IP Library Granted Patent US 9,606,968
Granted Patent B2
US 9,606,968 · App. 14/698,055 · Granted Mar 28, 2017

Footnote formatting and layout of multi-section documents

Inventors: Joel Marks (W. Des Moines, IA); Edward Cupps (Nevada, IA); Bretton Finch (Ankeny, IA); Keaton Carter (Ames, IA); Winston Chappell (Ames, IA)
Assignee: Workiva Inc.
G06F17/212G06F3/0484G06F17/211G06F17/217G06F17/241
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Quick Facts
Patent No.
US 9,606,968
App. No.
14/698,055
Granted
Mar 28, 2017
Kind
B2
Abstract

A computer implemented system provides intelligent formatting of footnotes in electronic documents. The system includes a display device that displays an electronic document in a graphical user interface, a user interface, and a processor. The processor controls the display device and the user interface to display, in response to user input, a footnote editing interface that allows a user to create new footnotes and edit existing footnotes. The system provides multi-user access to a single document in which individual sections of the document may be in active, inactive, and/or locked states, where users perform activities as permitted by a combination of user authorization rights and these states. The footnotes may reference multiple sections on one or more pages of a document, are formatted so that each footnote resides on only a single page, and may display an obscured or blank area for footnotes originating in other sections.

Claims (59)

1. A computer implemented system, comprising:

a display device;

a user interface that receives numerical and textual input;

a graphical user interface displayed on the display device that receives input from the user interface and provides visual feedback to a user;

a processor that is structurally configured or programmed to control the display device and the user interface to:

generate and display the graphical user interface on the display device, wherein the graphical user interface allows a user to create new documents and to edit existing documents based on user interactions with the graphical user interface;

display, in response to user input, a footnote editing interface that allows a user to create new footnotes and edit existing footnotes based on user interactions with the footnote editing interface, wherein footnotes may reference multiple sections on one or more pages of a document and are automatically formatted so that each footnote resides on only a single page;

display an inactive section and a footnote area of a document;

determine authorization rights of the user with respect to the inactive section; and

based on the determined authorization rights, display the inactive section and an area of the footnote area as a blank or obscured area,

wherein the area corresponds to a footnote from the inactive section, and

wherein the layout and pagination of the document and the footnote area on a user's machine is actively updated while multiple users are editing the document even when these are changes to sections that the user is not permitted to access.

2. The computer implemented system of claim 1 , wherein the processor is further structurally configured or programmed to:

provide multiple references to a given footnote from a given section, from multiple sections, and from table entries; and

provide real-time updates of footnote formatting and numbering in response to input from a single user or from multiple users.

3. The computer implemented system of claim 1 , wherein the processor is further structurally configured or programmed to:

provide formatting of footnote references in which punctuation is automatically added or deleted as footnotes are added or deleted, respectively.

4. The computer implemented system of claim 1 , wherein the processor is further structurally configured or programmed to:

merge, in response to user input, one or more documents having footnotes into a single document and renumber all footnotes and references to footnotes in the resulting merged documents to have correct numbering, formatting, and punctuation.

5. The computer implemented system of claim 1 , wherein the processor is further structurally configured or programmed to:

display document text in a text display area and footnotes in a footnote display area on document pages having multiple sections per page such that each footnote resides only on a single page.

6. A computer implemented method, comprising:

displaying, by a computational device, a graphical user interface on a display device, wherein the graphical user interface allows a user to create new documents and to edit existing documents based on user interactions with the graphical user interface;

displaying, in response to user input, a footnote editing interface within the graphical user interface that allows a user to create new footnotes and edit existing footnotes based on user interactions with the footnote editing interface, wherein footnotes may reference multiple sections on one or more pages of a document and are automatically formatted so that each footnote resides on only a single page;

displaying an inactive section and a footnote area of a document;

determining authorization rights of the user with respect to the inactive section; and

based on the determined authorization rights, displaying the inactive section and an area of the footnote area as a blank or obscured area,

wherein the area corresponds to a footnote from the inactive section, and

wherein the layout and pagination of the document and the footnote area on a user's machine is actively updated while multiple users are editing the document even when these are changes to sections that the user is not permitted to access.

