System and method for creating documents populated with variable data

• US 20020103826A1
• Filed: 01/29/2001
• Published: 08/01/2002
• Est. Priority Date: 01/29/2001
• Status: Abandoned Application

• Current Assignee: Banta Corporation (RR Donnelley & Sons Company)
• Original Assignee: Banta Corporation (RR Donnelley & Sons Company)
• Inventors: Hanson, M. Christian, Reisz, L. Katherine, Kriho, John A.
• Application Number:
  US09/770,462
• Publication Number:
  US 20020103826A1
• Time in Patent Office: Days
• US Class Current: 715/505
• CPC Class Codes: G06F 16/93 Document management systems
• CPC Class Codes: G06F 40/174 Form filling; Merging

Abstract

A system and method for generating a printable document. The system and method includes receiving a document design and a plurality of data items over a network connection, the document design having one or more fields, each field linked to at least one of the plurality of data items, determining which data items are linked to each of the fields in the document design, and receiving a selection of which data item to include in each of the fields in the document design. The printable document is generated based on the document design and the received selection.

Claims

1. A method for designing a printable document, comprising:

designing a document having one or more fields;

linking one or more data items to each of the one or more fields in the document;

transmitting the document and the one or more data items over a network to a remote computer;

logging onto the remote computer over the network;

selecting the document from a list of documents;

identifying one data item from the one or more data items to place in each of the one or more fields in the document based on which of the one or more data items are linked to each of the one or more fields in the document; and

receiving a file from the remote computer via the network having the document with the identified data item placed in each of the one or more fields.

2. A method according to claim 1, further comprising:

populating the one or more fields of the document with the identified data items.

3. A method according to claim 2, further comprising:

previewing the document with the identified data items populating the one or more fields before receiving the file.

4. A method according to claim 3, further comprising:

modifying the design of the document or the identified data items after previewing the document.

5. A method according to claim 2, further comprising:

adjusting the size of each of the identified data items based on the size of the one or more fields to which the identified data items are linked.

6. A method according to claim 1, further comprising:

locating the designed document and the linked data items; and

bundling the designed document and the linked data items into a single file,

wherein the step of transmitting includes transmitting the single file.

7. A method according to claim 1, wherein the step of linking further includes preparing a mailing list, the mailing list including address information linked to at least one of the one or more fields of the document.

8. A method according to claim 7, wherein the mailing list includes a predetermined number of pairs of name and address information, the method further comprising:

populating the at least one of the one or more fields of the document with each of the predetermined number of pairs of name and address information.

9. A method according to claim 8, wherein the received file includes a number of versions of the document corresponding to the predetermined number of pairs, each version of the document including a respective one of the predetermined number of pairs.

10. A method for generating a printable document, comprising:

receiving a document design and a plurality of data items over a network connection, the document design having one or more fields, each of the one or more fields linked to at least one of the plurality of data items;

determining which data items are linked to each of the one or more fields in the document design;

receiving a selection of which data item to include in each of the one or more fields in the document design; and

generating the printable document based on the document design and the received selection.

11. A method according to claim 10, further comprising:

creating a form for the document design based on the one or more fields, each form having an entry for each of the one or more fields.

12. A method according to claim 11, further comprising:

displaying a list of the at least one of the plurality of data items for each entry in the form.

13. A method according to claim 12, wherein the receiving of the selection includes receiving an indication of which data item from the list to provide in each entry in the form, and

wherein the printable document is generated based on the indication.

15. A computer readable medium according to claim 14, further configured to:

populate the one or more fields of the document with the identified data items.

16. A computer readable medium according to claim 15, further configured to:

preview the document with the identified data items populating the one or more fields before receiving the file.

17. A computer readable medium according to claim 16, further configured to:

modify the design of the document or the identified data items after previewing the document.

18. A computer readable medium according to claim 15, further configured to:

adjust the size of each of the identified data items based on the size of the one or more fields to which the identified data items are linked.

19. A computer readable medium according to claim 14, further configured to:

locate the designed document and the linked data items;

bundle the designed document and the linked data items into a single file; and

transmit the single file.

20. A computer readable medium according to claim 14, further configured to:

prepare a mailing list, the mailing list including address information linked to at least one of the one or more fields of the document.

21. A computer readable medium according to claim 20, wherein the mailing list includes a predetermined number of pairs of name and address information, the computer readable medium further configured to:

populate the at least one of the one or more fields of the document with each of the predetermined number of pairs of name and address information.

