[Pct] Notification/reporting correspondence to clients - PDF vs. email body

[Judith S]

I hate receiving PDFs that just say "please see attached" from foreign
associates or other firms.

The body of the email should tell me what is attached, and if there is a
due date/response needed or if it's just for my records. For all of these,
the email body should include relevant info & the PDF should be the actual
patent filed/office action/response filed.

Judith


On Wed, Feb 14, 2024 at 11:10 AM Carl Oppedahl via Pct <
pct at oppedahl-lists.com> wrote:

> A listserv member asks to post anonymously ...
>
>
> Hi listmates,
>
> We are currently reconsidering the manner in which we send notifications /
> reporting correspondence to our clients. I’m referring to correspondence
> such as
>
>    - Reporting filing of a patent application
>    - Reporting official communication from a patent office
>    - Reporting an action taken at a patent office, such as responding to
>    an Office Action or filing an IDS
>    - Notification of upcoming 1-year Paris Convention deadline
>    - Notification of upcoming 30-month PCT national phase deadline
>
>
>
> The factors currently affecting our decision include:
>
>    - A PDF letter at least seems more fixed/permanent, and is a discrete
>    “document”.
>    - A PDF letter is more aesthetically pleasing, and can give an
>    impression of formality and/or professionalism.
>    - A PDF letter makes it frustrating for the recipient who is required
>    to take the extra step of opening an attachment in order to read the
>    correspondence.
>    - An email-body letter conveniently remains available below
>    replies/reminders sent in response to the original correspondence.
>    - When accompanying the correspondence with a bill for services
>    rendered, sending the correspondence as an email-body letter avoids
>    potential confusion from multiple/mixture of attachments.
>
>
>
> I’d be very interested to hear your thoughts on whether it is preferable
> to send such correspondence in the body of an email, or as a PDF attachment
> to an email. Perhaps you even have different preferences for different
> types of correspondence. I’d also be interested to know what you do in
> reality!
> --
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> Pct at oppedahl-lists.com
> http://oppedahl-lists.com/mailman/listinfo/pct_oppedahl-lists.com
>
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