WebTMS User Guide. Part 1. Browser based trademark management software

Transcription

1 WebTMS User Guide Part 1 Browser based trademark management software IP Online Ltd 3905 State Street #7-142 Santa Barbara CA USA /62 Kings Road Reading RG1 3AA England Revised September 1, 2004

2 Contents Chapter 1: Logging on 5 The Main Menu 6 Chapter 2: Finding, viewing and printing records Searching for records 8 Specific searches in linked tables 9 The Country (include CTM) checkbox 9 More search fields 10 Using the hit List 12 Viewing and editing records 13 The Edit Screen toolbars 14 The View Scan Docs Window 16 The View Related Files Window 16 The Reports Menu 17 7 Chapter 3: Adding a new Trademark record 19 Entering the owner's name 20 The Registration Details section 21 Multiple Supervisor s option 23 Additional Section for WIPO registrations 24 Additional Sections for US, Canadian and CTM 25 records Entering Classes, Goods and Services 26 Adding Clients and Agents 27 Additional Data Section 28 Entering Priorities 30 Actions, Docketing and the Diary system 31 Running memeos 32 Trademark Profiles 33 2

3 Chapter 4: Scanning and uploading image files 35 Logos and design marks 35 Scanned Documents and other images 36 Scanned Documents Wizard 37 Chapter 5: Docketing and The Actions file 39 Entering due dates and reminders 39 How to update the Next Renewal Due field 40 The e-docket Wizard: Running a Diary/Docket 41 report Chapter 6: Companies & Contacts 43 Entering a new company 43 Handling contacts 45 Other addresses 45 Managing Agents 34 Chapter 7: Deleting Records Deleting records 46 If the system does not allow you to delete a record 46 Separate User Guides WebTMS User Guide part 2 Patents Registered Designs Other Data Modules Client Access Agent Update Data imports Setting Up Custom reports Setting up and running HTML/Word merges The New Filing Wizard If you need support or have any questions about how to run the WebTMS system please call us or us: In North America: (California) In Europe: louisste@gte.net or Rita@ippo.com 3

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5 Chapter 1: Logging on and the Main Menu Logging On Each user of WebTMS requires their own login name and password. Your user name can determine the level of access you have to the system (view only; view and amend; view, amend and create records, etc.) and is also used to mark records which you create or amend. The System Administrator allocates login names and passwords 5

6 Main Menu The Main Menu is used to access all the functionality of the system. The options displayed on the menu may vary, depending on the modules which have been installed on your system, and your location. Each Main Menu choice is described in detail in the relevant chapters. 6

7 Chapter 2: Finding, viewing and printing records 1. Select the required Module from the Main Menu 2. Enter the search criteria and click the Search button 3. Click Edit to edit an individual record 4. To print a report, select a set of records by checking the Select boxes in the Hit List rows, or click the "Print all" button 5. Select the required report format to preview, print or . 7

8 Searching for records From the main menu, select the module containing the record you wish to see Enter the search criteria in the appropriate fields You may use wild cards (*) for prefixes happy*, suffixes *sun or for instrings *happy* To narrow the search, you may add criteria in more than one field More than one criterion may be entered into one of the text search fields; separate the criteria with commas You may also enter more that one criterion in the fields with selection boxes, by holding down the Control key and highlighting each required entry Check the Exclude box to exclude a term from the search When you have entered all your criteria, click on the Search button, and the system will present a hit list of all matches on the right side of the screen. 8

9 Specific searches in linked tables Most of the search fields are text boxes, and you can just type in the seach terms required. If the search box label is underlined, ( as is Trademark, Owner, Client and others) you may instead click on the label and then search for an existing specific entry in the linked table. The Country (include CTM) checkbox Community Trademark (CTM or OHIM) registrations are valid in some 25 jurisdictions in the European Union. In WebTMS the CTM is treated as a separate jurisdiction and CTM appears on the list of countries for record creation and searching purposes. When searching for trademark records in say, Finland, you may wish to find all national Finnish registrations plus all CTM registations (which are effective in Finland). If the Country (include CTM) check box is checked, the search results will include both sets of records. If it is unchecked, only Finnish national registations will be found. One of the options when configuring WebTMS is to have the system create individual national reference records for all 25 countries when a CTM record is created. This can add a substantial number of trademark records to the system and is now no longer necessary. 9

