Module 5 Topic 1 Workbook
Module 5 Topic 1 Workbook
WORKBOOK
Module 5
Communication with WIPO and Online Tools and Services
Topic 1: Communication with WIPO
Madrid Training Project
Workbook: Module 5 Communication with WIPO and Online Tools and Services
Topic 1: Communication with WIPO
Madrid Training Project
Introduction
Welcome to Topic 1 of Module 5 the Madrid System eLearning Training Course.
This workbook is provided as a companion to the online learning modules and
contains questions to test your understanding of the information.
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Workbook: Module 5 Communication with WIPO and Online Tools and Services
Topic 1: Communication with WIPO
Madrid Training Project
Contents
Introduction...................................................................................................................1
Module Outline..............................................................................................................4
Learning Outcomes......................................................................................................5
Section 1: Communication with WIPO......................................................................6
Type of Communication............................................................................................6
Language of Communication....................................................................................7
Communications from an IP Office or an Applicant or Holder to WIPO...............7
Communications from WIPO to an IP Office.........................................................7
Communications from WIPO to an Applicant or Holder........................................8
Methods of Communication with WIPO....................................................................8
Communications by Mail.......................................................................................8
Communications by Electronic Means..................................................................9
Summary...................................................................................................................9
Knowledge Check...................................................................................................10
Section 2: Electronic Systems and Online Services for Sending Communications to
WIPO..........................................................................................................................12
Online Services available to Applicants and Holders, their Representatives and IP
Offices.....................................................................................................................12
Contact Madrid Service.......................................................................................12
Madrid eFiling......................................................................................................12
Online Services available to Applicants, Holders and their Representatives.........14
Madrid Portfolio Manger......................................................................................14
Electronic Systems and Online Services available to IP Offices............................14
Madrid Electronic CommunicAtion (MECA) service............................................15
Madrid Office Portal (MOP).................................................................................16
Summary.................................................................................................................16
Knowledge Check...................................................................................................17
Section 3: Communication Requirements..................................................................19
Forms for Communication.......................................................................................19
Official Forms......................................................................................................19
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Workbook: Module 5 Communication with WIPO and Online Tools and Services
Topic 1: Communication with WIPO
Madrid Training Project
Model Forms........................................................................................................19
Self-Generated Forms.........................................................................................19
General Letters and Requests............................................................................20
Communication Time Limits....................................................................................20
Irregularities in Postal and Delivery Services and in Communications Sent by
Electronic Means.....................................................................................................20
Rule 5(1)(i)...........................................................................................................21
Rule 5(1)(ii)..........................................................................................................21
Rule 5(1)(iii).........................................................................................................21
Rule 5(3)..............................................................................................................21
Time Limits Not Met................................................................................................21
Summary.................................................................................................................22
Knowledge Check...................................................................................................22
Questions and Answers..............................................................................................24
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Workbook: Module 5 Communication with WIPO and Online Tools and Services
Topic 1: Communication with WIPO
Madrid Training Project
Module Outline
Module 5 of the Madrid Training Project is intended to provide current and future
users of the Madrid System with an overview on how they can communicate with
WIPO and access the Madrid System online tools and services provided by WIPO.
The module is comprised of two topics and is self-paced but it is estimated it should
take no more than two hours to complete.
Topic 1 contains three sections and includes knowledge check questions and
scenarios at various points to ensure you have understood the preceding material.
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Workbook: Module 5 Communication with WIPO and Online Tools and Services
Topic 1: Communication with WIPO
Madrid Training Project
Learning Outcomes
This topic is intended to provide current or future users of the Madrid System with an
overview on how to communicate with WIPO.
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Workbook: Module 5 Communication with WIPO and Online Tools and Services
Topic 1: Communication with WIPO
Madrid Training Project
Type of Communication
The form and the manner, the language, and the effective date of communications
between:
WIPO and national or regional IP Offices, and
WIPO and applicants, holders of international registrations or their
representatives
You can view the Common Regulations and the Administrative Instructions on the
WIPO website: http://www.wipo.int/madrid/en/legal_texts/
To assist applicants and holders, the Madrid Member Profiles Database provides
information of the practices and procedures of the Madrid System’s members across
the globe.
