IP Library Granted Patent US 10,311,131
Granted Patent B2
US 10,311,131 · App. 15/395,468 · Granted Jun 4, 2019

System and method for converting paper forms to an electronic format

Inventors: Jason Craven (San Diego, CA); Jeff Fildey (San Diego, CA); Jason Freitas (Long Beach, CA); Jonathan McIntire (San Pedro, CA); Andrew Stevens (Riverside, CA); Jonathan Stevens (Riverside, CA)
Assignee: GOFORMZ, INC.
G06F17/212G06F16/258G06F17/211G06F17/217G06F17/22G06F17/24G06F17/243G06F17/30569H04L67/10
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Quick Facts
Patent No.
US 10,311,131
App. No.
15/395,468
Granted
Jun 4, 2019
Kind
B2
Abstract

A system and method for creating and managing electronic forms is described. The system includes a processor configured to receive an image of a form and receive, via a network interface, form template information specifying at least a first input field. The form template information includes a first input field type selection and first field location information for the first input field. The first input field type is selected from a plurality of input field types and the first field location information is defined relative to the image. The processor stores the form template information within a memory. The electronic form is configured to be rendered by superimposing a representation of the first input field over the image of the form.

Claims (39)

1. A method, comprising:

receiving a selection of an electronic form;

rendering, by a display of a device, an image of an original form upon which the electronic form is based;

superimposing a plurality of input fields over a corresponding plurality of fields of the original form;

selecting one of the input fields to receive user input;

receiving a selection of one or more shared fields wherein the shared fields have been made available in other electronic forms by other users;

retrieving report information based upon at least the one or more shared fields; and

rendering a report based upon the report information;

receiving a field view instruction;

displaying, upon the device, the plurality of input fields without displaying the image of the original form;

receiving a selection of one or more electronic form templates;

receiving a selection of input fields in the one or more electronic form templates;

wherein the retrieving report information is further based upon at least one of the one or more electronic form templates and the input fields.

2. The method of claim 1 further including receiving filter information to enable a directed search for forms completed using the one or more of the plurality of electronic form templates, the retrieving being further based upon the filter information.

3. The method of claim 1 further including receiving form template information specifying at least a first input field, the form template information including a first input field type selection and first field location information for the first input field wherein the first input field type selection is selected from a plurality of input field types and the first field location information is defined relative to the image wherein the form template information further specifies a second input field, the form template information further including a second input field type of the second input field and second field location information for the second input field.

4. The method of claim 3 wherein the image of the form includes a plurality of fields, the first field location information corresponding to a position of a first of the plurality of fields and the second field location information corresponding to a position of the second input field.

5. The method of claim 1 , wherein the plurality of input fields are each of one of a plurality of field types wherein the plurality of field types include at least one of:

a database field type enabling selection of a stored group of input entities;

an image field type;

a sketch field type through which user-generated image input may be received;

a location field type;

a formula field type disposed to utilize a value associated with at least a second input field to determine, in accordance with a formula, a value associated with the first input field; and

a table field type.

6. The method of claim 1

wherein the retrieving report information includes retrieving shared field information corresponding the one or more shared fields.

7. The method of claim 1 , further comprising communicating form template information to at least one user in a group of users wherein the at least one of the one or more electronic form templates includes the form template information.

8. A system, comprising:

memory;

a processor coupled to the memory, the processer being configured to:

receive a selection of an electronic form;

render, by a display of a device, an image of an original form upon which the electronic form is based;

superimpose a plurality of input fields over a corresponding plurality of fields of the original form;

receive a selection of one or more shared fields wherein the shared fields have been made available in other electronic forms by other users;

retrieve report information based upon at least the one or more shared fields;

render a report based upon the report information;

receive a selection of one or more electronic form templates;

receive a selection of template input fields in the one or more electronic form templates wherein the retrieving the report information is further based upon the template input fields.

9. The system of claim 8 wherein the one or more electronic form templates are based upon form template information specifying at least a first input field and a second input field, the form template information including a first input field type selection and first field location information for the first input field wherein the form template information further specifies a second input field, the form template information further including a second input field type of the second input field and second field location information for the second input field.

10. The system of claim 9 wherein the image of the original form includes a plurality of fields, the first field location information corresponding to a position of a first of the plurality of fields and the second field location information corresponding to a position of the second input field.

Assignments (3)
RELEASE OF SECURITY INTEREST Recorded Dec 22, 2021
From: VENTURE LENDING & LEASING VII, INC.; VENTURE LENDING & LEASING VIII, INC.
To: GOFORMZ, INC.
Reel/Frame 058462/0062 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Feb 27, 2019
From: MCINTIRE, JONATHAN; STEVENS, ANDREW
To: GOFORMZ, INC.
Reel/Frame 048458/0435 →
SECURITY INTEREST Recorded Jun 2, 2017
From: GOFORMZ, INC.
To: VENTURE LENDING & LEASING VII, INC.; VENTURE LENDING & LEASING VIII, INC.
Reel/Frame 042672/0351 →
Continuity (3)
Continuation 14213943 · Mar 14, 2014
Provisional Application 61785236 · Mar 14, 2013
Related Publication 20170169004A1 · Jun 15, 2017