IP Library Granted Patent US 8,630,011
Granted Patent B2
US 8,630,011 · App. 13/442,185 · Granted Jan 14, 2014

Method and system for secure facsimile delivery and registration

View Patent ↗
Loading inventors, assignments & file history…
Monitor This Case
Get email alerts when status or documents change.
Order Certified Copies
Most orders are placed with the USPTO same day — all within 24 business hours.
Order via The Patent Place →
Pre-filled with this patent's details
Quick Facts
Patent No.
US 8,630,011
App. No.
13/442,185
Granted
Jan 14, 2014
Kind
B2
Abstract

A secure fax transmission system can be used to assure the intended recipient of a confidential document being sent via facsimile is the only person that will have access to the document once it is sent. An application module communicates with a client user interface over a first network and communicates with a recipient fax machine over a second network. The application module receives information associated with a confidential document being sent via facsimile. Prior to sending the document, the application module determines if the recipient fax number has been previously registered as a secure fax number. The application module then sends the document to the recipient if the recipient fax number is registered a secure. If the recipient fax number is not registered as secure, the application module sends a request for registration to the recipient fax number.

Claims (39)

1. A method of delivering documents via facsimile, comprising:

identifying a recipient of a document to be sent via facsimile;

identifying a corresponding recipient facsimile number for the document to be sent via facsimile;

determining, by a processor of a computing device, if the recipient facsimile number has been registered as a secure facsimile number, wherein determining comprises:

querying a database module comprising a list of secure facsimile numbers, and

determining, responsive to querying, a result, wherein the result identifies whether the recipient facsimile number is on the list of secure facsimile numbers;

transmitting, by the processor, a registration request to the recipient facsimile number when either (a) the recipient facsimile number has not been previously registered as a secure facsimile number or (b) registration of the facsimile number as a secure facsimile number has expired;

delivering, by the processor, the document via facsimile and one or more previously unsent documents to the recipient facsimile number after the recipient facsimile number is registered as a secure facsimile number.

2. The method of claim 1 further comprising assigning a unique identifier to the document being sent via facsimile.

3. The method of claim 2 wherein the unique identifier is at least one of

a bar code,

an alpha-numeric code, and

a unique printed image.

4. The method of claim 1 , further comprising registering the recipient facsimile number as a secure facsimile number, wherein the registration comprises receiving a confirmation that the facsimile number is a secure facsimile number; and storing the recipient facsimile number as a secure facsimile number, wherein the recipient facsimile number is stored in the database as a secure recipient facsimile number.

5. The method of claim 4 further comprising sending a request to register a recipient facsimile number for each document being sent to one recipient of a facsimile.

6. The method of claim 4 further comprising assigning a unique identifier to the recipient facsimile number.

7. The method of claim 4 wherein the step of receiving a confirmation further comprises processing the confirmation.

8. The method of claim 7 wherein the processing step comprises the confirmation being reviewed by a human operator.

9. The method of claim 7 wherein the processing step comprises the confirmation being automatically reviewed by electronic means.

10. The method of claim 9 where the electronic means comprises optical character recognition.

11. The method of claim 4 wherein the step of storing the recipient facsimile number further comprises storing an expiration date of the registration.

12. The method of claim 4 wherein the step of storing the recipient facsimile number further comprises storing a validity period for the registration.

13. The method of claim 4 wherein the step of storing the recipient facsimile number further includes identifying the received registration as a record of accepting the registration.

14. A system for delivering documents to a recipient via facsimile in a secure method, comprising:

a database comprising a list of secure facsimile numbers;

a memory having instructions stored thereon, wherein the instructions, when executed, by a processor of a computing device, cause the processor to:

determine if a facsimile number associated with a recipient is stored in the database and is identified as a secure facsimile number, wherein the determining step comprises:

(i) querying the database, and

(ii) determining, responsive to querying, whether the recipient facsimile number is on the list of secure facsimile numbers;

transmit a request to register the recipient facsimile number as a secure facsimile number when either (a) the recipient facsimile number has not been previously registered as a secure facsimile number or (b) registration of the facsimile number as a secure facsimile number has expired; and

transmit, by the processor of the computing device, the document via facsimile and one or more previously unsent documents to the recipient facsimile number after the recipient facsimile number is registered as a secure facsimile number.

