Optional (must be requested by client if needed)Orbit Intelligence allows you to store your results in either a Workfile or a List. 
Both are stored in a directory. Directories and subdirectories help you to organize your data by team, topics, clients and so on.


 


One of the main differences between the Workfiles and Lists is that data stored in a Workfile is static - its content can be updated using an alert or manually. 

Lists are updated automatically when displayed, so if a patent has lapsed since the last time you opened the List, its legal status will be updated accordingly. 
Data stored in a List is always updated when you open it.


Another main difference between lists and Workfiles is that Workfiles are designed to allow for collaboration between colleagues. There is an ability to create and use custom fields including ranking and comments. 


Workfiles are convenient when you want to add metadata for patent scoring, categorization, and comments and share this list of documents and metadata with other users.


The two have a few other differences and this table will help you decide which one to use:



WorkfileList
Data Type
Patent families
Designs
Patent
Patent families
Data updateManualAutomatic
Search
Yes
Yes
Search history
-
Yes
FilterYesYes
Share with userReaders
Express
Intelligence

Express
Intelligence
Review/Annotate
Stars
Notes
Attachments
User fields - customizable
-
AlertsYes-
Legal statusOptional*Yes
Citations-Yes


*Must be requested by client. Some fees may apply. See your sales representative