Automatic document exchange with document searching capability
First Claim
1. A method using a document system comprising a computer with a processor for executing software instructions for document exchange directed to execution of a document by a plurality of parties, wherein the document is inputted with an input subsystem of the document system from an input source and stored for document exchange, the method comprising:
- receiving routing information and identifying metadata through the input subsystem;
automatically storing the document with the input subsystem from the input source as specified in the routing information along with data automatically generated and structured based on the routing information and metadata;
routing the document for execution to the plurality of parties based on the routing information;
archiving the executed document in a document archive after automatically verifying that it has been executed by the plurality of parties; and
providing search capability with respect to documents that are executed in the document archive and documents that are pending execution, for identifying data regarding the document and/or for text within the document, to the plurality of parties identified in the routing information.
3 Assignments
0 Petitions
Accused Products
Abstract
The exchange of documents for execution can be performed efficiently using an automated system that routes and stores documents based on routing information. Routing may be accomplished with reminders for individuals of deadline for responding. After execution is confirmed, an executed copy may be forwarded to all parties and desired non-parties. If execution or approval is desired from a plurality of individuals, documents received from each of the plurality of individuals can be merged into a single, fully executed document if the approval/signatures are obtained simultaneously. Search capability for identifying data regarding the document, text within the document, or both may also be provided.
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Citations
26 Claims
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1. A method using a document system comprising a computer with a processor for executing software instructions for document exchange directed to execution of a document by a plurality of parties, wherein the document is inputted with an input subsystem of the document system from an input source and stored for document exchange, the method comprising:
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receiving routing information and identifying metadata through the input subsystem; automatically storing the document with the input subsystem from the input source as specified in the routing information along with data automatically generated and structured based on the routing information and metadata; routing the document for execution to the plurality of parties based on the routing information; archiving the executed document in a document archive after automatically verifying that it has been executed by the plurality of parties; and providing search capability with respect to documents that are executed in the document archive and documents that are pending execution, for identifying data regarding the document and/or for text within the document, to the plurality of parties identified in the routing information. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14)
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- 15. A method using a document system comprising a computer with a processor for executing software instructions to perform the steps of document exchange directed to execution of a document, the method comprising comparing in an automated routine the image of a document returned by an individual on a routing list with a record of or an image of the document forwarded to the individual based on a request by an originator to confirm that the form of the returned document matches expected parameters corresponding to execution of the document, wherein the originator or the individual is notified if the form of the returned document does not match expected parameters.
Specification