Online Help — Trademark E-Filing

Overview

The topics in this online help menu follow the flow of the screens as you use them to input your data for TM E-Filing. To find a help topic for a particular screen look for the name of the screen in the help file menu. For example, if you want help with the Correspondence screen, click on the Correspondence details link in the help menu.

If you are new to the Trademark process you can read more about it at A guide to trademarks. The site contains the basics about trademarks as well as how to file an application. It also contains links to other related websites that may be of help to you.

If you are an Individual or Organization completing these screens and you do not have an agent, you may bypass the Agent topics in located this help file. These topics are only for Agents. They contain information about screens that can only be viewed by Agents filing on behalf of their clients who are individuals or organizations.

Other topics that may also be of interest to you are located at the end of the help file. They include Problem Report, Sign out, Tips, Icon Legends, Glossary and Contact Us.

Sign in screen

Use this screen to sign into the Trademark E-Filing web application. Your account credentials (Username and Password) allow you to securely access all Innovation, Science and Economic Development Canada online services.

Sign in

Follow the steps below to sign into the application.

  1. Enter your credentials into the Username and Password fields.
    Note: Login credentials are required and they are case sensitive.
  2. Select or deselect the Keep me signed in box.
    Note: If the box is selected, you remain signed in even if you accidently close your browser without clicking the Sign out button.
    If the Keep me signed in box is not selected, you are signed out if you accidently or purposely, close your browser, without using the Sign out button.
  3. Click the Sign in button to continue to the next screen.

Forgot username or password

  1. Click on the Forgot your username or password? link to continue to the Access Your Account web page.
  2. Follow the screen prompts to manage your Sign in credentials.

Sign up

New Users need to create a login Username and Password. You will use this information to securely access all Innovation, Science and Economic Development Canada online services.

New Users can use the Create an account link which is located under the Sign up label. Clicking this link takes you to the Access Your Account web page where you can create your Sign in credentials.

Trademark E-Filing – main menu page

Use this page to view the E-Filing options that are available for Trademarks.

The left hand menu and the right hand menu contain the following options:

  • Create a New application
  • Amend a previously filed application
  • Create an application for International Registration
  • Group goods or services (Nice Classification)

The left hand menu also contains the following additional options:

  • Work in progress
  • Cart
  • Transaction history
  • Online help
  • Problem report.

Review the options displayed on the screen and click an option to proceed to the next screen in the process, for example Create a new application.

Create a new application

The screen may contain information boxes that provide you with information you may need to know about filing a new application.

To continue with the new application, click one of the following icons:

  • New - Create a new application using the step-by-step process
  • Retrieve – Retrieve an application previously filed using this system
  • Upload – Upload a saved XML application as a new application (Agent Only)
  • Convert – Convert a saved HTML application to an XML format (Agent Only)

To return to the previous screen, click the Trademark E-Filing link located at the top of the left screen menu.

New – Create a new application using the step-by-step process

Click this icon if you want to file a new application using the step-by-step process. You are taken to the Applicant details screen and the Application steps menu (the process) is listed on the right hand side of the screen.

There are seven possible steps in the Application process if you are an Individual or Organization who is not using an agent.

Agents have eight possible steps in the Application process.

Applicant details screen

This screen is used to select or enter the name and address information of the applicant as well as to choose the language of the application.

The Applicant details screen contains six main areas:

  1. Language of the application
  2. Applicant details table
  3. Create a new applicant
  4. Address for Correspondence
  5. Action buttons for the create an applicant portion of the screen
  6. Action buttons for the Applicant details screen

Each of the six main topics above is described in more detail in the following sections.

Language of the application

The Language of the application is used to select the language in which the html or the PDF of the application displays. There are two choices:

  • English
  • French

Select the language of your application by clicking the radio button of your choice.

Back to Applicant details step

Applicant details table

The Applicant details table contains no data when you first begin your application process. As an existing applicant is searched for or, a new applicant is entered, the table is populated with applicant data.

Once an applicant has been created, or searched for, this table populates with the Name, Type, Address and Actions available for the applicant.

Back to Applicant details step

Search for the applicant - Basic

Use this screen to search for an existing applicant by name.

  1. Perform a basic search for an applicant by entering the applicant's name information in the Name field. Note: This field is required.
  2. Click the Search button to proceed with the search or click the Reset button to clear the Name field.

A successful search displays a Search results table in the middle of the screen containing with a list of names and addresses. Select the applicant you want to add by clicking on the radio button next to their name in the table and clicking the Select button.

Back to Applicant details step

Search for the applicant – Advanced

You may use the several criteria to search for an existing applicant.

  1. Complete the fields shown on the screen. These fields are Name, Country, Address line, and Telephone number. These fields allow you to enter information that contains or starts with certain information (e.g., Address contains Main Street).
    Note: The value for the Country field is selected from the drop down menu.
  2. Click the Search button or click the Reset button to clear the fields you used for your search.

