{"id":1756,"date":"2020-07-05T18:07:48","date_gmt":"2020-07-05T18:07:48","guid":{"rendered":"http:\/\/www.patentclaimmaster.com\/blog\/?p=1756"},"modified":"2022-01-01T21:06:29","modified_gmt":"2022-01-01T21:06:29","slug":"tutorial-boilerplate-paragraphs","status":"publish","type":"post","link":"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-boilerplate-paragraphs\/","title":{"rendered":"Boilerplate Paragraphs"},"content":{"rendered":"<div class=\"yoast-breadcrumbs\"><span><span><a href=\"https:\/\/www.patentclaimmaster.com\/blog\/\">Home<\/a><\/span> \u00bb <span><a href=\"https:\/\/www.patentclaimmaster.com\/blog\/category\/step-by-step-tutorials\/\">Tutorials<\/a><\/span> \u00bb <span><a href=\"https:\/\/www.patentclaimmaster.com\/blog\/category\/step-by-step-tutorials\/patent-drafting-tools\/\">Patent Drafting Tools<\/a><\/span> \u00bb <span class=\"breadcrumb_last\" aria-current=\"page\">Boilerplate Paragraphs<\/span><\/span><\/div>\n\n\n<br>\n\n\n\n<p><a href=\"https:\/\/www.patentclaimmaster.com\/\">ClaimMaster<\/a> provides you with a quick way to store, edit, and insert boilerplate paragraphs into your Word documents, as part of its <a href=\"https:\/\/www.patentclaimmaster.com\/automation.html\">patent drafting tools<\/a> library. &nbsp;These paragraphs could be any canned and commonly-reused sections for Office Action responses (e.g., 102\/103 case law), applications, etc. The boilerplate sections could have specific style\/font settings and even include pictures.  Once configured, the boilerplate paragraphs are easily accessible from the gallery section for the insertion in the document, as shown below.  <span style=\"text-decoration: underline;\">Note<\/span> &#8211; this feature is only available for Office 2007 and later.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"740\" height=\"224\" src=\"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/07\/2020-07-05_9-07-441-1.png\" alt=\"\" class=\"wp-image-1761\" srcset=\"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/07\/2020-07-05_9-07-441-1.png 740w, https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/07\/2020-07-05_9-07-441-1-300x91.png 300w\" sizes=\"auto, (max-width: 740px) 100vw, 740px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<div class=\"schema-how-to wp-block-yoast-how-to-block\"><p class=\"schema-how-to-description\">To configure and use boilerplate entries during patent application or Office Action  response drafting, follow these steps:<br\/><\/p> <ol class=\"schema-how-to-steps\"><li class=\"schema-how-to-step\" id=\"how-to-step-1593960384193\"><strong class=\"schema-how-to-step-name\">Open Boilerplate Preferences<\/strong> <p class=\"schema-how-to-step-text\">From the ClaimMaster tab, click on the\u00a0<strong>Boilerplate Tools<\/strong>\u00a0menu<strong>,\u00a0<\/strong>then\u00a0<strong>Settings:<\/strong><br\/><br\/><img loading=\"lazy\" decoding=\"async\" width=\"314\" height=\"194\" src=\"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/07\/2020-07-05_10-37-091.png\" class=\"attachment-full size-full\" alt=\"boilerplate settings menu\" style=\"max-width: 100%; height: auto;\" srcset=\"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/07\/2020-07-05_10-37-091.png 314w, https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/07\/2020-07-05_10-37-091-300x185.png 300w\" sizes=\"auto, (max-width: 314px) 100vw, 314px\" \/><br\/><br\/>Alternatively, you can bring up <strong>Boilerplate Settings <\/strong>from the general <strong>Preferences <\/strong>in ClaimMaster:<br\/><br\/><img loading=\"lazy\" decoding=\"async\" width=\"450\" height=\"212\" src=\"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/07\/2020-07-05_10-49-25.png\" class=\"attachment-450x211.7067833698 size-450x211.7067833698\" alt=\"boilerplate preferences\" srcset=\"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/07\/2020-07-05_10-49-25.png 457w, https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/07\/2020-07-05_10-49-25-300x141.png 300w\" sizes=\"auto, (max-width: 450px) 100vw, 450px\" \/><br\/><br\/><\/p> <\/li><li class=\"schema-how-to-step\" id=\"how-to-step-1593958901371\"><strong class=\"schema-how-to-step-name\">Edit Boilerplate Paragraphs Table <\/strong> <p class=\"schema-how-to-step-text\">You can add new boilerplate entries directly to the Word document used by ClaimMaster to store all configured boilerplate paragraphs.  