Automatic document exchange with archiving capability
First Claim
1. A method comprising:
- receiving, at a computing device, routing instructions identifying;
an originator of a document for execution;
one or more signatories; and
a delivery approach for delivering the document to the one or more signatories;
automatically routing, by the computing device, the document for execution based on the received routing instructions; and
automatically routing images of the executed document to a plurality of e-mail addresses in response to return of the executed document by all appropriate parties.
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Accused Products
Abstract
The exchange of documents for execution can be performed efficiently using an automated system that routes and archives documents. The system may facilitate the exchange of drafts between parties by highlighting changes of the current draft with respect to the previous draft. Documents may be conveniently archived for efficient document storage and access by providing one or more central archive databases accessible through a shared network to a plurality of organizations. The operating system of the database may provide systematic access to individuals associated with an organization with the privilege to access documents according to a specific organizational hierarchy. Routing and archiving documents may be accomplished through a central exchange server.
86 Citations
11 Claims
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1. A method comprising:
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receiving, at a computing device, routing instructions identifying; an originator of a document for execution; one or more signatories; and a delivery approach for delivering the document to the one or more signatories; automatically routing, by the computing device, the document for execution based on the received routing instructions; and
automatically routing images of the executed document to a plurality of e-mail addresses in response to return of the executed document by all appropriate parties. - View Dependent Claims (2, 3, 4, 5, 6, 7)
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8. A method comprising:
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automatically exchanging drafts of a document iteratively between a plurality of parties through a document exchange server, wherein changes made by a respective party of the plurality of parties in a current draft of the document are maintained and highlighted with respect to a previous iterative draft; prior to forwarding the current draft to a particular party, removing information identifying the respective party from the current draft;
finalizing the document in response to approval of the current draft by a receiving party; and
routing the finalized document to the plurality of parties. - View Dependent Claims (9, 10)
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11. A method for facilitating document preparation, the method comprising:
- automatically exchanging drafts of a document iteratively between a plurality of parties through a document exchange server, the exchanging comprising;
maintaining current drafts of the document; identifying a plurality of changes made by respective ones of the plurality of parties to current drafts of the document with respect to a previous iterative draft; and removing information identifying the respective ones of the plurality of parties from the current drafts; and automatically routing the document for execution upon finalization of the document.
- automatically exchanging drafts of a document iteratively between a plurality of parties through a document exchange server, the exchanging comprising;
Specification