A successful search displays a Search results table in the middle of the screen with a list of names. Select the applicant you want to add by selecting the radio button next to their name in the table and clicking the Select button.

Back to Applicant details step

Unsuccessful search - Basic or Advanced

If your search for an applicant was unsuccessful, you are presented with a message "No applicants found". In this case, you may wish to search again or scroll to the Create a new applicant section of the screen.

Back to Applicant details step

Create a new applicant

This portion of the Applicant details screen allows you to input the information that is required to create a new applicant. The applicant can be an individual or an organization.

For applicants who are applying as an organization that is, as a partnership or a joint venture read the text located in the Information box titled Information: Applying as a partnership or a joint venture.

Back to Applicant details step

Individual

The applicant is is a required field. Complete the field by selecting the radio button to the left of the words An individual if you are the individual applicant or the agent for the individual applicant. Refer to the screen for details about the format or limits of a particular field.

Required fields are noted with a red asterisk (*) and the word (required) in red and in brackets. Non required fields need not be completed at this time but may be required by CIPO later in the application process.

Note1: If you enter details into the Address field the PO box field ceases to be a required field. Alternatively, if you enter data into the PO Box field then the Address field ceases to be a required field.

Note2: If the address is recognized by the Canada Post system when you enter data into the Address or PO box field, many of the required Address fields will auto complete. If not, you must select information from a drop down list and/or enter the data manually.

Click Address for correspondence to view information about the fields for the address for correspondence section of the screen.

Back to Applicant details step

Organization

The applicant is is a required field. Complete the field by selecting the radio button to the left of the words An organization if you are an organization applicant or the agent for the organization applicant. Refer to the screen for details about the format or limits of a particular field.

Required fields are noted with a red asterisk (*) and the word (required) in red and in brackets. Non required fields need not be completed at this time but may be required by CIPO later in the application process.

Note1: If you enter details into the Address field the PO box field ceases to be a required field. Alternatively, if you enter data into the PO Box field then the Address field ceases to be a required field.

Note2: If the address is recognized by the Canada Post system when you enter data into the Address or PO box field, many of the required Address fields will auto complete. If not, you must select information from a drop down list and/or enter the data manually.

Click Address for correspondence to view information about the fields for the address for correspondence section of the screen.

Back to Applicant details step

Address for correspondence

The Address for correspondence fields are not required at the time of applying. However, you can select the Yes button to enter an address that differs from the address of the individual or organization. For example an individual or organization may be located at Address A but wish all correspondence to go to Address B.

If you are completing the Address for correspondence, all the fields are required. Refer to the screen for details about the format or limits of a particular field.

Note1: If you enter details into the Address field the PO box field ceases to be a required field. Alternatively, if you enter data into the PO Box field then the Address field ceases to be a required field.

Note2: If the address is recognized by the Canada Post system when you enter data into the Address or PO box field, many of the required Address fields will auto complete. If not, you must select information from a drop down list and/or enter the data manually.

Back to Applicant details step

Action buttons for the create an applicant portion of the screen

When you have added your data for the applicant fields and the address for correspondence fields, if required, click on one of the following buttons:

  1. Click the Clear Fields button to clear all data that was entered in the fields. The screen refreshes and you can choose to begin your data entry again.
  2. Click the Save button to save your inputted data.

Back to Applicant details step

Action buttons for the entire Applicant details screen

There are two actions you can take on the entire Applicant details page.

  1. Cancel - If you have not saved your data, you can click the Cancel button to return to the Trademark E-Filing screen. You will have to select the Create a new application option and then click the New - Create a new application using the step by step process icon and then re-enter your applicant details data again to continue your application.

    If you have saved your data, you can click the Cancel button to return to the Trademark Services menu screen. Your application moves to Work in Progress. You can return later to complete the application.

  2. Next - If you have saved your data, you can click the Next button to go to the next screen in the process.

Back to Applicant details step

Appointment of trademark agent (Agents only) step

Note: This section is for agents only. If you are an Individual or Organization and you do not have an agent, you can skip this topic and go to the next topic Address for Service in Canada.

However, if you are a not using an agent to complete your application and you would like to consider using an agent you can read more about it at A guide to trademarks.

Click Appointment of trademark agent (Firm with more than one TM agent) to view the steps for this type of agent.

Click Appointment of trademark agent (Sole TM agent or Firm with sole TM agent) to view the steps for this type of agent.

Note: If no agent is to be appointed for the trademark, then the agent may click the Remove Agent button to unappoint the trademark agent, if applicable, and click the Next button to continue the application. In this case the acknowledgement notice will be sent directly to the applicant.

Appointment of trademark agent (Firm with more than one TM agent)

The Appointment of trademark agent screen is used by agents to assign a trademark agent or firm (with several TM agents) that has been authorized to act on behalf of the applicant in the prosecution of the applicant's trademark application.

Note: The agent / firm must be registered with the Trademarks Office.

