Facsimile document management system using policies
AssigneeKYOCERA Document Solutions Inc.
InventorJin Liang
Life of this patent
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Abstract
A document management system includes a facsimile device or a multi-peripheral (MFP) device having facsimile and scanning components. A cloud based server stores a policy that is used to manage documents received at the facsimile device or scanning component. When a document is received at the facsimile device or scanning component, a parameter is used to determine an action to be taken according to the policy. Such actions include forwarding the received document to the cloud based server or sending it as an attachment in an email. When received at the cloud based server, the policy is used to categorize the document according to an attribute to make the document available within a document management service.
Claims17
A method for managing facsimile documents, the method comprising:
- receiving a facsimile document from a sender at a multi-functional peripheral (MFP) device, wherein the facsimile document includes a parameter;
- querying a cloud based server of a document management service for a policy related to the sender of the facsimile document;
- determining whether an action is to be taken by the MFP device based on the parameter of the facsimile document and the policy, wherein the policy defines criteria for the parameter;
- and
- performing the action at the MFP device to forward the facsimile document within the document management service based on whether the parameter meets the criteria,
- wherein the action includes forwarding the facsimile document to the cloud based server if the parameter meets the criteria, and
- wherein the action includes attaching the facsimile document to an email if the parameter does not meet the criteria.
A document management system configured to
- receive a facsimile document from a sender at a multi-functional peripheral (MFP) device, wherein the facsimile document includes a parameter;
- query a cloud based server of a document management service for a policy related to the sender of the facsimile document;
- determine whether an action is to be taken by the MFP device based on the parameter of the facsimile document and the policy, wherein the policy defines criteria for the parameter;
- and
- perform the action at the MFP device to forward the facsimile document within the document management service based on whether the parameter meets the criteria,
- wherein the action includes forwarding the facsimile document to the cloud based server if the parameter meets the criteria, and
- wherein the action includes attaching the facsimile document to an email if the parameter does not meet the criteria.
A non-transitory computer-readable medium having stored thereon processor-executable instructions for managing facsimile documents comprising:
- receiving a facsimile document from a sender at a multi-functional peripheral (MFP) device, wherein the facsimile document includes a parameter;
- querying a cloud based server of a document management service for a policy related to the sender of the facsimile document;
- determining whether an action is to be taken by the MFP device based on the parameter of the facsimile document and the policy, wherein the policy defines criteria for the parameter;
- and
- performing the action at the MFP device to forward the facsimile document within the document management service based on whether the parameter meets the criteria,
- wherein the action includes forwarding the facsimile document to the cloud based server if the parameter meets the criteria, and
- wherein the action includes attaching the facsimile document to an email if the parameter does not meet the criteria.
Dependencies are inferred from the claim text.