To do so, open the Word boilerplate table from the location shown at the top of the <strong>Boilerplate Settings<\/strong> window:<br\/><br\/><img loading=\"lazy\" decoding=\"async\" width=\"500\" height=\"102\" src=\"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/07\/2020-07-05_10-33-11.png\" class=\"attachment-500x101.59010600707 size-500x101.59010600707\" alt=\"boilerplate location\" srcset=\"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/07\/2020-07-05_10-33-11.png 566w, https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/07\/2020-07-05_10-33-11-300x61.png 300w\" sizes=\"auto, (max-width: 500px) 100vw, 500px\" \/><br\/><br\/>Once the Word document opens, add or edit boilerplate paragraphs in the table.  <br\/><br\/>To add an entry to the table, add a row to the table, then fill-in the &#8220;Main Category&#8221; and &#8220;Sub-Category&#8221; cells with a unique names (this will be the category\/sub-category of the boilerplate item in the gallery; each name must be 32 characters or less due to Word&#8217;s limitations) and fill in the &#8220;Boilerplate Entry Text&#8221; item (this will be the actual boilerplate text). \u00a0The cells in the &#8220;Boilerplate Entry Text&#8221; column can include text formatting and images. \u00a0<br\/><br\/><img loading=\"lazy\" decoding=\"async\" width=\"500\" height=\"245\" src=\"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/07\/2020-07-05_9-23-59-768x377.png\" class=\"attachment-500x245.53571428571 size-500x245.53571428571\" alt=\"boilerplate entry row\" srcset=\"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/07\/2020-07-05_9-23-59-768x377.png 768w, https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/07\/2020-07-05_9-23-59-300x147.png 300w, https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/07\/2020-07-05_9-23-59.png 896w\" sizes=\"auto, (max-width: 500px) 100vw, 500px\" \/><br\/><br\/><\/p> <\/li><li class=\"schema-how-to-step\" id=\"how-to-step-1593971428599\"><strong class=\"schema-how-to-step-name\">Advanced Boilerplate Configuration &#8211; Replacement Fields (Optional)<\/strong> <p class=\"schema-how-to-step-text\">You can also include various\u00a0<a href=\"https:\/\/www.patentclaimmaster.com\/help\/Listofavailablereplacementfields.html\" target=\"_blank\" rel=\"noreferrer noopener\">replacement fields<\/a>\u00a0in the boilerplate text, such as [EXAMINERLASTNAME] or any other fields you have configured. These fields will be automatically updated when the boilerplate passage is inserted into the document. Notably, if you use ClaimMaster\u2019s shell generation feature (Pro+\/Lite+ version) to create Word shells, the generated documents will also store (in metadata) the utilized replacement fields\/data. \u00a0The stored\u00a0<a href=\"https:\/\/www.patentclaimmaster.com\/help\/Listofavailablereplacementfields.html\" target=\"_blank\" rel=\"noreferrer noopener\">replacement fields<\/a>\u00a0can be reused in boilerplate paragraphs at any time later when you are working with the ClaimMaster-generated shells.<br\/><br\/><img loading=\"lazy\" decoding=\"async\" width=\"498\" height=\"75\" src=\"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/07\/NewItem897-768x116.png\" class=\"attachment-500x75.226244343891 size-500x75.226244343891\" alt=\"boilerplate fields\" srcset=\"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/07\/NewItem897-768x116.png 768w, https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/07\/NewItem897-300x45.png 300w, https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/07\/NewItem897.png 884w\" sizes=\"auto, (max-width: 498px) 100vw, 498px\" \/><br\/><br\/><\/p> <\/li><li class=\"schema-how-to-step\" id=\"how-to-step-1593971512753\"><strong