Back to Appointment of trademark agent (Agent only) step

Search results for Firm

This screen displays when no agent was appointed for the applicant.

When the agent for an applicant is part of a firm, the screen displays the agents of the firm who can be assigned to act on behalf of the applicant.

  1. Review the list of agents that displays. If more than one page of results is available, you may click on the Next button to review more pages.
  2. When you locate the agent/Firm who will be acting on behalf of the applicant, select the radio button for that agent/Firm.
  3. Click the Clear selection button to clear your radio selection if you need to. You may select another agent by clicking the radio button to the left of your new choice.
  4. When you have made your choice, click the Appoint button to appoint the agent. An Agent box displays on your screen.

Back to Appointment of trademark agent (Agent only) step

Agent box screen

Use this screen to review the details of the agent assigned to act on behalf of the applicant.

You may add the following additional information to this screen:

  • Agent reference number
  • Attention to:

Note: These fields are not required.

If an agent has already been appointed, you can use this screen to unappoint the agent by clicking on the Remove agent button.

When you click the Remove agent button, you are asked to confirm your choice to unappoint the agent. You can also click the Cancel button to return to the Agent screen without unappointing the agent.

When you click the Remove agent button and confirm your choice, you are then redirected to the Search results screen where you can select another agent from the firm to appoint to act for the applicant.

You can select an agent by clicking on the radio button beside the displayed agent's names and then clicking on the Appoint button. If you click on the wrong radio button you can click the Clear selection button to cancel your selection.

When you are done you may click the Next button to move to the next screen in the process.

Back to Appointment of trademark agent (Agent only) step

Appointment of trademark agent (Sole TM agent or Firm with sole TM agent)

The Appointment of trademark agent screen is used by agents to assign a trade-mark agent or firm (with only one TM agent) that has been authorized to act on behalf of the applicant in the prosecution of the applicant's trademark application.

Note: The agent / firm must be registered with the Trademarks Office.

The agent is automatically appointed to the application. There is no need to select an agent.

You may add the following additional information to this screen:

  • Agent reference number
  • Attention to:

Note: These fields are not required.

If you click the Remove agent button, you are asked to confirm your choice to unappoint the agent. You can also click the Cancel button to return to the Agent screen without unappointing the agent.

When you click the Remove agent button and confirm your choice, you are then redirected to the Search results screen. Since there is only one agent, you may reappoint that agent or leave the field blank.

When you are done you may click the Next button to move to the next screen in the process.

Back to Appointment of trademark agent (Agent only) step

Address for service in Canada step

This screen is used to enter the Canadian address for service.

Note: Completing the fields for this screen is optional for the E-Filing process.

If you are not entering an address:

  1. Click the No radio button and click the Next button to move to the next screen in the application process.

If you are entering an address, follow the steps below:

  1. Click the Yes radio button. The Address for service screen displays.
  2. All fields shown on the screen are required. Complete the fields if you are the applicant or the agent for the applicant. Refer to the screen for details about the format or limits for a particular field.
    Note1: If you enter details into the Address field the PO box field ceases to be a required field. Alternatively, if you enter data into the PO box field then the Address field ceases to be a required field.
    Note2: The country code defaults to Canada and cannot be changed.
  3. After the address has been entered you can click the Next button to move to the next screen or click the Previous button to return to the previous screen.
Correspondence details step

Use this screen to select the following correspondence details:

  • The preferred language when receiving correspondence from the Office. The choices are English and French. Click the radio button for the language of your choice.
  • The method of receiving the filing receipt and acknowledgement notice from the Office (Email or Mail). If you select Mail, that is, Postal mail, there are no additional fields to be completed.

Selecting email – Individual or Organization not using an agent

  1. If you selected Email, the Email address field is required and must be completed. This is the email address where the filing receipt and acknowledgement notice can be sent.

Selecting email - Agent

  1. Agents, who select Email, may select an email where the filing receipt and acknowledgement notice can be sent.
  2. They may also add email addresses where additional copies of the filing receipt and acknowledgement notices can be sent. These additional addresses for agents then display in rows in the box below the Add button. An added email address can be removed by clicking on the X icon in the Remove column.

Action buttons for the screen

Click the Previous button if you wish to return to the previous screen.

Click the Next button to move to the next screen.

Trademark details step

Use this screen to select your trademark type and to add any additional trademark information. The basic screen contains twelve boxes – one box for each trademark type.

  1. Check off the box or boxes that apply to your trademark type.
    Note: Some combinations are not possible. If a combination is not possible the types that are not allowed in the combination will be greyed out.
  2. Review the statement in the Trademark type statement field. If it is correct, then click the select button located at the left side of the field. Exception: There is no Trademark type statement if you choose only Design type as your Trademark type.
  3. Complete the fields that display for your particular trademark type or your selected combination of types. Respond to all fields marked required. Other fields are optional.
  4. Respond to any of the five questions that relate to your trademark. These questions are:
    • Is the applicant disclaiming any part of the trademark?
    • Does the applicant wish to submit evidence to demonstrate that the trademark has acquired distinctiveness?
    • Are there any territorial restrictions that apply to the trademark?
    • Does the trademark contain any non-Latin characters, or any words that are in a language other than English or French?
    • Is the trademark a certification mark?

