STREAM IP uses AI to help you get accurate quotes and place orders quickly. STREAM IP connects with STREAM’s translation tools, reducing costs and improving turnaround times.

Your portfolio is built and maintained for you, showing upcoming actions and deadlines in one place, so you can stay on top of what needs to be done, without the hassle of manual tracking.

Your portfolio is built and maintained for you, showing upcoming actions and deadlines in one place, so you can stay on top of what needs to be done, without the hassle of manual tracking.

You can also set up filing presets, which makes repeat tasks quicker and more consistent. If you already use other software or databases to manage your patents, STREAM IP can be integrated to keep everything connected and running smoothly.

Getting quotes is simple- just enter your patent number. You can adjust the quote by adding or removing filing states. It’s all interactive, so you can explore different options before placing your order.

Ready to move away from manual processes and into a more streamlined way of managing your filings? This guide will walk you through setting up your STREAM IP account and show you how to navigate the platform step by step.

1. Click your profile icon in the top-right corner.
2. The following drop-down menu will appear as shown.
3. Select Account Management.

4. Choose Personal Info.
5. Your screen will display the Personal Info page.
6. Edit any fields (name, address, phone number, etc.).
7. Click Save Info to apply your changes.
8. View your registration date and last update on the left sidebar.

If you wish to change your password, scroll down to the Change Password section, enter your old and new password, and click Change Password.

The Change Password screen will appear as shown.

If any account updates look unfamiliar, this may indicate unauthorized changes. In such cases, we recommend changing your password immediately to protect your account.

1. Click your profile icon in the top-right corner.
2. The following drop-down menu will appear as shown.
3. Select Account Management.

4. Choose Preferences.
5. The screen will appear as shown

Setting language preference for translations required for requests for the Unitary Effect of a European Patent

• Under Quote Preference, select your preferred language for Unitary Effect requests from the drop-down menu.
• Click Save Changes to apply.

1. Click your profile icon in the top-right corner.
2. The drop-down will appear as shown.
3. Select Account Management.

4. Choose Filing Jurisdictions.
5. The screen will appear as shown.

1. System defaults include the most commonly selected filing jurisdictions. Until custom presets are created, these will be the presets displayed by default for each new quote.
2. Under System Default, view the platform’s default filing jurisdictions for:
• European Patent (EP)
• Patent Cooperation Treaty (PCT)
• Direct Filing

Click View to see the list of states included in each preset.

Go to the Custom List section on the right.
Click Create New Preset.
The screen will appear as shown.

4. Enter a title to reflect the preset’s scope (e.g., “Applicant 1”).
5. Optionally, add a description to clarify when or why to use this preset.
6. Select the filing route from the dropdown:
• European Validation
• Patent Cooperation Treaty
Direct Filing
7. Click Next Step.

9. If you wish to return to the previous step, to revise the title, description, or filing route, click Return to Previous Step.
10. Add states to your preset by searching by state name or state code or scroll through the list.
11. Click on a state to add it into your preset.
12. To include all available states, click Add All.
13. Selected states will appear in the Selected States box on the right.
14. To remove all selected states, click Remove All.
15. To make this preset your default, check the Make as Default box.
16. Your new preset will now appear under Custom List.
17. For any custom preset, you can:

• Edit- update the title, description, filing route, or included states.
• View- see the full list of included jurisdictions.
• Duplicate- create a copy to modify without changing the original.
• Delete- to remove a preset from your system, click the red bin icon next to the preset you want to delete. Then confirm by selecting Delete Preset.
• If you wish to revert to a system default, click Set as Default for that filing route.

1. Click your profile icon in the top-right corner.
2. The drop-down will appear as shown.
3. Select Account Management.

4. Choose Notifications.
The screen will appear as shown.

At the top of the Notification Preferences page, select the filing route you want to manage notifications for:

• EP
• PCT
• Direct

1. Your primary email address is the one listed in your account.

1. To update it, please contact support at TDIP@toppandigital.com.
2. To add additional recipients, click the + button next to To, enter the email address, and click Create Email.
3. To Cc someone, click the + next to Cc, enter their email, and click Create Email.
4. To Bcc someone, click the + next to Bcc, enter their email, and click Create Email.
5. This can be done separately for order confirmation and filing notification emails.