10 More search fields Application and registration numbers may contain characters other than numerals, such as commas, slashes, periods and letters. The WebTMS search engine will ignore commas and periods in application and registation numbers. Do not put commas in the numbers you enter in the search boxes. The only time you would use commas would be between numbers if you need to enter a series of different application or registration numbers. 10

11 More search fields New Filing Project refers to the names of filing projects in the New Filing Wizard. Import Wizard refers to the names of projects in the Data Import Wizard. Only projects which have not been deleted will be listed in the search box In both cases the records returned by the search will correspond to the trademark records created for the project by the New Filing Wizard or the Data Import Wizard. To locate records for trademark registrations with no Next Renewal Due date listed, check the box and run the search. Use the Related Records section to find trademark records referred to in the other data modules. Records marked as Inactive will not be inlcuded in search results unless Inactive or Both is selected. The most frequently used fields for searching are listed on the screen: all other fields may be searched from the Additional Search Fields drop down list. 11

12 Using the Hit List To edit or update a record, click "Edit" in the appropriate row. Click View for the view only record sheet. To sort the hit list, click on one of the column headings You may print the hit list by clicking on it anywhere then using the browser print button To print a formatted report containing all the records in the hit list, click the "Print All" button. This will take you to a list of available reports. To print only a selection of records in the hit list, select the rows to be printed by checking the boxes in the "Select" column, then click the "Print Selection" button 12

13 Viewing and editing records To edit a record, click "Edit" in the second column from the left in the appropriate row in the hit list. The record sheet for the record will then be displayed. The record is presented as one long page, with section headings. Use the scroll bar at the right to scroll through the data, or Use the drop down list in the top right box to go to a specific section of the page. Enter new data or amend existing data in the record, and click the "Save button to save changes. To print the record sheet, use the Print button at the top right of the page to access the Print Menu. To view a record, highlight the appropriate row in the hit list and click "View" in the first column on the left. The details will then be displayed in a "View Only" screen, which cannot be edited. 13

14 The Edit screen Toolbars Top row Back and Forward buttons To navigate through the screens, it is better to use the system Back and Forward buttons, rather that those on the browser toolbar. Main Menu takes you back to the main menu Log Out will log you off the system and present the login screen for a different user to log in Zoom allows you to zoom text fields to see the entire contents The "Top" drop down box lets you go directly to a specified section of the record sheet 14

15 Second row Save Use this button to save newly entered data Add New Record Use this button to create a new record in the Module Copy Clicking on this button will create a copy of the record displayed on screen, to assist with the repetitive entry of similar data Delete for deleting the record shown on screen View/Add Scan Docs displays a window listing documents which have been scanned and attached to the record. Click the "View" link to display the image or file on-screen. See Chapter 4. Print brings up the Print Menu to allow selection of recports printed from data in the record Sheet. View Related Files shows a list of records in other Modules which refer to the trademark record on-screen. This list is created automatically by the system. Click on the triangle box at the left of each row to go to the related record. Calculate All Dates will force the system to calculate due dates for actions listed in the Actions section. Additional buttons If the Agent Update modules has been installed, the View Agent Updates button will be displayed. This button presents the Agent Update audit trail for the record. Forms Wizard button For some jurisdictions, such as the UK and Hong Kong where Patent Office forms are available, the Forms Wizard button may be displayed. 15

16 The View Scan Docs window See Chapter 4 for details The View Related Files window When trademark records are entered into the appropriate section of the record sheet in the Disputes, Contracts, Assignments or Domain Name Modules, the system will cross index the record with the corresponding trademark records. 16

17 The Reports Menu The Reports menu is accessed from the Search Results hit list. 17

18 This menu is used to 1. Preview, print or a preformatted report 2. Print an HTML or Word merge letter or document 3. Set up a new custom report 4. Batch update a set of selected records 5. Batch delete a set of selected records (This option may be disabled) 6. Export the data in various formats To preview and print a report, simply click on the name of the report. A preview will appear. To print, use the browser print button. Note: you may wish to change the page orientation to landscape for some reports, by using the "Page setup" option on the browser "File" menu. You may also wish to turn off the browser's default headers and footers. To do this, select the browser "File" option, then "Page set up" and delete the codes on the Header and Footer fields. To the report click "File" on the toolbar, the "Send" then " " and enter the recipient's address. The WebTMS system is configured to work with MS Outlook and Outlook Express, and it will work with other programs. Create/Amend Reports This option is used to set up custom reports. See the separate User Guide for details. The name of each custom report is added automatically to the list of reports. Batch Update: see the Chapter on Batch Updating a Set of Records Batch Delete: This option is usually disabled but can be turned on through the Security Wizard. 18

