IP Library Granted Patent US 9,984,242
Granted Patent B2
US 9,984,242 · App. 14/458,803 · Granted May 29, 2018

Attestation for electronic signatures

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Quick Facts
Patent No.
US 9,984,242
App. No.
14/458,803
Granted
May 29, 2018
Kind
B2
Abstract

Techniques for generating a document according to attestation requirements are provided. A method determines attestation requirements for electronically signing an electronic document. The method modifies the document based in part on the requirements, and then provides the modified document to users requested to electronically sign the document, wherein the users are only permitted to electronically sign the document in circumstances satisfying the requirements. An electronic signature service can generate a document whose signing needs to be witnessed and/or recorded according to attestation requirements. The document may be associated with number of signers. The electronic signature service may determine one or more witnesses of the signers and may determine applicable attestation requirements based on the witnesses, the signers, and the document. Further, the electronic signature service may record proceedings associated with collecting signatures for the document and record and/or pause a workflow associated with the document to meet the applicable requirements.

Claims (77)

1. A computer-implemented method comprising:

determining, by a computing service hosted on a computing system, one or more attestation requirements for electronic signatures to be applied to an electronic document and identifiers of users associated with the electronic signatures;

modifying, by the computing service, the electronic document based on the one or more requirements;

generating, by the computing service, conference credentials for an electronic conference based on the one or more requirements, the electronic conference to be established for receiving the electronic signatures;

setting, by the computing service, a state of the electronic document to un-signable;

initiating, by the computing service, the electronic conference;

providing, by the computing service over a computer network, the electronic document in the un-signable state and the conference credentials to electronic addresses of the users based on the identifiers of the users;

determining, by the computing service, that the users have logged into the electronic conference based on the conference credentials;

changing, by the computing service, the state of the electronic document from un-signable to signable after determining that the users have logged into the electronic conference;

during the electronic conference, receiving, by the computing service from the computing devices of the users over the computer network, the electronic signatures after the state of the electronic document is changed to signable; and

storing, by the computing service, in a data storage space the electronic document with the electronic signatures.

2. The computer-implemented method of claim 1 , wherein the one or more requirements comprise a requirement to record an aspect of the electronic signing of the electronic document by the users, wherein the computing service facilitates recording of the aspect and only permits the electronic signing by the users when the requirement to record the aspect of the electronic signing is satisfied by the recording.

3. The computer-implemented method of claim 1 , wherein the providing comprises:

providing, to the one or more users, conference information to sign the electronic document, wherein the conference information includes a proposed time for signing the electronic document.

4. The computer-implemented method of claim 1 , further comprising:

receiving, by the computing service, a notification that a computing device of a user previously connected to the electronic conference established as part of a workflow for signing the document has disconnected from the electronic conference; and

in response to receiving the notification, suspending, by the computing service, the workflow until the computing device of the user is re-connected to the electronic conference.

5. The computer-implemented method of claim 1 , the method further comprising:

recording, by the computing service, conference proceedings of the electronic conference to at least partially satisfy the one or more requirements, the conference proceedings including information about receiving the electronic signatures to the electronic document from the computing devices of the users after the users have been logged in and during the electronic conference;

generating, by the computing service, an audit trail that comprises the information of the conference proceedings; and

adding, by the computing service, the audit trail as metadata to the electronic document.

6. The computer-implemented method of claim 1 , the method further comprising:

in response to determining that the users have electronically signed the electronic document:

associating recorded conference proceedings with the electronic signatures in the electronic document; and

saving the recorded proceedings and the electronic signatures as audit information.

7. The computer-implemented method of claim 1 , wherein the providing comprises:

providing the electronic document to a computing device of a user required to electronically sign the electronic document; and

providing the document to a computing device of a witness required to verify an identity of the user in accordance with the one or more requirements.

8. The computer-implemented method of claim 1 , wherein:

the one or more requirements are determined by the computing service based at least in part on geographic locations of the computing devices of the users; and

the one or more requirements include witness requirements associated with the geographic locations.

9. The computer-implemented method of claim 1 , wherein:

the one or more requirements are determined by the computing service based at least in part on one or more organizations that the users are associated with; and

the one or more requirements include witness requirements of the one or more organizations.

