In short: Store your IP Certificates in Zeal, in bulk or one by one, and link each to an IP Asset and its Removal Reasons so enforcement can be automated.
Understanding IP Certificates
IP Certificates prove protection and give the brand the right to enforce. Storing them in Zeal means enforcement actions can be automated, so make sure your certificates cover the right regions and products within the brand's enforcement scope.
Before you start, check that:
You have the Admin, Account Executive or Enforcer role in the platform.
You have all the IP Certificate details from the client.
You've configured the Brand and added IP Assets.
Must-have outcomes:
Every IP Certificate is linked to an IP Asset.
Every IP Certificate is linked to the relevant Removal Reasons (for example trademark abuse or counterfeit).
Learn more: IP Assets · Brands Configuration
1. Open IP Certificates
This is where all your certificates are stored and managed.
Go to Settings → IP Portfolio → IP Certificates.
From here there are two ways to add certificate information: upload in bulk with the Excel template, or add certificates one at a time.
Learn more: IP Assets
2. Upload certificates in bulk
Use the template when you have many certificates to add at once.
Click the Upload button in the top right-hand corner.
Click download template to get the Excel template, then fill it in and upload it.
Required and recommended fields
Required fields: Trademark number, Jurisdiction and Removal Reasons.
Recommended fields:
Expiry date: ensures the certificate is valid. Format YYYY-MM-DD.
Trademark URL
IP Asset Name: links the certificate efficiently to the IP Assets you've configured.
Type: WORDMARK, FIGURATIVE_MARK, DESIGN_PATENT, DESIGN, PATENT, COPYRIGHT, COMBINED_MARK or OTHER.
Removal Reason name: Copyright Infringement, Trademark Infringement, Design Infringement, Patent Infringement, Counterfeit Infringement, Unauthorized Sales or Other.
Field glossary
This glossary is also included in the Excel template.
Column | Description | Notes | Example |
Name | Name of the IP Certificate | Generated automatically if left blank | – |
Number | Trademark number | – | 1467227 |
Url Trademark | URL of the trademark | URL of the trademark | |
Created date | Date of trademark/certificate registration | Accepts YYYY-MM-DD | 2017-02-02 |
Expiry date | Date of trademark/certificate expiry | Accepts YYYY-MM-DD | 2027-03-23 |
Jurisdiction | Jurisdiction | Accepts ISO format, WIPO or EU | US |
IP Asset Name | Name of the brand logo or product being protected. You may use existing IP Certificate names in Zero/Zeal exports | Must use pre-created asset names | Corsearch C Logo |
Classes | Comma-separated class numbers | Accepts multiple comma-separated numbers from 1 to 45 | 1,34,2 |
Type | Type of mark | Accepts one value from: WORDMARK, FIGURATIVE_MARK, DESIGN_PATENT, DESIGN, PATENT, COPYRIGHT, COMBINED_MARK, OTHER | WORDMARK |
Removal Reason Name | Infringement Removal Reason that applies to this certificate | Accepts one value from: Copyright Infringement, Trademark Infringement, Design Infringement, Patent Infringement, Counterfeit Infringement, Unauthorized Sales, Other | Trademark Infringement |
Important: IP Asset Name must use an asset name you've already created in Zeal.
3. Add a certificate manually
Use this to add a single certificate quickly.
Go to Settings → IP Portfolio → IP Certificates and click the + button.
Complete the form shown below. At a minimum, fill in Jurisdictions, Removal Reasons and Trademark Number.
Click Save.
Learn more: IP Assets · Auto-Enforcement
Quick reference
If you want to know… | Look at… |
Who can add certificates and what you need first | Understanding IP Certificates |
How to add many certificates at once | 2. Upload certificates in bulk |
What each template column means | Field glossary |
How to add a single certificate | 3. Add a certificate manually |
How to set up the IP Assets that certificates link to |