# US 2018/0024807 A1 · System and Method of Document and Signature Management

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- Number: US 2018/0024807 A1
- Document ID: US20180024807A1
- Status: Published application
- Kind: A1
- Application number: 15/656,636
- Filed: 2017-07-21
- Published: 2018-01-25
- Earliest claimed: 2016-07-21
- Applicants: Vision Menu, Inc.
- Inventors: Ron Martin; David Smith; Ricky Chronister
- Web page: https://patentgrep.com/patent/US20180024807A1

## CPC

- G06F 3/1454: {involving copying of the display data of a local workstation or window to a remote workstation or window so that an actual copy of the data is displayed simultaneously on two or more displays, e.g. teledisplay}
- G06F 3/04845: for image manipulation, e.g. dragging, rotation, expansion or change of colour
- G06F 3/04883: for inputting data by handwriting, e.g. gesture or text
- G06F 40/106: Display of layout of documents; Previewing
- G06F 40/166: Editing, e.g. inserting or deleting
- G06V 30/414: Extracting the geometrical structure, e.g. layout tree; Block segmentation, e.g. bounding boxes for graphics or text
- G06F 3/04842: Selection of displayed objects or displayed text elements (G06F3/0482 takes precedence)
- G06F 40/123: Storage facilities
- G06Q 50/18: Legal services
- G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N)
- G06V: IMAGE OR VIDEO RECOGNITION OR UNDERSTANDING
- G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR

## Abstract

A system and method for document review and signature management that generally allows users to amend or alter a document image digitally and to sign, initial, or otherwise verify the amendments or alterations as they would a paper document, but digitally, remotely, and in real time. The system and method generally allow users to selectively open, close, scroll, shrink, expand, highlight, or otherwise manipulate a digital document image without digitally writing upon it by interacting with some document locations, while interaction with other document locations will selectively result in digital writing, all of which being reflected substantially in real time on one or more selected secondary devices also capable of interacting with the document image in a manner similar to the primary device, with any manipulation or writing inputted on a secondary device reflected substantially in real time on the primary device.

## Claims

### Claim 1

A method of document and signature management comprising the steps of:
a. providing a primary user with a primary device;
b. providing one or more secondary users with one or more secondary devices, wherein said primary device and said one or more secondary devices each include a computer processor, an operator interface, a screen display, an input interface, and a communication means, and wherein said primary device and said one or more secondary devices are each connected to the other through said communication means; and
c. providing a management program accessible by both said primary device and said one or more secondary devices, wherein said management program:
i. selectively displays a selected document image on said screen displays of said primary device and said one or more secondary devices;
ii. permits a manipulation by said primary user of said document image on said primary device by inputting commands using said input interface of said primary device;
iii. selectively communicates said manipulation of said document image by said primary user to said one or more secondary devices and selectively replicates said manipulation of said document image displayed by said one or more secondary devices substantially in real time;
iv. permits said primary user to designate a writing realm by selecting a point on said document image adjacent to a location desired to constitute said writing realm;
v. selectively transmits said location of said writing realm to said one or more secondary devices and, substantially in real time, selectively displays a writing realm on said one or more secondary devices at a location on said document image displayed on said one or more secondary devices that corresponds to said location of said writing realm on said document image displayed on said primary device;
vi. records as a writing an input within said writing realm on said one or more secondary devices;
vii. selectively displays said writing on said screen displays of said primary device and said one or more secondary devices, substantially in real time; and
viii. saves a processed document image including said writing as part of said processed document image.

### Claim 2 (depends on 1)

The method of claim 1, wherein said screen displays of said primary device and said one or more secondary devices are touch-sensitive and configured for use with at least one of a finger and a stylus.

### Claim 3 (depends on 2)

The method of claim 2, wherein each of said primary device and said one or more secondary devices comprises one of a desktop computer, a laptop computer, a tablet computer, and a smartphone.

### Claim 4 (depends on 3)

The method of claim 3, wherein each of said primary device and said one or more secondary devices further comprises one or more of a keyboard, a pointing device, and a computer mouse.

### Claim 5 (depends on 1)

The method of claim 1, wherein each of said primary device and said one or more secondary devices further comprises memory configured for permanent or temporary storage of said document images.

