":"Replacement fields - learn about available replacement fields in the tool.Setting up USPTO Forms \u2013 learn how to quickly set up and edit existing USPTO forms"}]}],"inLanguage":"en-US"}]}},"_links":{"self":[{"href":"https:\/\/www.patentclaimmaster.com\/blog\/wp-json\/wp\/v2\/posts\/1618","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.patentclaimmaster.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.patentclaimmaster.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.patentclaimmaster.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.patentclaimmaster.com\/blog\/wp-json\/wp\/v2\/comments?post=1618"}],"version-history":[{"count":11,"href":"https:\/\/www.patentclaimmaster.com\/blog\/wp-json\/wp\/v2\/posts\/1618\/revisions"}],"predecessor-version":[{"id":2326,"href":"https:\/\/www.patentclaimmaster.com\/blog\/wp-json\/wp\/v2\/posts\/1618\/revisions\/2326"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.patentclaimmaster.com\/blog\/wp-json\/wp\/v2\/media\/1621"}],"wp:attachment":[{"href":"https:\/\/www.patentclaimmaster.com\/blog\/wp-json\/wp\/v2\/media?parent=1618"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.patentclaimmaster.com\/blog\/wp-json\/wp\/v2\/categories?post=1618"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.patentclaimmaster.com\/blog\/wp-json\/wp\/v2\/tags?post=1618"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}