Here you will find general information on how to use a workbook and its content
General Structure of a Workbook
You can organize, save, and share your analyses using workbooks.
Each workbook can contain multiple sheets with one or more templates, chart, tables and comments (widgets) of your choice.
This allows single users or corporate customers to perform in-depth analyses.
Open, Save, Copy and Share Your Workbook
Open single sheets from templates all widgets in the selected template are displayed
After choosing one, a sample data filled widget appears
You can also use pre-built PatentSight templates, which might help you with specific use cases
The workbook concept allows you to organize an entire analysis on different sheets
Note: When you add a new sheet, the basic filter settings of the new sheet will be the same as the filter settings of the previous sheet. Of course, you can always change the filter settings on each sheet according to your analysis.
Copy Sheets, Widgets, and Filters
Using your keyboard, you can copy & paste sheets. It is also possible to copy a sheet from one workbook into another.
You can also copy & paste the complete set of filters from a sheet.
Of course, it is also possible to copy & paste single filter elements.
Moreover, you can copy & paste widgets into the same sheet, into a different sheet, and even into a different workbook.
Save Your Workbook
Save your entire workbook including all sheets and filter settings
Share Your Workbook
Share workbooks with your colleagues and give them read/write/admin rights
Note: After you have shared a workbook with your colleagues, you can also send them the URL of the workbook. Via this link, they will be able to access the workbook to view/edit the workbook according to the rights you gave them.
Close Your Workbook
Restore a Workbook and Workbook Content
Restore a Complete Workbook
If you have accidentally closed your workbook without saving your work, you will be able to restore your last session!
Restore Workbook Content