10. The computer-implemented method of claim 1 , wherein:

the users include a signer of the electronic document;

the one or more requirements include a time frame during which the electronic document is to be electronically signed; and

the modifying is performed by the computing service prior to the time frame.

11. The computer-implemented method of claim 1 , wherein the electronic conference includes one or more of: a video component, an audio component, a chat window component, and a shared interface component.

12. A system comprising:

a processor; and

a memory having executable instructions stored thereon, that, if executed by the processor, cause the system to perform operations comprising:

determining one or more attestation requirements for electronic signatures to be applied to an electronic document and identifiers of users associated with the electronic signatures;

modifying the electronic document based on the one or more requirements;

generating conference credentials for an electronic conference based on the one or more requirements, the electronic conference to be established for receiving the electronic signatures;

setting a state of the electronic document to un-signable;

initiating the electronic conference;

providing, over a computer network, the electronic document in the un-signable state and the conference credentials to electronic addresses of the users based on the identifiers of the users;

determining that the users have logged into the electronic conference based on the conference credentials;

modifying the state of the electronic document from un-signable to signable after determining that the users have logged into the electronic conference;

during the electronic conference receiving, from the computing devices of the users over a computer network, electronic signatures of the users to the electronic document after the state of the electronic document is modified to signable; and

storing in a data storage space the electronic document with the electronic signatures.

13. The system of claim 12 , wherein:

the electronic document is a contract;

a requirement of the one or more requirements designates an entity not a party to the contract as a witness; and

only the entity and a corresponding one of the users need to connect to a conference hosted by the system in order to initiate signing of the document.

14. The system of claim 12 , the operations further comprising, prior to the providing:

preventing, based on the state of the electronic document being un-signable, the users from electronically signing the document until an entity performs an action, wherein the entity and the action are designated by the one or more requirements.

15. The system of claim 14 , wherein the action includes confirming that the users have presented an acceptable form of identification, and wherein the acceptable form of identification is defined by the one or more requirements.

16. A non-transitory computer readable storage medium having executable instructions stored thereon, that, if executed by a computing device, cause the computing device to perform operations comprising:

determining one or more attestation requirements for electronic signatures to be applied to an electronic document and identifiers of users associated with the electronic signatures;

modifying the electronic document based on the one or more requirements;

generating conference credentials for an electronic conference based on the one or more requirements, the electronic conference to be established for receiving the electronic signatures;

setting a state of the electronic document to un-signable;

initiating the electronic conference;

providing, over a computer network, the electronic document in the un-signable state and the conference credentials to electronic addresses of the users based on the identifiers of the users;

determining that the users have logged into the electronic conference based on the conference credentials;

modifying the state of the electronic document from un-signable to signable after determining that the users have logged into the electronic conference based on the conference credentials;

during the electronic conference receiving, from the computing devices of the users over the computer network, electronic signatures of the users to the electronic document after the state of the electronic document is modified to signable; and

storing in a data storage space the electronic document with the electronic signatures.

17. The computer readable storage medium of claim 16 , wherein the providing comprises providing, to computing devices of the users, conference information to sign the electronic document, wherein the conference information includes a proposed time frame for signing the electronic document.

18. The computer readable storage medium of claim 16 , wherein the operations further comprise:

receiving a notification that a user previously connected to the electronic conference established as part of a signature process for the electronic document has disconnected from the electronic conference; and

in response to receiving the notification, suspending the signature process until the computer device of the user is connected again to the electronic conference.

19. The computer readable storage medium of claim 16 , wherein the providing comprises:

providing the electronic document to a computing device of a user required to electronically sign the document; and

providing the electronic document to a computing device of a witness required to verify an identity of the user in accordance with the one or more requirements.

Assignments (2)
CHANGE OF NAME Recorded Mar 6, 2019
From: ADOBE SYSTEMS INCORPORATED
To: ADOBE INC.
Reel/Frame 048525/0042 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Aug 15, 2014
From: FOLLIS, BENJAMIN DAVID
To: ADOBE SYSTEMS INCORPORATED
Reel/Frame 033543/0535 →