IP Library › Granted Patent US 7,107,518
Granted Patent B2
US 7,107,518 · App. 09/825,270 · Granted Sep 12, 2006

Automating a document review cycle

Assignee: Microsoft Corporation
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Quick Facts
Patent No.
US 7,107,518
App. No.
09/825,270
Granted
Sep 12, 2006
Kind
B2
Abstract

An automated review cycle automatically merges changes in a reviewed document into an original document and by provides reviewing tools on a context-sensitive basis. The automated review cycle can operate within the environments of a document management system, a link-based document collaboration system (e.g., common server), or an attachment-based collaboration system. By generating a review cycle identification number (RCID) and by maintaining other information about the review cycle in a configuration file, an original author and a reviewer of a document can be distinguished and can be provided the appropriate prompts and tools to facilitate the document review process.

Claims (20)

1. A computer-implemented method for automating a document review cycle involving an author of an original document and a reviewer, the method comprising the steps of:

receiving an indication that the original document is to be sent from the author to the reviewer;

in response to the indication that the original document is to be sent to the reviewer:

displaying a first set of author reviewing tools,

associating an email note with the original document,

associating a first Review Cycle Identification Number (RCID) with the original document,

storing the first RCID in a configuration file, and

sending the email note to the reviewer;

receiving a reply email from the reviewer to the author, the reply email associated with a reviewed document;

comparing a second RCID associated with the reviewed document to the first RCID in the configuration file; and

in response to a determination that the second RCID matches the first RCID, displaying a second set of author reviewing tools;

wherein the second set of author reviewing tools includes at least one tool that is separate and distinct from the first set of author reviewing tools.

2. A computer readable medium having stored thereon computer-executable instructions for performing the method of claim 1 .

3. The method of claim 1 , wherein the step of associating the email note with the original document, comprises attaching a duplicate of the original document to the email note, prior to sending the email note to the reviewer.

4. The method of claim 3 , further comprising the steps of adding an author's name and an author's email address to the duplicate document.

5. The method of claim 3 , further comprising the steps of adding an Email Identification Number (EntryID) and a Store Identification Number (StoreID) to the duplicate document, the EntryID and the StoreID operative to identify the email note.

6. The method of claim 1 , wherein the step of associating the email note with the original document, comprises adding a link to the email note, the link identifying the location of the original document.

7. The method of claim 1 , wherein the original document contains a first Review Cycle Identification Number (RCID).

8. The method of claim 1 , further comprising the step of adding a default data to the email note, wherein the default data includes an instruction to the reviewer to review the original document.

9. The method of claim 1 , wherein the RCID is generated by encoding an author identification number and an original document identification number into a single value.

Assignments (2)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Dec 9, 2014
From: MICROSOFT CORPORATION
To: MICROSOFT TECHNOLOGY LICENSING, LLC
Reel/Frame 034541/0001 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Apr 3, 2001
From: RAMALEY, ALAN; SERDY, VALERIE; MCATEER, SEAN ERIK; THARAMAL, SURESH; OLSEN, THOMAS; EDELSTEIN, NOAH
To: MICROSOFT CORPORATION
Reel/Frame 011678/0480 →
Continuity (1)
Related Publication 20020143691A1 · Oct 3, 2002