Electronic signing using action responsive document copy generation
A system, computer-readable storage medium, and computer-implemented method for signing a document involving generating copies of the document in response to receiving actions to perform on the document. In particular, a web service can transmit a document for signing to a client device such that the document is viewable through graphical user interfaces while the underlying content of the document remains non-editable by the client devices through the web service. Responsive to receiving actions, the web service can generate one or more copies of the document that may include modifications that correspond to the received actions.
1. A method comprising:
accessing, by one or more processors, a document template comprising a pre-tag indicating a visible location within a content of the document template for a signature, the pre-tag associated with a signing role;
generating, by the one or more processors and based on the document template, an electronic document comprising the pre-tag, the electronic document associated with a plurality of users;
selecting, by the one or more processors, a user from the plurality of users as a signing user in response to determining that the user is assigned the signing role associated with the pre-tag; and
responsive to the selecting, generating, by the one or more processors, a copy of the electronic document having a tag automatically overlaid on the copy of the electronic document based on the pre-tag, the tag indicating the visible location for the signature and the tag configured for electronic signature by the signing user.
2. The method of claim 1 , wherein the selecting comprises:
receiving, from a first user, a selection of the signing user for association with the signing role.
3. The method of claim 2 , wherein the selecting comprises:
transmitting, to a client device associated with the first user, a graphical user interface (GUI) configured to allow the first user to assign the signing role with the user.
4. The method of claim 1 , wherein the signing role is one of a plurality of signing roles associated with the electronic document.
5. The method of claim 1 , wherein the pre-tag is a first pre-tag, the signing role is a first signing role, and the tag is a first tag and wherein the electronic document further comprises a second pre-tag associated with a second signing role, the method further comprising:
determining, by the one or more processors, that the second signing role is not associated with any user of the plurality of users; and
providing, by the one or more processors, a report identifying that the second signing role is not associated with any of the plurality of users.
6. The method of claim 5 , further comprising:
providing, by the one or more processors, a report identifying that the electronic document has one or more signing roles that are unassociated.
7. The method of claim 1 , further comprising:
providing, by the one or more processors and to a client device associated with the signing user, the copy of the electronic document having the tag configured for electronic signature by the signing user.
8. The method of claim 7 , wherein providing the copy of the electronic document comprises: providing, by the one or more processors and to the client device associated with the signing user, a graphical user interface (GUI) configured to display terms of the copy of the electronic document and the tag configured for electronic signature by the signing user, wherein the terms of the copy of the electronic document are not editable by the client device through the GUI.
9. A non-transitory computer readable storage medium comprising instructions that, when executed by one or more processors, cause the one or more processors to:
access a document template comprising a pre-tag-indicating a visible location within a content of the document template for a signature, the pre-tag associated with a signing role;
generate, based on the document template, an electronic document comprising the pre-tag, the electronic document associated with a plurality of users;
select a user from the plurality of users as a signing user in response to a determination that the user is assigned the signing role associated with the pre-tag; and
responsive to the selection of the user, generate a copy of the electronic document having a tag automatically overlaid on the copy of the electronic document based on the pre-tag, the tag indicating the visible location for the signature and the tag configured for electronic signature by the signing user.
10. The non-transitory computer readable storage medium of claim 9 , wherein the instructions that cause the one or more processors to select the user, cause the one or more processors to:
receive, from a first user, a selection of the signing user for association with the signing role.
11. The non-transitory computer readable storage medium of claim 10 , wherein the instructions that cause the one or more processors to select the user, cause the one or more processors to:
transmit, to a client device associated with the first user, a graphical user interface (GUI) configured to allow the first user to assign the signing role with the user.
12. The non-transitory computer readable storage medium of claim 9 , wherein the signing role is one of a plurality of signing roles associated with the electronic document.
13. The non-transitory computer readable storage medium of claim 9 , wherein the pre-tag is a first pre-tag, the signing role is a first signing role, and the tag is a first tag, wherein the electronic document further comprises a second pre-tag associated with a second signing role, and wherein the instructions further cause the one or more processors to:
determine that the second signing role is not associated with any user of the available set plurality of users; and
provide a report identifying that the second signing role is not associated with any user of the plurality of users.
14. The non-transitory computer readable storage medium of claim 13 , wherein the instructions further cause the one or more processors to:
provide a report identifying that the electronic document has one or more signing roles that are unassociated.
15. A system comprising:
one or more processors; and
a non-transitory computer readable storage medium comprising instructions that, when executed by the one or more processors, cause the one or more processors to:
access a document template comprising a pre-tag-indicating a visible location within a content of the document template for a signature, the pre-tag associated with a signing role;
generate, based on the document template, an electronic document comprising the pre-tag, the electronic document associated with a plurality of users;
select a user from the plurality of users as a signing user in response to a determination that the user is assigned the signing role associated with the pre-tag; and
responsive to the selection of the user, generate a copy of the electronic document having a tag automatically overlaid on the copy of the electronic document based on the pre-tag, the tag indicating the visible location for the signature and the tag configured for electronic signature by the signing user.
16. The system of claim 15 , wherein the instructions that cause the one or more processors to select the user, cause the one or more processors to:
receive, from a first user, a selection of the signing user for association with the signing role.
17. The system of claim 16 , wherein the instructions that cause the one or more processors to select the user, cause the one or more processors to:
transmit, to a client device associated with the first user, a graphical user interface (GUI) configured to allow the first user to assign the signing role with the user.
18. The system of claim 15 , wherein the signing role is one of a plurality of signing roles associated with the electronic document.
19. The system of claim 15 , wherein the pre-tag is a first pre-tag, the signing role is a first signing role, and the tag is a first tag, wherein the electronic document further comprises a second pre-tag associated with a second signing role, and wherein the instructions further cause the one or more processors to:
determine that the second signing role is not associated with any user of the plurality of users; and
provide a report identifying that the second signing role is not associated with any user of the plurality of users.