class=\"schema-how-to-step-name\">Advanced Boilerplate Configuration &#8211; Drop-down Entries (Optional)<\/strong> <p class=\"schema-how-to-step-text\">You can also specify special drop-down boilerplate paragraphs that ClaimMaster will automatically convert \u00a0to Word drop-down content controls. \u00a0Such content controls allow users to select from a drop-down menu of available options when inserted into Word. To specify the drop-down boilerplate entry, use the following format:<br\/><br\/><img loading=\"lazy\" decoding=\"async\" width=\"500\" height=\"253\" src=\"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/07\/2020-07-05_9-25-10.png\" class=\"attachment-500x253.02114803625 size-500x253.02114803625\" alt=\"boilerplate entries ddl\" srcset=\"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/07\/2020-07-05_9-25-10.png 662w, https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/07\/2020-07-05_9-25-10-300x152.png 300w\" sizes=\"auto, (max-width: 500px) 100vw, 500px\" \/><br\/><br\/>The header row of the drop-down table should state\u00a0<strong>DROPDOWNLIST<\/strong>:XXX, where XXX is the text the initial text that will be visible to the user when the control is inserted into the document<br\/><br\/>Each subsequent row in the drop-down table should have two columns: (1) first column is for the drop-down menu option and (2) second column for the value that will be inserted into the document when the user selects the drop-down option. \u00a0These values can include\u00a0<a rel=\"noreferrer noopener\" href=\"https:\/\/www.patentclaimmaster.com\/help\/Configuringreplacementfields.html\" target=\"_blank\">replacement fields\u00a0<\/a>(they&#8217;ll be replaced upon insertion, if values for them are available, but they can&#8217;t be other drop-down replacement fields).<br\/><br\/><\/p> <\/li><li class=\"schema-how-to-step\" id=\"how-to-step-1593971311917\"><strong class=\"schema-how-to-step-name\">Save the Boilerplate Entries Document<\/strong> <p class=\"schema-how-to-step-text\">Once you are done editing the table, save and close the Word document containing boilerplate entries. Make sure to reload boilerplate entries into ClaimMaster after this by clicking on the <strong>Reload boilerplate table <\/strong>menu option.<br\/><br\/><img loading=\"lazy\" decoding=\"async\" width=\"314\" height=\"194\" src=\"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/07\/2020-07-05_10-37-09.png\" class=\"attachment-full size-full\" alt=\"reload boilerplate table\" style=\"max-width: 100%; height: auto;\" srcset=\"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/07\/2020-07-05_10-37-09.png 314w, https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/07\/2020-07-05_10-37-09-300x185.png 300w\" sizes=\"auto, (max-width: 314px) 100vw, 314px\" \/><br\/><\/p> <\/li><li class=\"schema-how-to-step\" id=\"how-to-step-1593958920697\"><strong class=\"schema-how-to-step-name\">Insert Boilerplate Paragraphs<\/strong> <p class=\"schema-how-to-step-text\">Once boilerplate settings are reloaded, you&#8217;ll be able to access all of your configured boilerplate entries from the <strong>Boilerplate Gallery<\/strong>, as shown below.  Entries will be sorted by their categories and sub-categories.<br\/><br\/><img loading=\"lazy\" decoding=\"async\" width=\"500\" height=\"434\" src=\"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/07\/2020-07-05_9-07-44.png\" class=\"attachment-500x433.78378378378 size-500x433.78378378378\" alt=\"boilerplate entries gallery\" srcset=\"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/07\/2020-07-05_9-07-44.png 740w, https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/07\/2020-07-05_9-07-44-300x260.png 300w\" sizes=\"auto, (max-width: 500px) 100vw, 500px\" \/><br\/><br\/>To insert a boilerplate entry into your document, select the desired entry from the menu that shows on the right. This entry will be inserted at the location of the cursor in your open Word document. Any\u00a0<a href=\"https:\/\/www.patentclaimmaster.com\/help\/Configuringreplacementfields.html\" target=\"_blank\" rel=\"noreferrer noopener\">replacement fields<\/a>\u00a0in the boilerplate text, such as [EXAMINERLASTNAME], will be replaced with bibliographic data, if it&#8217;s available.  