19 Chapter 3: Adding a new Trademark record 1. Select the required Module from the Main Menu 2. Click the "Add New Record" button on the Search screen 3. Complete the pop up screen, and click the "Save" button 4. The main Edit screen will then appear; fill in the additional data and click the "Save" button to save the record Adding a new trademark record To add a new trademark record, select "Trademark Records" from the main menu and click the "Add New Record" button on the search screen. The following pop up screen will appear. Trademark: To enter a new trademark, type it in the field and put a check in the Create New Profile box. A new entry in the Trademark Profile file will be made when the screen has been completed and saved. To use an existing trademark profile, click on the "Select" link and enter criteria in the TM Profile Search screen, and click the "Search" button. Select the required entry. Country: Select the jurisdiction for the trademark from the drop down list Trademark Profile The Trademark Profile file is used to keep a master list of all trademarks for which there are trademark records. The trademark profile is a full description of the trademark itself, and every trademark record in the system will refer to one trademark profile. Many trademark records may refer to a single trademark profile. If applications for a particular logo are filed in, say, 50 countries, there will be fifty different trademark records, but only one trademark profile. Trademark Status: Select the status from the drop down list Supervisor: Select the attorney from the drop down list Please note that all these fields are required fields Click the "Save" button and the system will create a new trademark record and display the trademark record edit screen. Additional information may then be entered. 19

20 Completing a new trademark record sheet Entering the Owner's Name Owner The Owner is the applicant, registrant or proprietor of the trademark. The full name and address is displayed, and is taken from a record in the Companies & Contacts file. Click "Select" to search for and enter a company name which has already been entered in the Companies file Click "Add" to make a new entry in the Companies file and enter it in the Trademark record. You should always start with "Select" to look for the Owner in the Companies file, to ensure that duplicate entries are not made. The Edit link is used to access the name record in the Companies file, for reference and to make updates or corrections. Remember that any changes made will affect all records in all modules which referene the name. The Delete link is used to remove reference to a company from the trademark record. It does not delete the entry in the Companies file. The Address of Record is the address as it appears on the Patent Office records. It is taken from the Additional Addresses section of the Companies file. 20

21 The Registration Details section of the Trademark Record Sheet Country Application number View online Audit Core Data Application date Registration number Registration date Status Sub status The jurisdiction in which the mark is applied for or registered. The entries in the drop down list are controlled by entries in the Countries Utility table and are limited to those entries marked as trademark jurisdictions. The application or serial number assigned by the Patent Office. Commas, slashes, periods and letters may be included if desired. This link will be displayed for those jurisdictions where a click through link to the corresponding record in the Patent Office database is available. Click the link to display the Patent office record. The link, if available, brings up a window which compares core data in the trademark record with the data in the Patent Office record. The filing date of the application The number assigned to the mark upon registration The date the mark was first registered Select the currrent status from the drop down list. The content of the drop down list is regulated by the system and cannot be changed. The values in this drop down list may be amended by the systeem supervisor through the Utilities Wizard 21

22 File reference Record reference Nest Renewal Due Type of Registration Supervisor Active Usually the reference used on the paper file This can be set as an automatic counter which increments for each new record entered The date displayed here is taken from the Actions section and is usually calculated automatically by the system when the status of the record is changed to Registered and the record saved. This field is used to identify various types of registrations such as Madrid extensions, certification marks, etc. The person responsible for the case. The drop down list is based on entries in the Attorneys table Records can be marked as active or inactive; the default is active. Records marked as inactive will not appear on search results unless specifically asked for by using the buttons at the foot of the search screen. By default, only active is selected. Office Action date Final Office Ation date The date of an office action can be entered. Rules can be set up in the Date Calculation Rules utility to calculate deadlines for responding, and to set up reminders The date of a final office action can be entered. Rules can be set up in the Date Calculation Rules utility to calculate deadlines for responding, and to set up reminders 22

