Systems and methods for distributed electronic signature documents including version control

Patent metadata

Field	Value
Publication number	US-9251131-B2
Application number	US-77372010-A
Country	US
Kind code	B2
Filing date	May 4, 2010
Priority date	May 4, 2010
Publication date	Feb 2, 2016
Grant date	Feb 2, 2016

Abstract

Systems and methods for facilitating version control over an electronic document, the electronic document being subject to a distribution sequence among at least first and second reviewing parties over a network. The method includes receiving an instruction set from a source client. Based on the instruction set, at least one editable field populated with content is embedded in the electronic document. The progress of the electronic document through the distribution sequence is monitored over the network. The content of the editable field being edited by the first reviewing party is determined. In response to determining that the content has been edited by the first reviewing party, the edited electronic document is provided to the second reviewing party. The electronic document being electronically signed by the first and second reviewing parties is validated. The editable field is locked from further electronic editing.

First claim

The embodiments of the invention in which an exclusive property or privilege is claimed are defined as follows:

1. A method of facilitating version control over an electronic document, the electronic document being subject to a distribution sequence among at least first and second reviewing parties over a network, the method comprising:
receiving an instruction set from a source client;
based on the instruction set, embedding in the electronic document at least one editable field populated with content;
at a signing server, monitoring over the network the progress of the electronic document through the distribution sequence, the distribution sequence designating an order in which the first and second reviewing parties can at least one of access, edit, or sign the electronic document, and whether the electronic document is modifiable by each of the first and second reviewing parties;
determining that the content of the editable field has been edited, accompanied by an electronic initialing of the edited content of the field by the first reviewing party;
in response to determining that the content of the editable field has been edited by the first reviewing party and that the document includes a prior signature of the second reviewing party,
electronically removing from the electronic document the prior signature of the second reviewing party;
providing, to the second reviewing party, a notification and the edited electronic document, wherein the notification includes a specific indication of the edited content and an identity of the first reviewing party; and
enabling the second reviewing party to sign the provided electronic document that now includes the edited and initialed content of the field;

validating that the electronic document has been electronically signed by the first and second reviewing parties; and
in response to validating that the electronic document has been electronically signed by the first and second reviewing parties, locking the editable field from further electronic editing,
wherein in response to instructions received from at least one of the first or the second reviewing parties, accessing a signing template that is stored at the signing server, that is distinct from the electronic document, and that specifies: the distribution sequence designating the order in which the first and second reviewing parties can at least one of access, edit, or sign the electronic document.

2. The method of claim 1 , wherein validating that the electronic document has been electronically signed by the first and second reviewing parties comprises:
determining, at a first time, that the second reviewing party has electronically signed the electronic document;
determining, at a second time subsequent to the first time, that the first reviewing party has edited the content of the editable field and electronically signed the electronic document;
providing, at a third time subsequent to the second time, the edited electronic document to the second reviewing party for approval of the edited content; and
receiving from the second reviewing party an indication of approval of the edited content.

3. The method of claim 2 , wherein electronically removing the prior signature of the second reviewing party is performed upon determining that the first reviewing party has edited the content, wherein the indication of approval comprises the second reviewing party electronically re-signing the electronic document.

4. The method of claim 2 , wherein the indication of approval comprises the second reviewing party providing an electronic instruction to ratify the electronic signature of the second reviewing party.

5. The method of claim 1 , wherein the instruction set comprises a restriction on which of the at least first and second reviewing parties are permitted to edit the content.

6. The method of claim 1 , wherein the instruction set comprises a designation of which content of the electronic document is to be included in the editable field.

7. The method of claim 1 , wherein the signing template further specifies all of: location of signatures and initials for one or more signers; linkage between form fields in the electronic document; and information to be used to notify or authenticate a signer.

8. The method of claim 1 , wherein the embedded control is a link back to the signing template stored at the signing server, the signing server configured to authenticate the one of the first and second reviewing parties based on information in the signing template.

9. A system, comprising:
a source client executable on a first computing device, the source client configured to generate an electronic document, the electronic document being subject to a distribution sequence among at least first and second reviewing parties over a network; and
second computing device comprising non-transitory storage media and coupled to the first computing device over the network, the second computing device configured to:
receive an instruction set from the source client;
based on the instruction set, embed in the electronic document at least one editable field populated with content;

at a signing server, monitor over the network the progress of the electronic document through the distribution sequence, the distribution sequence designating an order in which the first and second reviewing parties can at least one of access, edit, or sign the electronic document, and whether the electronic document is modifiable by each of the first and second reviewing parties;
determine that the content of the editable field has been edited, accompanied by an electronic initialing of the edited content of the field by the first reviewing party;
in response to determining that the content of the editable field has been edited by the first reviewing party and that the document includes a prior signature of the second reviewing party,
electronically remove from the electronic document the prior signature of the second reviewing party; and
provide, to the second reviewing party, a notification and the edited electronic document, wherein the notification includes a specific indication of the edited content and an identity of the first reviewing party; and
enable the second reviewing party to sign the provided electronic document that now includes the edited and initialed content of the field;
validate that the electronic document has been electronically signed by the first and second reviewing parties; and
in response to validating that the electronic document has been electronically signed by the first and second reviewing parties, lock the editable field from further electronic editing,
wherein in response to instructions from at least one of the first or the second reviewing parties, accessing a signing template that is stored at the signing server, that is distinct from the electronic document, and that specifies: the distribution sequence designating the order in which the first and second reviewing parties can at least one of access, edit, or sign the electronic document; and information for deciding on different signature execution processes based on data entered during a signing process.

10. The system of claim 9 , wherein validating that the electronic document has been electronically signed by the first and second reviewing parties comprises:
determining, at a first time, that the second reviewing party has electronically signed the electronic document;
determining, at a second time subsequent to the first time, that the first reviewing party has edited the content of the editable field and electronically signed the electronic document;
providing, at a third time subsequent to the second time, the edited electronic document to t

Assignees

• Mccabe Andrew David
• Gosner Jr Thomas H
• Docusign Inc

Inventors

• Mccabe Andrew David
• Gosner Jr Thomas H

Classifications

• G06F40/174 Primary

  Form filling; Merging · CPC title

• G06Q10/10 Primary

  Office automation; Time management · CPC title

• G06F40/197

  Version control (for software G06F8/71) · CPC title

• G06F17/243 Primary

  Physics · mapped topic

• G06F17/2288

  Physics · mapped topic