Loading patent…
AssigneeEchoSign, Inc.
InventorsDan Foygel, Jason Lemkin, Jeffrey Zwelling
Estimating the term…
The exchange of documents for execution can be performed efficiently using an automated system that routes and stores documents based on routing information. Routing may be accomplished with reminders for individuals of deadline for responding. After execution is confirmed, an executed copy may be forwarded to all parties and desired non-parties. If execution or approval is desired from a plurality of individuals, documents received from each of the plurality of individuals can be merged into a single, fully executed document if the approval/signatures are obtained simultaneously. Search capability for identifying data regarding the document, text within the document, or both may also be provided.
A method for document exchange directed to execution of a document, the method comprising:
A method for document exchange directed to execution of the document, the method comprising comparing in an automated routine the image of a document returned by an individual on the routing list with a record of or an image of the document forwarded to the individual to confirm that the form of the returned document matches expected parameters corresponding to execution of the document.
A method for document exchange directed to execution of a document, the method comprising generating reminders of due dates through automatically inputting or scanning a document uploaded into a document handling system for dates, and automatically routing the document for signature according to routing information with reminders for the individual of a deadline for responding.
A method for document exchange directed to execution of a document, the method comprising receiving routing information from an individual initiating the document execution process and automatically generating one or more new system accounts based on email addresses for individuals connected with the routing information if accounts do not already exist for these individuals.
A method for document exchange directed to execution of a document, the method comprising automatically routing a document for signature based on routing information input at the initiation of the document exchange process, receiving the document following execution by individuals on the routing list to complete execution of the document and automatically forwarding an executed copy of the document to a non-party based on the routing instructions.
A method for document exchange directed to execution of a document, the method comprising:
A method for document exchange directed to execution of a document, the method comprising automatically routing a document for signature to five or more signatories, wherein the service automatically tracks which have signed and which have not, and manually or automatically follows up with those who have not yet signed.
Dependencies are inferred from the claim text.