You can easily view and manage your shared IP portfolio within the system by going to Records section (1) to see a list of all shared cases. Scroll through the list to view key data fields or use filters (2) to refine the information.
Click on a case to view all shared details, including activity history, communications, tasks, events, documents, party details, related cases, and shared links. If enabled, you can also track sales performance. Turn on notifications or use the chat function to stay updated.
