How patent shortcodes work: These codes are for patent email templates and pull from each patent's record. Fields fill automatically when you run "Look up all from USPTO" (USPTO Open Data Portal, by application number), or you can enter/override any field via the patent card's ✎ Edit button. A blank field renders blank — no error text.
Patent & Application Details 16 shortcodes
Identifying information about the patent or application. Auto-filled by USPTO lookup where available; all editable on the card.
| Shortcode | Output & Notes |
|---|---|
{PATENT_NO} |
Issued patent number — populated once the patent grants.
11,234,567 |
{APP_NO} |
USPTO application number for the matter.
17/123,456 |
{PATENT_HEADER} |
Bold header block for the top of the email body — builds COUNTRY Patent Application No., Title:, and File No. in one code. Already bold; place it as the very first line, then one blank line before “Dear …”. Any line whose value is blank is skipped.
Japan Patent Application No. 2022-123456 Title: Method and Apparatus for Widget Cooling File No. P-1042 |
{COUNTRY} |
Country / jurisdiction from the Country field on the card. Flexible input — “US”, “EP”, “JP”, “WO”/“PCT”, or full names like “Japan” all resolve. Blank defaults to United States. Use it in the header line: {COUNTRY} Patent Application No. {APP_NO}.
European |
{COUNTRY_ADJ} |
Adjective form of the country (e.g. “the German application”). Blank defaults to U.S.
Japanese |
{IP_OFFICE_FULL} |
Full name of the patent office for the jurisdiction. Blank defaults to the United States Patent and Trademark Office.
Japan Patent Office |
{INVENTION_TITLE} |
Title of the invention.
Method and Apparatus for Widget Cooling |
{TITLE} |
Alias of {INVENTION_TITLE} — same value.
Method and Apparatus for Widget Cooling |
{FILING_DATE} |
Application filing date. Auto-filled by USPTO lookup; editable on the card (use for provisionals).
March 12, 2022 |
{GRANT_DATE} |
Patent grant / issue date — populated once the patent issues.
August 1, 2025 |
{STATUS} |
Application or patent status. Auto-filled by USPTO lookup; type your own for provisionals (e.g. "Provisional").
Patented Case |
{APP_STATUS} |
Alias of {STATUS} — same value.
Patented Case |
{INVENTOR} |
Named inventor(s).
Jane Q. Inventor |
{APPLICANT} |
Applicant / assignee of record.
Acme Corporation |
{OWNER} |
Alias of {APPLICANT} — same value.
Acme Corporation |
{LATEST_EVENT} |
Most recent prosecution event from the USPTO record.
Notice of Allowance Mailed |
Deadlines & Maintenance 10 shortcodes
All dates output in Month DD, YYYY format. The maintenance-fee codes only populate when the deadline type contains "Maintenance."
| Shortcode | Output & Notes |
|---|---|
{DEADLINE_TYPE} |
The action / deadline label on the card (the purple pill).
Maintenance Fee (3.5 yr) |
{DEADLINE_DATE} |
The deadline due date shown on the card.
September 1, 2026 |
{NONPROV_DEADLINE} |
Provisional conversion deadline — the filing date plus 12 months. For a provisional (Status contains “Provisional”) with a filing date, this date also auto-fills the card deadline as “Non-Provisional / PCT Filing Deadline.” Renders blank if no filing date is set.
June 1, 2026 |
{DESIGN_DEADLINE} |
Design foreign-priority deadline — the filing date plus 6 months. The Paris Convention priority period for design applications is 6 months (vs. 12 for utility/provisional). Renders blank if no filing date is set.
December 1, 2025 |
{DAYS_OUT} |
Calendar days from today until the deadline date.
45 |
{FIRST_DAY_TO_PAY} |
Maintenance only. Six months before the deadline — when the payment window opens.
March 1, 2026 |
{SURCHARGE_DATE} |
Maintenance only. The day after the deadline — when the surcharge period begins.
September 2, 2026 |
{LAST_DAY_TO_PAY} |
Maintenance only. Six months after the deadline — the final day to pay with surcharge.
March 1, 2027 |
{NEXT_DEADLINE_TYPE} |
The next maintenance milestone's action — useful in acceptance/confirmation letters.
Maintenance Fee (7.5 yr) |
{NEXT_DEADLINE_DATE} |
The next maintenance milestone's date.
September 1, 2030 |
Client, Firm & Reference 8 shortcodes
Recipient and firm details for salutations and signatures, plus your internal docket reference.
| Shortcode | Output & Notes |
|---|---|
{CLIENT_NAME} |
Contact name from your Contacts directory, matched to the applicant. Falls back to the applicant name. Use in salutations.
Dear Jane Smith, |
{DOCKET_NO} |
Your internal docket / reference number for the matter.
PAT-2026-0099 |
{FILE_NO} |
Alias of {DOCKET_NO} — same value.
PAT-2026-0099 |
{MATTER_NO} |
Alias of {DOCKET_NO} — same value.
PAT-2026-0099 |
{ATTORNEY_NAME} |
Supervising / responsible attorney from firm settings.
John Attorney |
{FIRM_NAME} |
Your firm's name from firm settings.
A Step Above Legal Solutions |
{FIRM_EMAIL} |
Your firm's contact email from firm settings.
info@astepabovelegal.com |
{FIRM_PHONE} |
Your firm's phone number from firm settings.
(555) 123-4567 |
Tips
Maintenance codes are conditional. {FIRST_DAY_TO_PAY}, {SURCHARGE_DATE}, and {LAST_DAY_TO_PAY} only fill in when the deadline type contains the word "Maintenance" — they render blank on other deadline types.
Provisionals: USPTO lookup may not return everything for a provisional. Use the card's ✎ Edit button to set
{STATUS} and {FILING_DATE} by hand.Keep them separate. These patent codes are a different set from the trademark shortcodes — use them only in patent templates. Trademark-only codes (mark name, serial, class, TSDR link, etc.) won't populate on a patent.