Method and system for automating record storage on a record management server
First Claim
Patent Images
1. A method, comprising:
- receiving a plurality of first records electronically over a data communication line at a first terminal, wherein the first terminal includes a processor and memory and is local to a human user, and the first records include at least one of;
an e-mail, a word processing letter document, or an audio phone recording;
automatically storing the received first records on a records management server, remote from the first terminal, responsive to automatically identifying an identifier in the first records at the first terminal, wherein the identifier identifies a contact of a plurality of contacts in a contact application executed on the first terminal, the identifier including a sender for the e-mail, an originating telephone number for the audio phone recording, and a letter recipient for the word processing letter document, wherein the automatically identifying the identifier in the e-mail includes using smart text to automatically recognize names within text at the first terminal;
automatically storing on the remote server a second record newly created at the first terminal, responsive to automatically identifying the identifier in the second record at the first terminal;
associating the stored first and second records with a file on the server corresponding to the contact;
displaying, by the contact application, a representation of all records stored on the server corresponding to the contact; and
providing, by the contact application, access to all records stored on the server corresponding to the contact.
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Abstract
A procedure and system is provided for automating storage of records on a records management server. The procedure includes storing the record on a records management server responsive to identifying an identifier in the record. The procedure also includes associating the record with a file on the server, wherein the file corresponds to the identifier.
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Citations
35 Claims
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1. A method, comprising:
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receiving a plurality of first records electronically over a data communication line at a first terminal, wherein the first terminal includes a processor and memory and is local to a human user, and the first records include at least one of;
an e-mail, a word processing letter document, or an audio phone recording;automatically storing the received first records on a records management server, remote from the first terminal, responsive to automatically identifying an identifier in the first records at the first terminal, wherein the identifier identifies a contact of a plurality of contacts in a contact application executed on the first terminal, the identifier including a sender for the e-mail, an originating telephone number for the audio phone recording, and a letter recipient for the word processing letter document, wherein the automatically identifying the identifier in the e-mail includes using smart text to automatically recognize names within text at the first terminal; automatically storing on the remote server a second record newly created at the first terminal, responsive to automatically identifying the identifier in the second record at the first terminal; associating the stored first and second records with a file on the server corresponding to the contact; displaying, by the contact application, a representation of all records stored on the server corresponding to the contact; and providing, by the contact application, access to all records stored on the server corresponding to the contact. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17)
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18. A non-transitory computer-readable storage medium including instructions, which when executed by a processor perform a method, the method comprising:
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receiving a plurality of first records electronically over a data communication line at a first terminal, wherein the first terminal includes a processor and memory and is local to a human user, and the first records include at least one of;
an e-mail, a word processing letter document, or an audio phone recording;automatically storing the received first records on a records management server, remote from the first terminal, responsive to automatically identifying at the local terminal an identifier in the first records, wherein the identifier identifies a contact of a plurality of contacts in a contact application executed on the first terminal, the identifier including a sender for the e-mail, an originating telephone number for the audio phone recording, and a letter recipient for the word processing letter document, wherein the automatically identifying the identifier in the e-mail includes using smart text to automatically recognize names within text at the first terminal; automatically storing on the remote server a second record newly created at the first terminal, responsive to automatically identifying the identifier in the second record at the first terminal; associating the stored first and second records with a file on the server, wherein the file corresponds to the contact; displaying, by the contact application, a representation of all records stored on the server corresponding to the contact; and providing, by the contact application, access to all records stored on the server corresponding to the contact. - View Dependent Claims (19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35)
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Specification