{"id":3075,"date":"2022-05-16T04:00:11","date_gmt":"2022-05-16T04:00:11","guid":{"rendered":"https:\/\/www.patentclaimmaster.com\/blog\/?p=3075"},"modified":"2022-05-22T18:03:34","modified_gmt":"2022-05-22T18:03:34","slug":"patent-drafting-template-customization","status":"publish","type":"post","link":"https:\/\/www.patentclaimmaster.com\/blog\/patent-drafting-template-customization\/","title":{"rendered":"Patent Drafting Templates Customization"},"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 class=\"breadcrumb_last\" aria-current=\"page\">Patent Drafting Templates Customization<\/span><\/span><\/div>\n\n\n<br>\n\n\n\n<p><a href=\"https:\/\/www.patentclaimmaster.com\/\">ClaimMaster<\/a>&nbsp;lets you extensively customize various&nbsp;<a href=\"https:\/\/www.patentclaimmaster.com\/patent-application-drafting.html\">patent drafting<\/a>&nbsp;templates and settings. In fact, ClaimMaster provides you with an almost infinite way to customize template text using objects such as tables\/images\/formulas, text formatting (e.g., highlighting, bold, underline, strike though, etc.), text replacement fields, comments, and variables\/drop down fields that prompt user for further input.<\/p>\n\n\n\n<p>Take a look at the templates setup explanation below:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Patent application drafting tools\" width=\"1080\" height=\"608\" src=\"https:\/\/www.youtube.com\/embed\/cDN3rnjzHzc?start=990&#038;feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture\" allowfullscreen><\/iframe>\n<\/div><\/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 add new or change settings for the existing patent drafting templates, follow these steps:<br\/><\/p> <ol class=\"schema-how-to-steps\"><li class=\"schema-how-to-step\" id=\"how-to-step-1650220310711\"><strong class=\"schema-how-to-step-name\"><strong>Open Patent Drafting Settings menu<\/strong><\/strong> <p class=\"schema-how-to-step-text\">From the ClaimMaster tab, click on the\u00a0<strong>Patent Drafting Tools<\/strong>\u00a0menu<strong>,\u00a0<\/strong>then click on\u00a0<strong>Patent Drafting Settings \u2026<\/strong>\u00a0<strong>:<\/strong><br\/><br\/><img loading=\"lazy\" decoding=\"async\" width=\"300\" height=\"441\" src=\"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2022\/04\/Picture2.png\" class=\"attachment-300x440.59945504087 size-300x440.59945504087\" alt=\"\" srcset=\"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2022\/04\/Picture2.png 367w, https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2022\/04\/Picture2-204x300.png 204w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><br\/><br\/>Alternatively, you can bring up\u00a0<strong>Patent Drafting Settings\u00a0<\/strong>from the general\u00a0<strong>Preferences->Patent Drafting\u00a0<\/strong>tab<strong>\u00a0<\/strong>in ClaimMaster:<br\/><br\/><img loading=\"lazy\" decoding=\"async\" width=\"450\" height=\"326\" src=\"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2022\/04\/2022-04-16_15-34-50.png\" class=\"attachment-450x326.2987012987 size-450x326.2987012987\" alt=\"\" srcset=\"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2022\/04\/2022-04-16_15-34-50.png 462w, https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2022\/04\/2022-04-16_15-34-50-300x218.png 300w\" sizes=\"auto, (max-width: 450px) 100vw, 450px\" \/><\/p> <\/li><li class=\"schema-how-to-step\" id=\"how-to-step-1650220391573\"><strong class=\"schema-how-to-step-name\"><strong>Select the Desired Settings File (Optional)<\/strong><\/strong> <p class=\"schema-how-to-step-text\">By default, all patent drafting templates will be stored in\u00a0<strong>patent_drafting_templates.xml<\/strong>\u00a0file located in the local\u00a0ClaimMaster Settings directory. However, you can have ClaimMaster load template settings from any other location, such as from a shared drive or directory, so that multiple users can have access to the same set of templates. In addition, you can use different settings files for different clients (e.g., X_client_templates.xml, Y_client_templates.xml, etc.) \u2013 this way each of your client-specific templates and settings would be stored in a single file and can be reloaded on demand. Alternatively, you can store all of your client-specific templates in a single settings file, as long as you provide them different names.