Training Videos for Enterprise Users

CONTENTS

Working in the PatentSight BI

Creating and Saving a Workbook

Saving Workbook as Template

Import Options

Creating and Sharing Custom Fields

Export Options

Export to Presentation: Basics

Export to Presentation: Upload Custom Template


Working in the PatentSight BI

Creating and Saving a Workbook

HubSpot Video

Created: August 2020

 

For more information on workbooks, see also:

 

Saving Workbook as Template

HubSpot Video

Created: August 2020

 

More information on templates, see also:

 


Import Options

Creating and Sharing Custom Fields

HubSpot Video

Created: August 2020

 

For more information on Custom Fields, see also:

 


 

Export Options

Export to Presentation: Basics

HubSpot Video

Created: August 2020

 

For more information on Export to Presentation, see also:

 

Export to Presentation: Upload Custom Template

HubSpot Video

Created: August 2020

 

For more information on Export to Presentation, see also: