Document management extension software

• US 7,493,307 B2
• Filed: 03/02/2006
• Issued: 02/17/2009
• Est. Priority Date: 03/24/1998
• Status: Expired due to Fees

• Current Assignee: Hanger Solutions, LLC (IP Investments Group LLC)
• Original Assignee: Search Resources Mgmt LLC (Intellectual Ventures LLC)
• Inventors: Gillespie, David, Stranges, Frank
• Primary Examiner(s): LEWIS, CHERYL RENEA
• Application Number:
  US11/366,309
• Publication Number:
  US 20060149795A1
• Time in Patent Office: 1,083 Days
• Field of Search: 707 1- 5, 707 8- 10, 707/104.1, 707/100, 715/513, 715234-237, 715/716, 715/721, 715727-729, 715817-820, 715/853, 717/101, 717/100, 717/114, 709/203
• US Class Current: 1/1
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: Y10S 707/99932 Access augmentation or optimizing
• CPC Class Codes: Y10S 707/99939 Privileged access

Abstract

A document management extension system for use as an extension to document collection and management software, includes an information store having a database and a messaging system for storing documents managed by the document collection and management software, with stored documents being stored in at least one of the database or the messaging system of the information store. The document management extension system also includes document indexing of the database or messaging system for the documents stored therein, along with processing of the documents stored in either the database or messaging system of the information store.

Claims

1. A document management extension system for use as an extension to a document collection and management software program, said document management extension system comprising:

an information store comprising a database and a messaging system for storing documents managed by a document collection and management software program, with means for storing documents in at least one of said database and said messaging system, and with stored documents being stored in said database or said messaging system of said information store;

means for document indexing of said database or said messaging system of said stored documents stored solely in said information store; and

,

means for processing said stored documents in either said database or said messaging system.

2. The document management extension system according to claim 1, further comprising a user interface accessible through a dialog in a software application program.

3. The document management extension system according to claim 1, further comprising a user interface accessible through a dialog in a software ‘

find’

application program.

4. The document management extension system according to claim 1, further comprising document and messaging software.

5. The document management extension system according to claim 1, further comprising software providing for when a network or server fail, while a document is open, a user is able to continue working, even if the user is unaware that the network or server has failed.

6. The document management extension system according to claim 5, wherein said software providing for when a network or server fail includes provision so that when the network or server are again available, an off-line fie of the user automatically re-synchronizes the server.

7. The document management extension system according to claim 6, further comprising software for enabling the user to check documents out to a local machine of the user, the user using a “

check-out”

command available in any dialog.

8. The document management extension system according to claim 7, wherein said software for enabling the user to check documents out includes provision for informing a subsequent user who attempts to open a document that the document has been “

checked-out” and

the time when the document was “

checked-out.”

9. The document management extension system according to claim 1, further comprising means for launching an application for searching a document store.

10. The document management extension system according to claim 9, wherein said means for launching an application for searching a document store is carried out by a command in a “

Start Menu.”

11. The document management extension system according to claim 9, wherein said means for launching an application for searching a document management extension store includes means for allowing searching on all document management extension properties and means for allowing viewing of object properties and setting of permissions.

12. The document management extension system according to claim 11, further comprising document management extension dialogs having a context menu, said context menu having an open function for launching a software application or for opening a file.

13. The document management system of claim 12 further comprising at least one subsystem configured to import an object to said document management system.

14. The document management system of claim 12 further comprising at least one subsystem configured to display a history of change events for at least one document in the information store.

15. The document management extension system according to claim 11, further comprising document management extension dialogs having a context menu, said context menu having a “

check-out”

function capable of being disabled which, if said “

check-out”

function is disabled, signifies that a document has already been “

checked-out”

.

16. The document management extension system according to claim 11, further comprising document management extension dialogs having a context menu, said context menu having a properties function capable of displaying a properties screen and for permitting viewing and editing of a document'"'"'s properties.

17. The document management extension system according to claim 11, further comprising document management extension dialog having a context menu, said context menu having a status function for allowing an implementation of workflow and including options of draft or published.

18. The document management extension system according to claim 1, further comprising means for preventing an uncontrolled and unauthorized access to an object store of said document management extension system.

19. The document management extension system according to claim 18, wherein said means for preventing an uncontrolled and unauthorized access to an object store allows a user to set any document level security attribute, except “

delete”

using a document management exchange interface to exchange security settings.

20. The document management extension system according to claim 18, wherein said means for preventing an uncontrolled and unauthorized access to an object store allows a user to alter a document and properties, while restricting the user from altering permissions or deleting permissions.

21. The document management extension system according to claim 18, wherein said means for preventing an uncontrolled and unauthorized access to an object store allows a user to conduct a search for a document and view the document, but does not allow the user to open the document.

