Processing electronic signature data in a collaborative environment
A collaborative content management system (CMS) is disclosed herein for processing electronic signature data in a collaborative environment and performing actions based on the received data. The CMS may receive a selection of a content item to be electronically signed by one or more users. Upon receipt of the selection, the CMS may generate a fillable form and send the fillable form to be electronically filled out signed. When each user fills out and signs the form, the CMS may receive that form data and aggregate the form data with previously received form data. The CMS may determine whether the aggregated form data meets one or more conditions stored within the CMS and perform appropriate actions based on one or more conditions that are met.
1. A method comprising:
receiving, from a first client device associated with a first user, a signature request associated with an original document file stored on a content management system, the original document file comprising an overlaid field;
generating, based on the original document file, a web adaptable fillable form that is a separate file from the original document file, the web adaptable fillable form generated to send to client devices to collect form data input for the signature request;
mapping a field within the web adaptable fillable form to the overlaid field within the original document file stored on the content management system;
providing the web adaptable fillable form to a second client device associated with a second user;
receiving, from the second client device, form data input via the field within the web adaptable fillable form; and
importing the form data into the original document file based on the mapping between the field within the web adaptable fillable form and the overlaid field corresponding to the original document file to generate a modified original document file comprising the form data.
2. The method of claim 1 , further comprising synchronizing, from the content management system to the first client device associated with the first user, the modified original document file comprising the form data based on the content management system detecting an update to original document file.
3. The method of claim 1 , further comprising:
sharing, by the content management system, the original document file with the first client device associated with the first user and a third client device associated with a third user; and
providing, by the content management system to the first client device and to the third client device, the modified original document file comprising the form data based on the original document file being shared with the first client device and the third client device.
4. The method of claim 1 , further comprising providing, by the content management system to the second client device, access to the modified original document file comprising the form data by sending a link associated with the modified original document file to the second client device.
5. The method of claim 4 , wherein providing the second client device access to the modified original document file does not require the second client device to have a user account within the content management system.
6. The method of claim 4 , wherein providing the second client device access to the modified original document file comprises providing the modified original document file with defined access permissions.
7. The method of claim 1 , further comprising:
determining a device type of the second client device associated with the second user; and
providing, for display within a graphical user interface of the second client device, the web adaptable fillable form in a compatible format based on the device type.
8. A system comprising:
at least one processor; and
a non-transitory computer readable storage medium comprising instructions that, when executed by the at least one processor, cause the system to:
receive, from a first client device associated with a first user, a signature request associated with an original document file stored on a content management system, the original document file comprising an overlaid field;
generate, based on the original document file, a web adaptable fillable form that is a separate file from the original document file, the web adaptable fillable form generated to send to client devices to collect form data input for the signature request;
map a field within the web adaptable fillable form to the overlaid field within the original document file stored on the content management system;
provide the web adaptable fillable form to a second client device associated with a second user;
receive, from the second client device, form data input via the field within the web adaptable fillable form; and
generate a modified original document file by adding the form data into the original document file based on the mapping between the field within the web adaptable fillable form and the overlaid field corresponding to the original document file.
9. The system of claim 8 , further comprising instructions that, when executed by the at least one processor, cause the system to:
detect, by the content management system, an update to the original document file; and
provide, by the content management system, the modified original document file to the first client device based on detecting the update to the original document file.
10. The system of claim 9 , wherein providing the modified original document file to the first client device comprises automatically synchronizing the modified original document file with the first client device.
11. The system of claim 8 , further comprising instructions that, when executed by the at least one processor, cause the system to:
store, by the content management system, the original document file within a shared folder associated with the first client device associated with the first user and a third client device associated with a third user; and
based on generating the modified original document file comprising the form data, providing, to the first client device and to the third client device, the modified original document file based on the first client device and the third client device being associated with the shared folder.
12. The system of claim 8 , further comprising instructions that, when executed by the at least one processor, cause the system to:
store, by the content management system, the original document file within a shared folder associated with a plurality of additional client devices, the plurality of additional client devices comprising the first client device; and
providing, in response to the content management system identifying an update to the original document file, the modified original document file comprising the form data to the plurality of additional client devices based on the plurality of additional client devices being associated with the shared folder.
13. The system of claim 12 , further comprising instructions that, when executed by the at least one processor, cause the system to provide, by the content management system to the second client device, access to the modified original document file comprising the form data by providing access to the shared folder to the second client device.
14. The system of claim 13 , wherein providing the second client device access to the shared folder does not require the second client device to have a user account within the content management system.
15. The system of claim 13 , wherein providing the second client device access to the shared folder comprises applying access permissions to the shared folder for the second client device.
16. A non-transitory computer readable storage media storing instructions thereon that, when executed by at least one processor, cause a computing device to:
receive, from a first client device associated with a first user, a signature request associated with an original document file stored on a content management system, the original document file comprising an overlaid field;
generate, based on the original document file, a web adaptable fillable form that is a separate file from the original document file, the web adaptable fillable form generated to send to client devices to collect form data input for the signature request;
map a field within the web adaptable fillable form to the overlaid field within the original document file stored on the content management system;
provide the web adaptable fillable form to a target client device associated with a target user;
receive, from the target client device, form data input via the field within the web adaptable fillable form, the form data comprising signature data; and
generate a signed original document file by adding the signature data into the original document file based on the mapping between the field within the web adaptable fillable form and the overlaid field corresponding to the original document file.
17. The non-transitory computer readable storage media as recited in claim 16 , further comprising instructions that, when executed by at least one processor, cause the computing device to:
detect, by the content management system, an update to the original document file based on adding the signature data into the original document file; and
automatically synchronize, by the content management system, the signed original document file to the first client device based on detecting the update to the original document file.
18. The non-transitory computer readable storage media as recited in claim 16 , further comprising instructions that, when executed by at least one processor, cause the computing device to:
store, by the content management system, the original document file within a shared folder associated with a plurality of additional client devices, the plurality of additional client devices comprising the first client device; and
providing, in response to the content management system identifying an update to the original document file, the signed original document file to the plurality of additional client devices based on the plurality of additional client devices being associated with the shared folder.
19. The non-transitory computer readable storage media as recited in claim 16 , further comprising instructions that, when executed by at least one processor, cause the computing device to provide, by the content management system to the target client device, access to the signed original document file by sending a link associated with the signed original document file to the target client device.
20. The non-transitory computer readable storage media as recited in claim 16 , further comprising instructions that, when executed by at least one processor, cause the computing device to:
determine a device type of the target client device associated with the target user; and
providing, for display within a graphical user interface of the target client device, the web adaptable fillable form in a compatible format based on the device type.