Trademark Guidelines

Trademark Guidelines

• Approved Use
• Proper PTC Trademark Attribution
• Trademark Symbols
• Trademark Legends
• Proper Usage of PTC Trademarks
• Licensed Use of PTC Trademarks

Our trademarks are valuable corporate assets that play an important role in promoting PTC and its products and services. However, they may be weakened or lost by improper use. These Trademark Usage Guidelines ("Guidelines") set forth how to properly acknowledge and preserve the trademark rights of PTC Inc. and its subsidiaries. These guidelines apply to all PTC resellers, strategic business partners, customers, advertising agencies, consultants, professional writers and editors, licensees and to third parties making reference to PTC trademarks.

If you have any questions concerning the information in these Guidelines, please contact the PTC Legal Department at 140 Kendrick Street, Needham, Massachusetts 02494, or (781) 370-5000.

Approved Use

You may use PTC trademarks to refer to PTC's products and services, so long as the trademarks are used properly in accordance with these Guidelines. Use of PTC trademarks not in accordance with these Guidelines or of marks that are confusingly similar to PTC trademarks may constitute an infringement of PTC's rights.

You may NOT:

• Incorporate or use PTC trademarks into or as part of your product or company marks or names. Your own distinctive trademark must be used to identify your company, products and services. For example, if you desire to identify your product or services as being compatible with a PTC product, using Windchill AVS RESOURCER is incorrect, but AVS RESOURCE MANAGER for PTC Windchill® would be acceptable.
• Use PTC trademarks in a manner likely to cause confusion as to the source of goods or services or which may indicate sponsorship, affiliation or an endorsement. For example, do not place "Creo®" so prominent in a marketing piece for your product that it appears to be marketing collateral from PTC describing Creo® software.
• Use PTC trademarks to identify products or services that do not belong to PTC.

In addition, you may NOT use PTC logos, logotypes or design marks without prior written consent from PTC. For more information regarding use of PTC logos, please review the Third Party Use of PTC Logos document.

Proper PTC Trademark Attribution

All PTC trademarks must be properly attributed. Trademark ownership is attributed in two ways, with the use of a trademark symbol (i.e. TM, SM or ®) after the trademark, and with a trademark legend, usually placed at the end of a document in "mouseprint" directly after the copyright notice.

Trademark Symbols:
The appropriate trademark symbol must be used when making reference to any PTC trademarks. The appropriate symbol for each of PTC's trademarks is indicated on the PTC Trademark List. If a product or trademark is not listed, please contact the PTC legal department.

• ® indicates a trademark registered in the United States, which is either a trademark or a registered trademark in all other countries where it is used.
• ^TM indicates a trademark that is presently unregistered.
• ^SM indicates a service mark that is presently unregistered.

Wherever possible, the symbol should be placed directly after the trademark, in a superscript and in a size smaller than the mark itself. If you are unable to use the symbols due to the software you are using, you should use parenthetical versions as follows: (R), (tm), or (sm)

The trademark symbol does not need to be included in every use of the trademark. The trademark symbol must always be used:

• Upon the first use of the trademark in the text of each document or in any other materials referencing a PTC trademark.
• On all prominent uses of the trademark (e.g. title pages, headings, etc.) - unless space and style criteria prevent such markings.

Trademark Legends:
PTC trademarks and products must be properly identified as originating from PTC by including a brief statement (legend) attributing ownership of these trademarks to PTC. The following legend should be used on all materials that reference PTC trademarks:

PTC, [list PTC trademarks/products referenced in the materials], are trademarks or registered trademarks of PTC Inc. or its subsidiaries in the U.S. and in other countries.

In addition:

• The trademark legend must be clear in order to avoid any confusion over who is the owner of each mark. Do not use only the brand name "PTC" in the legend; use "PTC Inc."
• PTC trademarks should be specifically credited and not referred to generically as "...all other trademarks are owned by their respective companies." or similar language.
• Do not use or add any other statements to the legend that in any way suggests that you have or are claiming any rights in a PTC trademark.
• Do not reference a PTC trademark and another company's trademark in the same trademark legend. For example, it is improper to say, "Creo® and Oracle® are trademarks...". Rather, use separate legends, one for PTC trademarks (as above) and one for Oracle marks (e.g. "Oracle is a registered trademark of Oracle Corporation").

The legend is usually placed at the end or bottom of marketing materials. In documentation, the notice should be placed in the title page or, when the documentation is on-line, in the about section. The trademark notice may be in a smaller font than the text of the document (i.e. "mouseprint") but it must be legible. Generally 6 point font is the minimum acceptable size.

Proper Usage of PTC Trademarks

PTC trademarks are adjectives (brand names) modifying nouns (the generic product type). Please adhere to the following when using PTC trademarks:

• The first use of any PTC trademark in text must be as a proper adjective. Use a generic term in association with each PTC trademark the first time the mark appears. For example, Pro/ENGINEER® design software, or Windchill® collaborative information management software. It is acceptable to not use the generic noun intermittently after the first use.
• Keep PTC trademarks distinctive from surrounding text and use consistent PTC lettering, font and design format. For example: use Pro/ENGINEER®, not Pro/Engineer or PRO/ENGINEER; use Windchill®, not WindChill; use CADDS^TM, not Cadds.
• Do not make PTC trademarks possessive through the use of apostrophes. For example, use the "functionality of Pro/ENGINEER® software" instead of "Pro/ENGINEER's functionality".
• Do not pluralize PTC trademarks.
• Do not abbreviate or combine PTC trademarks. For example, use Pro/ENGINEER® not Pro/E, use Windchill® ProjectLink^TM not ProjectLink, use Pro/DESKTOP®, not DESKTOP.
• Do not hyphenate PTC trademarks and do not allow them to break across a page line when used in text.
• Avoid confusion by clearly separating and identifying PTC trademarks from other company's names and/or trademarks.

Licensed Use of PTC Trademarks

Under certain alliances or arrangements PTC has licensed the use of its trademarks to third parties. These licenses should be reviewed prior to using PTC trademarks or logos as they often contain certain benefits and obligations not contained in these Guidelines.