Automatic document exchange with archiving capability
View Patent ↗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.
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.
2. The method of claim 1 wherein the routing of the document is performed by e-mail.
3. The method of claim 1 wherein the documents are executed with physical signatures.
4. The method of claim 1 wherein the documents are executed with electronic signatures.
5. The method of claim 1 wherein the routing of images is directed at least to the signatories of the document.
6. The method of claim 1 wherein the routing of documents comprises directing the document to at least one non-signatory of the document.
7. The method of claim 1 , wherein: the delivery approach is one of simultaneous delivery or sequential delivery; the routing instructions comprise one or more of a requested due date for execution of the document by the one or more signatories, a sequence of routing the document to the one or more signatories, and a requested order of execution by the one or more signatories; and the automatically routing of the images of the executed document is performed at least in part by an output subsystem comprising data connections to external addresses for the output of data associated with the images of the executed document.
8. A method comprising:
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.
9. The method of claim 8 , further comprising: in response to receipt of a revised, current draft from a party, accepting all embedded changes so as to remove indications of amendments by particular individuals associated with the party prior to highlighting the changes with respect to the previous iterative draft.
10. The method of claim 8 , wherein:
the finalizing comprises: removing highlighting of changes from finalized document; and
the routing is performed at least in part by an output subsystem operably connected to the document exchange server, the output subsystem comprising data connections to external addresses for the output of data associated with the finalized document.
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.