Documents & Notes

Every trademark in GleanMark has a detail page with full access to USPTO documents, prosecution history, and collaboration tools. View documents, trace the prosecution timeline, and add notes for your team.

Trademark Detail Page Tabs

Click any trademark (from search results, portfolios, or alerts) to open its detail page. The USPTO Records card has a tabbed panel. Some tabs always appear; others show up only when there's relevant data, and a couple require a paid plan to open.

Always available

Documents — USPTO TSDR documents with preview and download. Office actions, specimens, amendments, registration certificates — everything the USPTO has on file.

Mark History — a prosecution event table showing every event in the mark's history:

• Event codes with descriptions
• Status-change badges showing what status resulted from each event
• Document categories and dates
• Importance indicators for key events

Basis — filing basis information (use-in-commerce, intent-to-use, etc.)

Contacts — attorney/correspondent information

Shown when relevant

• International — Madrid Protocol designation details (only for marks with international data)
• Assignments — ownership transfer history (only when assignment records exist)
• TTAB — related opposition and cancellation proceedings (shown when the mark has TTAB activity; opening the full detail requires a paid plan)
• Similar Marks — marks found to be similar (shown for eligible marks; opening the full results requires a paid plan)
• Comments — team notes and annotations (for signed-in users whose plan includes collaboration)
• Uploads — your own uploaded documents and files (same collaboration access as Comments)

Prosecution Timeline

A visual timeline is displayed on the trademark detail page (separate from the tabbed panel) showing key dates: filing, publication, registration, renewal deadlines, assignment events, and expiration.

On mobile, the detail page reorganizes these into a scrollable set of sections, and marks with examiner-search documents also get an Examiner section linking out to the examining attorney's profile.

Adding Notes

From the Comments tab on any trademark detail page:

• Type a note and save it
• Notes are visible to all team members in your organization
• Use notes to record strategy decisions, client instructions, or follow-up items

Uploading Documents

From the Uploads tab:

• Upload your own documents (engagement letters, client correspondence, draft responses)
• Files are stored securely and associated with the specific trademark

Tips

• Check Mark History for office action patterns — if the examiner issued a 2(d) refusal, check what marks were cited
• Use the prosecution timeline for deadline planning — see at a glance when renewals and maintenance filings are due
• Add notes before client calls — jot down key points so your team has context

Related Features

• Setting Up Alerts — Get notified when new prosecution events occur
• Examiner Profiles — Research the examining attorney
• Portfolio Management — Organize marks for systematic review