Tangibly knowledge base

Account & Setup

Account Management
Branding
User Roles & Permissions
Settings
SSO Configuration
Billing & Support

Training

Trade Secret 101
Setup Training
Tracking Progress
Employee View
Best Practices

User Management

Add Users
User Status & Access
Agreements
Partnership Management

Asset Management

Create New Asset
Batch Upload Assets
Notify & Acknowledge
Locked Assets
Projects & Departments

AI & Automation

SharePoint Detector
Patent X-Ray
Continuation Analysis
Drafting

Reporting & Compliance

Training Reports
Asset Overviews
Privilege Log Report
Activity Logs

Scaling & Support

Scaling the Platform
Support
FAQ

Version 8.11.0

New Features and Enhancements

New Sidebar Menu

  • New Design and Structure:
    • Easy navigation between system pages.
    • Contains “manage” and “discover” categories that can expand and collapse, preventing user disruption.

New Home Page (“Lobby”)

  • Impact: All Users
    • Users will now enter the Tangibly system and directly view the new home page.
    • Easy navigation to different system pages and teasers for features without permissions.

X-Ray New Pages Design

  • Features Included:
    • Patent X-Ray
    • Continuation Analysis
    • Invention Disclosure
    • Contract Analyzer
    • Email Tracker
  • Impact: Users with access to X-ray features
    • Each feature can be accessed individually.
    • Email tracker page includes sample data and an option to contact Tangibly.

Continuation Analysis

  • Separation to a Different Page:
    • Impact: Users with access to continuation analysis feature
    • Independent navigation and usage through sidebar menu or lobby page.
    • Analyze a patent or upload files directly from a computer.

Freemium Environment Popup Design Changes

  • Enhancements:
    • Enlarged the “X” button
    • Added a “maybe later” button
  • Impact: All Demo Users
    • Clarifies that the popup can be closed, allowing users to continue viewing the results screen.

Security & DevOps Improvements

  • Enhancements:
    • Ongoing development and improvements

In this guide