1. Order Confirmation is sent immediately after placing an order and confirms what has been ordered.
2. Filing Notification is sent when a country filing has been completed.

• You will be asked questions depending on your filing route.
• Your answers will help generate a more accurate quote by factoring in variables like company size.

1. Click your profile icon in the top-right corner. 2. The drop-down will appear as shown.

3. Select Account Management.
4. Choose Questions.

1. Select “EP Order”.
2. The screen will appear as shown.
3. You’ll be asked about annuity fees, which keep your patent active over the patent’s lifespan.
4. Choose whether you want TOPPAN IP to manage any annuity payments.
5. If you would like TOPPAN IP to manage annuity payments, select either:
• First annuities only. • All annuity fees due for the lifespan of the patent.
6. Click Save Questions to confirm your preference.

1. Select ‘PCT Order’.
2. The screen will appear as shown.
3. Rights to the invention: select how the applicant obtained rights to the invention (assignment from the inventor, employment agreement, applicant is the inventor, or unknown).
4. Applicant status: Is the applicant an individual/multiple individuals, a company with <500 employees, a company with >500 employees, a non-profit organisation, or unknown.
5. Request for examination: Would you like to request examination in any available jurisdictions?
6. ARIPO: Select which countries you would like to designate in your ARIPO application.
7. Genetic Heritage Disclosures: Does the patent involve Brazilian genetic resources or associated knowledge, or relate to or involve the use of biological material?
8. Extension of European Patent to Bosnia and Herzegovina: Select yes or no.
9. Extension of European Patent to validation states: Select whether you’d like to include any validation states in the application. If you select yes, you will be asked to check which validation states to include.
10. Biological Material Disclosures: Does the invention relate to, or involve, the use of biological material?
11. Priority document: A full translation of the priority document is required. Do you instruct us to translate it? Please note that this will incur additional costs.
12. Once you have completed the questions, click Save Questions to confirm your answers.

1. Select ‘Direct Order’.
2. The screen will appear as shown.

1. Rights to the invention: select how the applicant obtained rights to the invention (assignment from the inventor, employment agreement, applicant is the inventor, or unknown).
2. Applicant status: Is the applicant an individual/multiple individuals, a company with <500 employees, a company with >500 employees, a non-profit organisation, or unknown.
3. Request for examination: Would you like to request examination in any available jurisdictions?
4. ARIPO: Select which countries you would like to designate in your ARIPO application.
5. Genetic Heritage Disclosures: Does the patent involve Brazilian genetic resources or associated knowledge, or relate to or involve the use of biological material?
6. Extension of European Patent to Bosnia and Herzegovina: Select yes or no.
7. Extension of European Patent to validation states: Select whether you’d like to include any validation states in the application. If you select yes, you will be asked to check which validation states to include.
8. Biological Material Disclosures: Does the invention relate to, or involve, the use of biological material?
9. Priority document: A full translation of the priority document is required. Do you instruct us to translate it? Please note that this will incur additional costs.
10. Once you have completed the questions, click Save Questions to confirm your answers.

1. Select Get New Quote from the drop-down box on Quote

2. Click the European Patent button.

3. An input box appears for your EP number.

4. Your EP number can be a publication number (e.g., EP1234567) or an application number (EP12345678.9). You can input your number with or without the EP prefix.
5. Click Get quote.
6. The screen will appear as shown.

1. Your EP number and patent title display at the top.
2. Click the link beside the title to open the record in the European Patent Register.
3. In the row beneath the patent number and title, you’ll see:

• Patent number and publication language.
• Applicant and application date.
• Article 71(3) date and 71(3) deadline.
• Grant date.
• EP validation deadline.

