Generating documents using templates

Patent metadata

Field	Value
Publication number	US-10216713-B2
Application number	US-201615363201-A
Country	US
Kind code	B2
Filing date	Nov 29, 2016
Priority date	Nov 10, 2004
Publication date	Feb 26, 2019
Grant date	Feb 26, 2019

Abstract

A computing system is disclosed including a computer processor configured to receive a selection of a template and identify a data field in the template. The data field indicates financial data to fill in the data field. The computer processor is configured to retrieve the financial data for the data field from stored financial data and generate a document according to the selected template. The generated document has the financial data within the data field.

First claim

What is claimed is:

1. A method performed by a computing device, the method comprising:
detecting an input that is associated with a user;
based on the input, selecting a template associated with a first computing program;
based on a programmatic search of the template, identifying a scripting language node in the template that corresponds to a document data field and includes a programmatic script defining a data retrieval operation associated with the document data field;
based on execution of the programmatic script to perform the data retrieval operation, retrieving data from a data store associated with a second computing program that is different than the first computing program; and
generating, by the first computing program, a document according to the template, the document including the document data field with the retrieved data.

2. The method of claim 1 , wherein the second computing program comprises a financial program.

3. The method of claim 1 , wherein the scripting language node comprises an eXtensible Markup Language (XML) node.

4. The method of claim 1 , and further comprising:
determining whether the document data field is an open data field that is fillable with data.

5. The method of claim 4 , wherein determining whether the document data field is an open data field comprises:
querying the first computing program to determine whether the document data field includes data.

6. The method of claim 1 , wherein the first computing program comprises a word processing program having a word processing function configured to modify the generated document.

7. The method of claim 1 , wherein the script identifies a type of data to fill the document data field.

8. The method of claim 1 , and further comprising:
based on an indication of the user input, editing the programmatic script on the template.

9. The method of claim 1 , and further comprising:
generating a representation of a user interface display including a document export user input mechanism; and
based on an indication of user actuation of the document export user input mechanism, initiating a document export process in which the first computing program formats and exports the document generated according to the template and the retrieved data.

10. The method of claim 9 , wherein the document export process operates in the background of the second computing program.

11. The method of claim 10 , wherein the document export process comprises at least one of:
a document printing process in which the document is printed using a printing device; or
a document transfer process in which the document is electronically communicated to another device.

12. A computing system comprising:
at least one processor; and
memory storing instructions executable by the at least one processor, wherein the instructions configure the computing system to:
detect an input that is associated with a user;
based on the input, select a template associated with a first computing program;
based on a programmatic search of the template, identify a scripting language node in the template that corresponds to a document data field and includes a programmatic script defining a data retrieval operation associated with the document data field;
based on execution of the programmatic script to perform the data retrieval operation, retrieve data from a data store associated with a second computing program that is different than the first computing program; and
generate, by the first computing program, a document according to the template, the document including the document data field with the retrieved data.

13. The computing system of claim 12 , wherein the scripting language node comprises an eXtensible Markup Language (XML) node.

14. The computing system of claim 12 , wherein the document comprises at least one of a word processing document or a spreadsheet document.

15. The computing system of claim 12 , wherein the programmatic script identifies a type of data to fill the document data field.

16. The computing system of claim 12 , wherein the first computing program comprises a word processing program having a word processing function configured to modify the generated document.

17. The computing system of claim 12 , wherein the instructions configure the computing system to:
determine whether the document data field is an open data field that is fillable with data.

18. The computing system of claim 12 , wherein the instructions configure the computing system to:
query the first computing program to determine whether the document data field includes data.

19. The computing system of claim 12 , wherein the instructions configure the computing system to:
based on an indication of a user input, use the first computing program to edit the programmatic script on the template.

20. The computing system of claim 12 , wherein the instructions configure the computing system to:
generate a representation of a user interface display including a document export user input mechanism; and
based on an indication of user actuation of the document export user input mechanism, initiate a document export process in which the first computing program formats and exports the document generated according to the template and the retrieved data.

Assignees

• Microsoft Technology Licensing Llc

Inventors

• Hargarten Christopher S
• Ozoux-Dean Monique H
• Sun Ning

Classifications

• G06F40/186 Primary

  Templates · CPC title

• G06Q30/04 Primary

  Billing or invoicing · CPC title

• G06F40/151 Primary

  Transformation · CPC title

• G06F40/166

  Editing, e.g. inserting or deleting · CPC title

• G06F17/248

  Physics · mapped topic