ELECTRONIC DOCUMENT EXECUTION

• US 20080097777A1
• Filed: 10/22/2007
• Published: 04/24/2008
• Est. Priority Date: 10/23/2006
• Status: Abandoned Application

• Current Assignee: CTM Software Corp. (MRI Software LLC)
• Original Assignee: CTM Software Corp. (MRI Software LLC)
• Inventors: Rielo, Claudio
• Application Number:
  US11/876,512
• Publication Number:
  US 20080097777A1
• Time in Patent Office: Days
• US Class Current: 705/346
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 30/0281 Customer communication at a business location, e.g. providing product or service information, consulting

Abstract

An electronic document execution system is provided. In one implementation, a method of executing a transaction includes creating a transaction document object populated with transaction document data and incorporating a signature image capture component; capturing a signature image via the signature image capture component of a party to the transaction document; storing the signature image associated with the transaction document object as transaction agreement data; and locking at least a portion of the transaction document data including the signature image responsive to the capturing operation. In another implementation, a system for creating and processing documents for execution includes a server comprising a document repository, the document repository comprising at least one transaction object populated with transaction document data and incorporating a signature image capture component, wherein the server executes the signature image capture component to capture a signature image received, stores the signature image in the document repository with the transaction document data, and locks at least a portion of the transaction document data responsive to capturing the signature image

Claims

1. A method of executing a transaction document, the method comprising:

creating a transaction document object populated with transaction document data and incorporating a signature image capture component;

receiving a signature image captured via the signature image capture component to the transaction document;

storing the signature image in association with the transaction document object as transaction document data; and

locking at least a portion of the transaction document data including the signature image responsive to the capturing operation.

2. A method according to claim 1 further comprising receiving the transaction document data from a client.

3. A method according to claim 1 further comprising communicating access to the transaction document object via a link.

4. A method according to claim 3 wherein the link is directed to a specified party to a transaction.

5. A method according to claim 4 wherein an instance of the signature image capture component is created specific to the link for the specified party.

6. A method according to claim 1 wherein the transaction document data comprises a selection of predefined contract clauses.

7. A method according to claim 1 wherein the transaction document data comprises customizable contract clauses.

8. A method according to claim 1 wherein the transaction document data comprises a plurality of party identifiers.

9. A method according to claim 8 wherein the document object comprises an instance of a signature image capture component for each of the plurality of party identifiers.

10. A method according to claim 1 further comprising generating an order for a service or product related to a transaction.

11. A method according to claim 10 wherein the order is communicated to a provider and access to at least a portion of the transaction document data is provided via a link.

12. A method according to claim 11 further comprising receiving a document from the provider in response to the order.

13. A method according to claim 1 wherein the transaction document data comprises date data that is automatically populated into an electronic calendar.

14. A method according to claim 1 wherein the transaction document data comprises text data incorporated into the electronic document via an addendum tool.

15. A method according to claim 1 wherein the transaction document data comprises a parent document and at least one child document.

16. A method according to claim 15 wherein changes to data in the parent document propagate to the at least one child document.

17. A method according to claim 1 wherein the transaction document comprises an agreement.

18. A method according to claim 1 further comprising altering the transaction on a client before the capturing operation.

19. A method according to claim 1 wherein the signature image is embedded in the transaction document.

20. A method according to claim 1 wherein data from the transaction document is automatically ported to an electronic document.

21. A system for creating and processing documents for execution, the system comprising:

a server comprising a document repository, the document repository comprising at least one transaction object populated with transaction document data and incorporating a signature image capture component,

wherein the server executes the signature image capture component to capture a signature image received, stores the signature image in the document repository in association with the transaction document data, and locks at least a portion of the transaction document data responsive to capturing the signature image.

22. A system according to claim 21 wherein the server provides access to the transaction document data over a network via a transmitted link.

23. A system according to claim 21 wherein the signature image capture component captures initials and a signature.

24. An electronic document comprising:

a parent document comprising a signature image capture component to capture a signature image received and identifying information specific to a transaction; and

a child document related to the parent document by the transaction, wherein the identifying information is automatically propagated from the parent document to the child document,

wherein the signature image capture component is executed to capture a received signature image, stores the signature image in association with the parent document, and locks at least a portion of the parent document responsive to capturing the signature image.

25. A method of executing a transaction document, the method comprising:

receiving a link to a transaction document object populated with transaction document data and incorporating a signature image capture component;

accessing the transaction document object via the link;

executing code of the signature image capture component on a client;

capturing a signature image via code of the signature image capture component of a party to the transaction document;

providing the signature image to be stored in association with the transaction document object to cause at least a portion of the transaction document data including the signature image to be locked.