Automatic document exchange and execution management
First Claim
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1. A method for exchanging documents for execution implemented by a computer system, the method comprising:
- receiving routing information for a document, the routing information comprising the document source and a routing protocol for the document;
automatically receiving the document from the document source after receiving the routing information;
routing the document automatically according to the routing protocol for signature or approval along with instructions for return of the executed document and along with identifying metadata associated with the document based on the routing information, wherein the routing of the document comprises the automatic transfer of a copy of the document directly to a recipient address, and wherein the system receives the routing information before receiving the document for routing; and
automatically tracking the return of the executed document.
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Abstract
The exchange of documents for signature can be performed efficiently using an automatic routing system that associates a document with appropriate identifying metadata. The routing can be facilitated through facsimile in which the metadata is encoded on a return facsimile cover sheet that is routed with the document. Appropriate central exchange servers have appropriate input and out subsystems to perform the document routing. The executed documents can be conveniently archived for efficient document storage and access, such as network access to one or more of the parties.
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Citations
32 Claims
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1. A method for exchanging documents for execution implemented by a computer system, the method comprising:
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receiving routing information for a document, the routing information comprising the document source and a routing protocol for the document; automatically receiving the document from the document source after receiving the routing information; routing the document automatically according to the routing protocol for signature or approval along with instructions for return of the executed document and along with identifying metadata associated with the document based on the routing information, wherein the routing of the document comprises the automatic transfer of a copy of the document directly to a recipient address, and wherein the system receives the routing information before receiving the document for routing; and automatically tracking the return of the executed 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)
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- 25. A central exchange server comprising an input subsystem comprising data connections to external addresses for the input of data, a processor programmed to associate metadata with a document received through the input subsystem based on routing information comprising the document source and a routing protocol, and an output subsystem comprising data connections to external addresses for the output of data, wherein the processor is programmed to automatically receive the document from the document source after receiving the routing information receive the routing information before receiving the document for routing and automatically route the document based on the routing protocol information.
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29. A method for electronic management of documents implemented on a computer system, the method comprising:
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automatically routing a document for execution, based on routing information, to a plurality of requested parties; automatically receiving the document following execution by a requested party; automatically identifying the received document as executed by of the plurality of requested parties, based on the routing information; automatically archiving the executed document following execution of the document by all of the plurality of requested parties following automatic routing to the requested parties wherein archiving comprises organizing the executed document within a database and storing document access information and wherein the archived document is available through a network for access by all of the requested parties. - View Dependent Claims (30, 31, 32)
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Specification