Method and system for shared document approval

• US 9,613,340 B2
• Filed: 06/15/2011
• Issued: 04/04/2017
• Est. Priority Date: 06/14/2011
• Status: Active Grant

• Current Assignee: Workshare Technology Incorporated
• Original Assignee: Workshare Technology Incorporated
• Inventors: Safa, John
• Primary Examiner(s): Nunez, Jordany
• Assistant Examiner(s): Shiberou, Mahelet
• Application Number:
  US13/160,772
• Publication Number:
  US 20120324369A1
• Time in Patent Office: 2,120 Days
• Field of Search: 715233
• CPC Class Codes: G06F 16/93 Document management systems
• CPC Class Codes: G06Q 10/101 Collaborative creation, e.g. joint development of products or services
• CPC Class Codes: G06Q 10/103 Workflow collaboration or project management

Abstract

This invention discloses a novel system and method for displaying electronic documents that are subject to approval by multiple parties. The invention presents approval by person as a separate indication on the original document. The system automatically reviews the document to determine its type and then using the type, looks up the recipient list that is associated with that type of document. The document is then transmitted to those recipients for approval.

Claims

1. A method executed by a computer comprising a video display, of determining approval of an electronic document by one or more personnel comprising:

Receiving data representing a first document type;

Storing data representing a recipient list comprised of data representing members of the list;

Storing a data structure representing an association between the received first document type and received the stored recipient list where said data structure is characterized by having a write access permission;

Receiving a document data file, comprised of a document, from a remote computer operated by a user excluded from the write access permission;

Extracting at least one data from the contents of the received document data file and using the extracted data to determine a second document type associated with the document comprising the received document data file by using text string matching;

Selecting by use of the determined second document type the stored recipient list that corresponds to the first document type by determining using logic that the first document type is the same as the second document type;

Retrieving the selected recipient list;

Transmitting said received document data file to the members of the selected recipient list;

Receiving at least one data message from at least one corresponding members of the selected recipient list, said received data message comprised of data representing the identity of the at least one of the recipients on the selected recipient list, an identity of the document comprising the received document data file and a data value representing an approval or a denial;

Storing in a data record associated with the identity of the document comprising the document data file a data value representing the received data value.

2. The method of claim 1 further comprising:

Determining the received document type extracting metadata embedded in the document.

3. The method of claim 1 further comprising:

Receiving from a member of the recipient list a data message representing a comment and an identity of the document; and

Determining an originator of the document by retrieving from a document management system a data value associated with a document identifier associated with the document; and

Transmitting a data message comprising the comment to the originator.

4. The method of claim 1 further comprising:

Transmitting to a computer associated with an originator of the document at least one data representing the identity of a recipient; and

Receiving from said associated computer an approval of the transmitted recipient identity to be added to the recipient list associated with the received document type.

5. The method of claim 1 further comprising:

Blocking transmission of the document to destinations that are not associated with the recipients listed on the selected recipient list.

6. The method of claim 1 further comprising:

Detecting a condition that either a data value representing approval has been received from all of the members of the recipient list or a data value representing approval has been received from one of the members of the recipient list;

Upon detection of the condition, determining a transmission destination for the approved document data file; and

Transmitting the approved document data file to the determined destination.

7. The method of claim 1 further comprising:

Detecting a condition that either a data value representing approval has been received from all of the members of the recipient list or a data value representing approval has been received from one of the members of the recipient list; and

Upon detection of the condition, transmitting a message embodying data representing an approval of the identified document.

8. A system comprised of a computer adapted to perform any one of the methods recited by claims 1, 2, 3-7.

9. A non-transitory computer readable medium containing computer program code that when run causes the performance of any one of the methods recited by claims 1, 2, 3-7.