22. A computer readable medium according to claim 21, wherein the received file includes a number of versions of the document corresponding to the predetermined number of pairs, each version of the document including a respective one of the predetermined number of pairs.

24. A computer readable medium according to claim 23, further configured to:

create a form for the document design based on the one or more fields, each form having an entry for each of the one or more fields.

25. A computer readable medium according to claim 24, further configured to:

display a list of the at least one of the plurality of data items for each entry in the form.

26. A computer readable medium according to claim 25, further configured to:

receive an indication of which data item from the list to provide in each entry in the form; and

generate the printable document based on the indication.

28. A computer system according to claim 27, the memory further comprising an instruction configured to:

populate the one or more fields of the document with the identified data items.

29. A computer system according to claim 28, the memory further comprising an instruction configured to:

preview the document with the identified data items populating the one or more fields before receiving the file.

30. A computer system according to claim 29, the memory further comprising an instruction configured to:

modify the design of the document or the identified data items after previewing the document.

31. A computer system according to claim 28, the memory further comprising an instruction configured to:

adjust the size of each of the identified data items based on the size of the one or more fields to which the identified data items are linked.

32. A computer system according to claim 27, the memory further comprising instructions configured to:

locate the designed document and the linked data items;

bundle the designed document and the linked data items into a single file; and

transmit the single file.

33. A computer system according to claim 27, the memory further comprising an instruction configured to:

prepare a mailing list, the mailing list including address information linked to at least one of the one or more fields of the document.

34. A computer system according to claim 33, wherein the mailing list includes a predetermined number of pairs of name and address information, the memory further comprising an instruction configured to:

populate the at least one of the one or more fields of the document with each of the predetermined number of pairs of name and address information.

35. A computer system according to claim 34, wherein the received file includes a number of versions of the document corresponding to the predetermined number of pairs, each version of the document including a respective one of the predetermined number of pairs.

37. A computer system according to claim 36, the memory further comprising an instruction configured to:

create a form for the document design based on the one or more fields, each form having an entry for each of the one or more fields.

38. A computer system according to claim 37, the memory further comprising an instruction configured to:

display a list of the at least one of the plurality of data items for each entry in the form.

39. A computer system according to claim 38, the memory further comprising instructions configured to:

receive an indication of which data item from the list to provide in each entry in the form; and

generate the printable document based on the indication.

14. A computer readable medium operable on a computer system for designing a printable document, the computer readable medium configured to:

design a document having one or more fields;

link one or more data items to each of the one or more fields in the document;

transmit the document and the one or more data items over a network to a remote computer;

log onto the remote computer over the network;

select the document from a list of documents;

identify one data item from the one or more data items to place in each of the one or more fields in the document based on which of the one or more data items are linked to each of the one or more fields in the document; and

receive a file from the remote computer via the network having the document with the identified data item placed in each of the one or more fields.

23. A computer readable medium operable on a computer system for generating a printable document, the computer readable medium configured to:

receive a document design and a plurality of data items over a network connection, the document design having one or more fields, each of the one or more fields linked to at least one of the plurality of data items;

determine which data items are linked to each of the fields one or more in the document design;

receive a selection of which data item to include in each of the one or more fields in the document design; and

generate the printable document based on the document design and the received selection.

27. A computer system for designing a printable document, comprising:

a processor; and

a memory which stores a plurality of instructions executed by the processor, the plurality of instructions configured to;

design a document having one or more fields;

link one or more data items to each of the one or more fields in the document;

transmit the document and the one or more data items over a network to a remote computer;

log onto the remote computer over the network;

select the document from a list of documents;

identify one data item from the one or more data items to place in each of the one or more fields in the document based on which of the one or more data items are linked to each of the one or more fields in the document; and

receive a file from the remote computer via the network having the document with the identified data item placed in each of the one or more fields.

36. A computer system for generating a printable document, comprising:

a processor; and

a memory which stores a plurality of instructions executed by the processor, the plurality of instructions configured to;

receive a document design and a plurality of data items over a network connection, the document design having one or more fields, each of the one or more fields linked to at least one of the plurality of data items;

determine which data items are linked to each of the one or more fields in the document design;

receive a selection of which data item to include in each of the one or more fields in the document design; and

generate the printable document based on the document design and the received selection.