1. Under Specification Details, you can view page counts, word counts, and claim counts.
2. If you wish to update the Specification Details, click any field to overwrite it with your latest numbers.
3. You can choose to upload a source document.
   Uploading a source document allows us to calculate potential translation memory savings.
4. To upload your source document, click the Upload Source Document button to open your file browser. Select the desired file and click Open.
   
   Once uploaded, the document will appear at the bottom of the Specification Details section:

5. To remove a source document from the platform, click the X next to the document name.
6. To revert the Specification Details to their original settings, click Reset to Default, then confirm by selecting Yes.

1. If you’ve already created a preset which you’d like to use to select the states included in the quote, go to the Quote Presets section.

2. Click the dropdown menu and select the preset you want to apply to your quote.

3. For help with setting up a preset, please refer to the ‘Creating a Custom Preset’ section of this guide.

1. If you do not want to use a default or custom preset for the states included in the quote, you can either click Remove All States or click on a highlighted state to remove it.
2. In Select States, search or scroll to find states.
3. You can expand the view of the state list by clicking the button with two diagonal arrows to the left of select states:

4. This will open a pop-up displaying the full list of states:

5. Use the search bar to search for a state using code or name.
6. Click the filter icon next to the search bar to apply filters or change the sorting method.
7. To change how the state list is displayed, use the State Lineup option to the right:

• The left button displays a left-to-right view, where the list is sorted alphabetically across rows.
• The right button displays a top-to-bottom view, where the list is sorted alphabetically down columns.

8. Click a state to add it to Validation Fees or click Add All if you want all available states to appear in your quote.
9. Click Recalculate to refresh the fee breakdown.

If you want to add a Unitary Patent quote: 1. Click Add UP.

2. The following screen will appear:

3. Choose whether you’d prefer to use TOPPAN IP or add UP via another channel.

• Using TOPPAN IP creates a fully integrated experience, with end-to-end support. This will default to TOPPAN IP also preparing the UP translations. If you do not want TOPPAN IP to prepare the UP translations, please uncheck the ‘TOPPAN IP to prepare UP translation’ box.
• Use another agent if you need local representation, if you require advice beyond standard filing, or you prefer to use an agent with an established relationship. This will default to TOPPAN IP not preparing the UP translations. If you want TOPPAN IP to prepare the UP translations, please check the ‘TOPPAN IP to prepare UP translation’ box.

4. Click Yes.

1. If these formalities have not been completed in full or in part by your EP attorney, you can select them here. 2. You can request:

• A translation of the claims into one or both other official languages.
• EPO filing formalities via our EPO representative network agent

3. Click Yes.

1. Under Validation fees you’ll see per-state information:

• States included
• Agent name
• Translation fee
• Service fee
• Official fee

2. At the bottom, a summary row shows totals for translation, service, official fees, and the grand total.
3. Click Place Order to place your order with TOPPAN IP.

1. Select Get New Quote from the drop-down box on Quote.

2. Click the PCT button.

3. An input box appears for your PCT number.

4. Type in your PCT number- it should follow the format of PCT/AA0000/BBBBBB. Example PCT number: PCT/US2025/000123.
5. Click Get quote.
6. The screen will appear as shown.

1. Your PCT number and patent title display at the top.
2. Click the link beside the title to open the record in the WIPO Register.
3. In the row beneath the patent number and title, you’ll see:

• Patent number and publication language.
• Applicant.
• Priority claims and earliest priority.
• International filing date & publication date.
• Entity details.
• 30M due date & 31M due date.

1. Under Specification Details, you can view page counts, word counts, and claim counts.
2. If you wish to update the Specification Details, click any field to overwrite it with your latest numbers.
3. You can choose to upload a source document. Uploading a source document allows us to calculate potential translation memory savings.
4. To upload your source document, click the Upload Source Document button to open your file browser. Select the desired file and click Open. Once uploaded, the document will appear at the bottom of the Specification Details section.

5. To remove a source document from the platform, click the X next to the document name.
6. To revert the Specification Details to their original settings, click Reset to Default, then confirm by selecting Yes.

