Granted Patent B2

US 9,276,991 · App. 14/030,762 · Granted Mar 1, 2016

Abstract

Claims (49)

1. A method for providing a tool menu based upon a document displayed on an endpoint device, comprising:

opening, by a processor, the document requested by a user in the endpoint device, wherein the document comprises a .pdf file or a .doc file;

detecting, by the processor, a plurality of form fields of the document that require data entry;

determining, by the processor, a type of data entry that is required for each one of the plurality of form fields of the document that are detected to require data entry;

detecting, by the processor, one or more configuration settings of the endpoint device;

displaying, by the processor, one or more tools selected from a plurality of tools on the tool menu based upon the type of data entry that is required for the plurality of form fields of the document and the one or more configuration settings of the endpoint device, wherein each form field of the plurality of form fields corresponds to one of the one or more tools that are displayed; and

removing from display, by the processor, each one of the one or more tools displayed in the tool menu as the each one of the one or more tools is selected to fill in a corresponding form field of the plurality of form fields to track a completion progress of the document.

2. The method of claim 1 , further comprising:

storing, by the processor, in a user setting file user data associated with each one of the plurality of tools, wherein the user data is entered by the user before the document is opened on the endpoint device or obtained from a log-in request from the user of the endpoint device.

3. The method of claim 1 , wherein the one or more configuration settings of the endpoint device comprise a security level based upon the user or a wireless communication setting.

4. The method of claim 3 , wherein the one or more tools selected from a plurality of tools comprise tools that require access to wireless communications and within the security level based upon the user.

5. The method of claim 4 , wherein the tools that require access to wireless communications comprise at least one of: sending the document as an attachment in an email, sharing the document on a social network website, sending the document to a remote repository or sharing the document in an online meeting.

6. The method of claim 1 , further comprising:

opening, by the processor, a second document in the endpoint device;

detecting, by the processor, a second plurality of form fields of the second document that require data entry;

determining, by the processor, a type of data entry that is required for the second plurality of form fields of the second document that are detected to require data entry; and

displaying, by the processor, a second one or more tools selected from the plurality of tools on the tool menu based upon the type of data entry that is required for the second plurality of form fields of the second document and the one or more configuration settings of the endpoint device, wherein the second one or more tools are different than the one or more tools.

7. The method of claim 1 , further comprising:

detecting, by the processor, a change in the one or more configuration settings of the endpoint device; and

removing, by the processor, tools of the one or more tools based upon the change in the one or more configuration settings.

8. A non-transitory computer-readable medium storing a plurality of instructions, which when executed by a processor, cause the processor to perform operations for providing a tool menu based upon a document displayed on an endpoint device, the operations comprising:

opening the document requested by a user in the endpoint device, wherein the document comprises a .pdf file or a .doc file;

detecting a plurality of form fields of the document that require data entry;

determining a type of data entry that is required for each one of the plurality of form fields of the document that are detected to require data entry;

detecting one or more configuration settings of the endpoint device;

displaying one or more tools selected from a plurality of tools on the tool menu based upon the type of data entry that is required for the plurality of form fields of the document and the one or more configuration settings of the endpoint device, wherein each form field of the plurality of form fields corresponds to one of the one or more tools that are displayed; and

removing from display each one of the one or more tools displayed in the tool menu as the each one of the one or more tools is selected to fill in a corresponding form field of the plurality of form fields to track a completion progress of the document.

9. The non-transitory computer-readable medium of claim 8 , further comprising:

storing in a user setting file user data associated with each one of the plurality of tools, wherein the user data is entered by a user before the document is opened on the endpoint device or obtained from a log-in request from the user of the endpoint device.

10. The non-transitory computer-readable medium of claim 8 , wherein the one or more configuration settings of the endpoint device comprise a security level based upon a user or a wireless communication setting.

11. The non-transitory computer-readable medium of claim 10 , wherein the one or more tools selected from a plurality of tools comprise tools that require access to wireless communications and within the security level based upon the user.

12. The non-transitory computer-readable medium of claim 11 , wherein the tools that require access to wireless communications comprise at least one of: sending the document as an attachment in an email, sharing the document on a social network website, sending the document to a remote repository or sharing the document in an online meeting.

13. The non-transitory computer-readable medium of claim 8 , further comprising:

opening a second document in the endpoint device;

detecting a second plurality of form fields of the second document that require data entry;

determining a type of data entry that is required for the second plurality of form fields of the second document that are detected to require data entry; and

displaying a second one or more tools selected from the plurality of tools on the tool menu based upon the type of data entry that is required for the second plurality of form fields of the second document and the one or more configuration settings of the endpoint device, wherein the second one or more tools are different than the one or more tools.

14. The non-transitory computer-readable medium of claim 8 , further comprising:

detecting a change in the one or more configuration settings of the endpoint device; and

removing tools of the one or more tools based upon the change in the one or more configuration settings.

15. A method for providing a tool menu based upon a document displayed on an endpoint device, comprising:

opening, by a processor, the document requested by a user in the endpoint device, wherein the document comprises a .pdf file or a .doc file;

detecting, by the processor, a plurality of form fields of the document that require data entry;

determining, by the processor, a type of data entry that is required for each one of the plurality of form fields of the document that are detected to require data entry;

detecting, by the processor, a security level associated with the user of the endpoint device and whether the endpoint device has a wireless connection;

displaying, by the processor, tools selected from a plurality of tools on the tool menu that are needed to complete all of the plurality of form fields and share the document based upon the security level and the wireless connection, wherein each form field of the plurality of form fields corresponds to one of the one or more tools that are displayed, wherein the tools selected are different for each different document that is opened on the endpoint device and each different user that logs in to the endpoint device; and

removing from display, by the processor, each one of the tools selected and displayed in the tool menu as the each one of the tools selected is selected to fill in a corresponding form field of the plurality of form fields of the document to track a completion progress of the document.

16. The method of claim 15 , further comprising:

storing, by the processor, in a user setting file user data associated with each one of the plurality of tools, wherein the user data is entered by the user before the document is opened on the endpoint device.

Assignments (8)