{"id":939,"date":"2020-04-18T13:35:35","date_gmt":"2020-04-18T13:35:35","guid":{"rendered":"http:\/\/www.patentclaimmaster.com\/blog\/?p=939"},"modified":"2024-03-10T20:09:32","modified_gmt":"2024-03-10T20:09:32","slug":"step-by-step-claimmaster-tutorials","status":"publish","type":"post","link":"https:\/\/www.patentclaimmaster.com\/blog\/step-by-step-claimmaster-tutorials\/","title":{"rendered":"ClaimMaster Step-by-Step Tutorials"},"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\">ClaimMaster Step-by-Step Tutorials<\/span><\/span><\/div>\n\n\n<br>\n\n\n\n<p>Here you&#8217;ll find a list of our regularly updated step-by-step tutorials for performing various patent proofreading and time-saving tasks in ClaimMaster.  Note that features vary between versions, as explained in <a href=\"https:\/\/www.patentclaimmaster.com\/CMComparison.html\" target=\"_blank\" rel=\"noreferrer noopener\">this table<\/a>. <\/p>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"patent-proofreading-tools\">Patent Proofreading Tools<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.patentclaimmaster.com\/blog\/proofreading-patent-documents-with-claimmaster\/\" target=\"_blank\">How do I proofread patent documents using ClaimMaster<\/a> ?<\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.patentclaimmaster.com\/blog\/checking-claims-for-errors\/\" target=\"_blank\">Checking claims for incorrect numbering, amendment issues, and other problems and informalities<\/a><\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-checking-claims-for-antecedent-basis-issues\/\" target=\"_blank\">Checking claims for missing antecedent basis, ambiguities, and other related issues<\/a><\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.patentclaimmaster.com\/blog\/adjusting-antecedent-basis-parsing-rules\/\" target=\"_blank\">Adjusting antecedent basis parsing preferences<\/a><\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-specification-support-proofreading\/\" target=\"_blank\">Making sure claim phrases\/words are supported in the specification<\/a><\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-checking-part-numbers-names\/\" target=\"_blank\">Ensuring part names and numbers are consistently used in the specification and figures<\/a><\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.patentclaimmaster.com\/blog\/tools-for-proofreading-figures\/\" target=\"_blank\">Using helpful part annotation tools to speed up reviewing of figures<\/a><\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.patentclaimmaster.com\/blog\/proofreading-acronyms-document\/\" target=\"_blank\">Checking for inconsistent acronyms<\/a><\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-checking-patent-profanities\/\" target=\"_blank\">Checking claims and specification for &#8220;patent profanities&#8221;<\/a><\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.patentclaimmaster.com\/blog\/proofreading-similarly-spelled-words\/\" target=\"_blank\">Identifying contextually incorrect phrases<\/a><\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.patentclaimmaster.com\/blog\/proofreading-document-uspto-docx-filing-issues\/\" target=\"_blank\">Checking documents for DOCX issues prior to EFS-Web uploads<\/a><\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.patentclaimmaster.com\/blog\/issued-patent-proofreading\/\" target=\"_blank\">How can I perform post-grant check of the issued patent claims<\/a><\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"patent-drafting-tools\">Patent Drafting Tools<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.patentclaimmaster.com\/blog\/patent-application-drafting-workflow\/\" target=\"_blank\" rel=\"noreferrer noopener\">New patent application drafting workflow\u00a0<\/a>[+Drafting add-on]<\/li>\n\n\n\n<li><a href=\"https:\/\/www.patentclaimmaster.com\/blog\/gpt-patent-figure-description-drafting\/\" target=\"_blank\" rel=\"noreferrer noopener\">Using GPT\/LLMs to draft patent figure descriptions<\/a> [+Drafting add-on]<\/li>\n\n\n\n<li><a href=\"https:\/\/www.patentclaimmaster.com\/blog\/using-gpt-for-patent-drafting\/\">Using GPT to generate text for patent drafting<\/a> [+Drafting add-on]<\/li>\n\n\n\n<li><a href=\"https:\/\/www.patentclaimmaster.com\/blog\/best-practices-for-gpt-prompt-engineering-when-patent-drafting\/\" target=\"_blank\" rel=\"noreferrer noopener\">Best practices for GPT &#8220;prompt engineering&#8221; for patent drafting <\/a>[+Drafting add-on]<\/li>\n\n\n\n<li><a href=\"https:\/\/www.patentclaimmaster.com\/blog\/using-private-gpt-models\/\" target=\"_blank\" rel=\"noreferrer noopener\">Configuring ClaimMaster to use private GPT\/LLM models <\/a>[+Drafting add-on]<\/li>\n\n\n\n<li><a href=\"https:\/\/www.patentclaimmaster.com\/blog\/patent-claim-cloning-tools\/\" target=\"_blank\" rel=\"noreferrer noopener\">Cloning method claims into other statutory claim types&nbsp;<\/a>[+Drafting add-on]<\/li>\n\n\n\n<li><a href=\"https:\/\/www.patentclaimmaster.com\/blog\/patent-figures-generation-tools\/\" target=\"_blank\" rel=\"noreferrer noopener\">Generating figures and corresponding descriptions in the Specification&nbsp;<\/a>[+Drafting add-on]<\/li>\n\n\n\n<li><a href=\"https:\/\/www.patentclaimmaster.com\/blog\/importing-patent-figures-templates\" target=\"_blank\" rel=\"noreferrer noopener\">Importing existing figures and descriptions into templates&nbsp;<\/a>[+Drafting