    Note: For any questions you need to complete, click the radio button marked Yes and ensure that you add data to any fields marked required. Data for fields not marked required is optional.

  5. Read any screen message boxes relating to the uploading of documents, graphics or other files. These messages will indicate the largest file size (MB) and the accepted file types (JPG, doc, docx or other).

Action buttons for the screen

  1. Click the Previous button to return to the previous screen.
  2. Click the Next button to save your input and move to the next screen.
Goods or services details step

This screen allows you to select the goods or services details for your trademark. There are four buttons on the screen to accomplish your selections. They are:

Click one of the links above to view more details about each button.

After you select your goods and services details, a table appears at the bottom of the screen. This table displays your selected goods and services. Refer to the Goods or Services table topic for more details. You may then perform other actions on the Goods and services details screen.

Action buttons for the screen

  1. Click the Previous button to return to the previous screen.
  2. Click the Next button to save your input and move to the next screen.
Create list of goods or services using the pre-approved list

If you would like to select goods and/or services from a pre-approved list, click the Create list of goods and/or services using the pre-approved list icon.

Selecting this option redirects you to the CIPO Goods and Services screen

CIPO Goods and Services screen

This screen contains five tabs. The first four present four search types that you can use to select your goods and service details. The fifth tab shows you the goods or services details you selected and allows you to Add, Export, Print, Import, or clear your list. This tab also contains two other buttons that allow you to Export to CIPO e-filing and Cancel Export to CIPO e-filing.

For more help with this screen refer to the User guide located in the Goods and Services Manual page.

Import a list of Goods or services from the G&S Manual

If you would like to select your goods and/or services details from a previously exported XML file, you can use this screen to upload your XML file.

  1. Click the Import from XML icon on your screen.
  2. Follow the directions on the screen to browse and select your XML file. The File Name field is a required field. Check the screen messages for file name and file size limits.
  3. Click the Upload button to upload the file. The file is checked for the computer viruses.
  4. Check any screen messages to view successful or unsuccessful messages concerning your upload.
  5. When the terms have been successfully imported you may click the Import another file to import another XML file.
  6. When you are done, click the Back button to return to the Goods or services details screen.
Create a custom list of goods

Click the Create a custom list of goods icon to create a custom good for your trademark. The Goods details screen displays. Note: The custom good must be compliant with the Trademark Act.

  1. The Nice Class number field is a required field. Select the class number that corresponds to your goods statement from the drop down menu. If it is unknown at this time select the value Unknown from the drop down menu.
    When you select a Nice class number, the Nice class description displays.
  2. Enter your goods statement in the Statement of goods field. This field is also a required field.
    Note: If your browser supports it you can use the copy/paste features to copy your statement and paste it in this field.

Action buttons for the screen

  1. Click the Cancel button to return to the previous screen.
  2. Click the Save button to save your information. You are returned to the Goods and Services details screen and your selection is added to the Goods or Services table.
Create a custom list of services

Click the Create a custom list of services icon to create custom services for your trademark. The Services details screen displays. Note: The custom services must be compliant with the Trademark Act.

  1. The Nice Class number field is a required field. Select the Nice class number that corresponds to your services statement from the drop down menu. If it is unknown at this time select the value Unknown from the drop down menu.
    When you select a Nice class number, the Nice class description displays.
  2. Enter your service statement in the Statement field. This field is also a required field.
    Note: If your browser supports it you can use the copy/paste features to copy your statement and paste it in this field.

Action buttons for the screen

  1. Click the Cancel button to return to the previous screen.
  2. Click the Save button to save your information. You are returned to the Goods and Services details screen and your selection is added to the Goods or Services table.
Actions available for the Goods or Services table

This table displays after you have selected or created your goods and services choices. Use this table to review your selections. You may also perform actions on your choices depending on the action buttons that appear on your screen. The columns of the table are described below. Refer to the Action fields below for a list of the possible actions.

Mode The value shown in this column is the value you added or imported for your Goods and Services details. The values are C – Custom or PA – Pre-Approved.

Class The value shown in this column is the Nice class number you added or imported for your Goods or Services details.

Type The value shown in this column is the value you added or imported for your Goods or Services details.

Statement of Goods or services The value shown in this column is the value you added or imported for your Goods and Services details.

Priority Claims The value shown in this column is the value you entered if you added any priority claims to your statement.

Actions To view a graphic of the icons described below refer to the Icon Legends section of the online help file.

Click the Edit icon to edit either the Goods Details or the Service Details. You are returned to the appropriate Details screen. You may make changes on these detail screens.

