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Roles and basic file system functionality

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Currently, Patentext includes a basic file management system to keep track of your team’s applications. Because Patentext is focused on drafting only, there is only one type of file to keep track of, which allows us to keep things simple.

User Roles:

Patentext supports two main user roles with an organization, admin and standard. Each standard user can track the applications they are working on the home screen in two different views. Each view allows the standard user to sort and filter applications by client and matter to help keep things organized. Standard users can only access applications they created themselves and are not able to see or edit applications created by other users. Admin users are able to see all applications created by any member of their team and are able to view and edit those applications. Admin users are also able to sort by practitioner for both available views to keep track of what each team member is working on.

Organizational Views:

Patentext currently supports two organizational views, grid view and list view. Grid view displays all applications in a grid and allows you to view both the application title and a short description. List view provides a more compact view of all applications as well as the ability to delete applications by clicking on the trash icon on the right end of each row in the list. Both views allow sorting and filtering by client, matter, or attorney (for admin users).