DOCUMENT MANAGEMENT SYSTEMS AND METHODS

• US 20110041054A1
• Filed: 08/13/2010
• Published: 02/17/2011
• Est. Priority Date: 08/23/1999
• Status: Active Grant

• Current Assignee: Resource Consortium Limited, LLC
• Original Assignee: Resource Consortium Limited
• Inventors: BENDIK, MARY M.
• Granted Patent: US 9,576,269 B2
• Time in Patent Office: Days
• US Class Current: 715/234
• CPC Class Codes: G06F 16/93 Document management systems
• CPC Class Codes: G06F 40/134 Hyperlinking
• CPC Class Codes: G06F 40/186 Templates
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: Y10S 707/99931 Database or file accessing

Abstract

A method for managing documents in a computer implemented document management system, includes: creating a document profile that is associated with a document and includes fields of attributes of the document; and creating a link in the document profile to a file type that is not created within the document management system.

Claims

1. A method for managing documents in a computer implemented document management system, comprising:

creating a document profile that is associated with a document and includes fields of attributes of the document; and

creating a link in the document profile to a file type that is not created within the document management system.

2. The method of claim 1 wherein the file type is a word processing document, a spreadsheet document, a database record or a URL link.

3. The method of claim 1 wherein the file type is an email record.

4. The method of claim 1 further comprising:

creating a document profile that includes fields of attributes of a document for each of the documents;

generating a unique identifier for each of the documents, 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, the unique identifier being visible to users of the document management system and providing information about the corresponding document to the users so that each of the documents can be identified from the corresponding unique identifier among a group including unique identifiers corresponding to other documents; and

storing the document profile for each of the documents.

5. The method of claim 4 wherein the first portion descriptive of the author of the document.

6. The method of claim 4 wherein the second portion is a sequentially generated number unique for the first portion.

7. The method of claim 5 wherein the second portion is a sequentially generated number unique for the first portion.

9. The method of claim 1 further comprising requiring selection of a predefined document template from a set of predefined document templates for the document during creation of the document profile, the document template defining the format of the document and a software application to use for generation of the document.

10. The method of claim 1 further comprising creating an email message via a messaging system external to the document management system including a link to the document profile using a selector within the document management system so that a recipient of the message can access the document associated with the document profile if the recipient has appropriate authorization to access the document associated with the document profile.

11. The method of claim 1 further comprising creating an email message via a messaging system external to the document management system including a copy of the document using a selector within the document management system so that a recipient of the message can access the copy of the document.

12. The method of claim 1 further comprising defining user access permission in the document profile, 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.

13. The method of claim 12 wherein the source of the identity of the user is an operating system security system or a database security system.

8. The method of claim 28 wherein the unique identifier is generated before the document content is entered.

14. A computer implemented document management system, the computer comprising a processing unit and a storage device, the document management system comprising:

a module to create a document profile that is associated with a document and includes fields of attributes of the document; and

a module to create a link in the document profile to a file type that is not created within the document management system.