1. To request an examination, click the Exam Request button located on the right side under Quote Presets.

2. When prompted, select Yes to request examination in available jurisdictions.
3. The following screen will appear:

4. Check the box next to each state where you want to request examination.
5. Alternatively, click Select All to request examination in all available states.
6. Click Save to confirm your request for examination.

1. If you’ve already created a preset which you’d like to use to select the states included in the quote, go to the Quote Presets section.

2. Click the dropdown menu and select the preset you want to apply to your quote.

3. For help with setting up a preset, please refer to the ‘Creating a Custom Preset’ section of this guide.

1. If you do not want to use a default or custom preset for the states included in the quote, you can either click Remove All States or click on a highlighted state to remove it.
2. In Select States, search or scroll to find states.
3. You can expand the view of the state list by clicking the button with two diagonal arrows to the left of select states:

4. This will open a pop-up displaying the full list of filing jurisdictions:

5. Use the search bar to search for a state using code or name. 6. Click the filter icon next to the search bar to apply filters or change the sorting method. 7. To change how the state list is displayed, use the State Lineup option to the right:

• The left button displays a left-to-right view, where the list is sorted alphabetically across rows.
• The right button displays a top-to-bottom view, where the list is sorted alphabetically down columns.

8. Click a state to add it to Validation Fees or click Add All if you want all available states to appear in your quote. 9. Click Recalculate to refresh the fee breakdown.

1. Under Filing fees you’ll see per-jurisdiction information:

• Jurisdictions included.
• Agent name.
• Translation fee
• Service fee.
• Official fee.

2. At the bottom, a summary row shows totals for translation, service, official fees, and the grand total.
3. Click Place Order to place your order with TOPPAN IP.

1. Select Get New Quote from the drop-down box on Quote:

2. Click the Direct Filing button.

3. An input box appears for your case reference.

4. Type in the case reference. This becomes the unique identifier in the absence of a published patent number.
5. Click Get quote.
6. The following screen will appear:

7. You will need to fill in information about your patent, including:

• Patent Title.
• Publishing Language.
• Pages and Words of Claims, Description, Abstract, Drawings, and SEQ Listings.
• Number of Claims.
• Number of Independent Claims.
• Priority Date.
• Priority Count.
• Priority Number.
• Applicant Name.
• Applicant Country.
• Applicant Address.

8. Select Get quote to see the quote.
9. The following screen will appear:

1. The case reference and patent title display at the top.
2. Click the Edit button next to the title to amend the title.
3. In the row beneath the title, you’ll see:

• Case reference and filing language.
• Applicant and priority documents.
• Priority claims and entity detail.
• Earliest priority& 12M due date.

1. Under Specification Details, you can view page counts, word counts, and claim counts.
2. If you wish to update the Specification Details, click any field to overwrite it with your latest numbers.
3. You can choose to upload a source document. Uploading a source document allows us to calculate potential translation memory savings.
4. To upload your source document, click the Upload Source Document button to open your file browser. Select the desired file and click Open. Once uploaded, the document will appear at the bottom of the Specification Details section:

5. To remove a source document from the platform, click the X next to the document name5. To remove a source document from the platform, click the X next to the document name. 6. To revert the Specification Details to their original settings, click Reset to Default, then confirm by selecting Yes. 6. To revert the Specification Details to their original settings, click Reset to Default, then confirm by selecting Yes.

7. To request an examination, click the Exam Request button located on the right side under Quote Presets:

8. When prompted, select Yes to request examination in available jurisdictions.
9. The following screen will appear:

10. Check the box next to each state where you want to request examination.
11. Alternatively, click Select All to request examination in all available states.
12. Click Save to confirm your request for examination.

1. If you’ve already created a preset which you’d like to use to select the states included in the quote, go to the Quote Presets section:

2. Click the dropdown menu and select the preset you want to apply to your quote.
3. For help with setting up a preset, please refer to the ‘Creating a Custom Preset’ section of this guide.