Click the Priority claim icon to go to the Services details screen. Then, click the Add a new priority claim button to add a claim type. The fields for the priority claim display. Complete the required fields.

Note: The Country or Office where earliest foreign application was filed field and the Foreign filing date field are required fields.

You may also complete the optional field if the data is known. Click the Save button to save your input and then click the Back button to return to the previous screen. Click the Back button again to return to the Goods or services details screen and go to the updated Goods or Services table.

Click the Split icon to go to the Split statement screen. Make your changes according to which items in the statement should be split off and then cut or copy and paste those items into the Split to statement box. Determine whether those items require a new Nice class and if so select that Nice class from the drop down menu. Click the Save button when you are done. To return to the previous screen without saving your changes, click the Cancel button.

Click the Delete icon to delete the Good or Service line from the Good or Services table.

Action buttons for the Goods or Services details step screen

There are two main action buttons for the screen and one possible action button.

Click the Previous button to return to the previous screen.

Click the Next button to move to the next screen.

If the Merge button displays on the screen, this means that you have statements which can be merged together to form one Nice class. When the circumstance occurs that allows you to choose to merge, the button displays between the Previous and the Next buttons. (See note below for more information about the circumstances.)

Note: You may click on the Merge button to consolidate the statements which have the same Nice classes (Mode and Class values) and the same claim (if any).

Closing details step

Use this screen to provide additional information that you feel is pertinent to support your trademark application.

The screen contains two questions about additional information.

They are:

  • Does the applicant wish to provide additional information relating to this application?
  • Does the applicant wish to provide additional documentation relating to this application?

Both questions have two radio buttons – Yes response and No Response.

If you select No for both questions then you may click the Previous button to return to the previous screen or you may click the Next button to move to the next screen in the process.

If you select Yes to the first question, you are presented with the Additional information field box in which you can enter your information freeform. This field is required. You may use the cut/copy and paste feature if your browser allows it.

If you select Yes to the second question, you are presented with two fields:

  • Attachment (This field is a required field.)
  • Comments (This field is an optional field.)

You may use the Browse button to select your file and then enter text into the Comments field.

Note: Read the information box and the text below the field for information about the type of file, the size of the file and the file name size.

When you have selected your file, click the Upload button. Your file will be checked for viruses.

Your uploaded document will appear in the Attachment(s) table. Click the View icon to view a copy of your file. Click the Remove icon to delete your document from the table.

Action buttons for the Applicant details screen

There are two actions you can screen.

Click the Previous button to return to the previous screen.

Click the Next button to move to the next screen in the process.

Review and confirm screen step

Use this screen to review your application.

The information is displayed in sections that represent each step of the Application steps.

If you want to change any information you can use the Edit icon located to the right of the section name to make a change to the information. For example to change information on the Correspondence details screen you click on the Edit icon for that section.

You may click the Previous button to return to the previous screen.

You can click the Confirm and add to cart button move to the next step in the process. If there are any errors that you need to address, return to the section where the error occurred and complete the corrections and then return to the Review and confirm screen.

When you click Confirm and add to cart, refer to the Cart topic in this help file for information about the Cart.

Retreive previously filed - Retrieve an application previously filed using this system

When you click this icon you are taken to the Transaction history search page. From this page, you may enter the search information of your previously filed application. If the item is found on the Transaction history search results page and the Action field contains the copy icon, you may click the icon to send a copy of the application into your Work in progress and use the copied application as the basis of filing a new application. This saves you time as Application steps will be pre-filled and you only need to change the fields of those steps which pertain to your new application.

Refer to the Transaction history topic for more details on completing the Transaction history screen.

Upload – Upload a saved XML application as a new application

This feature is for Agents only. Agents can upload a saved XML file as the basis of creating a new application. If you are an Individual or Organization and you do not have an agent, you can skip this topic and go to the next topic Amend a previously filed application.

The Upload a saved XML screen contains only one required field, that is, the File name field. The Visual representation of the trademark, the Electronic representation of the trademark, the Addition documentation and the Comments fields are optional fields.

Note: Refer to the screen notes for any file name, file type, and file content limits for each of the above fields. There may also be messages about types of attachments that are not allowed for a field.

Click the Upload button when you have completed your fields or click the Cancel button to cancel the transaction and return to the Trademark E-filing home page.

If you clicked the Upload button, you move to the Applicant details screen. You may complete the application using the Application steps menu as required and make any changes that your new application requires.

For information about the screens and fields of the process, refer to the topic New – Create a new application using the step-by-step process.

Convert – Convert a saved HTML application to an XML format

Use this feature to convert a saved HTML application to ST.96 XML format.

The File Name field is a required field. Note: The file cannot exceed 10 MB.

Browse to locate your HTML file.

Click the Cancel button to cancel your conversion and return to the previous screen.

Click the Convert button to convert your file. Note: Your file will be scanned for viruses.

When the process is complete, your newly converted XML file will be located in the same folder as your HTML folder with the same name. The extension of this converted file name will read XML.