<br\/><br\/><img loading=\"lazy\" decoding=\"async\" width=\"602\" height=\"103\" src=\"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2022\/04\/patent-drafting-settings_Picture2.png\" class=\"attachment-full size-full\" alt=\"\" style=\"max-width: 100%; height: auto;\" srcset=\"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2022\/04\/patent-drafting-settings_Picture2.png 602w, https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2022\/04\/patent-drafting-settings_Picture2-300x51.png 300w, https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2022\/04\/patent-drafting-settings_Picture2-600x103.png 600w\" sizes=\"auto, (max-width: 602px) 100vw, 602px\" \/><br\/><br\/><strong>Note<\/strong>: if you specify a non-default file location, remember to click on Reload after you specify the path to the file to load the templates into ClaimMaster.<\/p> <\/li><li class=\"schema-how-to-step\" id=\"how-to-step-1650220394206\"><strong class=\"schema-how-to-step-name\"><strong>Select Patent Drafting Template to Edit<\/strong><\/strong> <p class=\"schema-how-to-step-text\">First, specify the patent drafting template type \u2013 you can pick from figure, flowchart, claim cloning, Summary, Abstract, and the overall application shell document templates. Next, click on the existing template you\u2019d like to edit. You can also add, delete, or duplicate existing templates using the 3 buttons below the template type selection screen. In particular, the \u201cduplicate\u201d button lets you quickly generate a new template based on the existing template.<br\/><img loading=\"lazy\" decoding=\"async\" width=\"230\" height=\"450\" src=\"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2022\/04\/patent-drafting-settings_Picture3-1.png\" class=\"attachment-full size-full\" alt=\"\" style=\"max-width: 100%; height: auto;\" srcset=\"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2022\/04\/patent-drafting-settings_Picture3-1.png 230w, https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2022\/04\/patent-drafting-settings_Picture3-1-153x300.png 153w\" sizes=\"auto, (max-width: 230px) 100vw, 230px\" \/><\/p> <\/li><li class=\"schema-how-to-step\" id=\"how-to-step-1650220402483\"><strong class=\"schema-how-to-step-name\"><strong>Open the Selected Template for Editing<\/strong><\/strong> <p class=\"schema-how-to-step-text\">Once you select a particular template to edit from the tree on the left, you\u2019ll see the preview of its settings in the right side of the window. Click on the\u00a0<strong>Edit This Template\u00a0<\/strong>button to modify the settings specific for the template.<br\/><img loading=\"lazy\" decoding=\"async\" width=\"530\" height=\"434\" src=\"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2022\/04\/patent-drafting-settings_Picture4.png\" class=\"attachment-full size-full\" alt=\"\" style=\"max-width: 100%; height: auto;\" srcset=\"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2022\/04\/patent-drafting-settings_Picture4.png 530w, https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2022\/04\/patent-drafting-settings_Picture4-300x246.png 300w\" sizes=\"auto, (max-width: 530px) 100vw, 530px\" \/><\/p> <\/li><li class=\"schema-how-to-step\" id=\"how-to-step-1650220408640\"><strong class=\"schema-how-to-step-name\"><strong>Make Template Edits<\/strong><\/strong> <p class=\"schema-how-to-step-text\">Each template type (i.e., figure, flowchart, claim cloning, Summary, Abstract, application shell) has individual settings that can be adjusted. For more information about configuring specific patent drafting templates, please see the following articles:<br\/><strong>*<\/strong> <a href=\"https:\/\/www.patentclaimmaster.com\/help\/Documentshelltemplates.html\" target=\"_blank\" rel=\"noreferrer noopener\">Configuring application document shell templates<\/a><br\/>* <a href=\"https:\/\/www.patentclaimmaster.com\/help\/Figuretemplates.html\" target=\"_blank\" rel=\"noreferrer noopener\">Configuring figure + descriptions templates<\/a><br\/>* <a href=\"https:\/\/www.patentclaimmaster.com\/help\/Flowcharttemplates.html\" target=\"_blank\" rel=\"noreferrer noopener\">Configuring flowchart + descriptions templates<\/a><br\/>* <a href=\"https:\/\/www.patentclaimmaster.com\/help\/Claimcloningtemplates.html\" target=\"_blank\" rel=\"noreferrer noopener\">Configuring claim cloning templates<\/a><br\/>* <a href=\"https:\/\/www.patentclaimmaster.com\/help\/Summarytemplates.html\" target=\"_blank\" rel=\"noreferrer noopener\">Configuring Summary templates<\/a><br\/>* <a href=\"https:\/\/www.patentclaimmaster.com\/help\/Abstracttemplates.html\" target=\"_blank\" rel=\"noreferrer noopener\">Configuring Abstract templates<br\/><\/a><br\/>Notably, ClaimMaster lets you quickly import text from existing Word documents into patent drafting templates and also provides you with the ability to customize template text using objects such as tables\/images\/formulas, text formatting (e.g., highlighting, bold, underline, strike though, etc.), text replacement fields, comments, and variables\/drop down fields that prompt user for further input. To bring up the text editing menu, right-click on the text fields in the template, then proceed to add add various annotations or variables to the template, as <a href=\"https:\/\/www.patentclaimmaster.com\/help\/Addingformattedtextvariables.html\" target=\"_blank\" rel=\"noreferrer noopener\">explained in more detail here<\/a>.