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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">Dear David<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">Unfortunately, Ann has now retired, so you have to make do with the inferior service from me.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">You can make your change of person easily in ePCT simply by changing a name (and, if appropriate, address). Once you click OK, you will be asked a further question “Is the requested
change of name also a change in person?”<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><img width="414" height="221" style="width:4.3166in;height:2.3in" id="Picture_x0020_2" src="cid:image001.png@01DAB044.99A2D0E0"><span style="font-size:10.0pt;font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">We have a change in development to include the question directly in the main data entry area as a dropdown so that this is a bit more obvious before you get as far as pressing
OK.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">You can also add a power of attorney before submitting the request using the attach document option.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif"><img width="808" height="190" style="width:8.4166in;height:1.9833in" id="Picture_x0020_3" src="cid:image002.png@01DAB045.0B999EE0"></span><span style="font-size:10.0pt;font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">Rule 92bis doesn’t ask for copies of the assignment document. This will usually only be needed in cases where the request for change is being made by the new applicant or attorney
rather than the old one (see paragraph 11.018B of the Applicant’s Guide <a href="https://pctlegal.wipo.int/eGuide/view-doc.xhtml?doc-code=pctip&doc-lang=en&doc-type=guide#_changes_applicant">
https://pctlegal.wipo.int/eGuide/view-doc.xhtml?doc-code=pctip&doc-lang=en&doc-type=guide#_changes_applicant</a> ). If the old attorney is unable or unwilling to do this, it’s likely that there will be no ePCT access to use the online action. However, if
you are there in the action and there is a reason that you think that the assignment document is needed, you could upload it as General Correspondence as part of the action and, as long as it’s obvious what it is and why it’s there, we will rename it appropriately
on receipt.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">Best regards,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">Mike<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
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<p style="font-family:Calibri;font-size:10pt;color:#000000;margin:5pt;font-style:normal;font-weight:normal;text-decoration:none;" align="Center">
Classification: WIPO FOR OFFICIAL USE ONLY<br>
</p>
From:</span></b><span lang="EN-US"> Pct <pct-bounces@oppedahl-lists.com> <b>On Behalf Of
</b>David Boundy via Pct<br>
<b>Sent:</b> Friday, May 24, 2024 6:28 PM<br>
<b>To:</b> for users of the Patent Cooperation Treaty <pct@oppedahl-lists.com><br>
<b>Cc:</b> David Boundy <DavidBoundyEsq@gmail.com><br>
<b>Subject:</b> [Pct] ePCT change of applicant<o:p></o:p></span>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">My client just bought some patent applications from a seller, including some PCT's. I have and Assignment and a Power.</span><o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">How do I change "applicant" and Power of Attorney in ePCT? I got to epCT > Actions >
<span class="gmail-b-stepstep-name">Rule 92bis change request I see how to do two things, neither of which really fits, and it's odd for ePCT to not have an obviously-right thing to do --</span></span><o:p></o:p></p>
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<p class="MsoNormal"><span class="gmail-b-stepstep-name"><span style="font-size:10.0pt;font-family:"Arial",sans-serif"> -- select the current "applicant" and use the pencil to "change applicant" -- but that is only for changes of
<b>name</b><i> </i>to the same applicant (heir, name change, merger, etc.) I want a
<b>different</b> applicant</span></span><o:p></o:p></p>
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<p class="MsoNormal"><span class="gmail-b-stepstep-name"><span style="font-size:10.0pt;font-family:"Arial",sans-serif"> -- "edit parties" to add a new applicant. I can fill that out, but there's no way to upload an Assignment</span></span><o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><span class="gmail-b-stepstep-name"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">If I do Upload documents > IB > Assignment, then I'm locked out the 92bis change, can't do it in the same transaction.</span></span><o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><span class="gmail-b-stepstep-name"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">The thing I'm looking for probably does a Change of Applicant, and
