Document management systems and methods
First Claim
Patent Images
1. A method for managing documents, comprising the steps of:
- creating a document profile that includes fields of attributes of a document;
generating a unique identifier for the document, the unique identifier including at least a first portion including information descriptive of an attribute of the document and at least a second portion including an automatically generated number; and
storing the document profile for the document.
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Abstract
A computer implemented method for managing documents includes the steps of: creating a document profile that includes fields of attributes of a document and generating a unique identifier for the document. The unique identifier includes at least a first portion including information descriptive of an attribute of the document and at least a second portion including an automatically generated number. The method preferably further includes the step of storing the document profile for the document.
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Citations
26 Claims
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1. A method for managing documents, comprising the steps of:
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creating a document profile that includes fields of attributes of a document;
generating a unique identifier for the document, the unique identifier including at least a first portion including information descriptive of an attribute of the document and at least a second portion including an automatically generated number; and
storing the document profile for the document. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10)
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11. A method for managing documents, comprising the steps of:
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creating a document profile that includes fields of attributes of the document;
selecting a predefined document template for the document during creation of the document profile, the document template defining the format of the document; and
storing the profile for a document before any information is entered into a content of the document. - View Dependent Claims (13, 14, 16, 19)
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12. A method for managing documents with a document management system, comprising the steps of:
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creating a document profile that includes fields of attributes of a document; and
linking the document profile to a file type that is not created within the document management system.
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15. A method for managing documents in a computer implemented document management system, comprising the steps of:
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creating a document profile that includes fields of attributes of the document storing the document profile; and
creating an email message comprising a link to the document profile so that a recipient of the message can access the document associated with the document profile.
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17. A method for managing documents in a computer implemented document management system, comprising the steps of:
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creating a document profile that includes fields of attributes of the document storing the document profile; and
creating an email message including a copy of the document from within the document management system so that a recipient of the message can access the copy of the document.
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18. A method for managing documents using a computer implemented document management system, comprising the steps of:
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defining user access permission for a document profile or an associated document content in a profile for a document, wherein the step of defining user access permission includes the step acquiring the identity of the user from a source external to the document management system; and
storing the profile for the document.
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20. A method for managing documents comprising the steps of:
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creating at least one document profile that includes fields of attributes of an associated document content;
storing the document profile in a database;
storing the document content external to the database in a file system of a first storage device; and
replicating the document content from the first storage device to a second storage device.
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21. A computer implemented document management system, the computer including a processing unit a storage device, the document management system comprising:
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a module to create a document profile to be stored in a database in the storage device, the document profile including fields of attributes of an associated document;
a module to generate a unique identifier for the document, the unique identifier comprising at least a first portion comprising information descriptive of an attribute of the document and at least a second portion comprising a number generated by the unique identifier generation module. - View Dependent Claims (22, 23, 24, 25, 26)
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Specification