<br\/><br\/><img loading=\"lazy\" decoding=\"async\" width=\"1103\" height=\"363\" src=\"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2022\/04\/importing_figures_step5.png\" class=\"attachment-full size-full\" alt=\"import brief figure description from the specification into patent figures templates\" style=\"max-width: 100%; height: auto;\" srcset=\"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2022\/04\/importing_figures_step5.png 1103w, https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2022\/04\/importing_figures_step5-300x99.png 300w, https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2022\/04\/importing_figures_step5-1024x337.png 1024w, https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2022\/04\/importing_figures_step5-768x253.png 768w, https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2022\/04\/importing_figures_step5-600x197.png 600w\" sizes=\"auto, (max-width: 1103px) 100vw, 1103px\" \/><\/p> <\/li><li class=\"schema-how-to-step\" id=\"how-to-step-1650220422317\"><strong class=\"schema-how-to-step-name\"><strong>Save Your Settings Edits<\/strong><\/strong> <p class=\"schema-how-to-step-text\">After you\u2019ve finished making edits to one or more templates, press the\u00a0<strong>Save\u00a0<\/strong>button to save your settings (required).<br\/><img loading=\"lazy\" decoding=\"async\" width=\"530\" height=\"65\" src=\"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2022\/04\/patent-drafting-settings_Picture6.png\" class=\"attachment-full size-full\" alt=\"\" style=\"max-width: 100%; height: auto;\" srcset=\"https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2022\/04\/patent-drafting-settings_Picture6.png 530w, https:\/\/www.patentclaimmaster.com\/blog\/wp-content\/uploads\/2022\/04\/patent-drafting-settings_Picture6-300x37.png 300w\" sizes=\"auto, (max-width: 530px) 100vw, 530px\" \/><\/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 <\/a><a href=\"https:\/\/www.patentclaimmaster.com\/help\/PatentDraftingPreferences.html\" target=\"_blank\" rel=\"noreferrer noopener\">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&nbsp;lets you extensively customize various&nbsp;patent drafting&nbsp;templates and settings. In fact, ClaimMaster provides you with an almost infinite way to customize template text using objects such as tables\/images\/formulas, text formatting (e.g., highlighting, bold, underline, strike though,<\/p>\n","protected":false},"author":1,"featured_media":3138,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1733,50],"tags":[19],"class_list":["post-3075","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 v28.1) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Patent Drafting Templates Customization - ClaimMaster Software<\/title>\n<meta name=\"description\" content=\"ClaimMaster\u00a0lets you customize patent drafting\u00a0templates with text annotations, 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ClaimMaster:\"}],\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/patent-drafting-template-customization\\\/#schema-image-fba5e836d0bcc8c4e6405f302c233fd7\",\"url\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/wp-content\\\/uploads\\\/2022\\\/04\\\/2022-04-16_15-34-50.png\",\"contentUrl\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/wp-content\\\/uploads\\\/2022\\\/04\\\/2022-04-16_15-34-50.png\",\"width\":462,\"height\":335,\"caption\":\"patent drafting settings preferences\"}},{\"@type\":\"HowToStep\",\"url\":\"https:\\\/\\\/www.patentclaimmaster.com\\\/blog\\\/patent-drafting-template-customization\\\/#how-to-step-1650220391573\",\"name\":\"Select the Desired Settings File (Optional)\",\"itemListElement\":[{\"@type\":\"HowToDirection\",\"text\":\"By default, all patent drafting templates will be stored in\u00a0patent_drafting_templates.xml\u00a0file located in the local\u00a0ClaimMaster 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However, you can have ClaimMaster load template settings from any other location, such as from a shared drive or directory, so that multiple users can have access to the same set of templates. In addition, you can use different settings files for different clients (e.g., X_client_templates.xml, Y_client_templates.xml, etc.) \u2013 this way each of your client-specific templates and settings would be stored in a single file and can be reloaded on demand. 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