Systems and methods for employing document snapshots in transaction rooms for digital transactions
View Patent ↗Embodiments are directed towards employing a transaction room in a digital transaction service to provide participants controlled access and editing of a document. In response to a trigger, a first copy of the document is created. The first copy of the document may be provided to a recipient for review such that the first copy is non-editable by the participants, while the document is editable in the transaction room. The document may be prepared for electronic signature such that, when the document has changed after the first copy was provided for review, a second copy of the document is created and tagged for signature; and when the document has not changed after the first copy was provided for review, the first copy may be tagged for signature. Tagging a document copy for signature may include pre-tagging the document for signature based on signing roles of the recipients.
1. A method that facilitates a digital transaction between at least two users, comprising:
assigning at least one document to a transaction room associated with a digital transaction service, wherein the transaction room provides a plurality of participants controlled access to the at least one document based on a role of each of the plurality of participants;
in response to a document-snapshot trigger that is associated with a document of the at least one document, creating a first copy of the document;
providing the first copy of the document to at least one recipient of the plurality of participants for review such that the first copy of the document is non-editable by the plurality of participants while maintaining editability of the document in the transaction room;
preparing the document for electronic signature via the digital transaction service by: when the document has changed after the first copy of the document was provided for review, creating a second copy of the document and tagging the second copy of the document for signature; and
when the document has not changed after the first copy of the document was provided for review, tagging the first copy of the document for signature
determining if the tagged document includes at least one pre-tagged signing role that is unassociated with a signing recipient; and
providing a report identifying the determination of an unassociated pre-tagged signing role.
2. The method of claim 1 , further comprising:
pre-tagging the document for at least one signature associated with at least one signing role; and
tagging a copy of the document based on the pre-tagged document and the at least one signing role that is associated with at least one recipient.
3. The method of claim 1 , further comprising deleting all document copies upon deletion of the document.
4. The method of claim 1 , further comprising:
receiving the at least one document from an owner participant at a first web service, wherein the at least one document is editable through the first web service; and
linking the at least one document to the transaction room at the digital transaction service, wherein the digital transaction service maintains non-editable copies of the at least one document, tags a copy of the document for signature, and provides the tagged document copy to at least one signing recipient.
5. The method of claim 1 , wherein the document-snapshot trigger is an action by a participant where a current copy of the document is obtained for performing at least one of faxing the current copy, emailing the current copy, sharing the current copy, or signing the current copy.
6. The method of claim 1 , further comprising providing a history of the document to the document owner, wherein the history lists each action associated with the document and a reference to a snapshot copy of the document obtained in response to a corresponding action.
7. A system that facilitates a digital transaction between at least two users, comprising:
at least one network device, comprising:
a memory for storing instructions;
a processor that executes the instructions to perform actions, comprising:
assigning at least one document to a transaction room associated with a digital transaction service, wherein the transaction room provides a plurality of participants controlled access to the at least one document based on a role of each of the plurality of participants;
in response to a document-snapshot trigger that is associated with a document of the at least one document, creating a first copy of the document;
providing the first copy of the document to at least one recipient of the plurality of participants for review such that the first copy of the document is non-editable by the plurality of participants while maintaining editability of the document in the transaction room; and
preparing the document for electronic signature via the digital transaction service by:
when the document has changed after the first copy of the document was provided for review, creating a second copy of the document and tagging the second copy of the document for signature; and
when the document has not changed after the first copy of the document was provided for review, tagging the first copy of the document for signature
determining if the tagged document includes at least one pre-tagged signing role that is unassociated with a signing recipient; and
providing a report identifying the determination of an unassociated pre-tagged signing role.
8. The system of claim 7 , wherein the processor that executes the instructions performs further actions, comprising:
pre-tagging the document for at least one signature associated with at least one signing role; and
tagging a copy of the document based on the pre-tagged document and the at least one signing role that is associated with at least one recipient.
9. The system of claim 7 , wherein the processor that executes the instructions performs further actions, comprising deleting all document copies upon deletion of the document.
10. The system of claim 7 , wherein the processor that executes the instructions performs further actions, comprising:
receiving the at least one document from an owner participant at a first web service, wherein the at least one document is editable through the first web service; and
linking the at least one document to the transaction room at the digital transaction service, wherein the digital transaction service maintains non-editable copies of the at least one document, tags a copy of the document for signature, and provides the tagged document copy to at least one signing recipient.
11. The system of claim 7 , wherein the document-snapshot trigger is an action by a participant where a current copy of the document is obtained for performing at least one of faxing the current copy, emailing the current copy, sharing the current copy, or signing the current copy.
12. The system of claim 7 , wherein the processor that executes the instructions performs further actions, comprising providing a history of the document to the owner, wherein the history lists each action associated with the document and a reference to a snapshot copy of the document obtained in response to a corresponding action.
13. A processor-readable non-transitory storage media that includes instructions for facilitating a digital transaction between at least two users, wherein the execution of the instructions by a processor enables actions, comprising:
assigning at least one document to a transaction room associated with a digital transaction service, wherein the transaction room provides a plurality of participants controlled access to the at least one document based on a role of each of the plurality of participants;
in response to a document-snapshot trigger that is associated with a document of the at least one document, creating a first copy of the document;
providing the first copy of the document to at least one recipient of the plurality of participants for review such that the first copy of the document is non-editable by the plurality of participants while maintaining editability of the document in the transaction room; and
preparing the document for electronic signature via the digital transaction service by:
when the document has changed after the first copy of the document was provided for review, creating a second copy of the document and tagging the second copy of the document for signature; and
when the document has not changed after the first copy of the document was provided for review, tagging the first copy of the document for signature
determining if the tagged document includes at least one pre-tagged signing role that is unassociated with a signing recipient; and
providing a report identifying the determination of an unassociated pre-tagged signing role.
14. The media of claim 13 , further comprising:
pre-tagging the document for at least one signature associated with at least one signing role; and
tagging a copy of the document based on the pre-tagged document and the at least one signing role that is associated with at least one recipient.
15. The media of claim 13 , further comprising:
receiving the at least one document from an owner participant at a first web service, wherein the at least one document is editable through the first web service; and
linking the at least one document to the transaction room at the digital transaction service, wherein the digital transaction service maintains non-editable copies of the at least one document, tags a copy of the document for signature, and provides the tagged document copy to at least one signing recipient.
16. The media of claim 13 , wherein the document-snapshot trigger is an action by a participant where a current copy of the document is obtained for performing at least one of faxing the current copy, emailing the current copy, sharing the current copy, or signing the current copy.
17. The media of claim 13 , further comprising providing a history of the document to the document owner, wherein the history lists each action associated with the document and a reference to a snapshot copy of the document obtained in response to a corresponding action.