Bulk envelope management in document management system
A document management system sends a distinct copy of a set of documents to each of a plurality of recipients in a bulk sending process. Each copy is associated with one or more actions to be taken by a corresponding recipient. The document management system generates an interface that displays, for each copy of the set of documents, the recipient of the copy and a status of the copy. The document management system receives an identification of a subset of the copies of the set of documents. The document management system performs a bulk action on each of the subset of the copies without performing the bulk action on any remaining copies of the set of documents.
1. A method comprising:
sending, by a document management system, a distinct copy of a set of documents to each of a plurality of recipients in a bulk sending process, each copy is associated with one or more actions to be taken by a corresponding recipient;
generating, by the document management system, an interface that displays, for each copy of the set of documents, the recipient of the copy and a status of the copy;
receiving, by the document management system, an identification of a subset of the copies of the set of documents; and
performing, by the document management system, a bulk action on each of the subset of the copies without performing the bulk action on any remaining copies of the set of documents.
2. The method of claim 1 , wherein the one or more actions to be taken by the recipient include: viewing the copy of the set of documents, editing the copy of the set of documents, and executing the copy of the set of documents.
3. The method of claim 1 , wherein the status of the copy includes one of: completed, voided, declined, received, viewed, and edited.
4. The method of claim 1 , further comprising:
receiving, by the document management system, an indication that the corresponding recipient has taken an action; and
based on the indication, updating, by the document management system, the status of the copy.
5. The method of claim 1 , further comprising:
receiving, by the document management system, a notification indicating that a copy of the set of documents failed to send to a recipient;
generating, by the document management system, an error message to display on the interface informing a user that the copy failed to send and why the copy failed to send; and
performing, by the document management system, a correction to the copy of the set of documents, and
wherein the subset of the copies of the set of documents includes the corrected copy of the set of documents, and wherein the bulk action is a re-send of the subset of the copies of the set of documents.
6. The method of claim 1 , wherein receiving the identification of the subset of the copies of the set of documents comprises:
selecting, by the document management system, the subset of the copies based on one or more parameters specified by a user.
7. The method of claim 6 , wherein the one or more parameters include: a status parameter, a timing parameter, a recipient parameter, and a document parameter.
8. The method of claim 6 , wherein the one or more parameters include a status parameter and a document parameter, wherein the bulk action is a bulk void, and wherein performing the bulk action on each of the subset of the copies comprises:
removing, by the document management system, each of the subset of the copies from view of the corresponding recipient; and
providing, by the document management system, a message to each of the recipients indicating the copy of the set of documents has been voided.
9. The method of claim 6 , wherein the one or more parameters include a timing parameter, and wherein the bulk action is a bulk re-send, and wherein performing the bulk action on each of the subset of the copies comprises:
re-sending, by the document management system, each of the subset of the copies to the corresponding recipients; and
providing, by the document management system, a message to each of the recipients reminding each recipient to execute the copy of the set of documents.
10. The method of claim 1 , wherein the bulk action includes one of: a bulk void, a bulk re-send, and a bulk correction.
11. A non-transitory computer-readable storage medium storing executable instructions that, when executed by a hardware processor, cause the processor to perform steps comprising:
sending, by a document management system, a distinct copy of a set of documents to each of a plurality of recipients in a bulk sending process, each copy is associated with one or more actions to be taken by a corresponding recipient;
generating, by the document management system, an interface that displays, for each copy of the set of documents, the recipient of the copy and a status of the copy;
receiving, by the document management system, an identification of a subset of the copies of the set of documents; and
performing, by the document management system, a bulk action on each of the subset of the copies without performing the bulk action on any remaining copies of the set of documents.
12. The non-transitory computer-readable storage medium of claim 11 , wherein the instructions further cause the processor to perform steps comprising:
receiving, by the document management system, an indication that the corresponding recipient has taken an action; and
based on the indication, updating, by the document management system, the status of the copy.
13. The non-transitory computer-readable storage medium of claim 11 , wherein the instructions further cause the processor to perform steps comprising:
receiving, by the document management system, a notification indicating that a copy of the set of documents failed to send to a recipient;
generating, by the document management system, an error message to display on the interface informing a user that the copy failed to send and why the copy failed to send; and
performing, by the document management system, a correction to the copy of the set of documents, and
wherein the subset of the copies of the set of documents includes the corrected copy of the set of documents, and wherein the bulk action is a re-send of the subset of the copies of the set of documents.
14. The non-transitory computer-readable storage medium of claim 11 , wherein receiving the identification of the subset of the copies of the set of documents comprises:
selecting, by the document management system, the subset of the copies based on one or more parameters specified by a user.
15. The non-transitory computer-readable storage medium of claim 14 , wherein the one or more parameters include: a status parameter, a timing parameter, a recipient parameter, and a document parameter.
16. The non-transitory computer-readable storage medium of claim 14 , wherein the one or more parameters include a status parameter and a document parameter, wherein the bulk action is a bulk void, and wherein performing the bulk action on each of the subset of the copies comprises:
removing, by the document management system, each of the subset of the copies from view of the corresponding recipient; and
providing, by the document management system, a message to each of the recipients indicating the copy of the set of documents has been voided.
17. The non-transitory computer-readable storage medium of claim 14 , wherein the one or more parameters include a timing parameter, and wherein the bulk action is a bulk re-send, and wherein performing the bulk action on each of the subset of the copies comprises:
re-sending, by the document management system, each of the subset of the copies to the corresponding recipients; and
providing, by the document management system, a message to each of the recipients reminding each recipient to execute the copy of the set of documents.
18. The non-transitory computer-readable storage medium of claim 11 , wherein the bulk action includes one of: a bulk void, a bulk re-send, and a bulk correction.
19. A document management system comprising a hardware processor and a non-transitory computer-readable storage medium storing instructions that, when executed by the hardware processor, cause the document management system to perform steps comprising:
sending a distinct copy of a set of documents to each of a plurality of recipients in a bulk sending process, each copy is associated with one or more actions to be taken by a corresponding recipient;
generating an interface that displays, for each copy of the set of documents, the recipient of the copy and a status of the copy;
receiving an identification of a subset of the copies of the set of documents; and
performing a bulk action on each of the subset of the copies without performing the bulk action on any remaining copies of the set of documents.
20. The document management system of claim 19 , wherein the instructions further cause the centralized document system to perform steps comprising:
receiving, by the document management system, a notification indicating that a copy of the set of documents failed to send to a recipient;
generating, by the document management system, an error message to display on the interface informing a user that the copy failed to send and why the copy failed to send; and
performing, by the document management system, a correction to the copy of the set of documents, and
wherein the subset of the copies of the set of documents includes the corrected copy of the set of documents, and wherein the bulk action is a re-send of the subset of the copies of the set of documents.