How to use Due Diligence
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      3. How to use Due Diligence

      Managing Your Findings

       

      Import a portfolio from Patent Vault





      Download a Due Diligence Report 

      Save your Due Diligence report as a PDF file including its appendices by clicking the “Download Report” icon on the upper right. You can rename this report by clicking the pencil icon on the upper left.

      You can choose to download the full report by selecting All Dashboards or customize your selection of dashboards.

      Once you click “Confirm,” a progress bar will appear to replace the Download Report icon.



      Save a       Due Diligence Report to Patent Vault 

      Share your findings with your team by saving your Due Diligence report to Patent Vault.

      1. Click the “Save in Patent Vault” icon

      2. Select the target Patent Vault project and set the access settings
      3. Save


      In Patent Vault, project members can access the Due Diligence reports they have access to. 
      PV1

       

      Export Patent Lists as Excel Files 

      Click on “Export Excel” to download the current list of patents. The download will start automatically.


      Access Past       Due Diligence Reports

      History
      Access your past Due Diligence reports using the “History” tab.