What is the Portfolio?

The Portfolio is your home base in Dexin. It gives you a centralised, always up-to-date view of every trademark filing you manage — whether you're a solo agent with a few dozen marks or a law firm handling thousands across multiple clients.

Every trademark in your portfolio is automatically kept in sync with the India trademark registry. When the registry updates a status, adds a document, or changes a hearing date, your portfolio reflects it the next morning — no manual checking required.

Key Benefits

• Live status sync — Status, documents, and key dates updated daily from the official India registry
• Rich filtering — Filter by status, class, agent, attorney, proprietor, or free-text keyword across all fields
• Bulk export — Export your full portfolio to PDF or Excel in one click
• Deadline access — Every trademark record links directly to its active deadlines and documents
• Multi-portfolio management — Organise trademarks into separate portfolios per client or matter
• Team permissions — Assign roles (Viewer, Editor, Admin) to control what team members can see and do

How to Add a Trademark

Adding a trademark to your portfolio takes seconds:

1. 1

   Search for the trademark

   Use the Latest Trademarks page or the search bar to find the trademark by name or application number.

2. 2

   Open its record

   Click on the trademark row to open its full detail page.

3. 3

   Click "Add to Portfolio"

   The button is on the record page. Select which portfolio to add it to if you manage multiple.

4. 4

   Done — it appears immediately

   The trademark is added to your portfolio instantly. Dexin will pick it up in the next overnight sync and keep it updated from that point on.

How Daily Sync Works

1. 1

   Overnight registry check

   Each night, Dexin queries the India trademark registry for the latest data on every trademark in your portfolio.

2. 2

   Change detection

   Status, documents, hearing dates, and agent details are compared against what Dexin last stored. Any differences are flagged as changes.

3. 3

   Portfolio updated

   Your portfolio is updated with the latest data. New documents become available for download. Deadlines are recalculated.

4. 4

   Changes surfaced in Updates

   All detected changes are listed on the Updates page and emailed to your team. Nothing is lost — you have a full change history.

What Is Synced Automatically

The following fields are updated every day from the India trademark registry:

Status	The current official status (Registered, Objected, Abandoned, etc.)
Documents	Exam reports, opposition notices, replies, renewal certificates, and all other official documents
Attorney	The attorney of record on the application
Agent	The trademark agent handling the filing
Proprietor name	The registered owner's name as it appears at the registry
Goods & Services	The full G&S description for the mark
Hearing dates	TLA, opposition, and formal hearing dates
Expiry / Renewal date	The trademark's registration expiry date

Available Actions

• Add trademark — add any India trademark to your portfolio by application number
• Remove trademark — remove a mark from your portfolio without deleting it from the registry
• Export PDF — download a formatted PDF of your full portfolio or filtered view
• Export Excel — download all portfolio data as an Excel spreadsheet
• Bulk import via CSV — add many trademarks at once by uploading a CSV file of application numbers
• Filter & search — narrow the list by status, class, agent, attorney, proprietor, or any keyword
• Click for full record — open any trademark to see its complete detail: documents, deadlines, timeline, and more

Managing Multiple Portfolios

If you manage trademarks for multiple clients, Dexin lets you create separate portfolios — one per client, matter, or however you prefer to organise your work. Switch between portfolios from the top navbar at any time.

Each portfolio has its own independent set of deadlines, hearings, and updates. When you switch portfolios, everything on screen reflects that portfolio's data.

Team Permission Levels

Every portfolio member has one of three roles:

Viewer	Read-only access. Can view all trademarks, deadlines, and documents in the portfolio but cannot add, edit, or remove anything.
Editor	Can add and remove trademarks, manage deadlines, and download documents. Cannot manage team members or portfolio settings.
Admin / Owner	Full control — including adding/removing team members, changing roles, modifying portfolio settings, and deleting the portfolio.