In addition, any specifically configured drop-down entries will be automatically converted to Word&#8217;s drop-down controls.<br\/><br\/><img loading=\"lazy\" decoding=\"async\" width=\"500\" height=\"120\" src=\"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/04\/2020-04-07_17-16-07.png\" class=\"attachment-500x119.62134251291 size-500x119.62134251291\" alt=\"drop-down control field\" srcset=\"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/04\/2020-04-07_17-16-07.png 581w, https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/04\/2020-04-07_17-16-07-300x72.png 300w\" sizes=\"auto, (max-width: 500px) 100vw, 500px\" \/><br\/><br\/><br\/><br\/><\/p> <\/li><\/ol><\/div>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<p>For more information on this feature, check out the&nbsp;<a href=\"https:\/\/www.patentclaimmaster.com\/help\/BoilerplateTools.html\" target=\"_blank\" rel=\"noreferrer noopener\">Online Manual<\/a>.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.patentclaimmaster.com\/blog\/step-by-step-claimmaster-tutorials\/\">Read other Step-by-step tutorials<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>ClaimMaster provides you with a quick way to store, edit, and insert boilerplate paragraphs into your Word documents.<\/p>\n","protected":false},"author":1,"featured_media":1769,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1733,50],"tags":[19],"class_list":["post-1756","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-patent-drafting-tools","category-step-by-step-tutorials","tag-patent-drafting-tools"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.6 (Yoast SEO v28.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Boilerplate Paragraphs - ClaimMaster Software<\/title>\n<meta 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src=u0022https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/wp-content\\\/uploads\\\/2020\\\/07\\\/2020-07-05_10-37-091.pngu0022\\\/u003eu003cbr\\\/u003eu003cbr\\\/u003eAlternatively, you can bring up u003cstrongu003eBoilerplate Settings u003c\\\/strongu003efrom the general u003cstrongu003ePreferences u003c\\\/strongu003ein ClaimMaster:u003cbr\\\/u003eu003cbr\\\/u003eu003cimg class=u0022wp-image-1738u0022 style=u0022width: 450px;u0022 src=u0022https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/wp-content\\\/uploads\\\/2020\\\/07\\\/2020-07-05_10-49-25.pngu0022 alt=u0022boilerplate 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To add an entry to the table, add a row to the table, then fill-in the \\\"Main Category\\\" and \\\"Sub-Category\\\" cells with a unique names (this will be the category\\\/sub-category of the boilerplate item in the gallery; each name must be 32 characters or less due to Word's limitations) and fill in the \\\"Boilerplate Entry Text\\\" item (this will be the actual boilerplate text). \u00a0The cells in the \\\"Boilerplate Entry Text\\\" column can include text formatting and images. \u00a0\"}],\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/tutorial-boilerplate-paragraphs\\\/#schema-image-2e3fe005bfafba70975dd6bd1524b896\",\"url\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/wp-content\\\/uploads\\\/2020\\\/07\\\/2020-07-05_9-23-59.png\",\"contentUrl\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/wp-content\\\/uploads\\\/2020\\\/07\\\/2020-07-05_9-23-59.png\",\"width\":896,\"height\":440,\"caption\":\"boilerplate entry row\"}},{\"@type\":\"HowToStep\",\"url\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/tutorial-boilerplate-paragraphs\\\/#how-to-step-1593971428599\",\"name\":\"Advanced Boilerplate Configuration - Replacement Fields (Optional)\",\"itemListElement\":[{\"@type\":\"HowToDirection\",\"text\":\"You can also include various\u00a0replacement fields\u00a0in the boilerplate text, such as [EXAMINERLASTNAME] or any other fields you have configured. These fields will be automatically updated when the boilerplate passage is inserted into the document. Notably, if you use ClaimMaster\u2019s shell generation feature (Pro+\\\/Lite+ version) to create Word shells, the generated documents will also store (in metadata) the utilized replacement fields\\\/data. \u00a0The stored\u00a0replacement fields\u00a0can be reused in boilerplate paragraphs at any time later when you are working with the ClaimMaster-generated shells.