22. The document management extension system according to claim 18, wherein said means for preventing an uncontrolled and unauthorized access to an object store allows for a time-based archiving and deletion, so that after a specified time, a document is able to be archived or deleted.

23. The document management extension system according to claim 22, wherein said time-based archiving and deletion is capable of being overridden.

24. The document management extension system according to claim 18, wherein said means for preventing an uncontrolled and unauthorized access to an object store allows for replication on a whole of document set basis.

25. The document management extension system according to claim 18, wherein said means for preventing an uncontrolled and unauthorized access to an object store allows for replication on an individual document basis.

26. The document management extension system according to claim 1, further comprising means for linking documents to one another via specifying one-way logical Links between related documents.

27. The document management extension system according to claim 1, further comprising means for linking documents to one another via specifying two-way logical links between related documents.

28. The document management extension system according to claim 1, further comprising a document exchange extension record viewer for allowing retrieval by a user of HTML records management forms.

29. The document management extension system according to claim 1, further comprising a document exchange extension record viewer for allowing completion by a user of HTML records management forms.

30. The document management extension system according to claim 1, further comprising a document exchange extension record viewer for allowing viewing by a user of HTML records management forms.

31. The document management extension system according to claim 1, further comprising a document exchange extension record viewer for allowing saving by a user of HTML records management forms.

32. The document management system of claim 31 further comprising at least one subsystem configured to provide at least one user permission to modify at least one permanent object.

33. The document management system of claim 31 further comprising at least one subsystem configured to determine when said system is online and offline.

34. The document management extension system according to claim 1, further comprising means for flagging by a user a document management extension object as permanent.

35. The document management system of claim 1 wherein versions of said each of said documents can be viewed as a document property.

36. The document management system of claim 1 further comprising at least one subsystem configured to allow a user to send documents or search results to other users.

37. A document management system comprising:

an information store associated with a messaging system;

at least one subsystem configured to store documents in said information store, wherein each of said documents is associated with a fields collection object that allows access to at least one field object, said at least one field object representing an attribute associated with each of said documents;

at least one subsystem configured to index said stored documents stored in said information store; and

at least one subsystem configured to process said stored documents in either said database or said messaging system.

38. A method for providing a document management system in a computing system, the method comprising:

storing documents in an information store associated with a messaging system,

indexing said documents and storing index data associated with said documents in said information store;

managing said documents using document management functions of said messaging system and an operating system of the computing system; and

providing a user interface for said managing said documents.

39. The method according to claim 38, wherein said user interface is provided through a dialog in at least one software application program operating in conjunction with said operating system.

40. The method according to claim 38, further comprising detecting when said system is online and offline and synchronizing an offline version of a document with an online version.

41. The method according to claim 38, further comprising enabling a user to check out documents to a local computer system.

42. The method according to claim 38, further comprising enabling a user to set at least one document level security attribute.

43. The method according to claim 38, further comprising enabling a user to conduct a search for a document and view the document but not allow the user to edit the document.

44. The method according to claim 38, further comprising linking documents to one another via logical links between related documents.

45. The method according to claim 38, further comprising providing a forms viewer and editor.

46. A computer readable medium storing thereon computer readable instructions for providing a document management system in a computing system, said computer readable instructions, when executed by said computing system, causing said computing system to:

store documents in an information store associated with a messaging system,

index said documents and store index data associated with said documents in said information store;

manage said documents using document management functions of said messaging system and an operating system of the computing system; and

provide a user interface for said managing said documents.

47. The computer readable medium of claim 46, wherein said user interface is provided via a dialog in a software application program.

48. The computer readable medium of claim 46, wherein said user interface is provided via a context menu.

49. The computer readable medium of claim 48, further comprising instructions that, when executed, cause the computing system to display a properties screen and permit viewing and editing of a document'"'"'s properties.

50. The computer readable medium of claim 46, further comprising instructions that, when executed, cause the computing system to determine when said system is online and offline and synchronize an offline version of a document with an online version.

51. The computer readable medium of claim 46, further comprising instructions that, when executed, cause the computing system to enable the user to check out documents to a local computing system.

52. The computer readable medium of claim 46, further comprising instructions that, when executed, cause the computing system to search said information store.

53. The computer readable medium of claim 46, further comprising instructions that, when executed, cause the computing system to set at least one document level security attribute.

54. The computer readable medium of claim 46, further comprising instructions that, when executed, cause the computing system to conduct a search for a document and allow a user to view the document but not allow the user to edit the document.

55. The computer readable medium of claim 46, further comprising instructions that, when executed, cause the computing system to link documents to one another via logical links between related documents.

56. The computer readable medium of claim 46, further comprising instructions that, when executed, cause the computing system to provide a forms viewer and editor.