add-on]<\/li>\n\n\n\n<li><a href=\"https:\/\/www.patentclaimmaster.com\/blog\/patent-figure-description-blocks\/\" target=\"_blank\" rel=\"noreferrer noopener\">Inserting figure description blocks<\/a><a href=\"https:\/\/www.patentclaimmaster.com\/blog\/importing-patent-figures-templates\" target=\"_blank\" rel=\"noreferrer noopener\">&nbsp;<\/a>[+Drafting add-on]<\/li>\n\n\n\n<li><a href=\"https:\/\/www.patentclaimmaster.com\/blog\/patent-application-flowcharts-drafting-tools\/\" target=\"_blank\" rel=\"noreferrer noopener\">Generating flowcharts and corresponding descriptions in the Specification&nbsp;<\/a>[+Drafting add-on]<\/li>\n\n\n\n<li><a href=\"https:\/\/www.patentclaimmaster.com\/blog\/patent-application-summary-drafting-tools\/\" target=\"_blank\" rel=\"noreferrer noopener\">Generating the Summary section from claims&nbsp;<\/a>[+Drafting add-on]<\/li>\n\n\n\n<li><a href=\"https:\/\/www.patentclaimmaster.com\/blog\/patent-application-abstract-drafting-tools\/\" target=\"_blank\" rel=\"noreferrer noopener\">Generating the Abstract from claims&nbsp;<\/a>[+Drafting add-on]<\/li>\n\n\n\n<li><a href=\"https:\/\/www.patentclaimmaster.com\/blog\/patent-application-example-clauses\/\" target=\"_blank\" rel=\"noreferrer noopener\">Generating &#8220;example clauses&#8221; section for PCT\/EPO applications from claims<\/a> [+Drafting add-on]<\/li>\n\n\n\n<li><a href=\"https:\/\/www.patentclaimmaster.com\/blog\/patent-drafting-template-customization\/\" target=\"_blank\" rel=\"noreferrer noopener\">Editing and creating patent application drafting templates&nbsp;<\/a>[+Drafting add-on]<\/li>\n\n\n\n<li><a href=\"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-generating-application-summary-section\/\" target=\"_blank\" rel=\"noreferrer noopener\">Quickly generating an application Summary section from the existing claims&nbsp;<\/a>[regular version]<\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.patentclaimmaster.com\/blog\/generating-flowchart-figures-from-method-claims\/\" target=\"_blank\">Generating flow chart figures from the existing method claims&nbsp;<\/a>[regular version]<\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-editing-auto-completing-part-names-during-patent-drafting\/\" target=\"_blank\">Keeping track of part numbers and using auto-complete for part names during drafting of the specification section<\/a>.<\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.patentclaimmaster.com\/blog\/updating-part-numbers-in-claims\/\" target=\"_blank\">Adding\/removing part numbers to\/from claims for EPO submissions<\/a><\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-renumbering-part-numbers\/\" target=\"_blank\">How to quickly renumber parts in the Specification<\/a><\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-renumbering-part-numbers\/\" target=\"_blank\">How to quickly renumber parts in the Drawings<\/a> <a href=\"https:\/\/www.patentclaimmaster.com\/blog\/patent-drafting-template-customization\/\" target=\"_blank\" rel=\"noreferrer noopener\">&nbsp;<\/a>[+Drafting add-on]<\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-boilerplate-paragraphs\/\" target=\"_blank\">Using boilerplate entries to save time when drafting applications, Office Action responses, and other documents<\/a><\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-auto-complete-for-terms-and-acronyms\/\" target=\"_blank\">Turning on auto-complete for longer phrases and acronyms<\/a><\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-generating-claim-summary\/\" target=\"_blank\">Generating the summary of claim amendments for the Remarks section of your Office Action responses<\/a><\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"time-saving-tools\">Other Time-Saving Tools<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.patentclaimmaster.com\/blog\/changing-document-amendments-status-indicators\/\" target=\"_blank\">How do I modify amendments and status indicators?<\/a><\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-switch-between-uspto-formatting-and-track-changes\/\" target=\"_blank\">Quickly switching between the USPTO and Track Changes amendment formatting<\/a><\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.patentclaimmaster.com\/blog\/visualizing-claim-trees\/\" target=\"_blank\">Reviewing and visualizing the hierarchy of the claims in your documents<\/a><\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-claim-renumbering\/\" target=\"_blank\">Renumbering claims in your documents<\/a><\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.patentclaimmaster.com\/blog\/generating-claim-charts\/\" target=\"_blank\">How can I quickly generate claim charts?<\/a><\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-compare-claims\/\" target=\"_blank\">How do I compare claims within a claim set, between documents or patents?<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-compare-claim-amendments\/\" target=\"_blank\" rel=\"noreferrer noopener\">How do I compare claim amendments in prosecution history?<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-finding-text-citations\/\" rel=\"noreferrer noopener\" target=\"_blank\">Building a table of specification citations for claim terms or other keywords<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-calculating-excess-claim-fees\/\">Calculating excess claim fees<\/a><\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"form-tools\">USPTO\/EFS-Web Filing Tools<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.patentclaimmaster.com\/blog\/filling-out-ids-forms-with-claimmaster\/\" target=\"_blank\">How do I quickly fill-out IDS forms with the cited prior art data?