1. If you do not want to use a default or custom preset for the states included in the quote, you can either click Remove All States or click on a highlighted state to remove it. 2. In Select States, search or scroll to find states. 3. You can expand the view of the state list by clicking the button with two diagonal arrows to the left of select states:

4. This will open a pop-up displaying the full list of states.
5. Use the search bar to search for a state using code or name.
6. Click the filter icon next to the search bar to apply filters or change the sorting method.
7. To change how the state list is displayed, use the State Lineup option to the right:

• The left button displays a left-to-right view, where the list is sorted alphabetically across rows.
• The right button displays a top-to-bottom view, where the list is sorted alphabetically down columns.

8. Click a state to add it to Filing Fees or click Add All if you want all available states to appear in your quote.
9. Click Recalculate to refresh the fee breakdown.

1. Under Filing fees you’ll see per-state information:

• States included.
• Agent name.
• Translation fee.
• Service fee.
• Official fee.

2. At the bottom, a summary row shows totals for translation, service, official fees, and the grand total.
3. Click Place Order to place your order with TOPPAN IP.

1. Click the drop-down menu of the Quote tab at the top of the page.
2. Select View Saved Quotes.

1. A list of your saved quotes will appear.
2. There are separate tabs for EP, PCT, and Direct Filing saved quotes. The system will default to the EP tab. To view quotes from another category, simply click the corresponding tab to switch between them.
3. The following screen will appear.
4. Each entry displays:

• Patent number.
• Title.
• Applicant name.
• Due date.
• Quote date.

1. To view the full quote, or make edits, click on the patent number.
2. This will open the quote in the standard quote view.
3. Once the quote is open, you can make changes just as you would when creating a new quote.

1. To access the orders section, select ‘Orders’ from the menu at the top of the screen.

2. The following screen will display.
3. Orders are separated based on filing route. To switch between them, select the filing route at the top.
4. Use the search bar at the top right to search for an order.
5. A list of your orders will appear.
6. You will be able to see these details:

• Patent Number.
• Title.
• Applicant Name.
• Order Date.

1. Click on the patent which you want to view that status of.
2. The following screen will display.
3. This will show these details:

• Patent Number.
• Case Reference.
• Order Date.
• Applicant.
• Title.

4. Furthermore, the status of your order will be visible, from stages:

• Order Submitted.
• Processing.
• Completed.
• Invoiced.

1. Scroll down to the ‘Filing Status’ section to view the status of your patent filing in each individual state. 2. The following screen will show.

3. Use the search bar to search for a specific state by state code or state name.
4. Click ‘Expand All’ to view full details for every state.
5. Next to each state, you will see:

• Job ID.
• Country Reference.
• Due Date.
• The status of the filing in the state.

6. Use the ‘+’ button to the right to see full details for each state.
7. The following screen will show.
8. This will show:

• Country Reference
• Due Date.
• Agent.
• Local Patent Number.
• Local Filing Date.
• Documents.
• Forms.

1. You can upload additional documents, such as completed Powers of Attorney, here.
2. Scroll down to the ‘Order Documents’ section.
3. The following screen will appear.

4. Click ‘Select Document’ to add an additional document.
5. The following screen will appear.

6. Then input the following details:

• Document type (Specification, Priority document, Amended claims, IPRP, POA, Invoice, Other).
• Description.
• Relevant to (select the states which the additional document relates to).

7. Click ‘Upload Document’.
8. The additional document will then be visible under ‘Order Documents’.

1. The Portfolio is a single view of all your saved quotes and orders.
2. To build a portfolio of your upcoming cases for EP and PCT, please contact us at TDIP@toppandigital.com.

1. View your portfolio by clicking ‘Portfolio’ at the top of the screen.

2. The following screen will appear.
3. You can switch between viewing upcoming applications and past applications.
4. You can search for an application using the search bar.
5. Applications are separated based on filing route. To switch between them, select the filing route at the top.
6. Details of your applications are available, including:

• Patent Number.
• Title.
• Applicant Name.
• Due Date.
• Status.

7. Click on the application to display a quote for the application.

1. If you request addition of a patent that is not owned by you, written permission from the patent holder is required.
2. For patent attorney accounts, only patents your firm is recorded as representative for can be added.