You can access the PatentOptimizer features in several ways, specifically using the toolbar, using the Tools> PatentOptimizer menu, or using the right-click menu.
To access service features using the toolbar, click the applicable button.
Tip: The PatentOptimizer toolbar is available in Microsoft® Word, Microsoft® Edge, Firefox, Adobe Acrobat®, and Adobe Reader®, although a few buttons are only available in Microsoft Word. To view a description of any toolbar button within the application, rest your pointer on the button for several seconds.
| Button | Command |
| Summary Report | |
| Term Analysis Report | |
| Check References | |
| Check Terms | |
| Mark Terms | |
| Check Measurements | |
| Check Parts | |
| Check Claims | |
| Compare Docs | |
| PatentOptimizer™ Analytics | |
| LexisNexis® Patent Research | |
| Web Search | |
| Dictionary | |
| Thesaurus | |
| Patent Citation (available in Word for the non-Litigation Pro version only) | |
| Claims Wizard (available in Word for the non-Litigation Pro version only) | |
| Remove Markup (available in Word for the non-Litigation Pro version only) | |
| Update References (available in Word for the non-Litigation Pro version only) | |
| Options | |
| Client Matter ID | |
| Feedback | |
| Help |
Tip: Most program features are also available from the Tools>PatentOptimizer menu, and some are available using the right-click menu (as described in the following procedure). The Remove Markup feature, however, is only available from the toolbar.
- To access service features using the menu
Tip: Certain program features are only available in Microsoft Word and only from the menu, with the Mark Claim Number () and Mark Claim Reference (
) features being available from both the Tools>PatentOptimizer menu and the right-click menu and the Term Variants feature (
) being available only from the right-click menu. Access to program features using the menu is not available in Microsoft® Edge or Firefox programs.
- From the Tools menu in the Microsoft Word, or Acrobat, or Reader program, choose PatentOptimizer followed by the applicable feature
Note: The Tools>PatentOptimizer menu varies slightly between programs, with the version in the Adobe Acrobat® and Adobe Reader® programs containing a subset of the features offered using the Microsoft Word version.
- Right-click anywhere within a Microsoft Word document, then from the displayed menu, choose PatentOptimizer followed by the applicable feature.
Note: The right-click menu contains a subset of the features offered in the Tools>PatentOptimizer menu and is not available in the Acrobat and Reader programs.