23 Multiple Supervisors Option A multiple supervisors option is available, which allows up to five different people to be added as Supervisors for each record. Additional fields are displayed in the Record Sheet. All the names in the drop down list are held in the Attorneys table accessed through the Utilities Wizard. When searching for a record by using the Attorney field on the Trademark or other Search Screen, the system will look for the name selected in all five fields in the Trademark or other Record The Batch Update utility can be used to replace one attorney with another regardless of which of the five Attorney fields has been used for the original entry. 23

24 Additional Section for WIPO (Madrid Agreement & Protocol) Registrations This section of the Record Sheet is displayed automatically for all trademark records with the jurisdiction WIPO. Please see the chapter on the New Filing Wizard for full details of how to set up WIPO records and their related cross indexing. The WebTMS system creates individual records for each national extension of a WIPO registration. Each national registration sheet can be accessed from the Search Results screen in the normal way, to allow for amendments, limitations and updates on a country-by-country basis. Click on the triange on the left of an entry to go to the corresponding Record Sheet. Use the asterisk to add new designations. 24

25 Additional US registration details This section of the Record Sheet is only displayed for US records. If you wish the system to calculate the extension deadlines for filing the Statement of Use for intent to use applications, then Intention to use must be selected for the Basis of Filing field. The mailing date of the letter of acceptance must then be entered in the Grant Date field. Additional section for Canadian records This section of the Record Sheet is only displayed for Canadian records, to indicate the basis of filing for applications. Additional section for CTM records This section is displayed for CTM records, to record the two chosen languages and other CTM specific filing details. 25

26 Entering classes, goods and services Click on the "new record" asterisk to bring up the classes and goods entry screen You may type in the information for each class manually, or cut and paste. After you have entered a class number, you can click on the "Insert Standard Goods" button to enter predefined specifications. You may also indicate the language if other than English Please note that the two fields for the dates of first use are text fields, to allow for the entry of incomplete dates (e.g. January 1970) Enter each class separately, by saving after each class and goods entry Save, then close the window when all required classes and specifications have been entered You can set up new Standard Goods entries by using the Utility Wizard on the Main Menu 26

27 The Language field can be used if you wish to carry the wording of the specification of goods in English and also in the original language. Make one entry in English, and a second record in the other language. The language in which the goods are shown in reports can then be selected by using this field. The system will provide a warning message if you attempt to add more than one specification in the same class in the same language, but will not prevent you from saving the duplicate goods record. Adding Clients and Agents Click "Select" to search for and enter a Client or Agent Company name which has already been entered in the Companies file Click "Add" to make a new entry in the Companies file and enter it in the Trademark record. You should always start with "Select" to look for the Client or Agent in the Companies file, to ensure that duplicate entries are not made. Select the contact from the drop down list. The contacts are taken from the company record. Click Edit to add a contact or other make changes to the referenced Company record. Remember that any changes made will be reflected throughout the system for all records which use the Companies record. Client and Agent file references are added by hand. 27

28 Additional Data section of the Record Sheet Limitations Disclaimers Associated marks Notes Publication date Journal Volume A text field for limitations imposed on the registration by the Registrar or others For disclaimed elements of the mark Details of associated marks can be typed in or the asterisk box can be used to search for trademarks records in the database. An extensive text field for notes and comments The date on which the application was advertised or published The volume number of the Jornal or Gazette in which the application was puiblised 28

29 Journal page Grant date Pub/Reg Date Registry reference Mark in use National classes Number in series Trademark region Storage reference The page number of the publication The grant date of the registration.this field is also used for the mailing date of the Notice of Acceptance for US applications A duplicate field for a second publication date The file or record reference number used by the Patent Office for this case A text filed to indicate whether the mark is being used in the jurisdiction The class number under local national classification systems For series registrations This validation table is set by the system supervisor up through the Utilities Wizard The reference for the location of the physical file for this case. 29

30 Entering Priorities The systems allows for one Convention Priority date, one Home Registration, and multiple Prior Registrations and CTM Seniorities. If you need to record more than one Convention Priority or Home Registration, you can put them in the Prior Registration section and classify them as appropriate. For Convention Priorities and Home Registrations you may either type in the data or click on the asterisk button to locate and use a trademark record already in the system For Prior Registrations and Seniorities, you must use the asterisk button to select existing trademark records Business Groups Use the asterisk button to select one or more business groups. Use the Utility Wizard on the Main Menu to define and set up the Business Groups which you require. 30