You may now use this new file in the Upload a saved XML feature to create your new application.

Amend a previously filed application

Use this screen if you have to amend your application. See the notes below for limits that apply.

Note: If your application has a status of Advertised or greater, the system only permits to retrieve previous versions submitted AFTER the Advertised date. You will not allow making changes to the Trademark details section. If any of the criteria described above are not met, you will not see these 2 options; they will only see the Confirmation of Amendment page and can either click "Next" or "Cancel".

Note: If your application has a status of Approved then no modification can be made to the Trademark details section.

Note: If your Trademark is inactive it cannot be revised.

Note: Depending on your type of amendment, there may be fields which are greyed out that you cannot change on a screen.

Note: If you filed your original application prior to , your option to amend only allows you to retrieve the information currently in the internal database.

If you filed your original application on or after , your option to amend may allow you to choose from the information currently in the internal database or to select from a list of previously filed applications.

  1. Enter the application number and click the Next button to proceed. The words Select one of the following options in which to amend the application (application number) appear on the screen followed by 2 or more radio selections.
  2. Your choices are:
    1. Retrieve the information currently in our internal database
    2. Or select from the list below of previously filed applications
  3. Make your selection and click the Next button. The Confirm application to be amended screen displays. If it is the correct application, click the Next button. If not, click the Cancel button to return to the previous screen.
  4. Complete any fields that you are required to amend. For information about the screens and fields of the process, refer to the topic New – Create a new application using the step-by-step process. Keep in mind there may be some limits depending on the status of your application. (See Notes above.)
  5. When you have completed your changes use the Review and confirm screen to review them. When ready click the Confirm and add to cart button.
  6. Submit your changes using the Cart.

Create an application for International Registration

If you have a Trademark application or a Registered trademark in Canada and you would like to apply for international registration to manage your trademark worldwide read the WIPO | Madrid site. This site provides information about who can use the Madrid system and costs associated with filing an international registration. Other links on the page include:

  • how the system works
  • what the benefits of using the system are
  • FAQs

Important: To file an international application, you must have already registered a trademark or have completed and submitted application, with your home IP office. For Canada the home IP office is CIPO. This trademark (registered or applied for) is considered your "basic mark". You may then use CIPO's Trademark E-filing system link - Create an application for International Registration to create your WIPO application. CIPO will certify your application and forward it to WIPO on your behalf.

Note: All the steps to creating your application for International Registration are contained on the WIPO pages.

Group goods or services (Nice Classification)

This option is only available if your trademark has a status of Registered.

Use this screen to group the goods or services associated with the trademark according to the classes of the Nice Classification. To assist you, you may visit the CIPO Goods and Services manual to search for the Nice class number(s) of your existing goods or services.

Note: New goods or services cannot be added. The existing list may be amended only to narrow the scope. If the amended list of goods or services is broader than what was registered, the amendment may be unacceptable under the Trademarks Regulations.

Note: The Office will not classify the goods or services for you. You, or your agent, are responsible to group the goods or services according to the classes of the Nice classification as you are the person who knows the intent of your business better than anyone else.

Alternatively, if the good or service is no longer a requirement of your business you can drop the good or service that you no longer want or cannot classify.

The Application number is a required field. Enter your application number and click the Next button to proceed.

The screen redisplays showing your application number your Trademark name and the Registered owner information. Click the Cancel button to move to the previous screen. Click the Next button to proceed.

A Goods or services details screen displays. The screen contains two parts.

In the first part is a Goods or Services table which displays the goods and services currently associated with your trademark. It is located in the upper half of the screen.

You may select one or more of the current statement of goods that you wish to make more specific by clicking the Select checkbox located on the left side of the screen. Click the Copy selected button.

You may also click the Copy All button if you wish to edit all of your statements of goods and/or services.

Clicking the Copy selected or the Copy All button moves your items to the Goods or Services – Group by Nice Classification table located in the lower half of the screen.

Note1: You cannot change the information in the Claim(s) field in this process.

Note2: To undo all your selection(s) in the table on the lower half of the screen, click the Remove all button. You may begin again with the information in the Goods and Services table located in the upper half of the screen.

In the table located in the lower half of the screen, click the Edit icon to move to the Goods details or the Services details screen.

Select a Nice Class number using the drop down menu. This is a required field.

The Statement of goods or the Statement of services fields are required fields. You may edit the statement in order to narrow the scope but you cannot leave the field blank.

Click the Cancel button cancel your input and return to the previous screen.

Click the Save button to save your information and return to the previous screen.

The Goods and Services – Group by Nice Classification table is updated to show a Nice class number. If you edited the statement, your edited text displays in the statement column.

Read and click the Confirmation field selection box to indicate that any goods or services not copied and classed according to the classes of the Nice Classification will be deleted by the Office. See important notes below.

Note1: The Confirmation field is not a required field when all goods and services are copied from the top table to the bottom table and all have been classified according to the Nice Classification.

