Automatic document exchange and execution management
First Claim
Patent Images
1. A method implemented by a computer system for exchanging documents for execution, the method comprising:
- receiving, by a workflow engine executed by a processor, routing information for a document via a secured website, the routing information comprising an originator of the document and a routing protocol for the document;
automatically receiving, by the workflow engine, the document from the originator after receiving the routing information;
routing, by the workflow engine, the document automatically based on the routing protocol for execution via at least one electronic signature, wherein routing the document comprises automatically providing access to a copy of the document and sending an electronic mail message to at least one recipient at a respective recipient address; and
automatically tracking, by the workflow engine, the return of the executed document, wherein the executed document is received through the secured website.
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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.
96 Citations
20 Claims
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1. A method implemented by a computer system for exchanging documents for execution, the method comprising:
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receiving, by a workflow engine executed by a processor, routing information for a document via a secured website, the routing information comprising an originator of the document and a routing protocol for the document; automatically receiving, by the workflow engine, the document from the originator after receiving the routing information; routing, by the workflow engine, the document automatically based on the routing protocol for execution via at least one electronic signature, wherein routing the document comprises automatically providing access to a copy of the document and sending an electronic mail message to at least one recipient at a respective recipient address; and automatically tracking, by the workflow engine, the return of the executed document, wherein the executed document is received through the secured website. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18)
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19. A non-transitory computer-readable medium embodying program code executable by a processing device, the non-transitory computer-readable medium comprising:
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program code for receiving routing information for a document via a secured website, the routing information comprising an originator of the document and a routing protocol for the document; program code for automatically receiving the document from the originator after receiving the routing information; program code for routing the document automatically based on the routing protocol for execution via at least one electronic signature, wherein routing the document comprises automatically providing access to a copy of the document and sending an electronic mail message to at least one recipient at a respective recipient address; and program code for automatically tracking the return of the executed document, wherein the executed document is received through the secured website.
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20. A system comprising:
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a processor configured to execute instructions stored in a non-transitory computer-readable medium; wherein the instructions comprise a workflow engine configured to perform operations comprising; receiving routing information for a document via a secured website, the routing information comprising an originator of the document and a routing protocol for the document; automatically receiving the document from the originator after receiving the routing information; routing the document automatically based on the routing protocol for execution via at least one electronic signature, wherein routing the document comprises automatically providing access to a copy of the document and sending an electronic mail message to at least one recipient at a respective recipient address; and automatically tracking the return of the executed document, wherein the executed document is received through the secured website.
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Specification