CLICK HERE to access the article on editing the disclosure form questions.

The invention disclosure form setup screen is accessible from the Inventions Tab under the "Setup Disclosure Form" link. Only patent committee members can access and change the form. Below is a screen shot of the disclosure form screen. AppColl provides a default set of questions, which can be edited as desired. There are a number of options for establishing the disclosure form as shown on the left side of the screen. Here's a description of each option.

Use First Inventor - Used to set a first inventor, as shown on the patent application. The inventor creating the disclosure is automatically set as the first inventor. However, the inventor can designate a first inventor, provided the checkbox is checked, when adding inventors to the disclosure.

Can Add Inventor - If checked, the inventor creating the disclosure form can add new inventors to the contacts database. This can be dangerous if trying to keep your inventor's list streamlined. For example, you may have William Smith as a contact already. An inventor may know him as Bill, and not find him in the inventor's list. The inventor may decide to add Bill Smith as a new contact. Now you would duplicates of the same contact.

Use Lead Inventor - Used to set a lead inventor. The inventor creating the disclosure is automatically set as the lead inventor. However, the inventor can designate a lead inventor when adding inventors to the disclosure.

Inventor Contribution - If checked, the inventor creating the disclosure is required to enter in a contribution amount and date when adding additional inventors.

Committee Custom Fields - If any custom matter fields (https://support.appcoll.com/matters/add-custom-user-defined-fields-to-matters) have been added to your account, they can be displayed within a disclosure form. Please note, these fields are only visible to committee members.

Admin Custom Fields - This is the same as Committee Custom Fields, however visibility is limited to account admins, independent of whether they are committee members as well.

Admin Can Always Edit - By default, a disclosure form cannot be edited by anyone other than the inventors and then only why the disclosure is in an editable status. For example, inventors cannot edit a disclosure once it has been sent to the committee. In normal flows, inventor can only edit a disclosure before being submitted or once sent back to them for a rework. Checking this box allows account admins to edit a disclosure at any point in the flow.

Generate PDF - If checked, a PDF of the disclosure is generated when the disclosure is saved and subsequently edited. The PDF is attached to the disclosure and accessible by parties having access to the disclosure. The disclosure form has version control. Thus, the latest version is visible.

Documents Required - If checked, at least one document must be submitted with the disclosure such as lab notes, white papers, code, flow charts, presentations, etc.

CLICK HERE to access the article on editing the disclosure form questions.