An Introduction to IPShare

IPShare - Projects

Setting up projects in IPShare





  • Import patent documents to a project by publication number, or from a PatBase search history.
  • Depending on the type of NPL being imported, this can be added manually, uploaded or auto populated using the DOI number.
  • IPShare Alerts can be set up when viewing a project, by selecting Alerts in top right corner, review results and import the new documents into your project from the same page.
  • In the project table on the main Projects page, you can edit existing projects by clicking the blue edit button on the corresponding row. Here you can edit the notification interval, project name and write a project description.
  • Navigate to the project page to set user permissions. Users added as a group will have the same permission levels. To give different users different permission levels, you will need to add them individually. There is an extensive list of permissions options available that can be enabled or disabled as needed.
  • All changes to a project are tracked in the Recent Activity Feed, visible to all users in the project. Notifications can be set so you receive updates when changes are made on a project. Select how often you would like to receive these notifications from the Settings page.

Frequently Asked Questions

How many projects can I create/be part of?

There is no limit to the number of projects any users can be a member of.

How many documents can I add to a project?

Up to 10,000 documents can be added to a single project.

Do I need to have PatBase to use IPShare?

You do not need to have PatBase to use IPShare, however they are compatible and can be used in conjunction with each other to search and share patent information.

How can I change the notification frequency of an individual project?

Navigate to the Projects page using the main toolbar at the top of IPShare. In the row of the project you want to change the notification interval for, select the blue Edit button with the blue cog icons. This will open a pop-up window where you can set the Notification Interval for the selected project using the drop-down options menu. This will only affect your notification frequency for that project.

To change the notification frequency for another user, navigate to Permissions within a project.

How can I bulk upload patent documents?

Within a project, there is a blue button above the documents table that is labelled “Import Patents”.

Click this button and a pop-up window will appear where you can type or paste in multiple patent numbers. Patent numbers must be separated by comas or one on each line.

There is an option to bulk apply existing labels to all imported documents. Select the blue “Apply labels to all imported patents” button in the lower left corner, and a list of your existing labels will appear. You can select multiple labels to apply at once.

To start the bulk patent document upload from PatBase’s database, click the blue Import button in the lower right corner.

What happens if I delete a user?

Deleting a user does not erase their work. All documents, chat entries, annotations etc. they may have created will stay on the account.