The Invention Disclosure Form (IDF) is filled out by one or more inventors and submitted to the assigned attorney once complete. When inventors add disclosures they will be guided through the following page:

1. Enter a Title (required). 
2. The inventor creating the disclosure is automatically added as the first named inventor. Additional inventors can be added by clicking the Add button to search from existing inventors that are from the same client. 
3. Inventors can drag and drop or click the browse for Documents to upload them to the disclosure. For example, inventors may wish to include diagrams, presentations, whitepapers, and audio files to name a few. Once a document has been added, it is accessible with access to the disclosure. Documents can be added at any time by the inventor(s), the attorney assigned to the disclosure or account admins. The assigned attorney or account admins can remove any documents uploaded to the disclosure. However, the inventor(s) cannot. Once a disclosure is saved, its contents are captured into a pdf document that will be accessible in the disclosure. Each time a disclosure is saved, a new copy of its contents are created as incremental revisions. Each revision is stored for historical purposes. 
4. Inventors are given a series of Questions to answer before a disclosure is submitted to the assigned attorney. 
5. The disclosure can be saved to finish at a later time, or submitted by clicking the Submit button. 

6. Upon submission, a popup window appears allowing the submitting inventor to add any Comments along with the submission. These comments are now part of the disclosure record and can be seen on the right side of the disclosure. The assigned attorney will be able to see the comments when opening the disclosure form. 
7. When finished adding any comments, click Ok. 

Once the disclosure is submitted, none of the inventors can edit the inventor list or the questions. At this point, the attorney is reviewing. The only opportunity for further edits is if the attorney pushes the disclosure back to the inventor(s) by clicking the "Rework" button on the disclosure form. 

Reworking the Disclosure

If a rework is requested by the assigned attorney, the inventor(s) will receive an email alerting them to do so. Any comments added by the attorney are visible in the email. At this point, the disclosure has been re-opened for editing by the inventor(s). Once the changes are complete, one of the inventors can click the "Submit" button once again and enter additional comments in the comment popup window.