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Workbook: Module 5 Communication with WIPO and Online Tools and Services
Topic 1: Communication with WIPO
Madrid Training Project
Language of Communication
The following general principles concerning the language of communication apply to:
Communications from an IP Office or an Applicant or Holder to WIPO.
Communications from WIPO to an IP Office.
Communications from WIPO to an Applicant or Holder.
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Workbook: Module 5 Communication with WIPO and Online Tools and Services
Topic 1: Communication with WIPO
Madrid Training Project
However, an applicant or holder may notify WIPO that they wish to receive all such
notifications in English, French or Spanish, irrespective of the language in which the
international application was filed. The applicant can simply check the relevant box in
the international application form to make such a request, and a similar box is made
available for the new owner in the MM5 form for changing ownership.
Communications by Mail
If several documents are mailed in the one envelope, they should be accompanied
by a list identifying each one of them. WIPO will inform the sender of any
discrepancy between the list and what is actually received.
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Workbook: Module 5 Communication with WIPO and Online Tools and Services
Topic 1: Communication with WIPO
Madrid Training Project
Some of the online systems and services proposed by WIPO can be used by
applicants and holders, their representatives and IP Offices, whereas others are
designed for a specific group of users only.
In the next section, we will find out which online services and electronic systems are
available to each group.
Summary
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Workbook: Module 5 Communication with WIPO and Online Tools and Services
Topic 1: Communication with WIPO
Madrid Training Project
Knowledge Check
Question:
When an IP Office or an applicant or holder sends communication to WIPO
concerning an international application or registration, that communication must be in
one of the working languages, irrespective of the language in which the international
application was filed. However, there are two exceptions to this rule. What are those
exceptions?
Answer:
.......................................................................................................................................
.......................................................................................................................................
.......................................................................................................................................
.......................................................................................................................................
.......................................................................................................................................
Question:
Any notification concerning an international application or registration that WIPO
sends to an applicant or holder will be in the language in which the international
application was filed. Is this always the case? Please explain your answer.
Answer:
.......................................................................................................................................
.......................................................................................................................................
.......................................................................................................................................
.......................................................................................................................................
.......................................................................................................................................
Question:
Communications between WIPO and national or regional IP Offices may be in typed
or otherwise printed writing or in the form of electronic transmission of data. The
communications in writing can be sent to WIPO by mail (in hard copies) or by
electronic means.
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Workbook: Module 5 Communication with WIPO and Online Tools and Services
Topic 1: Communication with WIPO
Madrid Training Project
Answer:
.......................................................................................................................................
.......................................................................................................................................
.......................................................................................................................................
.......................................................................................................................................
.......................................................................................................................................
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Workbook: Module 5 Communication with WIPO and Online Tools and Services
Topic 1: Communication with WIPO
Madrid Training Project
Contact Madrid is the preferred and most effective way to connect with the Madrid
Customer Service team.
Madrid eFiling
Madrid eFiling is a web-based filing system that allows for the easy filing of
international applications electronically.
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Workbook: Module 5 Communication with WIPO and Online Tools and Services
Topic 1: Communication with WIPO
Madrid Training Project
The system is currently being used by IP Australia and the Benelux Office for
Intellectual Property (BOIP). Both Offices have reported a decrease in the
number of filing irregularities to be resolved and a marked decrease in the
pendency time between receiving an international application and
transmission to WIPO.
Integration
There are two primary integration points between Madrid eFiling and a
national or regional IP Office that need to be implemented before the service
can be considered fully functioning:
User authentication and registration is done with WIPO’s external
authentication service, and
Electronic access to the registry from which the basic mark information
is retrieved. This could be the register of the national or regional Office
of origin, the WIPO Global Brand Database or TMview (hosted by the
European Union Intellectual Property Office (EUIPO)). If an Office of
origin opts to use the WIPO Global Brand Database or the EUIPO
TMview to access information about the basic mark, WIPO will perform
the implementation.