<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-filling-out-uspto-forms\/\" target=\"_blank\" rel=\"noreferrer noopener\">Filling out USPTO forms with bibliographic information<\/a><\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-importing-biblio-data-into-claimmaster\/\" target=\"_blank\">Importing bibliographic data from your docketing system into ClaimMaster<\/a><\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.patentclaimmaster.com\/blog\/patent-application-filings-via-efs-web\/\" target=\"_blank\">Splitting up applications into multiple parts for EFS-Web uploads<\/a><\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.patentclaimmaster.com\/blog\/proofreading-document-uspto-docx-filing-issues\/\" target=\"_blank\">Checking documents for DOCX issues prior to EFS-Web uploading<\/a><\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.patentclaimmaster.com\/blog\/wrong-patent-application-number-uspto-filing\/\" target=\"_blank\">Making sure that the headers in your documents match PAIR data<\/a><\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"office-action-shell-tools\">Office Action Analysis and Shell Tools<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-generating-shell-office-action-responses\/\" target=\"_blank\">Analyzing Office Actions and generating Office Action response shells<\/a><\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-office-action-response-assistant\/\" target=\"_blank\">Using Office Action Response assistant<\/a><\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-generating-shell-documents-and-emails\/\" target=\"_blank\">Generating Word shells and emails<\/a><\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-customizing-office-action-response-shells\/\" target=\"_blank\">Customizing\/creating new shells for Office Action responses <\/a><\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"downloading-tools\">Downloading Tools<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.patentclaimmaster.com\/blog\/patent-family-trees\/\" target=\"_blank\">Generating patent family trees bases on the US and foreign data<\/a><\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.patentclaimmaster.com\/blog\/quick-publication-download\/\" target=\"_blank\">Quickly opening a patent\/publication on your desktop<\/a><\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-download-patent-publications\/\" target=\"_blank\">Using ClaimMaster to download a large list of US or foreign publications<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-downloading-documents-from-pair\/\">Downloading IFW documents from Patent Center, PEDS, and Private PAIR<\/a><\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.patentclaimmaster.com\/blog\/pair-automation-changes\/\" target=\"_blank\">Using ClaimMaster to log-in to Private PAIR for further operations<\/a><\/li>\n\n\n\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-downloading-patent-publications-application-number\/\" target=\"_blank\">Downloading publications based on the US application number<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.patentclaimmaster.com\/blog\/new-patent-document-reader\/\" target=\"_blank\" rel=\"noreferrer noopener\">Reviewing US Patents, Publications, and documents using Patent Reader<\/a><\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Other General Tips<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.patentclaimmaster.com\/blog\/tutorial-fixing-claim-parsing-problems\/\" target=\"_blank\">Fixing claim identification and parsing problems<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.patentclaimmaster.com\/help\/UsingCommentsInClaims.html\">Using inline comments in claims<\/a><\/li>\n<\/ul>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Here you&#8217;ll find a list of our regularly updated step-by-step tutorials for performing various patent proofreading and time-saving tasks in ClaimMaster. Note that features vary between versions, as explained in this table. Patent Proofreading Tools<\/p>\n","protected":false},"author":1,"featured_media":2053,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[50],"tags":[14,702,55,19,35,1731,18],"class_list":["post-939","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-step-by-step-tutorials","tag-efs-web-tools","tag-office-action-shell-tools","tag-patent-downloading-tools","tag-patent-drafting-tools","tag-patent-family-trees","tag-patent-form-tools","tag-patent-proofreading-tools"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.6 (Yoast SEO v28.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>ClaimMaster Step-by-Step Tutorials - ClaimMaster Software<\/title>\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\/step-by-step-claimmaster-tutorials\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"ClaimMaster Step-by-Step Tutorials\" \/>\n<meta property=\"og:description\" content=\"Here you&#8217;ll find a list of our regularly updated step-by-step tutorials for performing various patent proofreading and time-saving tasks in ClaimMaster. 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