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How to create USPTO E-File document format using Microsoft Office Word 2007

Updated on December 6, 2011

The United States Patent and Trademark Office (USPTO) allow patent application documents to be filed electronically. However, the documents need to be in the following basic formats:

- All the pages of the specification including claims and abstract have to be numbered consecutively, starting with 1. This does not apply to the transmittal letter sheets or other forms.

- The page numbers should be centrally located preferably below the text.

- The text lines of the specification must be 1.5 or double spaced .

- The left margins must be at least 1 inch . The top, right, and bottom margins must be at least 0.75 inch .

- Include an indentation at the beginning of each new paragraph , and number the paragraphs starting at 0001 etc.

- All documemts – Specifications, Drawings, Oath/ Declaration and the Transmittal letter are submitted in a portable docu­ment format (PDF) document.

The page numbers should be centrally located preferably below the text.

1) In the Office Word document, click on Insert then Page Number



2) Click on the Bottom of Page to select the Bold Numbers 2 to position the page number as shown.

The text lines of the specification must be 1.5 or double spaced.

1) In the Office Word document, click on Home then Line spacing to select 1.5 .


The left margins must be at least 1 inch. The top, right, and bottom margins must be at least 0.75 inch.

1) In the Office Word document, click on Page Layout then Margins to select Custom Margins .

2) In the Page Setup, enter the values as shown and then click OK.


Include an indentation at the beginning of each new paragraph, and number the paragraphs starting at 0001 etc.

1) In the Office Word document, position the cursor at the beginning of the new paragraph .


2) In the Office Word document, click on Home then Multilevel List to select Define New Multilevel List.


3) In the Define New Multilevel List , enter [Para 1] and click OK as shown.

All documents – Specifications, Drawings, Oath/ Declaration and the Transmittal letter are submitted in a portable docu­ment format (PDF) document.

1) In the Office Word document, click on the Office Button then select Save As to click on the PDF or XPS .


 

2)     In the Publish as PDF or XPS, click on Options.

 

3)     In the Options page, select the items as shown and click OK to go back to Publish as PDF or XPS page.

4) In the Publish as PDF or XPS page, select the items as shown and click OK after entering the File name to be saved.


USPTO requires that all drawings to be located in a separate document. To do so, follow the steps below:

1) Convert the drawing into a JPG format preferably in Black and White ,

2) Use Open or drag the JPG file into the Office Word document ,

3) After each drawing is labeled and referenced , the document can be saved as PDF by following the above methods.

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