Automatic document exchange and execution management
AssigneeEchoSign, Inc.
InventorsDan Foygel, Jason Lemkin, Jeffrey Zwelling
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Abstract
The exchange of documents for signature can be performed efficiently using an automatic routing system that associates a document with appropriate identifying metadata. The routing can be facilitated through facsimile in which the metadata is encoded on a return facsimile cover sheet that is routed with the document. Appropriate central exchange servers have appropriate input and out subsystems to perform the document routing. The executed documents can be conveniently archived for efficient document storage and access, such as network access to one or more of the parties.
Claims32
A method for exchanging documents for execution, the method comprising:
- routing a document automatically for signature or approval along with instructions for return of the executed document and along with identifying metadata associated with the document based on routing information provided by an originator of the transaction wherein the routing comprises the automatic transfer of a copy of the document directly to a recipient address;
- and
- tracking the return of the executed document.
A central exchange server comprising an input subsystem comprising data connections to external addresses for the input of data, a processor programmed to associate metadata with a document received through the input subsystem based on routing information, and an output subsystem comprising data connections to external addresses for the output of data, wherein the processor is programmed to automatically route the document based on the routing information.
A method for electronic management of documents, the method comprising:
- automatically archiving a document following apparent execution of the document by all of a plurality of requested parties following automatic routing to the requested parties wherein the archived documents are available through a network for access by one or more parties.
Dependencies are inferred from the claim text.