IP Library Granted Patent US 10,769,360
Granted Patent B1
US 10,769,360 · App. 16/371,524 · Granted Sep 8, 2020

Apparatus and method for processing an electronic document to derive a first electronic document with electronic-sign items and a second electronic document with wet-sign items

Inventors: Evan Arnold (San Francisco, CA); Jonathan Tang (San Francisco, CA); Jeffrey Scott Breudecheck (San Francisco, CA); Isaac Selkow (San Francisco, CA); Jacob Moffatt (San Francisco, CA)
Assignee: Snapdocs, Inc.
G06F40/174G06K9/00161G06K9/00456G06K2209/01G06K2209/27
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Quick Facts
Patent No.
US 10,769,360
App. No.
16/371,524
Granted
Sep 8, 2020
Kind
B1
Abstract

An apparatus has a processor and a memory connected to a bus. The memory stores instructions executed by the processor to receive an electronic document from a network. Image processing segments are formed. The image processing segments are processed to generate classification data including text strings. Image processing segments are also processed to identify signing items such as signature lines, date and text fields, checkboxes, and radio-buttons. Each signing item is categorized as an electronic-sign item or a wet-sign item. A first electronic document is produced with pages from the electronic document that have electronic-sign items and a second electronic document is produced with pages from the electronic document that have wet-sign items. The first electronic document is augmented with metadata characterizing locations of and any conditional logic associated with the electronic-sign items. A signer identification code is also included for each item to indicate which signer the item applies to in the case of multiple signers. The first electronic document is sent to the network for delivery to a machine supporting an electronic signing service. The second electronic document is sent to the network for delivery to a client machine.

Claims (17)

1. An apparatus, comprising:

a network interface circuit connected to a network;

a bus connected to the network interface circuit; a processor connected to the bus; and

a memory connected to the bus, the memory storing instructions executed by the processor to:

receive an electronic document from the network,

derive individual pages within the electronic document,

convert the individual pages into image processing segments,

process the image processing segments with an optical character recognition tool to generate classification data including signature items and text strings,

classify the electronic document based upon the classification data,

programmatically, without user input, characterize each of the signature items as one of an electronic-sign signature item or a wet-sign signature item to form a collection of electronic-sign signature items and a collection of wet-sign signature items,

programmatically, without user input, produce a first electronic document with pages from the electronic document that have the collection of electronic-sign signature items and a second electronic document with pages from the electronic document that have the collection of wet-sign signature items,

augment the first electronic document with metadata characterizing locations of the electronic-sign signature items,

supply the first electronic document to the network for delivery to a machine supporting an electronic signing service and

send the second electronic document to the network for delivery to a client machine.

2. The apparatus of claim 1 wherein the metadata includes a signing item type.

3. The apparatus of claim 1 wherein the metadata includes identification of a signer.

4. The apparatus of claim 1 wherein the metadata includes conditional logic associated with a signing item.

Assignments (5)
RELEASE OF SECURITY INTEREST Recorded Jan 15, 2026
From: JPMORGAN CHASE BANK, N.A.
To: SNAPDOCS, INC.
Reel/Frame 073491/0172 →
RELEASE OF SECURITY INTEREST Recorded Jan 15, 2026
From: JPMORGAN CHASE BANK, N.A.
To: SNAPDOCS, INC.
Reel/Frame 073491/0245 →
AMENDED AND RESTATED INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded Jan 16, 2023
From: SNAPDOCS, INC.
To: JPMORGAN CHASE BANK, N.A.
Reel/Frame 062389/0797 →
SECURITY INTEREST Recorded May 19, 2020
From: SNAPDOCS, INC.
To: JPMORGAN CHASE BANK, N.A.
Reel/Frame 052704/0359 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Apr 1, 2019
From: ARNOLD, EVAN; TANG, JONATHAN; BREUDECHECK, JEFFREY SCOTT; SELKOW, ISAAC; MOFFATT, JACOB
To: SNAPDOCS, INC.
Reel/Frame 048755/0497 →
Cited By (3)
US 12,229,846 US 12,443,758 US 12,524,617