DOCUMENT REMINDER SYSTEM

• US 20070192423A1
• Filed: 02/05/2007
• Published: 08/16/2007
• Est. Priority Date: 02/04/2006
• Status: Active Grant

• Current Assignee: Docsof, LLC
• Original Assignee: Docsof, LLC
• Inventors: Karlson, Bruce
• Granted Patent: US 8,365,080 B2
• Time in Patent Office: Days
• US Class Current: 709/206
• CPC Class Codes: G06Q 10/109 Time management, e.g. calendars, reminders, meetings or time accounting

Abstract

A document reminder system is provided. The system provides a user-friendly interface to a user'"'"'s existing document management, email, calendar and other systems in order to ensure that an appropriate user is notified when action should be taken on a specific document, and also provides notation to the user indicating the appropriate course of action to be taken. The system provides a calendaring feature where a supervisor or manager can determine the workload of a group of workers for an upcoming time period. The system provides an easily accessible and traceable database of information pertaining to a document, a client name, a client matter number, a document type, or other customizable fields in order for a user to search and sort the information for their own use.

Claims

1. A document reminder system comprising:

a connection with a document management system;

a connection with a messaging system; and

a database for storing reminder information including information relating to said document management system and said messaging system.

2. The system as claimed in claim 1 wherein said reminder information comprises at least one reminder message that will be transmitted through said messaging system.

3. The system as claimed in claim 1 wherein said reminder information comprises an action to be taken at a certain time regarding a document stored in said document management system.

4. The system as claimed in claim 3 wherein a copy of said document is attached to a reminder message.

5. The system as claimed in claim 3 wherein a reference link to said document is attached to a reminder message.

6. The system as claimed in claim 2 wherein said reminder information includes a selectable time and date for sending said reminder message.

7. The system as claimed in claim 2 wherein said reminder information includes a plurality of options to include information with said reminder message.

8. The system as claimed in claim 7 wherein one said option includes the ability to attach a checklist to said reminder message.

9. The system as claimed in claim 7 wherein one said option includes the ability to attach at least one form document to said reminder message.

10. The system as claimed in claim 3 further comprising a calendar displaying said reminder information.

11. The system as claimed in claim 10 wherein said calendar includes said reminder information for multiple users simultaneously for a specified time.

12. The system as claimed in claim 11 wherein said calendar includes an active link to view a reminder message in its entirety.

13. The system as claimed in claim 1 further including a report generator, wherein reminder information is sortable by a plurality of fields.

14. A document reminder system comprising:

a document management system;

a messaging system; and

a database for storing reminder information including information relating to said document management system and said messaging system;

wherein said reminder information further includes an action to be taken at a certain time regarding a document stored in said document management system.

15. The system as claimed in claim 14 wherein said action comprises sending a reminder message via said messaging system.

16. A method of managing documents comprising the steps of:

storing a document in a document management system;

storing information regarding said document in a document reminder system, wherein said information includes reminder information for an action to be taken at a certain time relating to the document;

generating a reminder message at the time the action is to be taken, wherein the reminder message includes information regarding the document.

17. The method as claimed in claim 16 wherein said information regarding the document comprises a link to the document in the document management system.

18. The method as claimed in claim 16 wherein said information regarding the document comprises a copy of the document from the document management system.