Note2: The Confirmation field is a required field and must be clicked to indicate that any good or service that was not Nice classified will be deleted by the Office.

Note3: If you leave any goods or services unclassified and you do not click the Confirmation field selection box, your request is considered incomplete and cannot be submitted to the Office.

When you have completed your input, click the Next button to move to the Closing Details screen.

Go to the Closing details screen for information about the screen.

Work in progress

Use the Work in progress screen to locate transactions that are in progress and have not yet been submitted.

The left hand menu selection on the main screen tells you how many transactions are in your Work in progress feature.

Click the Work in progress selection on the left hand menu and when the screen displays, use the Showing _ entries feature to view the screen entries. The default view is 10 entries but you can choose to show 25, 50, 100, or all entries.

If there is more than one page of entries, use the Next button to move through the pages.

Use the up and down sort arrows (shown in the column title fields) to sort the items in your Work in progress. You may sort by the column headings:

  • Details
  • Type
  • Date modified

Locate the transaction you want to work on and click one of the Action buttons. To view a description of each Action button click on the Question mark (?) button beside the word Actions. A pop-up screen displays with a description of what each action button can do. For example you can use the X button to remove a transaction from the Work in Progress list.

Note: You can also view these icons in the Icon legends topic.

Cart

Use this screen to do one of the following:

  • View your application in (HTML or PDF) format
  • Move your application back to Work in progress
  • Empty your cart
  • Proceed to payment - dollar transaction(s) or Submit - zero dollar transaction(s)
    Note: If there is a dollar transaction in the cart the Proceed to payment button takes priority. The Submit button only shows when there are zero dollar transactions in the cart.

Click the View icon to view your application in HTML in a new window. You can then save the file to your local file system by selecting the File and Save as feature.

Click the View application in pdf icon to view your application in a new window. You can then close the file to return to the Cart table or choose File | Save as… to save a copy to your computer.

Click the Move to Work in progress (WIP) icon to move a selected application back to the WIP section. You may then make changes to the application and go back to the cart.

Click the Empty cart button to empty your cart. Emptying your cart will move all the items in your cart back to Work in Progress.

Click the Proceed to Payment button or the Submit button to move to the next screen in the process.

Payment method

Use this screen to make your dollar amount payments.

Choose your payment method. These methods are Credit card and CIPO deposit account.

Note: You will only see CIPO deposit account if you have already set up an account.

Credit card

If you select the Pay with a Credit Card button, you are taken to a screen where you can enter your credit card details. Click the Process Transaction button to complete your credit card payment. Click the Cancel Transaction button if you wish to return to the Payment method screen without paying.

CIPO deposit account

If you have arranged a payment account with CIPO you can select the Pay with my CIPO deposit account button. In this case you are taken to a screen where you can select your account number and click the Pay now button to complete your payment.

If you do not wish to pay, you may click the Return to previous page link to return to the Payment Method screen.

Payment details

Use this screen to view and print your Transaction record for dollar amount transactions.

You may print the page and keep it as a transaction receipt.

Click the Continue button to proceed to the next screen.

Electronic payment confirmation

The Electronic payment confirmation screen contains your confirmation number and allows you to take the following actions on your transaction.

You can View/Print your Global receipt in HTML or PDF by clicking on the links in the Payment information section of the screen.

You may also click any selection shown in the Documents column to:

  • View/Print/Save your Individual Receipt in HTML or PDF formats.
  • View/Print/Save your Application form in HTML or PDF formats.

Note: For the words Global receipt (PDF) – Clicking on the word Global receipt will take you to the HTML copy. Click PDF to go to the PDF version of the document.

You may click the Sign out button if you are done, or you may click one of the selections on the left hand menu to continue with other transactions.

Transaction history

Use this screen to search the history of transactions.

Complete one or more of the fields with criteria. Note: The search is limited to a maximum of 200 results. Complete as many fields as you can to narrow your search.

The only required field is the End date field.

After you enter your search criteria click the Search button to move to the next screen in the process.

Transaction history search results

Use this screen to review the transaction(s) found based on the criteria you entered on the Transaction history search screen. Use the Showing _ entries feature to view the screen entries. The default view is 10 entries but you can choose to show 25, 50, 100, or all entries.

If there is more than one page of entries, use the Next button to move through the pages.

Once you locate your transaction you can perform the following actions if they are displayed inside the Documents column for your transaction:

  • Global Receipt (View/Print/Save the receipt) in HTML or PDF
  • Individual Receipt (View/Print/Save the receipt) in HTML or PDF
  • Application Form (View/Print/Save the application form) in HTML or PDF.

Note: For the words Global receipt (PDF) – Clicking on the word Global receipt will take you to the HTML copy. Clicking on the word PDF will take you to the PDF copy The same applies to the Individual receipt and the Application Form.