\"}],\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/tutorial-boilerplate-paragraphs\\\/#schema-image-9f034cbd56b9b91a9498a8603ea927cf\",\"url\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/wp-content\\\/uploads\\\/2020\\\/07\\\/NewItem897.png\",\"contentUrl\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/wp-content\\\/uploads\\\/2020\\\/07\\\/NewItem897.png\",\"width\":884,\"height\":133,\"caption\":\"boilerplate fields\"}},{\"@type\":\"HowToStep\",\"url\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/tutorial-boilerplate-paragraphs\\\/#how-to-step-1593971512753\",\"name\":\"Advanced Boilerplate Configuration - Drop-down Entries (Optional)\",\"itemListElement\":[{\"@type\":\"HowToDirection\",\"text\":\"You can also specify special drop-down boilerplate paragraphs that ClaimMaster will automatically convert \u00a0to Word drop-down content controls. \u00a0Such content controls allow users to select from a drop-down menu of available options when inserted into Word. To specify the drop-down boilerplate entry, use the following format:The header row of the drop-down table should state\u00a0DROPDOWNLIST:XXX, where XXX is the text the initial text that will be visible to the user when the control is inserted into the documentEach subsequent row in the drop-down table should have two columns: (1) first column is for the drop-down menu option and (2) second column for the value that will be inserted into the document when the user selects the drop-down option. \u00a0These values can include\u00a0replacement fields\u00a0(they'll be replaced upon insertion, if values for them are available, but they can't be other drop-down replacement fields).\"}],\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/tutorial-boilerplate-paragraphs\\\/#schema-image-2abbebd0d7c76d611bcbc746d937fc21\",\"url\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/wp-content\\\/uploads\\\/2020\\\/07\\\/2020-07-05_9-25-10.png\",\"contentUrl\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/wp-content\\\/uploads\\\/2020\\\/07\\\/2020-07-05_9-25-10.png\",\"width\":662,\"height\":335,\"caption\":\"boilerplate entries ddl\"}},{\"@type\":\"HowToStep\",\"url\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/tutorial-boilerplate-paragraphs\\\/#how-to-step-1593971311917\",\"name\":\"Save the Boilerplate Entries Document\",\"itemListElement\":[{\"@type\":\"HowToDirection\",\"text\":\"Once you are done editing the table, save and close the Word document containing boilerplate entries. 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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-boilerplate-paragraphs\/#howto-1","name":"Boilerplate Paragraphs","mainEntityOfPage":{"@id":"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-boilerplate-paragraphs\/#article"},"description":"To configure and use boilerplate entries during patent application or Office Action  response drafting, follow these steps:<br\/>","step":[{"@type":"HowToStep","url":"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-boilerplate-paragraphs\/#how-to-step-1593960384193","name":"Open Boilerplate Preferences","itemListElement":[{"@type":"HowToDirection","text":"From the ClaimMaster tab, click on the\u00a0u003cstrongu003eBoilerplate Toolsu003c\/strongu003e\u00a0menuu003cstrongu003e,\u00a0u003c\/strongu003ethen\u00a0u003cstrongu003eSettings:u003c\/strongu003eu003cbr\/u003eu003cbr\/u003eu003cimg alt=u0022boilerplate settings menuu0022 src=u0022https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/07\/2020-07-05_10-37-091.pngu0022\/u003eu003cbr\/u003eu003cbr\/u003eAlternatively, you