15. The system of claim 14 further comprising a character recognition module for automatically reading printed symbols.

16. The system of claim 14 wherein the printed symbols comprise at least one of

a bar code,

an alpha-numeric code, and

a unique printed image.

17. The system of claim 14 , wherein the instructions, when executed, by a processor of a computing device, further cause the processor to: register the recipient facsimile number as a secure facsimile number, wherein the registration comprises receiving a confirmation that the facsimile number is a secure facsimile number; and store the recipient facsimile number as a secure facsimile number, wherein the recipient facsimile number is stored in the database as a secure recipient facsimile number.

18. The system of claim 14 , wherein the instructions, when executed, by a processor of a computing device, further cause the processor to assign a unique identifier to the recipient facsimile number.

19. The method of claim 14 , wherein the step of receiving a confirmation further comprises processing the confirmation.

Assignments (7)
RELEASE OF SECURITY INTEREST Recorded Jul 25, 2025
From: JEFFERIES FINANCE LLC, AS AGENT
To: UPLAND SOFTWARE, INC.; UPLAND SOFTWARE I, INC.; UPLAND SOFTWARE IV, LLC; UPLAND SOFTWARE V, INC.; UPLAND SOFTWARE VI, LLC; UPLAND SOFTWARE VII, LLC; UPLAND IX, LLC; ULTRIVA, LLC; ADVANCED PROCESSING & IMAGING, INC.; OMTOOL, LTD.; RIGHT ANSWERS, INC.; WATERFALL INTERNATIONAL INC.; QVIDIAN CORPORATION; REFERENCES-ONLINE, INC.; ADESTRA INC.; POSTUP HOLDINGS, LLC; POSTUP DIGITAL, LLC; DAILY INCHES, INC.
Reel/Frame 071840/0240 →
SECURITY INTEREST Recorded Mar 25, 2025
From: UPLAND SOFTWARE INC.; UPLAND SOFTWARE VII, LLC; OMTOOL, LTD.; WATERFALL INTERNATIONAL, INC.; QVIDIAN CORPORATION; REFERENCES- ONLINE, INC.
To: JEFFERIES FINANCE LLC
Reel/Frame 070626/0779 →
MERGER Recorded May 6, 2022
From: OMTOOL, LTD.
To: UPLAND SOFTWARE, INC.
Reel/Frame 059863/0282 →
SECURITY INTEREST Recorded Aug 8, 2019
From: UPLAND SOFTWARE, INC.; UPLAND SOFTWARE I, INC.; UPLAND SOFTWARE IV, LLC; UPLAND SOFTWARE V, INC.; UPLAND SOFTWARE VI, INC.; UPLAND SOFTWARE VII, INC.; UPLAND IX, LLC; ULTRIVA, LLC; ADVANCED PROCESSING & IMAGING, INC.; OMTOOL, LTD.; RIGHTANSWERS, INC.; WATERFALL INTERNATIONAL INC.; QVIDIAN CORPORATION; REFERENCES-ONLINE, INC.; ADESTRA INC.; POSTUP HOLDINGS, LLC; POSTUP DIGITAL, LLC; DAILY INCHES, INC.
To: CREDIT SUISSE AG, CAYMAN ISLANDS BRANCH
Reel/Frame 050002/0536 →
RELEASE OF SECURITY INTEREST Recorded Aug 7, 2019
From: WELLS FARGO BANK, NATIONAL ASSOCIATION, AS AGENT
To: OMTOOL, LTD.
Reel/Frame 049989/0603 →
SECURITY INTEREST Recorded Feb 24, 2017
From: OMTOOL, LTD.
To: WELLS FARGO BANK, NATIONAL ASSOCIATION, AS AGENT
Reel/Frame 041368/0943 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Apr 19, 2012
From: BOUCHARD, THADDEUS
To: OMTOOL, LTD.
Reel/Frame 028075/0886 →