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Start Drafting with Rowan Patents: Recommended Figures-First Workflow for Preparing an Application

Our Integrated Drafting Environment supports your work no matter where you start. This workflow is optimized for figures-first drafting.

Laura Berwick avatar
Written by Laura Berwick
Updated over a year ago

This article gives quick notes for 8 main steps of a workflow for drafting a patent application with Rowan, starting with your Figures:

  1. Create/Open Application

  2. Build Parts List & Figures

  3. Identify Terms

  4. Draft Claims

  5. Create Flowcharts with Rowan Automations

  6. Draft Specification

  7. Review Application

  8. Export Files

1. Create/Open Application

  • Brings up the application window. Open the Drawing Tool from the Tools or Drawings menus.

  • Content panels to the left let you quickly and easily add items to the central drawing canvas. The element inspector to the right lets you adjust and style selected drawing elements.

  • The numbering tab to the right lets you easily reorder parts, and the sheet sorter tab at the bottom left lets you quickly reorder figures. All references in claims and spec will be updated.

2. Build Parts List & Figures

  • Save flowcharts and method diagrams until after you’ve drafted your method claims.


  • Create your parts list by adding parts in the Parts Panel, if desired. Select manual numbering mode if autonumbering features don't provide the control you need.


  • Build up your figures by dragging parts from the Parts Panel, stencils from the Stencil Panel, or Terms from the Terms Panel onto the drawing canvas OR import images or Visio files and call out figure features with part number stencils.


  • Drag and drop figures in the sheet sorter to change figure order. Drag and drop parts in the Parts Panel or in the numbering tab or to adjust autonumbered part ordering. All numbered part references will always be kept up-to-date.

3. Identify Terms

  • Terms are elements that will be highlighted gray and treated as data objects for consistent use across your application.

  • Create terms from your part names by clicking the three dots to the right of your part listings and selecting “Convert to Term”.

  • Alternately, create, import, edit, define, and delete terms using the Terms Manager, available under the Tools and Terms menus.

4. Draft Claims

  • Draft claims in the application window, copy and paste from Word, or import/merge claims by dragging and dropping an existing .rp or .docx file onto the application window.

  • Hit Enter after the final period of the claim to create a new claim section with an automatically-populated, editable preamble.

  • Transform method claims to CRM or apparatus claims using the toolbar Generate dropdown.

  • Select multiple claims to perform batch transformations.

  • Drag and drop to reorder claims.

5. Create Flowcharts with Rowan Automations

  • Create new flowchart figures by selecting a method claim and using the Generate > Flowchart option in the toolbar Claims dropdown. A flowchart figure will be added after existing figures.

  • Flowchart generation is also available through the Specification menu and by clicking the three dots to the upper-right of selected claims.

  • Return to the Drawing Tool to adjust and annotate flowchart diagram elements as needed. Additional description of each step may be included in element properties and will be used to create a comprehensive auto-generated figure description.

  • A claims listing is included in the panels to the left of the canvas, including copy and add flowchart step or description controls to facilitate including claims content in flowcharts.

6. Draft Specification

  • Sections are provided to structure your application using common patent content types. Sections can be added, removed, and customized.

  • Brief and detailed description fields are provided for each figure and are kept consistent with figure reordering.

  • A Generate Drawing Description feature can be used to provide an auto-generated figure parts inventory or flowchart description where desired.

  • Autocompletion options appear as you type for terms, part references, and other data objects.

7. Review Application

  • Select Review > Consistency Review to confirm that your claim terms, part references, and other data objects are adequately supported in your application.

  • Select Review > Local Validations to perform patent proofreading checks such as antecedent basis, claim support, and patent profanity usage with locally stored and run algorithms.

  • Select Review > Launch Analytics to access cloud-based natural language processing for more robust patent proofreading.

8. Export Files

  • Export a clean copy of your specification and claims to Word for filing, or a copy with suggestion markup, comments, and highlighting for additional peer or inventor review.

  • Export figures to PDF for filing or review, or export Visio or SVG versions of your figures for archival purposes.

Any step of this workflow can be iterative with other steps. You can identify a new term while working on your claims. You can add a new claim while working on your specification. Each step may also include a number of tasks not shown here that Rowan Patents will help you accomplish.

This is simply a high-level overview we feel will help you get the most efficiency and performance out of the Rowan Patents preparation module.

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