IP Library Granted Patent US 9,105,007
Granted Patent B2
US 9,105,007 · App. 12/766,321 · Granted Aug 11, 2015

Collaborative hierarchical document development and review system

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Quick Facts
Patent No.
US 9,105,007
App. No.
12/766,321
Granted
Aug 11, 2015
Kind
B2
Abstract

A computer software product for allowing simultaneous multi-level collaboration, including in real time between an author and a group of reviewers invited by the author to comment on a document stored in a computer file. The computer software enables each reviewer to view the document and make changes thereto which are stored in a secondary data file without modifying the contents of the original document. The author receives and views the secondary data files from the reviewers and selectively incorporates the changes into the document. Each reviewer may invite an unlimited number of sub-reviewers to review the document, the comments of each sub-reviewer similarly being stored in a secondary data file wherein only the author may edit the document directly.

Claims (73)

1. A computer-implemented document collaboration system for managing the input of reviewers connected over a network of computers, the document collaboration system comprising:

a processor; and

a memory coupled to the processor, the memory including instructions that, when executed by the processor, cause the processor to:

store a master data file including a document having content created by an owner;

create a hierarchical distribution file for tracking access to the document, the hierarchical distribution file including:

first data identifying the owner of the document,

second data identifying a first level reviewer designated by the owner,

third data identifying a second level reviewer designated by the first level reviewer, and

fourth data identifying an access level to a designated portion of the document for the first level reviewer, wherein the designated portion of the document is less than the entirety of the document;

create a first data file associated with the first level reviewer comprising:

first edit data reflecting a first edit made to the content of the document by the first level reviewer within the designated portion of the document, and

first index data reflecting a first index to a location of the first edit in the document; and

create a second data file associated with the second level reviewer comprising:

second edit data reflecting a second edit made to the content of the document by the second level reviewer, and

second index data reflecting a second index to a location of the second edit in the document;

modify the first data file to include the second edit data and the second index data within the first data file in response to input reflecting that the first level reviewer accepts the second edit data, without modifying the master data file;

modify the master data file to include the first edit data and the first index data in response to input reflecting that the owner accepts the first edit data; and

modify the master data file to include the second edit data and the second index data incorporated within the first data file in response to input reflecting that the owner accepts the second edit data incorporated within the first data file.

2. The document collaboration system of claim 1 , wherein the processor generates information that is used to display the document adjacent to at least one of the first edit and the second edit.

3. The document collaboration system of claim 2 , wherein the processor generates the information such that it does not include the second edit based on the identification of a user requesting to view the document.

4. The document collaboration system of claim 3 , wherein the user is the owner.

5. The document collaboration system of claim 1 , wherein the access level enables the processor to allow the first level reviewer to edit the designated portion.

6. The document collaboration system of claim 1 , wherein based on the access level, the processor prevents the first level reviewer from editing portions of the document not within the designated portion.

7. The document collaboration system of claim 1 , wherein the second level reviewer inherits the fourth data of the first level reviewer.

8. The document collaboration system of claim 1 , wherein the processor transfers the owner's access rights to the document to another reviewer.

9. The document collaboration system of claim 1 , wherein the processor transfers the first level reviewer's access rights to the document to another reviewer.

10. The document collaboration system of claim 1 , wherein the location of the first edit is a first paragraph and the location of a second edit is a second paragraph.

11. The document collaboration system of claim 10 , wherein the first paragraph and the second paragraph are the same paragraph.

12. A computer-implemented document collaboration method for managing the input of reviewers connected over a network of computers, the document collaboration method comprising:

storing a master data file including a document having content created by an owner;

creating, by a processor, a hierarchical distribution file for tracking access to the document, the hierarchical distribution file including:

first data identifying the owner of the document,

second data identifying a first level reviewer designated by the owner,

third data identifying a second level reviewer designated the first level reviewer, and

fourth data identifying an access level to a designated portion of the document for the first level reviewer, wherein the designated portion of the document is less than the entirety of the document;

creating, by the processor, a first data file associated with the first level reviewer comprising:

first edit data reflecting a first edit made to the content of the document by the first level reviewer within the designated portion of the document, and

first index data reflecting a first index to a location of the first edit in the document;

creating, by the processor, a second data file associated with the second level reviewer comprising:

second edit data reflecting a second edit made to the content of the document by the second level reviewer, and

second index data reflecting a second index to a location of the second edit in the document; and

generating, by the processor, information that is used to display the document adjacent to at least one of the first edit and the second edit

modifying, by the processor, the first data file to include the second edit data and the second index data within the first data file in response to input reflecting that the first level reviewer accepts the second edit data, without modifying the master data file;

modifying, by the processor, the master data file to include the first edit data and the first index data in response to input reflecting that the owner accepts the first edit data; and

modifying, by the processor, the master data file to include the second edit data and the second index data in response to input reflecting that the owner accepts the second edit data in the modified first data file.

