Portfolios
Portfolios are essentially an information management tool. Portfolios help you to effectively save and organize your information. In addition, you can view and share your information with others.
Portfolios actually complement saved searches. While saved searches allow you to save your queries and run them to view the results, portfolios help you to save your results list or save selected documents from the result list.
A portfolio helps you to
- Save the results or a set of selected documents from the results list for easy reference and further analysis.
- Add comments in portfolios.
- Add or remove any documents to any of the workfiles at any time.
- Share selected portfolios with other account holders.
Portfolio Limits
In FreePatentsOnline, your account can have up to 5 portfolios, and 1000 documents total either across multiple portfolios, or in a single portfolio.
The maximum limit of 5 portfolios applies only to portfolios you have created. If you are the recipient of any shared portfolios, you can still have 1000 portfolios, apart from the shared ones.
Further while using Merge and Copy, the documents are being duplicated. So, while performing Merge and Copy, ensure that the maximum limit of 1000 is not exceeded (either in a single portfolio or across multiple portfolios).