You may also perform the following action if the following icon is displayed inside the Actions column for your transaction:

  • You can click the Copy your application as a new application icon to place a copy of your application into your Work in Progress as a new application.

    This allows you to create a new application using an application that contains pre-populated fields. If you wish to change the data in the pre-populated fields, you need to delete the existing data and enter your new data. For example, if your new application uses a different address, change the address to the new address and continue on to the next application step.

Problem report

If you are experiencing technical problems, you can click Problem Report from the left menu. This forwards you to a Technical Problem Report web page. This web page allows you to enter information pertaining to your technical problem. When you have completed entering all of the problem information, click the Submit button.

Sign out

The Sign out button is located in the top right hand side of your screen. Click the button to sign out of the application.

Tips

Each tip is listed below in bolded lettering followed by its description beneath.

How to view help

It is recommended that you open the help file in a new window. You can then resize your application screen and your help screen available while you complete the fields on the screen. If this is not possible then you can open the help file in a new tab and click between your application screen and the help file screen to get the needed information about completing the field(s) of the screen.

Required fields

The screen itself tells you whether or not you need to enter data into a field.

When a field requires input you will see a red asterisk (*) and the word (required) in red and in brackets.

Switching languages

The application is fully bilingual. You can switch the application languages by click the Language hyperlink Français or English at the top right corner of each page.

Note: Once you enter the Application steps you cannot switch the language without exiting the steps. Once you exit the steps you can use the Language hyperlink to switch languages.

Session timeout

When you sign into the application, the system creates a session.

If you deselect the Keep me signed in box a 30 minutes session timer limit commences. Prior to the end of the 30 minutes, a warning prompt displays to inform you that the session is about to expire. You may press the Continue session button to continue the session or you may press the End session now button to end the session.

Icon legends

Throughout the application you may see icons that perform actions. Move your mouse over the icon to view the action that the icon performs. The name of the icon appears on the screen.

Below is a list of the icons and what they mean. The icon is shown below followed by its meaning.

  •  - The Edit graphic icon consists of a blue sqaure with a white background. On the top right of the square there is a pencil in blue entering the sqaure at an angle. It resembles an inverted letter Q. Click this icon to edit the screen or section f a screen it appears on.
  •  - The Remove graphic icon consists of a black wide letter x. This button deletes the item you click on.
  • Exception: Clicking the X button in the Cart removes the application from the Cart and moves it back to your Work in Progress. Your application is not deleted.
  •  - This graphic icon consists of the words show and entries with a drop down box that allows you to select 10, 25, 50, 100 or All items. It displays when there are numerous items found in a search on the Transaction History search page.
  •  - This graphic icon consists of two arrows one pointing up and one pointing down. These arrows only display on the Transaction history results page when there is more than one entry found in the search. Clicking on the up arrow puts the results in the order of the column heading. For example if you click the up arrow of the Registration no. column the items are displayed in numerical order with the lowest number at the top of the list going to the highest number at the bottom of the list.
  • - This graphic icon consists of page numbers and the word Next at the end. This graphic only displays on the Transaction history results page when there is more than one page of entries to be displayed. Clicking on the page number or the Next button takes the viewer to the next page of results.
  •  - This graphic icon consists of a small green circle with a white checkmark inside it. It is used to denote the Successful payment status
  •  - This graphic icon consists of a small brown circle with a white interior and has a clockface in brown inside it. It is used to denote the Pending payment status.
  •  - This graphic icon consists of a small red circle with a white interior and has a red x inside it. It is used to denote the Cancelled payment status.
  •  - This graphic consists of a blue sheet of paper with the right hand corner turned down. It is used to denote View a document in HTML format.
  •  - This graphic consists of a blue book. It is used to denote View a document in PDF format.
  •  - This graphic consists of a black circle with a question mark in its center. You can click on it to obtain a help screen.
  •  - This icon consists of four lines. It resembles a piece of paper with four points listed on it. It is used to denote the Claims feature. When viewable you can click it to go the Goods details or the Services details screens to enter or update claims information.
  •  - This icon resembles railroad tracks. It is used to denote the Split feature. When viewable you can click it to Split Goods or Services for your application.
  •  - This icon is a silhouette of a person. It is used to denote an Agent is attached to the application.
  •  - This icon is a silhouette of a price tag. It is used to denote that an unidentified item in the Goods and Services screen requires tagging as a Goods or Service.
  •  - This icon consists of two white pieces of paper outlined in grey with both sheets having the top left corner turned down. They are overlapping one another. This icon is used to denote that the document associated with it can be copied into your Work in progress as a new application.

Glossary

The Canadian Intellectual Property Office (CIPO) provides a Glossary of Intellectual Property Terms that may help you as you work through the screens.

Contact us

Use the Contact us link found on the bottom left hand side of your application screen to find the CIPO contact information.

You can use this feature to:

  • ask a question, provide feedback or report a problem.
  • contact us online, by telephone and in person.
  • find the CIPO mailing address.
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