Systems and methods for creating documents from templates
First Claim
1. A method for creating a particular set of documents for a matter, comprising:
- instantiating, on a computing device, a merge application independent of an underlying application of each document;
receiving, at the merge application, a selection of a master template corresponding to the particular set of documents, the selected master template specifying a slave template;
receiving, at the merge application, a selection of a data structure from a database, the data structure corresponding to collected and organized data relating to the matter;
employing, at the merge application, the selected master template and the selected data structure to produce an electronic set of documents for the matter, a corresponding document of the set being produced for each specified slave template in the selected master template;
producing the corresponding document according to common content in the slave template, data in the database referred to by unvarying bookmarks in the slave template, and data in the selected data structure in the database referred to by placeholders in the slave template;
receive at the merge application a selection of a particular remotely accessible envelope template; and
employing at the merge application the selected envelope template and the selected data structure to produce envelopes corresponding to the produced set of document.
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Accused Products
Abstract
A merge application creates a particular set of documents for a particular matter. The merge application receives a selection of a particular master template corresponding to the particular set of documents, where the selected master template specifies a plurality of slave templates, and also receives a selection of a data structure from a database with data relating to the particular matter. The selected master template and the selected data structure are employed to produce the set of documents for the particular matter in an electronic form, where a corresponding document of the set is produced for each specified slave template in the selected master template. Each corresponding document is produced according to common content in the slave template and data in the selected data structure in the database referred to by placeholders in the slave template.
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Citations
19 Claims
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1. A method for creating a particular set of documents for a matter, comprising:
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instantiating, on a computing device, a merge application independent of an underlying application of each document; receiving, at the merge application, a selection of a master template corresponding to the particular set of documents, the selected master template specifying a slave template; receiving, at the merge application, a selection of a data structure from a database, the data structure corresponding to collected and organized data relating to the matter; employing, at the merge application, the selected master template and the selected data structure to produce an electronic set of documents for the matter, a corresponding document of the set being produced for each specified slave template in the selected master template; producing the corresponding document according to common content in the slave template, data in the database referred to by unvarying bookmarks in the slave template, and data in the selected data structure in the database referred to by placeholders in the slave template; receive at the merge application a selection of a particular remotely accessible envelope template; and employing at the merge application the selected envelope template and the selected data structure to produce envelopes corresponding to the produced set of document. - View Dependent Claims (2, 3, 4, 5, 6)
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7. A non-transitory computer-readable storage medium having computer-executable instructions for creating a particular set of documents for a matter, the computer-executable instructions executable by a processor to:
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instantiate, on a computing device, a merge application independent of an underlying application of each document; receive, at the merge application, a selection of a master template corresponding to the particular set of documents, the selected master template specifying a slave template; receive, at the merge application, a selection of a data structure from a database, the data structure corresponding to collected and organized data relating to the matter; employ, at the merge application, the selected master template and the selected data structure to produce an electronic set of documents for the matter, a corresponding document of the set being produced for each specified slave template in the selected master template; produce the corresponding document according to common content in the slave template, data in the database referred to by unvarying bookmarks in the slave template, and data in the selected data structure in the database referred to by placeholders in the slave template; receive at the merge application a selection of a particular remotely accessible envelope template; and employing at the merge application the selected envelope template to produce envelopes corresponding to the produced set of documents. - View Dependent Claims (8, 9, 10, 11, 12, 13)
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14. A system for creating a particular set of documents for a matter, comprising:
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a sub-system configured to instantiate, on a computing, a merge application independent of an underlying application of each document; a sub-system configured to receive, at the merge application, a selection of a master template corresponding to the particular set of documents, the selected master template specifying a slave template; a sub-system configured to receive, at the merge application, a selection of a data structure from a database, the data structure corresponding to collected and organized data relating to the matte, wherein the data structure in the database is specified in a format independent of the underlying application of each document; a sub-system configured to employ, at the merge application, the selected master template and the selected data structure to produce an electronic set of documents for the matter, a corresponding document of the set being produced for each specified slave template in the selected master template; a sub-system configured to produce the corresponding document according to common content in the slave template, data in the database referred to by unvarying bookmarks in the slave template, and data in the selected data structure in the database referred to by placeholders in the slave template, wherein the data in database referred to by the bookmarks in the slave template is updated by updating corresponding data in the database; and a sub-system that employs at the merge application a selected envelope template and the selected data structure to produce envelopes corresponding to the produced set of documents. - View Dependent Claims (15, 16, 17, 18, 19)
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Specification