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Tracking your Trademarks in IPR Tool

Learn how to navigate the Trademark section in the IPR module, track your marks across different stages, apply filters, and customise your view for efficient portfolio management.

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Written by Mansi Rana

Overview

The Trademark section within the IPR module gives you a complete set of tools to manage, track, and protect your trademarks. This article walks you through the key features available in the section.

Features of the Trademark Section

At the top of the Trademark section, you will find the following tabs and controls:

Domestic and International Marks:

  • Click the India icon to view domestic trademarks.

  • Click the Globe icon to view international trademarks.

Navigation Tabs:

  • Track — View and manage all the trademarks you are currently monitoring.

  • New Filing — See recently filed trademarks that have been picked up based on your tracking criteria.

  • Hearings — View trademarks that have upcoming or past hearing dates.

  • Protect — Access your watchlist to monitor trademarks that need closer attention.

  • + Mark — Add a new trademark to your tracking list.

Accessing Refined Views

Within the Track section, you can filter your trademark list using the following options:

Self:

  • Displays trademarks that belong to your organisation or law firm.

3rd Party:

  • Displays trademarks that do not belong to your organisation but are being tracked for monitoring purposes — such as competitor marks, opposed trademarks, or visually similar marks.

Trademark Stages

You can filter your tracked trademarks by their current stage. The available stages are:

All:

  • Displays trademarks across all status categories.

In Process:

  • Includes trademarks that are currently going through various stages of examination, acceptance, or publication at IP India.

Opposed:

  • Displays trademarks that have been opposed.

Objected:

  • Displays trademarks that have received an objection during examination.

Registered:

  • Displays trademarks that have been successfully registered.

Filter Options

You can refine your trademark list further by applying custom filters.

  • Click on the Filters button on the listing page.

  • Select your desired conditions from the dropdown such as class, status, proprietor name, or date range.

  • The list will update to show only trademarks that match your selected criteria.

Filters help you focus on a specific subset of your portfolio without scrolling through the entire list.

Managing Column Positions

You can customise the columns displayed on the trademark listing page to suit your workflow.

  • Click on the column settings toggle on the listing page.

  • Show or hide columns based on what information you want visible.

  • Resize columns as needed for a cleaner view.

You can also click Download button to export the current view as a report, based on the filters and columns you have set as a pdf or excel file.

Trademark Connector in Codex

You can query your tracked trademarks directly from Codex using the Trademark Connector. This connects your IPR trademark portfolio to the Codex AI workspace, allowing you to ask questions and get AI-powered insights across your tracked marks without leaving the platform.

Hearing data for your tracked trademarks is also synced via the Trademark Connector, so Codex has up-to-date hearing information when generating responses related to trademark hearings and deadlines.

To use the Trademark Connector in Codex:

  1. Open Codex from the left-hand navigation.

  2. Click the + icon in the prompt bar and select Connectors.

  3. Choose My Trademarks to connect your tracked trademark portfolio.

  4. Enter your prompt. Codex will reference your trademark data when generating a response.

Try Asking Codex — Global Search Suggestions

The IPR Global Search now includes a Try Asking Codex section with pre-built template queries for Trademark. These suggestions help you quickly run common portfolio queries in Codex without having to type them from scratch.

Available template queries include:

  • Upcoming renewals and deadlines

  • Lapsed or dormant IPs

  • Portfolio at a glance

Click any suggestion to open Codex with that query pre-loaded and ready to run.

Conclusion

The Trademark section is designed to give you full visibility into your IP portfolio without switching between multiple tools. Keeping your tracking list well-organised — with the right filters, stages, and column settings — makes it much easier to act on updates quickly. The Trademark Connector in Codex and the Global Search suggestions further extend this by bringing AI-powered insights directly into your trademark workflow.

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