Electronic form mobility hand-off

• US 10,445,420 B2
• Filed: 11/08/2017
• Issued: 10/15/2019
• Est. Priority Date: 11/08/2016
• Status: Active Grant

• Current Assignee: Access Eforms LLC
• Original Assignee: Access Eforms, L.P
• Inventors: Elliott, Tim
• Primary Examiner(s): Stork, Kyle R
• Application Number:
  US15/807,065
• Publication Number:
  US 20180129641A1
• Time in Patent Office: 706 Days
• CPC Class Codes: G06F 16/9554 by using bar codes
• CPC Class Codes: G06F 40/123 Storage facilities
• CPC Class Codes: G06F 40/174 Form filling; Merging
• CPC Class Codes: G06F 40/197 Version control for software G06F8/71
• CPC Class Codes: G06K 2007/10524 Hand-held scanners
• CPC Class Codes: G06K 7/10722 Photodetector array or CCD scanning
• CPC Class Codes: G06K 7/1413 1D bar codes

Abstract

Apparatus and method by which editing control, but not ownership, of electronic documents are transferred from one device, such as a desktop personal computer, to a mobile device, such as a tablet or smartphone. Online forms residing in a catalog on the server are associated with a customer. The customer is identified within the instance of the form by a unique identification code. The forms are queued or staged within the server for completion by or for that customer. To transfer editing control to a mobile device, a barcode is displayed on the monitor which conveys information regarding the form to the mobile device through its camera.

Claims

1. A method for transferring editing control of a form document, comprising:

creating a new instance of a form document, wherein the form document resides on a server in communication with a personal computer and a mobile device;

associating the form document with a unique business process identifier and an instance tracking number, both of which reside in a catalog on the server;

associating a customer with the form document by use of a unique customer identification code;

collecting and storing user credentials of a user who associated the customer with the form document and a unique device identifier of the user'"'"'s personal computer;

displaying a barcode on a monitor in communication with the personal computer, wherein a link to the form document is accessible through the barcode;

scanning the barcode with a camera integrated in the mobile device;

accessing the link to the form document through the mobile device; and

editing the form document on the mobile device.

2. The method of claim 1, wherein each time the barcode is displayed on the monitor, user credentials of the user who associated the customer with the form document, a unique device identifier of the user'"'"'s device, a unique business process identifier, and an instance tracking number are date and time stamped and stored on the server as an audit and tracking entry.

3. The method of claim 1, wherein a unique device identifier of the scanning device, a unique business process identifier, and an instance tracking number are date and time stamped when the barcode is scanned and stored on the server as audit and tracking entries.

4. The method of claim 1, wherein a new instance tracking number is assigned to the form document after the form document is edited on the mobile device and stored on the server as audit and tracking entry.

5. The method of claim 1, wherein a second user'"'"'s access to a form document is denied while a first user is accessing that form document.

6. The method of claim 1, wherein the barcode includes a single use token for security purposes.

7. A mobile device for editing form documents, comprising:

a mobile device in communication with a server,

the server being also in communication with a personal computer;

wherein a form document is created on the personal computer and stored on the server at which time the form document is associated with a unique business process identifier and an instance tracking number, both of which reside in a catalog on the server, a customer is designated and associated with a unique customer identification code and a user credentials of a user who associated the customer with the form document and a unique device identifier of the user'"'"'s device are stored on the sever;

a barcode is displayed on a monitor in communication with the personal computer, wherein a link to the form document is accessible through the barcode; and

a camera integrated into the mobile device is used to scan the barcode, thereby allowing the mobile device to access the form document through the link.

8. The mobile device of claim 7, wherein each time the barcode is displayed on the monitor, the user credentials of the user who associated the customer with the form document, a unique device identifier of the user'"'"'s device, a unique business process identifier, and an instance tracking number are date and time stamped and stored on the server as an audit and tracking entry.

9. The mobile device of claim 7, wherein a unique device identifier of the mobile device device, a unique business process identifier, and an instance tracking number are date and time stamped when the barcode is scanned and stored on the server as audit and tracking entries.

10. The mobile device of claim 7, wherein a new instance tracking number is assigned to the form document after the form document is edited on the mobile device and stored on the server as audit and tracking entry.

11. The mobile device of claim 7, wherein a second user'"'"'s access to a form document is denied while a first user is accessing that form document.

12. The mobile device of claim 7, wherein the barcode includes a single use token for security purposes.