13. The method of claim 12 , wherein the processor generates the information such that it does not include the second edit based on the identification of a user requesting to view the document.

14. The method of claim 13 , wherein the user is the owner.

15. The method of claim 12 , wherein the access level allows the first level reviewer to edit the designated portion.

16. The method of claim 12 , further comprising preventing, based on the access level, the first level reviewer from editing portions of the document not within the designated portion.

17. The method of claim 12 , wherein the second level reviewer inherits the fourth data of the first level reviewer.

18. The method of claim 12 , further comprising transferring the owner's access rights to the document to another reviewer.

19. The method of claim 12 , further comprising transferring the first level reviewer's access rights to the document to another reviewer.

20. The method of claim 12 , wherein the location of the first edit is a paragraph and the location of a second edit is a paragraph.

21. The method of claim 20 , wherein the first paragraph and the second paragraph are the same paragraph.

22. A computer-implemented method for collaborating edits to a document, comprising:

receiving, by a processor, a first version of a document created by an owner;

storing the first version of the document in a master data file;

receiving, by the processor, a distribution list from the owner, the distribution list identifying at least a first level reviewer and a second level reviewer authorized to edit a designated portion of the first version of the document, wherein the designated portion of the first version of the document is less than the entirety of the first version of the document;

providing to the first level reviewer and second level reviewer access to the master data file;

receiving, by the processor, a first data file from the first level reviewer, the first data file having contents comprising:

first edit data reflecting edits by the designated first level reviewer to the designated portion of the first version of the document, and

first index data reflecting the portion of the first version of the document modified by an edit;

receiving, by the processor, a second data file from the second level reviewer, the second data file having contents comprising:

second edit data reflecting edits by the second level reviewer to the first version of the document, and

second index data reflecting the portion of the first version of the document modified by an edit;

providing, by the processor, data for displaying the first version of the document and the contents of the second secondary data file; and

modifying, by the processor, the first secondary data file to include the second edit data and the second index data within the first data file in response to input reflecting that the first level reviewer accepts the second edit data, without modifying the master data file.

23. The computer-implemented method of claim 22 further comprising:

receiving, from the first level reviewer, a designation of a second level reviewer that is authorized to edit the document; and

providing, by the processor, a copy of the first version of the document to the second level reviewer.

24. The computer-implemented method of claim 22 further comprising:

providing, by the processor, data for displaying the first version of the document and the first edit data and the second edit data.

25. The computer-implemented method of claim 24 , wherein the data for displaying the first version of the document does not include the second edit data based on the identification of a user requesting to view the document.

Assignments (10)
MERGER Recorded May 15, 2024
From: LITERA CORPORATION
To: FREEDOM SOLUTIONS GROUP, L.L.C.
Reel/Frame 067418/0630 →
TERMINATION AND RELEASE OF SECURITY INTEREST IN INTELLECTUAL PROPERTY RECORDED AT REEL 044396, FRAME 0217 Recorded Jun 3, 2019
From: SARATOGA INVESTMENT CORP. SBIC LP
To: LITÉRA CORPORATION
Reel/Frame 049350/0390 →
TERMINATION AND RELEASE OF GRANT OF INTELLECTUAL PROPERTY SECURITY AGREEMENT RECORDED AT REEL 043861, FRAME 0043 AND REEL 045626, FRAME 0582 Recorded Jun 3, 2019
From: PNC BANK, NATIONAL ASSOCIATION
To: LITÉRA CORPORATION
Reel/Frame 049354/0544 →
PATENT SECURITY AGREEMENT Recorded May 31, 2019
From: LITÉRA CORPORATION; FREEDOM SOLUTIONS GROUP, L.L.C.
To: OWL ROCK CAPITAL CORPORATION
Reel/Frame 049337/0220 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jun 13, 2018
From: MASSAND, DEEPAK
To: LITERA TECHNOLOGIES, LLC
Reel/Frame 046342/0085 →
MERGER Recorded Dec 15, 2017
From: LITERA CORPORATION
To: LITERA CORPORATION
Reel/Frame 044907/0080 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Dec 5, 2017
From: MASSAND, DEEPAK
To: LITERA TECHNOLOGY LLC
Reel/Frame 044743/0988 →
INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded Nov 8, 2017
From: LITÉRA CORPORATION
To: SARATOGA INSVESTMENT CORP. SBIC LP, AS AGENT
Reel/Frame 044396/0217 →
SECURITY INTEREST Recorded Oct 13, 2017
From: LITERA CORPORATION
To: PNC BANK, NATIONAL ASSOCIATION
Reel/Frame 043861/0043 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Aug 18, 2017
From: LITERA TECHNOLOGIES LLC
To: LITERA CORPORATION
Reel/Frame 043332/0040 →