Digital transaction workspace with intelligent notification
First Claim
Patent Images
1. A method for providing a notice to a user of a digital transaction management service, comprising:
- detecting, within a workspace hosted on the digital transaction management service and configured to facilitate a digital transaction between a plurality of users, a first transaction including a first electronic document tagged for an electronic signature from the user;
sending, in response to detecting the first transaction, a first notification to the user indicating one or more electronic documents associated with the first transaction is included in the workspace with the first electronic document tagged for an electronic signature to be applied through an interface provided by the digital transaction management service, the workspace associated with the user and to provide controlled access for a plurality of users to one or more electronic documents associated with a plurality of transactions;
identifying a second transaction, pending within the workspace, associated with the user and different from the first transaction;
determining, in response to identifying the second transaction, whether the user has accessed the workspace of the digital transaction management service during a period of time and subsequent to sending the first notification to the user; and
sending a second notification to the user indicating one or more electronic documents associated with the second transaction is included in the workspace of the digital transaction management service based at least in part on determining that the user has accessed the workspace of the digital transaction management service during the time period and subsequent to sending the first notification.
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Abstract
A digital transaction management service provides notice to a recipient regarding one or more actions to take with respect to one or more transactions. The digital transaction management service is configured to determine that there is a new action required by the recipient and to send a new notice only if the recipient has accessed the digital transaction management service since the time the last notice was sent. Reminder notices are sent only if there has been no additional notice sent regarding any action for any transaction during a preset period of time.
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Citations
16 Claims
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1. A method for providing a notice to a user of a digital transaction management service, comprising:
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detecting, within a workspace hosted on the digital transaction management service and configured to facilitate a digital transaction between a plurality of users, a first transaction including a first electronic document tagged for an electronic signature from the user; sending, in response to detecting the first transaction, a first notification to the user indicating one or more electronic documents associated with the first transaction is included in the workspace with the first electronic document tagged for an electronic signature to be applied through an interface provided by the digital transaction management service, the workspace associated with the user and to provide controlled access for a plurality of users to one or more electronic documents associated with a plurality of transactions; identifying a second transaction, pending within the workspace, associated with the user and different from the first transaction; determining, in response to identifying the second transaction, whether the user has accessed the workspace of the digital transaction management service during a period of time and subsequent to sending the first notification to the user; and sending a second notification to the user indicating one or more electronic documents associated with the second transaction is included in the workspace of the digital transaction management service based at least in part on determining that the user has accessed the workspace of the digital transaction management service during the time period and subsequent to sending the first notification. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10)
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11. A system that facilitates a digital transaction between at least two users, including a sender and a recipient, the system comprising:
at least one network device, comprising; a computer processor; and a memory for storing instructions operable by the computer processor, the instructions, when operated by the processor, causing the processor to; detect, within a workspace hosted on the digital transaction management service and configured to facilitate a digital transaction between the at least two users, a first transaction including a first electronic document tagged for an electronic signature from the recipient; send, in response to detecting the first transaction, a first notification to the recipient indicating one or more electronic documents associated with the first transaction is included in the workspace with the first electronic document tagged for an electronic signature to be applied through an interface provided by the digital transaction management service, the workspace associated with the recipient and to provide controlled access for at least the sender and recipient to one or more electronic documents associated with a plurality of transactions; identify a second transaction, pending within the workspace, associated with the recipient and different from the first transaction; determine, in response to identifying the second transaction, whether the recipient has accessed the workspace of the digital transaction management service during a period of time and subsequent to sending the first notification to the recipient; and send a second notification to the recipient indicating one or more documents associated with the second transaction is included in the workspace of the digital transaction management service based at least in part on determining that the recipient has accessed the workspace of the digital transaction management service during the time period and subsequent to sending the first notification. - View Dependent Claims (12, 13, 14, 15)
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16. A non-transitory computer-readable storage medium comprising contents that, when executed by a computing device, cause the computing device to perform operations including:
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detect, within a workspace hosted on the digital transaction management service and configured to facilitate a digital transaction between a plurality of users, a first transaction including a first electronic document tagged for an electronic signature from the user, send, in response to detecting the first transaction, a first notification to the user indicating one or more electronic documents associated with the first transaction is included in the workspace with the first electronic document tagged for an electronic signature to be applied through an interface provided by the digital transaction management service, the workspace associated with the user and to provide controlled access for a plurality of users to one or more electronic documents associated with a plurality of transactions; identify a second transaction, pending within the workspace, associated with the user and different from the first transaction; determine, in response to identifying the second transaction, whether the user has accessed the workspace of the digital transaction management service during a period of time and subsequent to sending the first notification to the user; and send a second notification to the user indicating one or more electronic documents associated with the new second transaction is included in the workspace of the digital transaction management service based at least in part on determining that the user has accessed the workspace of the digital transaction management service during the time period and subsequent to sending the first notification.
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Specification