IP Library Granted Patent US 12,039,261
Granted Patent B2
US 12,039,261 · App. 18/142,433 · Granted Jul 16, 2024

Systems and methods for improved user-reviewer interaction using enhanced electronic documents linked to online documents

Inventors: John Glase (San Juan, PR); James Freundlich (San Juan, PR); Kip Daynard (Huntsville, CA)
Assignee: BOLD Limited
G06F40/186G06F16/986G06F40/134G06F40/197G06F40/205
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Quick Facts
Patent No.
US 12,039,261
App. No.
18/142,433
Granted
Jul 16, 2024
Kind
B2
Abstract

Certain aspects of the present disclosure provide techniques for creating an online document. A method includes prompting, a user for a base document; determining that the base document is an existing document comprising structured data; prompting the user to select a template; encoding one or more sections of the template selected by the user with content extracted from the structured data to generate an initial online document; identifying interactive elements from the structured data; creating a section within the initial online document corresponding to the interactive elements; generating for display, the initial online document in an online document editing environment, the online document editing environment configured to enable the user to selectively edit one or more sections of the initial online document; and publishing, the initial online document as the online document, with the online document creation system, in response to an indication from the user to publish.

Claims (49)

1. A computer-implemented method for creating an online document, the method comprising:

prompting, with an online document creation system, a user for a base document;

determining, with the online document creation system, that the base document is an existing document comprising structured data;

prompting, with the online document creation system, the user to select a template from a plurality of templates;

encoding, with the online document creation system, one or more sections of the template selected by the user with content extracted from the structured data to generate an initial online document;

identifying, with the online document creation system, one or more interactive elements from the structured data;

creating, with the online document creation system, a section within the initial online document corresponding to at least one of the one or more interactive elements;

generating for display, with the online document creation system, the initial online document in an online document editing environment, the online document editing environment configured to enable the user to selectively edit one or more sections of the initial online document; and

publishing, with the online document creation system, the initial online document as the online document, with the online document creation system, in response to an indication from the user to publish.

2. The method of claim 1 , wherein one of the one or more sections of the template comprise a central timeline, the central timeline is encoded with events extracted from a plurality of fields defined by the structured data.

3. The method of claim 1 , further comprising creating a new section in the online document to include with the one or more sections of the template based on the content of the structured data from the existing document.

4. The method of claim 1 , further comprising:

comparing the online document with the existing document to determine a presence of a difference in content between the online document and the existing document; and

in response to determining the presence of the difference in the content, creating an updates section in the online document comprising a listing of updates present in the online document compared to the existing document.

5. The method of claim 1 , further comprising:

comparing the online document with the existing document to determine a presence of a difference in content between the online document and the existing document; and

in response to determining the presence of the difference in the content, creating an updated existing document comprising content present in the online document and absent from the existing document.

6. The method of claim 1 , further comprising generating a link to the online document for embedding with the existing document.

7. The method of claim 1 , wherein the one or more interactive elements comprise a link to secondary content hosted external to the online document.

8. The method of claim 1 , wherein the one or more interactive elements comprise a link to an interaction platform configured to enable communication between a reviewer and an owner of the online document.

9. The method of claim 1 , wherein the section within the online document corresponding to the one or more interactive elements comprises an embedding of secondary content hosted externally from the online document and linked to by the one or more interactive elements.

10. The method of claim 1 , further comprising:

determining that the base document is an unstructured document; and

parsing the unstructured document into the structured data.

11. A system for creating an online document, the system comprising:

a computing device comprising one or more processors and one or more non-transitory computer-readable mediums storing computer readable instructions that, when executed by the one or more processors, cause the computing device to:

prompt a user for a base document;

determine that the base document is an existing document comprising structured data;

prompt the user to select a template from a plurality of templates;

encode one or more sections of the template selected by the user with content extracted from the structured data to generate an initial online document;

identify one or more interactive elements from the structured data;

create a section within the initial online document corresponding to at least one of the one or more interactive elements;

generate for display the initial online document in an online document editing environment, the online document editing environment configured to enable the user to selectively edit one or more sections of the initial online document; and

publish the initial online document as the online document, in response to an indication from the user to publish.

12. The system of claim 11 , wherein one of the one or more sections of the template comprises a central timeline, the central timeline is encoded with events extracted from a plurality of fields defined by the structured data.

13. The system of claim 11 , wherein the computer readable instructions that, when executed by the one or more processors, further cause the computing device to create a new section in the online document to include with the one or more sections of the template based on the content of the structured data from the existing document.

14. The system of claim 11 , wherein the computer readable instructions that, when executed by the one or more processors, further cause the computing device to:

compare the online document with the existing document to determine a presence of a difference in content between the online document and the existing document; and

in response to determining the presence of the difference in the content, creating an updates section in the online document comprising a listing of updates present in the online document compared to the existing document.

15. The system of claim 11 , wherein the computer readable instructions that, when executed by the one or more processors, further cause the computing device to:

compare the online document with the existing document to determine a presence of a difference in content between the online document and the existing document; and

in response to determining the presence of the difference in the content create an updated existing document comprising content present in the online document and absent from the existing document.

16. The system of claim 11 , wherein the computer readable instructions that, when executed by the one or more processors, further cause the computing device to generate a link to the online document for embedding with the existing document.

17. The system of claim 11 , wherein the one or more interactive elements comprise a link to secondary content hosted external to the online document.

18. The system of claim 11 , wherein the one or more interactive elements comprise a link to an interaction platform configured to enable communication between a reviewer and an owner of the online document.

19. The system of claim 11 , wherein the section within the online document corresponding to the one or more interactive elements comprises an embedding of secondary content hosted externally from the online document and linked to by the one or more interactive elements.

20. The system of claim 11 , wherein the computer readable instructions that, when executed by the one or more processors, further cause the computing device to:

determine that the base document is an unstructured document; and

parse the unstructured document into the structured data.

Assignments (1)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jun 28, 2023
From: GLASE, JOHN; FREUNDLICH, JAMES; DAYNARD, KIP
To: BOLD LIMITED
Reel/Frame 064097/0851 →
Continuity (2)
Provisional Application 63337887 · May 3, 2022
Related Publication 20230359813A1 · Nov 9, 2023