Getting Started
Any interested IP Office can request a sandbox trial (isolated computing
environment) of the Madrid eFiling service. This will allow them to evaluate
the feasibility of the service for filing, examining and validating prepopulated
applications, from the perspective of both an applicant and an Office user.
Requests can be sent through the Contact Madrid service (identify yourself as
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Workbook: Module 5 Communication with WIPO and Online Tools and Services
Topic 1: Communication with WIPO
Madrid Training Project
It is one of the key components of the global IP infrastructure that is developed and
used by WIPO, along with a set of modernization services, to offer a comprehensive
sustainable automation solution to requesting Offices from developing countries with
diverse levels of development, resources, capacity, skills and infrastructure. It is
operational in IP Offices across regions and has become an integral part of their day-
to-day work.
What is IPAS?
IPAS is a flexible, modular web-based system that can be customized to the
needs of individual IP Offices to automate their IP business and administrative
processes. IPAS will handle the complete process of national /regional
trademark processing in the Office. In addition, where the Madrid Module is
installed, IPAS can be used from the start of the Madrid process to receive
designations of international registrations from WIPO, and notifications from
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Workbook: Module 5 Communication with WIPO and Online Tools and Services
Topic 1: Communication with WIPO
Madrid Training Project
What it Does
IPAS simplifies procedures and deals with the end-to-end processing of
marks throughout their life cycle.
Customization
IPAS is extensively customizable to adapt to individual national requirements
and may include: national/regional IP legislation, workflow processes, actions
and statuses, legal time-periods and deadlines, templates of official
correspondences, certificates, gazettes, language, calendar support, data
migration from legacy databases. No software programming is required in
IPAS at customization but close collaboration between the IP Office and
WIPO is expected during the customization and verification process.
Cost/Training
As IPAS is owned by WIPO, it is compliant with WIPO and industry standards,
and can be provided at no cost to requesting IP Offices to develop and
improve their capacity and efficiency of IP registration activities and to enable
them to better serve their IP stakeholders. WIPO provides training and
knowledge transfer to IP Office staff to increase their self-reliance. WIPO also
provides technical online or on-site support to resolve any system related
problems, if required, and new releases as appropriate.
Development
Ongoing enhancement of IPAS is an integral part of its development and
maintenance. The system is continually improved in functionality and updated
based on feedback from IP Offices and kept up-to-date to take advantage of
new emerging technologies.
Availability
New releases of IPAS are provided online via the Internet.
Access to and/or technical support for the MECA service can be requested through
Contact Madrid (identify yourself as an IP Office, then select “technical assistance”).
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Workbook: Module 5 Communication with WIPO and Online Tools and Services
Topic 1: Communication with WIPO
Madrid Training Project
The Madrid Office Portal (MOP) is an online service providing IP Offices with
comprehensive electronic access to the International Register of Marks and a means
of electronic communication with WIPO.
To access MOP, an individual must first create a WIPO account using their office
email address. Once a WIPO account has been established, the individual needs to
send a request via Contact Madrid to open a MOP account.
The MOP and Contract Madrid are available through the WIPO website:
Madrid Office Portal (MOP): https://www3.wipo.int/mop
Summary
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Workbook: Module 5 Communication with WIPO and Online Tools and Services
Topic 1: Communication with WIPO
Madrid Training Project
Knowledge Check
Question:
Madrid eFiling is a web-based filing system that WIPO offers that allows for the easy
filing of international applications electronically. It consists of a module for applicants
and a module for Offices of origin. When used what benefits does this system
provide to applicants and to an Office of origin?
Answer:
.......................................................................................................................................
.......................................................................................................................................
.......................................................................................................................................
.......................................................................................................................................
.......................................................................................................................................
Question:
The Madrid Office Portal (MOP) is an online service providing IP Offices with
comprehensive electronic access to the International Register of Marks and a means
of electronic communication with WIPO.
Answer:
.......................................................................................................................................
.......................................................................................................................................
.......................................................................................................................................
.......................................................................................................................................
.......................................................................................................................................
