US 12,614,023 B1Granted

Distributed document management

AssigneeGrant Thornton Advisors LLC

InventorsObra Owen Sorvillo, Andreas H. J. Osvath

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Abstract

A client device for managing a distributed document is described. The client device comprises a transfer processor configured to exchange content data with a database, a spreadsheet processor configured to execute a file-based spreadsheet application, and a target processor configured to monitor content locations within a user interface. The transfer processor is configured to receive first content data that includes pre-existing data for a spreadsheet displayed by the application. The target processor is configured to populate first content locations with the first content data according to the identified content locations and capture second content data that is not included in the pre-existing data using content locations identified by a content profile. The content profile identifies content locations for the spreadsheet as displaying static content or user-based content. The transfer processor is configured to store the second content data in the database.

Claims18

Dependent claims

A client device for managing a distributed document, the client device comprising:

a transfer processor configured to exchange content data with a database via a cloud data storage application programming interface;
a spreadsheet processor configured to execute a file-based spreadsheet application on the client device;
a target processor configured to monitor content locations and detect application events affecting the content locations for user-based content of the file-based spreadsheet application;
wherein the transfer processor is configured to receive first content data that includes pre-existing data for a spreadsheet displayed by the file-based spreadsheet application, wherein the spreadsheet identifies the content locations within a user interface for the spreadsheet;
wherein the target processor is configured to populate first content locations for the spreadsheet with the first content data according to the identified content locations and capture second content data from the spreadsheet that is not included in the pre-existing data using content locations identified by a content profile, wherein the content profile includes identifiers for data and corresponding location information that is the user-based content at corresponding locations, wherein the target processor monitors content locations for the user-based content of the spreadsheet for user-based updates and changes in the spreadsheet, and wherein the content profile identifies content locations for the spreadsheet as displaying static content or user-based content wherein capturing the second content data comprises receiving user-entered data via the user interface, wherein capturing the second content data comprises calculating user-dependent data based on the user-entered data, and wherein the populating and capturing are performed automatically;
and
wherein the transfer processor is configured to store the second content data in the database via the cloud data storage application programming interface.

4 more elements

A method for managing a distributed document, the method comprising:

receiving, from a database, first content data that includes pre-existing data for a spreadsheet, wherein the spreadsheet identifies content locations within a user interface for the spreadsheet;
populating first content locations for the spreadsheet with the first content data according to the identified content locations;
detecting application events affecting the content locations for user-based content;
capturing second content data from the spreadsheet that is not included in the pre-existing data using content locations identified by a content profile, wherein the capturing of the second content data is triggered by the detected application events, wherein the content profile includes identifiers for data and corresponding location information that is the user-based content at corresponding locations, wherein the target processor monitors content locations for the user-based content of the spreadsheet for user-based updates and changes in the spreadsheet, and wherein the content profile identifies content locations for the spreadsheet as displaying static content or user-based content;
and
storing the second content data in the database
wherein capturing the second content data comprises receiving user-entered data via the user interface,
wherein capturing the second content data comprises calculating user-dependent data based on the user-entered data, and
wherein the populating and capturing are performed automatically.

6 more elements

Dependencies are inferred from the claim text.