can bring up u003cstrongu003eBoilerplate Settings u003c\/strongu003efrom the general u003cstrongu003ePreferences u003c\/strongu003ein ClaimMaster:u003cbr\/u003eu003cbr\/u003eu003cimg class=u0022wp-image-1738u0022 style=u0022width: 450px;u0022 src=u0022https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/07\/2020-07-05_10-49-25.pngu0022 alt=u0022boilerplate preferencesu0022\/u003eu003cbr\/u003eu003cbr\/u003e"}],"image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-boilerplate-paragraphs\/#schema-image-70923ed42b81424d391512c57d5adbea","url":"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/07\/2020-07-05_10-49-25.png","contentUrl":"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/07\/2020-07-05_10-49-25.png","width":457,"height":215,"caption":"boilerplate preferences"}},{"@type":"HowToStep","url":"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-boilerplate-paragraphs\/#how-to-step-1593958901371","name":"Edit Boilerplate Paragraphs Table","itemListElement":[{"@type":"HowToDirection","text":"You can add new boilerplate entries directly to the Word document used by ClaimMaster to store all configured boilerplate paragraphs.  To do so, open the Word boilerplate table from the location shown at the top of the Boilerplate Settings window:Once the Word document opens, add or edit boilerplate paragraphs in the table.  To add an entry to the table, add a row to the table, then fill-in the \"Main Category\" and \"Sub-Category\" cells with a unique names (this will be the category\/sub-category of the boilerplate item in the gallery; each name must be 32 characters or less due to Word's limitations) and fill in the \"Boilerplate Entry Text\" item (this will be the actual boilerplate text). \u00a0The cells in the \"Boilerplate Entry Text\" column can include text formatting and images. \u00a0"}],"image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-boilerplate-paragraphs\/#schema-image-2e3fe005bfafba70975dd6bd1524b896","url":"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/07\/2020-07-05_9-23-59.png","contentUrl":"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/07\/2020-07-05_9-23-59.png","width":896,"height":440,"caption":"boilerplate entry row"}},{"@type":"HowToStep","url":"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-boilerplate-paragraphs\/#how-to-step-1593971428599","name":"Advanced Boilerplate Configuration - Replacement Fields (Optional)","itemListElement":[{"@type":"HowToDirection","text":"You can also include various\u00a0replacement fields\u00a0in the boilerplate text, such as [EXAMINERLASTNAME] or any other fields you have configured. These fields will be automatically updated when the boilerplate passage is inserted into the document. Notably, if you use ClaimMaster\u2019s shell generation feature (Pro+\/Lite+ version) to create Word shells, the generated documents will also store (in metadata) the utilized replacement fields\/data. \u00a0The stored\u00a0replacement fields\u00a0can be reused in boilerplate paragraphs at any time later when you are working with the ClaimMaster-generated shells."}],"image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-boilerplate-paragraphs\/#schema-image-9f034cbd56b9b91a9498a8603ea927cf","url":"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/07\/NewItem897.png","contentUrl":"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/07\/NewItem897.png","width":884,"height":133,"caption":"boilerplate fields"}},{"@type":"HowToStep","url":"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-boilerplate-paragraphs\/#how-to-step-1593971512753","name":"Advanced Boilerplate Configuration - Drop-down Entries (Optional)","itemListElement":[{"@type":"HowToDirection","text":"You can also specify special drop-down boilerplate paragraphs that ClaimMaster will automatically convert \u00a0to Word drop-down content controls. \u00a0Such content controls allow users to select from a drop-down menu of available options when inserted into Word. To specify the drop-down boilerplate entry, use the following format:The header row of the drop-down table should state\u00a0DROPDOWNLIST:XXX, where XXX is the text the initial text that will be visible to the user when the control is inserted into the documentEach subsequent row in the drop-down table should have two columns: (1) first column is for the drop-down menu option and (2) second column for the value that will be inserted into the document when the user selects the drop-down option. \u00a0These values can include\u00a0replacement fields\u00a0(they'll be replaced upon insertion, if values for them are available, but they can't be other drop-down replacement fields)."