System and method for managing documents having formula based documents links

A system for retrieving a main document with a reference to an insert document for inclusion in the main document comprising:

• a data storage mechanism that stores the main document with a formula that resolves to a reference to an insert document, the insert document including contents for the main document;
• a shared resource database, accessible by a plurality of clients of the system, that stores one or more insert documents that may be referenced within a main document;
• a document destination module that opens the main document and extracts the formula;
• a formula resolution module that resolves the formula to derive a value for the reference;
• a document retrieval module that uses the reference to retrieve the insert document;
• and
• a document insertion module that inserts the insert document into the main document in a document location point specified;
• wherein the document location point comprises a background in the main document.

A system for retrieving a main document with a reference to an insert document for inclusion in the main document comprising:

• data storage means for storing the main document with a formula that resolves to a reference to an insert document, the insert document including contents for the main document;
• database means for storing one or more insert documents that may be referenced within a main document;
• formula resolution means for resolving the formula to derive a value for the reference;
• means for retrieving and opening a main document;
• document retrieval means for retrieving the insert document using the reference;
• document insertion means for inserting the insert document into the main document at a document insertion point, wherein the system also enables a user to create and store a main document having a reference to an insert document, and wherein the document destination means comprises (i) means for enabling a user to create a main document with a reference to an insert document and (ii) means for storing the main document with the reference separate from the insert document being referenced;
• and
• formula definition means for enabling a user to define a formula that resolves to a reference to an insert document to be included in the main document.

A system for retrieving a main document with a reference to an insert document for inclusion in the main document comprising:

• data storage means for storing the main document with a formula that resolves to a reference to an insert document, the insert document including contents for the main document;
• database means for storing one or more insert documents that may be referenced within a main document;
• formula resolution means for resolving the formula to derive a value for the reference;
• means for retrieving and opening a main document;
• document retrieval means for retrieving the insert document using the reference;
• and
• document insertion means for inserting the insert document into the main document at a document insertion point;
• wherein the document location point comprises a background in the main document.

A method for managing a main document with one or more insert documents inserted therein comprising the steps of:

• storing the main document with a formula that resolves to a reference to an insert document, the insert document including contents for the main document;
• storing one or more insert documents that may be referenced within a main document;
• retrieving and opening a main document;
• extracting the formula from the main document;
• resolving the formula to the reference to an insert document based on the main document;
• retrieving the insert document;
• and
• inserting the insert document into the main document at a document location point;
• creating a main document with a reference to an insert document to be included in the main document;
• storing the main document having a reference to an insert document separate from the insert document included in the stored main document;
• and
• enabling a user to define a formula that resolves to a reference to an insert document to be included in the main document.

A computer usable medium having computer readable program code means embodied therein for managing a main document with a reference to one or more insert documents to be included in the main document comprising:

• computer readable program code means for causing a computer to store the main document with a formula that resolves to a reference to an insert document, the insert document including contents for the main document;
• computer readable program code means for causing a computer to store one or more insert documents that may be referenced within a main document;
• computer readable program code means for causing a computer to extract a formula from the main document;
• computer readable program code means for causing a computer to resolve the formula to a reference to an insert document from the main document;
• computer readable program code means for causing a computer to retrieve the insert document;
• computer readable program code means for causing a computer to insert the insert document into the main document;
• and
• computer readable program code means for causing a computer to enable a user to define a formula that resolves to a reference to an insert document to be included in the main document.

A system for retrieving a main document with a reference to an insert document for inclusion in the main document comprising:

• a data storage mechanism that stores the main document with a formula that resolves to a reference to an insert document, the insert document including contents for the main document;
• a shared resource database, accessible by a plurality of clients of the system, that stores one or more insert documents that may be referenced within a main document;
• a document destination module that opens the main document and extracts the formula;
• a formula resolution module that resolves the formula to derive a value for the reference;
• a document retrieval module that uses the reference to retrieve the insert document;
• a document insertion module that inserts the insert document into the main document in a document location point specified;
• and
• a continuous resolving module that resolves the formula continuously in order to modify the insert document that is inserted in an opened main document.

A system for retrieving a main document with a reference to an insert document for inclusion in the main document comprising:

• a data storage mechanism that stores the main document with a formula that resolves to a reference to an insert document, the insert document including contents for the main document;
• a shared resource database, accessible by a plurality of clients of the system, that stores one or more insert documents that may be referenced within a main document;
• a document destination module that opens the main document and extracts the formula;
• a formula resolution module that resolves the formula to derive a value for the reference;
• a document retrieval module that uses the reference to retrieve the insert document;
• and
• a document insertion module that inserts the insert document into the main document in a document location point specified;
• wherein the insert document is stored in a first database and the main document is stored in a second database;
• and
• wherein the insert document stored in said first database can be modified to a modified insert document, wherein the modified insert document is inserted into the main document in response to user selecting the main document.

