Workfiles

How to choose between Workfiles & Lists
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 store...
Wed, 28 Jul, 2021 at 3:36 PM
Creating workfiles
You can create a workfile two different ways, from a result list (also called a hit list) or directly from the Explorer tab. If you want to share a work...
Fri, 21 May, 2021 at 10:38 AM
Creating User fields
User fields are customized data fields that are created to be shared via a Workfile. They are useful for collecting inputs from colleagues who review patent...
Mon, 2 Aug, 2021 at 4:46 PM
Orbit Review: Setting up email notifications
Orbit Review is a workflow companion for Orbit Intelligence.  It allows you to configure per workfile basis, email broadcasts to recipients when one o...
Wed, 7 Apr, 2021 at 3:35 PM
Administrator - Sharing User fields
User fields can be shared with all users in the company. When you create a user field, it is available only to you and the administrator. User fields can b...
Mon, 23 Nov, 2020 at 8:17 PM
Adding documents to a Workfile
There are three different options to add documents to a workfile that's already created (read the article Creating workfiles to learn how to create a w...
Thu, 11 Feb, 2021 at 10:51 AM
Workfiles - Sort out relevant documents with an AI-Classifier
You can now use AI-Classifier, our new functionality, allowing the selection of relevant documents to reduce the reading time of the experts. This tool ...
Wed, 28 Apr, 2021 at 9:36 AM