}],"image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-boilerplate-paragraphs\/#schema-image-2abbebd0d7c76d611bcbc746d937fc21","url":"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/07\/2020-07-05_9-25-10.png","contentUrl":"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/07\/2020-07-05_9-25-10.png","width":662,"height":335,"caption":"boilerplate entries ddl"}},{"@type":"HowToStep","url":"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-boilerplate-paragraphs\/#how-to-step-1593971311917","name":"Save the Boilerplate Entries Document","itemListElement":[{"@type":"HowToDirection","text":"Once you are done editing the table, save and close the Word document containing boilerplate entries. Make sure to reload boilerplate entries into ClaimMaster after this by clicking on the Reload boilerplate table menu option."}],"image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-boilerplate-paragraphs\/#schema-image-b621f2c4c4b4073923a47b06b1f1e650","url":"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/07\/2020-07-05_10-37-09.png","contentUrl":"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/07\/2020-07-05_10-37-09.png","width":314,"height":194,"caption":"reload boilerplate table"}},{"@type":"HowToStep","url":"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-boilerplate-paragraphs\/#how-to-step-1593958920697","name":"Insert Boilerplate Paragraphs","itemListElement":[{"@type":"HowToDirection","text":"Once boilerplate settings are reloaded, you'll be able to access all of your configured boilerplate entries from the Boilerplate Gallery, as shown below.  Entries will be sorted by their categories and sub-categories.To insert a boilerplate entry into your document, select the desired entry from the menu that shows on the right. This entry will be inserted at the location of the cursor in your open Word document. Any\u00a0replacement fields\u00a0in the boilerplate text, such as [EXAMINERLASTNAME], will be replaced with bibliographic data, if it's available.  In addition, any specifically configured drop-down entries will be automatically converted to Word's drop-down controls."}],"image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-boilerplate-paragraphs\/#schema-image-01d6bd3b953c33e0669596f5a922806e","url":"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/04\/2020-04-07_17-16-07.png","contentUrl":"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2020\/04\/2020-04-07_17-16-07.png","width":581,"height":139,"caption":"auto-complete field"}}],"inLanguage":"en-US"}]}},"_links":{"self":[{"href":"https:\/\/www.patentclaimmaster.com\/blog\/wp-json\/wp\/v2\/posts\/1756","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=1756"}],"version-history":[{"count":25,"href":"https:\/\/www.patentclaimmaster.com\/blog\/wp-json\/wp\/v2\/posts\/1756\/revisions"}],"predecessor-version":[{"id":3073,"href":"https:\/\/www.patentclaimmaster.com\/blog\/wp-json\/wp\/v2\/posts\/1756\/revisions\/3073"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.patentclaimmaster.com\/blog\/wp-json\/wp\/v2\/media\/1769"}],"wp:attachment":[{"href":"https:\/\/www.patentclaimmaster.com\/blog\/wp-json\/wp\/v2\/media?parent=1756"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.patentclaimmaster.com\/blog\/wp-json\/wp\/v2\/categories?post=1756"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.patentclaimmaster.com\/blog\/wp-json\/wp\/v2\/tags?post=1756"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}