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Workbook: Module 5 Communication with WIPO and Online Tools and Services
Topic 1: Communication with WIPO
Madrid Training Project
Question:
What is the most effective way to connect with the Madrid Customer Service team to
ask questions, submit various requests and reply to irregularity letters under the
Madrid System?
Answer:
.......................................................................................................................................
.......................................................................................................................................
.......................................................................................................................................
.......................................................................................................................................
.......................................................................................................................................
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Workbook: Module 5 Communication with WIPO and Online Tools and Services
Topic 1: Communication with WIPO
Madrid Training Project
WIPO accepts three different types of forms, as well as general letters and requests:
Official Forms,
Model Forms,
Self-Generated Forms, and
General Letters and Requests.
Official Forms
Forms that are required for filing international applications and requesting changes to
international registrations are referred to as official forms, established by WIPO. All
forms are available in the three working languages of the Madrid System – English,
French and Spanish.
Model Forms
There are no official forms for the IP Offices of designated Contracting Parties to use
to communicate decisions on the scope of protection. WIPO has made available a
set of standardized forms for this purpose. They are referred to as model forms.
Model forms reflect the essential applicable requirements under the Common
Regulations. Therefore, they may require some adaptation to suit the particular
needs of each Office.
The Model forms, along with explanatory notes for each form, are available on
WIPO’s website:
http://www.wipo.int/madrid/en/contracting_parties/model_forms.html
Self-Generated Forms
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Workbook: Module 5 Communication with WIPO and Online Tools and Services
Topic 1: Communication with WIPO
Madrid Training Project
As with official and model forms, self-generated forms must be completed legibly, by
means of a typewriter or other machine. Handwritten forms are not acceptable.
Where self-generated forms are established, the Office would need to ensure that
any changes to the official forms by WIPO be reflected in their self-generated forms.
WIPO will also accept and respond to general letters and requests that do not
require the use of an official form.
The sender must include the details of the international application or registration the
general letter or request relates to, including international registration number or
number of the basic application or registration, details of the mark, applicant’s or
holder’s details and contact details of the sender.
The Madrid Protocol and the Common Regulations lay down time limits within which
certain communications must be made.
Normally, the date on which the time limit expires is the date on which the
communication must be received by WIPO.
An exception to this is the time limit within which the Office of a designated
Contracting Party must notify refusal of protection. In this case, the decisive date is
the date on which the Office sends the notification to WIPO.
Where a time limit for a communication with WIPO is not met due to an irregularity in
a postal, delivery services, or in communications sent electronically, this may be
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Workbook: Module 5 Communication with WIPO and Online Tools and Services
Topic 1: Communication with WIPO
Madrid Training Project
excused provided due care has been exercised by the sender and the
communication was dispatched in good time (Rule 5 of the Common Regulations).
Sufficient evidence must be provided by the sender in cases of failure to meet time
limits showing, to the satisfaction of WIPO, that the delay was the result of
circumstances outside of their control.
Let’s learn more about the types of delays that may be excused with sufficient
evidence.
Rule 5(1)(i)
The communication was mailed or sent to WIPO at least five days prior to the expiry
of the time limit, or where the postal or delivery service was, on any of the ten days
preceding the day of expiry of the time limit, interrupted on account of war,
revolution, civil disorder, strike, natural calamity, or other like reason, the
communication was mailed or sent not later than five days after postal or delivery
service was resumed.
Rule 5(1)(ii)
The mailing of the communication was registered, or details of the communication
were recorded by the postal or delivery service at the time of mailing or sending.
Rule 5(1)(iii)
In the case of a communication sent by a postal service from a location from which
not all classes of mail normally reach WIPO within two days of mailing, that the
communication was either mailed by a class of mail which normally reaches WIPO
within two days of mailing, or was sent by airmail.
Rule 5(3)
In the case of a communication sent electronically, failure of an interested party to
meet a time limit would be excused where the interested party submits satisfactory
evidence showing that the time limit was not met because of:
A failure in the electronic communication with WIPO, or
A failure that affects the locality of the interested party due to
extraordinary circumstances beyond the control of the interested party.
Failure to meet a time limit shall be excused only if the evidence in support and the
communication (or a duplicate thereof) are received by WIPO not later than six
months after the expiry of the time limit.