31 Actions, Docketing and the Diary system See the Chaper Docketing and the Actions File for an explanation of the diary system and the e-docket Wizard 31

32 Running Memos Record Sheet Footer This information is created and updated by the system automatically 32

33 Trademark Profiles The Trademark Profile file is used to keep a master list of all trademarks for which there are trademark records. The trademark profile is a full description of the trademark itself, and every trademark record in the system will refer to one trademark profile. Many trademark records may refer to a single trademark profile. If applications for a particular logo are filed in, say, 50 countries, there will be fifty different trademark records, but only one trademark profile. Use the "Select" link to search for and use an existing trademark Profile record Use the "Add" link to add a new Trademark Profile to the system Use the "Edit" link to change or add data in an existing Trademark Profile record When editing a Trademark profile record, please bear in mind that any changes you make will be reflected in all the Trademark Records which use the Profile record. 33

34 Fields in the Trademark Profile Trademark Trademark Profile Owner Type of trademark Trademark Group Trademark Logo Device Classification Description of trademark Generic name Generic Products Colors Claimed Translation Transliteration Adopted Abandoned Notes The name of the trademark. It is usual to show word marks in capital letters. You should establish a naming convention for logos, labels and other types of mark The overall or parent owner of the mark. Marks may be registered in name of different subsidiaries in different regions, and this field provides a means of indicating the corporate owner. The owner is selected from the Companies file Whether the mark is a word mark in standard characters, a device mark, a stylized word, etc. The contents of the drop down list are controlled by the Type of Trademark table accessed through the Utilities Wizard. Similar trademarks can be grouped using this field. For example, all variations of a corporate housemark could be set up as a group. Groups are set up through the Trademark Group table in the Utilities Wizard The file name of the image file for the logo or other device mark. Use the Select link to upload the file to the server. See Chapter 4 for details The class numbers for a device mark under the Vienna or other classification system A text field for a descroption of the features of the mark The generic name of the product, for pharmaceutical marks A description of the generic product for pharmaceuticals For color makrs where a claim is made to colors The translation of a foreign language mark The sound or pronunciation of a mark in non-roman characters A text field for the date or circumstances of the adoption of the mark A text field for the date or circumstances of the abandonment of the mark A memo field for notes 34

35 Chapter 4: Scanning and uploading image files Logos and Design Marks Click on the "Select" link to the right of "Trademark logo" to bring up the screen opposite. Double click on the required image file name. To add a new image to the system: Scan the image and save it in any convenient location as a.jpg or.png format file Logos and device marks can also be copied and saved from most online Patent Office databases Click Browse to locate the file, highlight it then click "Upload" and the file will be added to the list, for selection. 35

36 Scanned Documents and other images This screen is accessed from the "View Scan Docs" button on the toolbar, and is used at attach images of documents and word processor files to a record. Most file formats are supported, including.jpg, png,.tif..pdf and.doc Word documents, and Excel and other spreadsheets. Scan the image and save it. Enter a description in the "Document description field. Click Browse to locate the file, highlight it, and then click "Upload" and the file will be added to the list. Outline procedure Scan the document to be attached to the record, and save it in a convenient location on your PC. When scanning, make sure that the resultant file is as small as possible. If you create and use large files (200k or bi gger) you will slow down the system. Click browse to locate the file, and select it Enter a description for the document Click Upload to transfer the file from your PC to the WebTMS server, and to attach it to the record. 36

37 Scanned Documents Wizard The Scanned Documents Wizard is accessed from the Main Menu and provides a means of finding scanned documents attached to records in any module. The Search screen provides numerous criteria for the search. The criteria may be used individually or in combination. Retrieved documents can be viewed and printed by clicking on the document s file name in the fourth column of the Search Results hit list. The record to which the document has been attached can be viewed or edited by clicking on the View or Edit links. 37

38 The Scanned Documents Wizard Search Results hit list Click View to review the record sheet to which the document is attached, in view only mode. Click Edit to view or edit data in the record sheet to which the document is attached Click on the file name (column four) to view, print or the document. 38

