System and method for tracking documents in an on-demand service
First Claim
1. A method for tracking documents stored on behalf of a plurality of tenants, comprising:
- receiving at a host system, an original document to store on behalf of a first tenant;
storing a copy of the original document to a document management storage in a storage accessible to the host system; and
tracking, at the host system, the original document and the copy of the original document in the document management storage by a unique identifier assigned to the original document and a corresponding unique identifier assigned to the copy of the original document stored in the document management storage;
wherein the unique identifier assigned to the copy of the original document stored in the document management storage is tracked using a portion of a database resident at the host system limited to information of the first tenant;
allowing a level of access to be granted to the document that allows a plurality of users of the first tenant to at least edit the document.
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Abstract
In accordance with embodiments, there are provided mechanisms and methods for tracking documents in an on-demand service. These mechanisms and methods for tracking documents in an on-demand service can enable embodiments to provide the sharing of documents and the tracking of whether one of the shared documents was changed. The ability of embodiments to provide the sharing of documents and the tracking can enable a safeguard that a user knows whether the document that they have in their possession is the most recent version.
In an embodiment, the shared documents are stored in a document management storage. In an embodiment, each file has an ID that includes version information for checking whether the document is the most recent version. In an embodiment, an application is downloaded onto the user system that automatically upon opening a document checks whether a document is the most recent version.
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Citations
48 Claims
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1. A method for tracking documents stored on behalf of a plurality of tenants, comprising:
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receiving at a host system, an original document to store on behalf of a first tenant; storing a copy of the original document to a document management storage in a storage accessible to the host system; and tracking, at the host system, the original document and the copy of the original document in the document management storage by a unique identifier assigned to the original document and a corresponding unique identifier assigned to the copy of the original document stored in the document management storage; wherein the unique identifier assigned to the copy of the original document stored in the document management storage is tracked using a portion of a database resident at the host system limited to information of the first tenant; allowing a level of access to be granted to the document that allows a plurality of users of the first tenant to at least edit the document. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31)
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32. A method for tracking documents stored on behalf of a plurality of tenants, comprising:
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sending, from a host, a user interface associated with Customer Relations Management (CRM) software to a client system, the user interface having one or more links which when activated cause the generation of database commands at the host, the host being a multi-organizational on-demand database resident at the host system; as a result of input received via the user interface, receiving at the host system, an original document to store on behalf of a first tenant; storing a copy of the original document to a document management storage in a storage accessible to the host system; and tracking, at the host system, the original document and the copy of the original document in the document management storage by a unique identifier assigned to the original document and a corresponding unique identifier assigned to the copy of the original document stored in the document management storage; wherein the unique identifier assigned to the copy of the original document stored in the document management storage is tracked using a portion of a multi-tenant, on demand database resident at the host system limited to information of the first tenant. - View Dependent Claims (33, 34)
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35. A method of configuring a host system for tracking documents stored on behalf of a plurality of tenants, comprising:
- installing on the host system one or more instructions which when implemented cause a processor system of the host system, having one or more processors, to invoke a method including at least
receiving at a host system, an original document to store on behalf of a first tenant; storing a copy of the original document to a document management storage in a storage accessible to the host system; and tracking, at the host system, the original document and the copy of the original document in the document management storage by a unique identifier assigned to the original document and a corresponding unique identifier assigned to the copy of the original document stored in the document management storage; wherein the unique identifier assigned to the copy of the original document stored in the document management storage is tracked using a portion of a database resident at the host system limited to information of the first tenant; allowing a level of access to be granted to the document that allows a plurality of users of the first tenant to at least edit the document.
- installing on the host system one or more instructions which when implemented cause a processor system of the host system, having one or more processors, to invoke a method including at least
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36. A method comprising:
tracking a copy of a document at a client system having a processor system with one or more processors, the copy of the document being a copy of an original document from a document management storage on another system that serves multiple organizations, the copy including an unique identifier, the tracking including at least the processor system determining when the copy is opened, when it is determined that the copy is opened, the processor system sending a message to the other system that includes at least the unique identifier, and in response to the sending of the message, receiving a reply to the message indicating whether the copy is current, the reply being based on the unique identifier sent in the message and a corresponding unique identifier in the original document. - View Dependent Claims (37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48)
Specification