### Claim 6 (depends on 5)

The method of claim 5, further comprising the step of selectively storing said writing in said memory of at least one of said primary device and said one or more secondary devices.

### Claim 7 (depends on 6)

The method of claim 6, further comprising the step of selectively storing said processed document image in at least one of said primary device memory, said memory of said one or more secondary devices, and a server database.

### Claim 8 (depends on 1)

The method of claim 1, further comprising the step of initiating remote access by said one or more secondary devices to said management program by transmitting an electronic invitation message from said primary device to said one or more secondary devices.

### Claim 9 (depends on 1)

The method of claim 1, further comprising the step of providing a word processor program to each of said primary device and said one or more secondary devices, wherein said word processor program is controllable by said management program.

### Claim 10 (depends on 1)

The method of claim 1, wherein said manipulation of said document image comprises one or more of opening, closing, scrolling, shrinking, expanding, highlighting, adding materials to said document image, and removing materials from said document image.

### Claim 11 (depends on 1)

The method of claim 1, wherein said writing comprises a signature and wherein said writing realms comprise a rectangular shape sized to encompass said writing within said writing realms.

### Claim 12

A system for document and signature management comprising:
a. a primary device comprising an operator interface, a screen display, and a primary device communication means;
b. one or more secondary devices, each comprising an operator interface, a screen display, a secondary device communication means, and an input interface for capturing a writing, wherein said input interface is configured for transmitting coordinate data, said coordinate data representing precise intervals in a progression of said writing from its inception to completion, wherein said writing is transmitted substantially in real time by said secondary device communication means to a server, and is further transmitted from said server to said primary device utilizing said primary device communication means, all substantially in real time; and
c. a management program accessible by both said primary device and said one or more secondary devices, wherein said management program:
i. selectively displays a selected document image on screen displays of said primary device and said one or more secondary devices;
ii. permits a manipulation by a primary user of said document image on said primary device by inputting commands using said input interface of said primary device;
iii. selectively communicates said manipulation of said document image by said primary user to said one or more secondary devices and selectively replicates said manipulation of said document image displayed by said one or more secondary devices substantially in real time;
iv. permits said primary user to designate a writing realm;
v. indicates said location of said writing realm on said screen display of said primary device with a visual indicator;
vi. selectively transmits said location of said writing realm to said one or more secondary devices and, substantially in real time, selectively displays said writing realm on said one or more secondary devices at a location on said document image displayed on said one or more secondary devices that corresponds to said location of said writing realm on said document image displayed on said primary device, and also indicates said location of said writing realm on said screen display of said secondary device with a visual indicator;
vii. records as writing an input on said one or more secondary devices within said writing realm;
viii. selectively displays said writing within said writing realm on said screen displays of said primary device and said one or more secondary devices, substantially in real time; and
ix. saves a processed document image including said writing as part of said processed document image.

### Claim 13 (depends on 12)

The system of claim 12, further comprising a word processor program accessible to each of said primary device and said one or more secondary devices, wherein said word processor program is controllable by said management program.

### Claim 14 (depends on 13)

The system of claim 13, wherein said primary device further comprises an input interface for capturing writing.

### Claim 15 (depends on 14)

The system of claim 14, wherein said screen displays of said primary device and said one or more secondary devices are touch-sensitive and configured for use with at least one of a finger and a stylus.

### Claim 16 (depends on 15)

The system of claim 15, wherein each of said primary device and said one or more secondary devices comprises one of a desktop computer, a laptop computer, a tablet computer, and a smartphone.

### Claim 17 (depends on 16)

The system of claim 16, wherein each of said primary device and said one or more secondary devices further comprises one or more of a keyboard, a pointing device, and a computer mouse.

### Claim 18 (depends on 13)

The system of claim 13, wherein each of said primary device and said one or more secondary devices further comprise memory configured for permanent or temporary storage of said document images.

### Claim 19 (depends on 18)

The system of claim 18, wherein said processed document image is stored in at least one of said primary device memory, said memory of said one or more secondary devices, and a server database.

### Claim 20 (depends on 13)

The system of claim 13, wherein said writing comprises a signature and wherein said writing realms designated on said document images displayed on said primary device and selectively displayed on said one or more secondary devices comprise a rectangular shape sized to encompass said writing within said writing realms.