A system for retrieving a main document with a reference to an insert document for inclusion in the main document comprising:

• a data storage mechanism that stores the main document with a formula that resolves to a reference to an insert document, the insert document including contents for the main document;
• a shared resource database, accessible by a plurality of clients of the system, that stores one or more insert documents that may be referenced within a main document;
• a document destination module that opens the main document and extracts the formula;
• a formula resolution module that resolves the formula to derive a value for the reference;
• a document retrieval module that uses the reference to retrieve the insert document;
• and
• a document insertion module that inserts the insert document into the main document in a document location point specified;
• wherein the main document includes a pre-defined portion, said pre-defined portion may be specified to include an insert document representing a background for the main document.

A system for retrieving a main document with a reference to an insert document for inclusion in the main document comprising:

• a data storage mechanism that stores the main document with a formula that resolves to a reference to an insert document, the insert document including contents for the main document;
• a shared resource database, accessible by a plurality of clients of the system, that stores one or more insert documents that may be referenced within a main document;
• a document destination module that opens the main document and extracts the formula;
• a formula resolution module that resolves the formula to derive a value for the reference;
• a document retrieval module that uses the reference to retrieve the insert document;
• and
• a document insertion module that inserts the insert document into the main document in a document location point specified;
• wherein the formula may be defined based on a function, wherein the function determines a date and generates a link for the determined date;
• and
• wherein the link is continuously resolved to a field representing an image for the main document.

A method for managing a main document with one or more insert documents inserted therein comprising the steps of:

• storing the main document with a formula that resolves to a reference to an insert document, the insert document including contents for the main document;
• storing one or more insert documents that may be referenced within a main document;
• retrieving and opening a main document;
• extracting the formula from the main document;
• resolving the formula to the reference to an insert document based on the main document;
• retrieving the insert document;
• and
• inserting the insert document into the main document at a document location point;
• wherein the step of resolving includes continuously resolving the formula in order to modify the insert document that is inserted in an opened main document.

A method for managing a main document with one or more insert documents inserted therein comprising the steps of:

• storing the main document with a formula that resolves to a reference to an insert document, the insert document including contents for the main document;
• storing one or more insert documents that may be referenced within a main document;
• retrieving and opening a main document;
• extracting the formula from the main document;
• resolving the formula to the reference to an insert document based on the main document;
• retrieving the insert document;
• and
• inserting the insert document into the main document at a document location point;
• wherein the insert document is stored in a first database and the main document is stored in a second database;
• and
• wherein the insert document stored in said first database can be modified to a modified insert document, wherein the modified insert document is inserted into the main document in response to user selecting the main document.

A method for managing a main document with one or more insert documents inserted therein comprising the steps of:

• storing the main document with a formula that resolves to a reference to an insert document, the insert document including contents for the main document;
• storing one or more insert documents that may be referenced within a main document;
• retrieving and opening a main document;
• extracting the formula from the main document;
• resolving the formula to the reference to an insert document based on the main document;
• retrieving the insert document;
• and
• inserting the insert document into the main document at a document location point;
• wherein the main document includes a pre-defined portion, said pre-defined portion may be specified to include an insert document representing a background for the main document.

A method for managing a main document with one or more insert documents inserted therein comprising the steps of:

• storing the main document with a formula that resolves to a reference to an insert document, the insert document including contents for the main document;
• storing one or more insert documents that may be referenced within a main document;
• retrieving and opening a main document;
• extracting the formula from the main document;
• resolving the formula to the reference to an insert document based on the main document;
• retrieving the insert document;
• and
• inserting the insert document into the main document at a document location point;
• wherein the formula may be defined based on a function,
• wherein the function determines a date and generates a link for the determined date, and
• wherein the link is continuously resolved to a field representing an image for the main document.

A method for managing a main document with one or more insert documents inserted therein, the method comprising:

• enabling a user to open said main document, said main document stored in a first database, said main document including a formula corresponding to one or more insert documents stored in a second database;
• resolving the formula in order to identify at least one corresponding insert document, said at least one corresponding insert document including contents for said main document;
• retrieving said identified insert document from the second database;
• inserting said identified insert document into said main document at a pre-determined document location point;
• and
• resolving the formula continuously in order to modify said identified insert
• document that is inserted in the main document.