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Institute of Professional Representatives before the European Patent Office

Webinar: Keeping and Transferring Files
A practical rules-based guide

Online: 01.02.2023

Starts: 01.02.2023 10:00hrs
Ends: 01.02.2023 11:00hrs




The correct handling and keeping of files and documents is an important area in which practicality, professionalism and knowledge of relevant regulations must be balanced in order to provide an efficient service to clients and instructing departments. In the modern era of electronic file keeping particular attention must be paid to topics such as document security, confidentiality, date stamping, receipt acknowledgements, file structures and organisation, permanence and inviolability of file contents and the duration of any file retention period.

Also of regular concern is the subject of efficient transfer of files in the event of a change of representation or assignment of rights; who has responsibility for paying any transfer costs incurred; acceptable timescales for file transfers; and whether files must be transferred intact and without modification.

In this webinar Tim Powell (GB, Member of the Professional Conduct Committee) and Thomas Pott (DE, (Webinar Moderator) Member of the Professional Education Committee) will present guidance, rules information and suggestions on best practices under the above headings.

 Organised by


  • Timothy Powell

Target group

The webinar series is only for epi Members and epi Students.

Level of expertise
Intermediate level

Online training

Technical requirements
In order to attend the on-line course participants need a computer with an internet browser and a high-speed broadband internet connection. For the webinar, epi uses Cisco WebEX, so initially some WebEX software will be installed on your computer. Security settings on local Firewalls need to be checked. In order to make full use of the webinar session, we recommend to use headsets.

To access to the webinar epi sends out a link and the guidelines for participants shortly before the webinar.

 Application and use of personal data

Please do not use capital letters when filling the online registration form. Please indicate only personal email addresses.

By registering for this event, you accept that all your personal data may be used by the epi and authorised third parties (e.g. EPO) to the extent necessary to provide services or content you have requested. Please note our leaflet on privacy policy regarding the processing of your personal data.  

Please note our "private policy" regarding the processing of your personal data.


For further information, please contact Noreen Osterlehner ([email protected]).


Event has free slots available

Registration deadline

Registration is open until 30.01.2023 The order of receipt by epi will determine the attendance in case of over-subscription.

The registration deadline for this event (30.01.2023) is over.