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Workbook: Module 5 Communication with WIPO and Online Tools and Services
Topic 1: Communication with WIPO
Madrid Training Project
However, where an IP Office provides sufficient evidence to support that the late
receipt resulted from an irregularity in the postal, delivery service, or communications
sent electronically, the application or subsequent designation will be considered to
have been received within the time limit (and will therefore be able to keep the date
on which it was filed with that Office).
Summary
Knowledge Check
Question:
WIPO will accept and respond to general letters and requests that do not require the
use of an official form.
Answer:
.......................................................................................................................................
.......................................................................................................................................
.......................................................................................................................................
.......................................................................................................................................
.......................................................................................................................................
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Workbook: Module 5 Communication with WIPO and Online Tools and Services
Topic 1: Communication with WIPO
Madrid Training Project
Question:
If a time limit for a communication with WIPO is not met due to an irregularity in a
postal or delivery services, or in communications sent electronically will the
correspondence still be accepted?
Answer:
.......................................................................................................................................
.......................................................................................................................................
.......................................................................................................................................
.......................................................................................................................................
.......................................................................................................................................
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Workbook: Module 5 Communication with WIPO and Online Tools and Services
Topic 1: Communication with WIPO
Madrid Training Project
Question:
When an IP Office or an applicant or holder sends communication to WIPO
concerning an international application or registration, that communication must be in
one of the working languages, irrespective of the language in which the international
application was filed. However, there are two exceptions to this rule. What are those
exceptions?
Answer:
Those exceptions are:
Question:
Any notification concerning an international application or registration that WIPO
sends to an applicant or holder will be in the language in which the international
application was filed. Is this always the case? Please explain your answer.
Answer:
No, this is not always the case.
An applicant or holder may notify WIPO that they wish to receive all such
notifications in English, French or Spanish, irrespective of the language in which the
international application was filed. The applicant can simply check the relevant box in
the international application form to make such a request.
Question:
Communications between WIPO and national or regional IP Offices may be in typed
or otherwise printed writing or in the form of electronic transmission of data. The
communications in writing can be sent to WIPO by mail (in hard copies) or by
electronic means.
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Workbook: Module 5 Communication with WIPO and Online Tools and Services
Topic 1: Communication with WIPO
Madrid Training Project
Answer:
WIPO’s preference is to receive correspondence by electronic means.
Section 2
Question:
Madrid eFiling is a web-based filing system that WIPO offers that allows for the easy
filing of international applications electronically. It consists of a module for applicants
and a module for Offices of origin. When used what benefits does this system
provide to applicants and to an Office of origin?
Answer:
Benefits to the Applicant
The Office of origin module allows Offices to review, validate, and certify that
the information contained in the international application corresponds with the
basic application or registration before transmitting to WIPO.
Question:
The Madrid Office Portal (MOP) is an online service providing IP Offices with
comprehensive electronic access to the International Register of Marks and a means
of electronic communication with WIPO.
Answer:
The Madrid Office Portal provides IP Offices access to:
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Workbook: Module 5 Communication with WIPO and Online Tools and Services
Topic 1: Communication with WIPO
Madrid Training Project
Question:
What is the most effective way to connect with the Madrid Customer Service team to
ask questions, submit various requests and reply to irregularity letters under the
Madrid System?
Answer:
The most effect way to connect with the Madrid Customer Service team is through
the Contact Madrid Service.
Section 3
Question:
WIPO will accept and respond to general letters and requests that do not require the
use of an official form.
Answer:
The sender must include the following details in their correspondence:
The details of the international application or registration the general letter or
request relates to, including international registration number or number of the
basic application or registration,
Details of the mark,
Applicant’s or holder’s details, and
The contact details of the sender.
Question:
If a time limit for a communication with WIPO is not met due to an irregularity in a
postal, delivery services, or in communications sent electronically will the
correspondence still be accepted?
Answer:
Failure to meet time limits will only be excused if sufficient evidence (to the
satisfaction of WIPO) is provided by the sender to show that the delay was the result
of circumstances outside of their control.
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