<b>simultaneously </b>asks for upload of an assignment <b>and simultaneously </b>
a Power of Attorney, I would think. For this kind of change of Applicant, it would ask for upload of an Assignment as a supporting document
<b>simultaneously</b>. I can't find any of these that guarantees doing everything all at once. I rememebr that it used to be that if you did part of a Rule 92bis change, you'd get locked out for 24 hours, so I didn't want to do that, and I tried to avoid
it until I was forced into that corner.</span></span><o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><span class="gmail-b-stepstep-name"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">I stitched something together that gives me heartburn, and will no doubt create heartburn for our friends in Geneva. And now, to my surprise,
I am not locked out. Maybe that's the fundamental change.</span></span><o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><span class="gmail-b-stepstep-name"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">Mike or Anne, for this kind of thing, "Change Applicant" and upload Assignment and Change Agent and Upload Power of Attorney are all part
and parcel of the same transaction. It's not at all clear how to do that without the 24-hour lockout.</span></span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif"><br>
<span class="gmailsignatureprefix">-- </span></span><o:p></o:p></p>
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<p style="mso-margin-top-alt:0cm;margin-right:0cm;margin-bottom:7.5pt;margin-left:0cm">
<a href="https://www.iam-media.com/strategy300/individuals/david-boundy" target="_blank"><span style="font-size:9.0pt;font-family:"Open Sans",sans-serif;color:#667FA0;text-decoration:none"><img border="0" width="73" height="92" style="width:.7583in;height:.9583in" id="_x0000_i1025" src="https://ci3.googleusercontent.com/mail-sig/AIorK4wRMgBgcdZCqTw68Gg6ihENvW6_y8dGBqYvnJwiaIyu6LO5a7IJ-cljKsueIE5uxXbT6s9MN5hE2lGU"></span><span style="font-size:9.0pt;font-family:"Open Sans",sans-serif;color:#667FA0;text-decoration:none">
<br>
</span></a><span style="font-size:9.0pt;font-family:"Open Sans",sans-serif;color:#667FA0"><o:p></o:p></span></p>
<p style="margin:0cm;text-align:start"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#606E9A">David Boundy </span></b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#7C869A">| Partner <span style="background:white">| </span>Potomac Law
Group, PLLC</span><span style="font-size:11.5pt;font-family:"Arial",sans-serif;color:#323130"><o:p></o:p></span></p>
<p style="margin:0cm;text-align:start"><span lang="FR" style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#7C869A">P.O. Box 590638, Newton, MA 02459</span><span lang="FR" style="font-size:11.5pt;font-family:"Arial",sans-serif;color:#323130"><o:p></o:p></span></p>
<p style="margin:0cm"><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:#7C869A">Tel (646) 472-9737 </span><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:gray">|</span><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:#7C869A"> Fax:
(202) 318-7707<o:p></o:p></span></p>
<p style="margin:0cm"><a href="mailto:dboundy@potomaclaw.com" target="_blank" title="mailto:dboundy@potomaclaw.com"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#FE46A5">dboundy@potomaclaw.com</span></a><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0C64C0"> </span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#7C869A">| </span><a href="http://www.potomaclaw.com" target="_blank" title="http://www.potomaclaw.com/"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0C64C0">www.potomaclaw.com</span></a><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif;color:#7C869A"><o:p></o:p></span></p>
<p style="margin:0cm"><a href="http://ssrn.com/author=2936470" target="_blank"><span style="font-size:10.0pt">Articles at http://ssrn.com/author=2936470</span></a><a href="https://www.keynect.us/requestCardAccess/USA500DBOUN?" target="_blank"><span style="font-size:10.0pt;color:windowtext"><br>
</span></a><span style="font-size:10.0pt"><o:p></o:p></span></p>
<p style="margin:0cm"><a href="https://www.keynect.us/requestCardAccess/USA500DBOUN?" target="_blank"><span style="font-size:10.0pt;color:windowtext">Click here to add me to your contacts.</span></a><span style="font-size:10.0pt"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;
mso-fareast-font-family:"Times New Roman"">World Intellectual Property Organization Disclaimer: This electronic message may contain privileged, confidential and copyright protected
information. If you have received this e-mail by mistake, please immediately notify the sender and delete this e-mail and all its attachments. Please ensure all e-mail attachments are scanned for viruses prior to opening or using.
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