Docket Navigator User Guide*

Training Tips*

Not sure where to start? Subscribe to our DocNav Tips training emails. These short, daily emails are great for any user, whether new or a long-time subscriber, who wants to enhance their search techniques. You'll start with the basics of searching and slowly move to more advanced techniques.

We'll also notify you of any training webinars that we have scheduled, where you can ask questions and get answers in real-time.

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The Launch Page*

Welcome to Docket Navigator's search engine! From the first page, you have easy access to all features.

A - Quick Profiles - Go directly to a profile binder on a specific case, patent, judge, etc.

B - Reports and Analytics - Hover over each to see a description. Reports: Go to a curated report on a specific patent or court. Analytics: Visualize litigation data as a chart. See success rates on motions before specific courts or judges, see cases by year for a certain judge, etc.

C - Sidebar - Easy access to recent binders, available downloads, binders shared with you, and curated binders.

D - Available Libraries - Toggle between libraries if you are subscribed to more than one.

E - Custom Search - Go deeper. Construct your own search using a variety of filters. If you’ll be creating your own searches often, you can set this dropdown to be open by default.

image of launch page

The Binder Wall*

The binder wall is your personal home page in Docket Navigator. It shows all the binders you’ve created and binders that have been shared with you. On the binder wall you can:

A - Sort your binders by date created, name, number of alerts, etc. You can also search for a specific binder name.

B - The sidebar allows you to switch between binder walls for different libraries. You can also see and manage your alerts and downloads, check your account settings, and manage your user lists if you are a group admin. (These settings can also be reached through the menu in the top-right corner.)

C - Share, alert, copy, or bookmark a binder without opening it.

D - Begin a new search. (This takes you back to the launch page.)

image of binder wall

Binder Settings*

When you are inside a binder, you have access to convenient binder features such as:

A - File - Binder actions: Save, Revert to Last Save, Rename, Export to XLS, and Delete. This is also where you can set up an alert, share, and bookmark the binder.

B - Summary Panel - See Binder History and description, Add and Arrange Search Tabs and Folders.

C - Filters Panel - Add or edit the search filters for the active search tab, add Related Filters.

D - Display Settings - Filters: Open and close filters panel. Options: Open Analytics searches, copy or delete tab, export tab to XLS. View: Choose columns to display, save column settings as your default, restore original settings.

image of binder toolbar

Account Settings*

You can reach your account settings page by clicking on the menu in the top right corner and selecting “My Account," or by selecting “Account Settings” in the sidebar on the Binder Wall.

Alerts - View and manage your alerts and any alerts shared with you.

Downloads - All your previously generated reports or special reports.

Account Settings - The account settings page allows you to change your password and payment information, manage which libraries you are subscribed to, view usage statistics.

Manage Users - (Only if you are a group manager.) Add and remove users, set a user's library and delivery settings, and export usage statistics to Excel.

image of admin panel