SYSTEMS AND METHODS FOR USER-DRIVEN DOCUMENT ASSEMBLY

• US 20110004819A1
• Filed: 07/06/2010
• Published: 01/06/2011
• Est. Priority Date: 07/03/2009
• Status: Abandoned Application

• Current Assignee: Commonaccord, Inc.
• Original Assignee: Commonaccord, Inc.
• Inventors: Hazard, James
• Application Number:
  US12/830,912
• Publication Number:
  US 20110004819A1
• Time in Patent Office: Days
• US Class Current: 715/221
• CPC Class Codes: G06F 40/131 Fragmentation of text files, e.g. creating reusable text-blocks; Linking to fragments, e.g. using XInclude; Namespaces
• CPC Class Codes: G06F 40/174 Form filling; Merging

Abstract

Document assembly systems and techniques are provided in which a user input is received indicating a form page and a list of data pages in a user-selected priority order, and the data in the form page processed to generate a document using content included in the data pages according to the priority order.

Claims

1. A method of assembling a document, comprising:

presenting a plurality of data pages to a user with a presentation device, each data page having at least one field, wherein;

a field includes a field name and an associated item, and

the associated item includes at least one of content and an indicator of another field;

receiving an input from the user, via an input device, the input comprising an indication of;

a form page, selected by the user, having data including at least one field indicator;

a list of at least some of the plurality of data pages arranged by the user in an order indicative of the user'"'"'s assembly priority of such data pages;

processing the form page data, wherein;

(a) processing content includes outputting the content to the document, and

(b) processing a field indicator includes;

identifying the highest priority data page in the ordered list that includes a field matching the field indicator,

identifying the item associated with the field,

when the associated item is content, processing the content according to step (a); and

when the associated item includes a field indicator, processing the field indicator according to step (b).

2. The method of claim 1, wherein the associated item includes a field indicator by including a portion of a field indicator, and processing the field indicator according to step (b) comprises processing the field indicator, of which the associated item includes a portion, according to step (b).

3. The method of claim 1, further comprising, when the associated item includes a field indicator, modifying the form page data by inserting the associated item into the form page data.

4. The method of claim 1, further comprising outputting all of the form page data to the document, wherein processing the form page data comprises processing the form page data in the document.

5. The method of claim 1, further comprising, when no form indicators remain to be processed in the form page data, signaling completion of document assembly with the presentation device.

6. The method of claim 1, wherein at least one of the data pages in the ordered list is a case page that customizes the document for a user-selected application.

7. The method of claim 1, wherein at least one of the data pages in the ordered list is a cover page that provides content for the document that is particular to a specific document.

8. The method of claim 1, wherein a field indicator is a string of text demarcated by predetermined escape characters.

9. The method of claim 8, wherein at least one field indicator comprises multiple text strings separated by predetermined delimiter characters, each text string matching at least one of:

a field name included in at least one of the plurality of data pages, and a name of a data page of the plurality of data pages.

10. The method of claim 1, wherein the input further comprises an indication of at least one edit to at least one data page in the ordered list, and the method further comprises:

updating the at least one data page with the at least one edit prior to processing the form page data.

11. The method of claim 10, further comprising presenting the at least one data page to the user as a text file in a text editor, wherein the indication of at least one edit includes a change made by the user to the text file in the text editor.

12. The method of claim 11, wherein the text file is an HTML file.

13. The method of claim 10, wherein updating the at least one data page comprises creating a new version of the at least one data page and replacing the at least one data page in the ordered list of data pages with the new version.

14. The method of claim 10, wherein the indication of at least one edit is associated with metadata indicating at least one of an identity of the user, a time of the at least one edit, the ordered list in connection with which the at least one edit was made, and a reason for the at least one edit.

15. The method of claim 1, further comprising determining that a data page in the ordered list is associated with a more current version, and replacing the data page in the ordered list with the more current version prior to processing the form page data.