39 Chapter 5: Docketing and the Actions File The system has one central actions file which is used by all modules in the system to hold deadlines and reminders. The system tracks Statutory Deadlines such as Renewal Due dates and Section 8 Affidavit due dates, date progressions and personal reminder dates. Date rules can be set up globally or on a country by country basis through the Utilities Wizard Personal reminders are entered on an ad hoc basis as required. Entering due dates and reminders The Record Sheets for each module contain a diary section as follows: Click on the Rules link to view the date rules being used by the system. 39

40 To edit or update and Action record, click on the triangle box at the left of the Action Click on the asterisk box to enter a new Action Due Date: the deadline for taking the action specified. The due date can be updated as required by over-typing. Deadline: Select a deadline from the drop down list. The contents of the drop down list can be augmented through the Statutory Deadlines table in the Utility Wizard. Reminder: Alternatively, enter a text reminder in this field. Effective date: This field can be used to show when the required action was taken Calculate button: use to calculate a relevant statutory deadline Add Term button: use to calculate the renewal or other term following the deadline displayed Complete: Actions marked as complete are not printed in the Diary listings but remain in the system and appear at the foot of the onscreen listing How to update the Next Renewal Due field 1. Find and display the Record Sheet for the registration to be updated 2. In the Actions section, click on the edit button (the triangle) for the entry for Next Renewal Due 3. Click the button Add term 4. A small dialog box will appear, asking Create History for Deadline? Decide whether you want a history record of the renewal or not. (It s best to make the history record, by clicking OK) 5. After a bried pause, the new due date should appear. Check to make sure that it is correct 6. Save the Action record 40

41 The e-docket Wizard: Running a Diary/Docket report To run a Diary report select edocket Wizard from the Main Menu and complete at least the first section of the screen, which sets the date range for the report. The report may be limited by selecting criteria in the other sections. There are four sections: 1. Select a date range 2. Select the Attorneys whose records should be reported 3. Select the Modules to be reported 4. Select which Deadlines or reminders to include Then click "Next" to proceed and the search results will be displayed. The records reported can then be viewed or edited, and reports run from the Reports menu. 41

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43 Chapter 6: Companies & Contacts The Companies Module holds all names and addresses used in the system, and provides a complete company profile and unlimited contacts for each company. Entering a new Company Before entering a new record, search to make sure that the company has not already been entered. To enter a new record, click the "Add New record" button and fill in the pop-up screen. Company Classification is a required entry. Then save the screen. If the company has been classified as an Agent, then at least one practice jurisdiction must also be filled in. The pop-up will reappear to allow a jurisdiction to be selected. Additional practice jurisdictions may be entered if required, in the Practice Jurisdictions and Agent Status section of the record sheet. Most of the fields are self-explanatory. Use the Utility Wizard to set up the validation tables used in the names file: Type of entity is an indication of the kind of company or entity Company Group is used to identify divisions, subsidiaries, and other members of a group of companies Company Classification shows whether a company is an Owner, Client, Agent or other classification. A company may have more than one classification Position (Contacts file) indicates a contact's corporate title or position 43

44 Handling Contacts To enter a contact, click on the new record asterisk button and fill in the details on the pop-up screen; then save and close the window. There are local language options for the contact s first and last name, which can be used in conjunction with the local language entries for the company name and address 44

45 Other Addresses Any number of addresses may be kept for one company. The principal current address is entered at the top of the record sheet. Other addresses are classified by type and entered in the "Addresses" section Use the Utility Wizard to enter the types of address required into the drop down list. Managing Agents This section is applicable to Agents only, and the information is used by the New Filing Wizard and other Wizards to assist with data entry. To add a Practice jurisdiction to an Agent's record, click on the asterisk button and complete the pop-up screen Then save and close the record 45

46 Chapter 7: Deleting Records & Referential Integrity Deleting Company records To delete a record, search for and display the record on-screen. Then click on the "Delete" button, and confirm that you wish to delete it. If the system does not allow you to delete a record The system may refuse to allow the record to be deleted. The system enforces referential integrity, meaning that a record cannot be deleted if it is referenced by another record in the system. So if, for example, a company name has been entered as Owner, Client, Agent or Other Party in any of the system modules, it cannot be deleted from the Companies file. To delete the Companies record, you must first identify all the records which refer to it, then remove the name from these records. The company name can then be deleted. Use the Cross-Module Wizard on the Main Menu to find all records in all modules for a particular name The referential integrity rule applies not only to records in the Companies file, but also to Contacts and many of the Validation tables. 46