1. Open the Microsoft® Word, Microsoft® Edge, Firefox, Adobe Acrobat® , or Adobe Reader® program as you normally would.
2. Select Options () from a PatentOptimizer menu, toolbar, or right-click menu. The PatentOptimizer Options dialog box opens.
3. Click the Manage Client Matter IDs tab. The Manage Client Matter IDs tab of the Options dialog box opens (as shown below).
4. Click Add. A new empty entry with a blinking cursor appears.
5. In the empty entry, enter the applicable client matter ID.
Tip: If a specific format is required for the client matter ID, that format will be illustrated in the area just beneath the list of client matter IDs.
6. When you are finished entering the client matter ID, press the ENTER key or click elsewhere within the dialog box. The client matter ID list refreshes to reflect the addition of the client matter ID.
Tip: By default, client matter IDs are listed in reverse chronological order, that is, with the most recently stored client matter ID listed first.
7. Repeat steps 4 through 6 for each client matter ID you want to store.
8. When finished storing client matter IDs, save your input and close the Options dialog by clicking OK.