7. The computer implemented method of claim 6 , further comprising:

providing multiple references to a given footnote from a given section, from multiple sections, and from table entries; and

providing real-time updates of footnote formatting and numbering in response to input from a single user or from multiple users.

8. The computer implemented method of claim 6 , further comprising:

providing formatting of footnotes in which punctuation is automatically added or deleted as footnotes are added or deleted, respectively.

9. The computer implemented method of claim 6 , further comprising:

merging, in response to user input, one or more documents having footnotes into a single document and renumbering all footnotes and references to footnotes in the resulting merged documents to have correct numbering, formatting, and punctuation.

10. The computer implemented method of claim 6 , further comprising:

displaying document text in a text display area and footnotes in a footnote display area on document pages having multiple sections per page such that each footnote resides only on a single page.

11. A non-transitory computer readable storage device having computer program instructions stored thereon, that when executed by a processor, cause the processor to perform a method comprising the following operations:

displaying a graphical user interface on a display device, wherein the graphical user interface allows a user to create new documents and to edit existing documents based on user interactions with the graphical user interface;

displaying, in response to user input, a footnote editing interface that allows a user to create new footnotes and edit existing footnotes based on user interactions with the footnote editing interface, wherein footnotes may reference multiple sections on one or more pages of a document and are automatically formatted so that each footnote resides on only a single page;

displaying an inactive section and a footnote area of a document;

determining authorization rights of the user with respect to the inactive section; and

based on the determined authorization rights, displaying the inactive section and an area of the footnote area as a blank or obscured area,

wherein the area corresponds to a footnote from the inactive section, and

wherein the layout and pagination of the document and the footnote area on a user's machine is actively updated while multiple users are editing the document even when these are changes to sections that the user is not permitted to access.

12. The non-transitory computer readable storage device of claim 11 , further comprising computer program instructions stored thereon, that when executed by the processor, cause the processor to perform the following operations:

providing multiple references to a given footnote from a given section, from multiple sections, and from table entries; and

providing real-time updates of footnote formatting and numbering in response to input from a single user or from multiple users.

13. The non-transitory computer readable storage device of claim 11 , further comprising computer program instructions stored thereon, that when executed by the processor, cause the processor to perform the following operations:

providing formatting of footnotes in which punctuation is automatically added or deleted as footnotes are added or deleted, respectively.

14. The non-transitory computer readable storage device of claim 11 , further comprising computer program instructions stored thereon, that when executed by the processor, cause the processor to perform the following operations:

merging, in response to user input, one or more documents having footnotes into a single document and renumbering all footnotes and references to footnotes in the resulting merged documents to have correct numbering, formatting, and punctuation.

15. The non-transitory computer readable storage device of claim 11 , further comprising computer program instructions stored thereon, that when executed by the processor, cause the processor to perform the following operations:

displaying document text in a text display area and footnotes in a footnote display area on document pages having multiple sections per page such that each footnote resides only on a single page.

16. The non-transitory computer readable storage device of claim 15 , further comprising computer program instructions stored thereon, that when executed by the processor, cause the processor to perform the following operations:

determining and displaying the text display area and footnote display area in real time as text is entered into the text display area and/or text is entered into the footnote display area from one or more users.

17. The non-transitory computer readable storage device of claim 15 , further comprising computer program instructions stored thereon, that when executed by the processor, cause the processor to perform the following operations:

determining and displaying the text display area and footnote display area in real time based on pixel coordinates of each text line, whether the line is displayed or not.

Assignments (3)
RELEASE OF SECURITY INTEREST Recorded Aug 15, 2019
From: SILICON VALLEY BANK
To: WORKIVA INC.; WORKIVA INTERNATIONAL LLC
Reel/Frame 050063/0536 →
FIRST SUPPLEMENT TO INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded Apr 5, 2016
From: WORKIVA INC.; WORKIVA INTERNATIONAL LLC
To: SILICON VALLEY BANK
Reel/Frame 038361/0070 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Apr 28, 2015
From: MARKS, JOEL; CUPPS, EDWARD; FINCH, BRETTON; CARTER, KEATON; CHAPPELL, WINSTON
To: WORKIVA INC.
Reel/Frame 035514/0572 →
Continuity (1)
Related Publication 20160321215A1 · Nov 3, 2016