16. The method of claim 1, further comprising determining that a data page in the ordered list is associated with a more current version, and further comprising at least one of:

notifying the user, requesting permission of the user before replacing the data page in the ordered list with the more current version, and notifying one or more past users of the data page.

17. The method of claim 1, further comprising receiving an indication of document assembly requirements prior to processing the form page data, the document assembly requirements including at least one of:

one or more data pages that must be included in the ordered list, and

guidelines for the user on data that is allowed to be included in at least one of the plurality of data pages.

18. The method of claim 1, further comprising, when no data page in the ordered list includes a field that matches the field indicator, determining whether a data page of the plurality of data pages has a page name matching the field indicator.

19. The method of claim 18, wherein, when a data page of the plurality of data pages has a page name matching the field indicator, the field name comprises the page name and the item associated with the field name comprises the data in the data page.

20. The method of claim 1, further comprising, when no data page in the ordered list includes a field matching the field indicator, outputting a marker to the document.

21. The method of claim 1, further comprising, when no data page in the ordered list includes a field that matches the field indicator, including a new data page in the ordered list, wherein the new data page includes a field that matches the field indicator.

22. The method of claim 1, further comprising, when no data page in the ordered list includes a field name that matches the field indicator, including a new field in a data page in the ordered list, wherein the new field matches the field indicator.

23. The method of claim 1, further comprising presenting an input recommendation to a user based at least in part on at least one of the ordered list of data pages and the form page.

24. The method of claim 1, wherein the plurality of data pages are presented to the user as a wiki application executed by a server.

25. The method of claim 24, wherein the processing of the data in the form page is performed by the server.

26. The method of claim 1, further comprising presenting to the user the document and information regarding at least some of the data pages in the ordered list.

27. A processing device, configured to communicate with a user input device and a presentation device, and further configured to:

present a plurality of data pages to a user via the presentation device, each data page having at least one field, wherein;

a field includes a field name and an associated item, and

the associated item includes at least one of content and an indicator of another field;

receive an input from the user, via the input device, the input comprising an indication of;

a form page, selected by the user, having data including at least one field indicator;

a list of at least some of the plurality of data pages arranged by the user in an order indicative of the user'"'"'s assembly priority of such data pages;

process the form page data, wherein;

(a) processing content includes outputting the content to the document, and

(b) processing a field indicator includes;

identifying the highest priority data page in the ordered list that includes a field matching the field indicator,

identifying the item associated with the field,

when the associated item is content, processing the content according to step (a); and

when the associated item includes a field indicator, processing the field indicator according to step (b).

28. The processing device of claim 27, wherein the associated item includes a field indicator by including a portion of a field indicator, and processing the field indicator according to step (b) comprises processing the field indicator, of which the associated item includes a portion, according to step (b).

29. The processing device of claim 27, further configured to, when the associated item includes a field indicator, modify the form page data by inserting the associated item into the form page data.

30. The processing device of claim 27, further configured to output all of the form page data to the document, wherein processing the form page data comprises processing the form page data in the document.

31. The processing device of claim 27, further configured to, when no form indicators remain to be processed in the form page data, signaling completion of document assembly with the presentation device.

32. The processing device of claim 27, wherein a field indicator is a string of text demarcated by predetermined escape characters.

33. The processing device of claim 27, further configured to, when no data page in the ordered list includes a field that matches the field indicator, determine whether a data page of the plurality of data pages has a page name matching the field indicator.

34. The processing device of claim 33, wherein, when a data page of the plurality of data pages has a page name matching the field indicator, the field name comprises the page name and the item associated with the field name comprises the data in the data page.

35. The processing device of claim 27, further configured to present an input recommendation to a user based at least in part on at least one of the ordered list of data pages and the form page.

36. The processing device of claim 27, wherein the processing device is included in a web server.

37. The processing device of claim 27, wherein the processing device is included in a local server.

38. The processing device of claim 27, wherein the user input device is a handheld user device.

39. The processing device of claim 27, wherein the user input device uses a wireless communication protocol to communicate with the processing device.