User interface

Abstract

Systems and methods for interacting with smart documents are disclosed. The system includes a document user interface that receives access requests, communicates with the smart document, and displays the content of the document. Features include rendering layouts tailored to user roles and devices, authentication mechanisms, and security measures such as screenshot prevention and client-side encryption, among a variety of others. The interface may support multi-panel displays, dynamic configurations, and other functionality like scheduling reports, marketing actions, and due diligence processes. Various other methods, systems, and features are also disclosed.

Description

IN THE UNITED STATES PATENT AND TRADEMARK OFFICE APPLICATION FOR LETTERS PATENT USER INTERFACE INVENTORS Matan Gavish Gil Asher Royi Noiman Rena Sorkin Prepared By: GREENBERG TRAURIG, LLP Attorney Docket No.: 226148.012401 / PCTINTERFACE FOR A SMART DOCUMENT PRIORITY CLAIMS TO RELATED APPLICATIONS

[0001] This application claims priority to U.S. Provisional Patent Application No. 63 / 661,534 filed June 18, 2024, U.S. Provisional Patent Application 63 / 668,068 filed July 5, 2024, U.S. Provisional Patent Application 63 / 674,793 filed July 23, 2024, U.S. Provisional Patent Application 63 / 680,061 filed August 6, 2024, U.S. Provisional Patent Application 63 / 685,234 filed August 20, 2024, U.S. Provisional Patent Application 63 / 693,173 filed September 10, 2024, U.S. Provisional Patent Application 63 / 707,992, filed October 16, 2024, U.S. Provisional Patent Application 63,713,200, filed October 29, 2024, U.S. Provisional Patent Application 63 / 714,009 filed October 30, 2024, U.S. Provisional Patent Application 63 / 723,471 filed November 21, 2024, U.S. Provisional Patent Application 63 / 736,568, filed December 19, 2024, U.S. Provisional Patent Application 63 / 738,639, filed December 24, 2024, U.S. Provisional Patent Application 63 / 774,949, filed March 20, 2025, U.S. Provisional Patent Application 63 / 794,007, filed 24 April, 2025, U.S. Provisional Patent Application 63 / 794,564, filed 25 April, 2025, and U.S. Provisional Patent Application 63 / 800,869, filed 6 May, 2025, and U.S. Provisional Patent Application 63 / 822,629, filed 12 June, 2025, which are each incorporated herein in their entirety by these references which are each incorporated herein in their entirety by these references. BACKGROUND

[0002] Electronic documents have become a significant component of modern communications and business practices. Organizations and individuals alike rely on digital files—such as PDFs, word processors, spreadsheets, and presentations—to create, store, and exchange information on a regular basis. These documents are often handled across multiple Attorney Docket No.: 226148.012101 / PCTplatforms and devices, transmitted via email, and stored on various digital media. Over time, the growing volume and complexity of electronic documents have highlighted a need for improved methods that can better support the management, security, and control of these digital assets. In many instances, users face systems that were originally designed for static content sharing rather than for dynamic control and monitoring of documents throughout their lifecycle. SUMMARY

[0003] In some aspects, the techniques described herein relate to a method including: receiving, at a document user interface, a request to access a smart document; sending, via the document user interface, a request to the smart document; receiving, from the smart document and at the document user interface, content of the smart document; and displaying, via the document user interface, at least a portion of the content of the smart document.

[0004] In some aspects, the techniques described herein relate to a system including: at least one physical processor; physical memory including computer-executable instructions that, when executed by the physical processor, cause the physical processor to: receive, at a document user interface, a request to access a smart document; send, via the document user interface, a request to the smart document; receive, from the smart document and at the document user interface, content of the smart document; and display, via the document user interface, at least a portion of the content of the smart document.

[0005] In some aspects, the techniques described herein relate to a non-transitory computer-readable medium including computer-executable instructions that, when executed by at least one of one or more processors of a computing device, cause the computing device Attorney Docket No.: 226148.012101 / PCTto: receive, at a document user interface, a request to access a smart document; send, via the document user interface, a request to the smart document; receive, from the smart document and at the document user interface, content of the smart document; and display, via the document user interface, at least a portion of the content of the smart document.

[0006] These and other features will be more clearly understood from the following detailed description taken in conjunction with the accompanying drawings and claims. BRIEF DESCRIPTION OF THE DRAWINGS

[0007] The accompanying drawings illustrate a number of exemplary embodiments and are a part of the specification. Together with the following description, these drawings demonstrate and explain various principles of the present disclosure.

[0008] FIG. 1 is a system diagram illustrating the architecture for managing electronic documents as smart digital objects.

[0009] FIG.2 illustrates a system diagram of a networked document management system.

[0010] FIG. 3 illustrates a flow chart diagram of a method for creating and managing a document with embedded intelligence that can make decisions independently.

[0011] FIG. 4 is a flow chart diagram illustrating a method for managing the deletion and recovery of electronic documents.

[0012] FIG. 5 is a flow chart diagram illustrating a method for managing access rights to data within documents that determine their own access rights. Attorney Docket No.: 226148.012101 / PCT

[0013] FIG. 6 is a flow chart diagram illustrating a method for selectively incorporating data from an existing document into a document that determines its own content.

[0014] FIG. 7 illustrates a flow chart diagram of a method for determining user activity and converting documents.

[0015] FIG. 8 illustrates another example of an interface for a smart document, demonstrating how users can interact with advanced functionalities embedded within the document, such as sharing under a non-disclosure agreement (NDA), marketing tools, circulation management, and access to a marketplace.

[0016] FIG. 9 illustrates a document user interface designed to organize documents efficiently by grouping them into folders and categories, providing users with a structured and intuitive way to access and manage their files.

[0017] FIG.10 illustrates how a second device, such as a smartphone, can be used to view a timeline associated with a document accessed through a smart document user interface.

[0018] FIG.11 illustrates a smart document user interface designed to display and manage a sensitive document under controlled access conditions.

[0019] FIG.12 illustrates an example that demonstrates the functionality and user experience of interacting with self-determinative documents.

[0020] FIG. 13 illustrates an interface for a smart document that showcases features designed to enhance user interaction, productivity, and document management.

[0021] FIGS.14 illustrates an interface that demonstrate the functionality and user experience of interacting with self-determinative documents. Attorney Docket No.: 226148.012101 / PCT

[0022] FIGS. 15 illustrates another interface that demonstrate the functionality and user experience of interacting with self-determinative documents.

[0023] FIG.16 illustrates how a smart document user interface can display access, commenting, and editing activities in a chat-like timeline format, providing users with a clear and interactive view of the document's lifecycle and collaborative interactions.

[0024] FIG. 17 illustrates an interface for sharing a document securely and efficiently through a smart document user interface.

[0025] FIG. 18 illustrates a smart document user interface designed to facilitate the due diligence process by integrating a checklist on the left panel and displaying a related document in the right panel.

[0026] Throughout the drawings, identical reference characters and descriptions indicate similar, but not necessarily identical, elements. While the exemplary embodiments described herein are susceptible to various modifications and alternative forms, specific embodiments have been shown by way of example in the drawings and will be described in detail herein. However, the exemplary embodiments described herein are not intended to be limited to the particular forms disclosed. Rather, the present disclosure covers all modifications, equivalents, and alternatives falling within the scope of the appended claims. DETAILED DESCRIPTION OF EXEMPLARY EMBODIMENTS

[0027] The following detailed description provides an explanation of the systems, methods, and interfaces for interacting with smart documents. These smart documents are embedded with intelligence that enables them to autonomously manage their lifecycle, interactions, and security. The description outlines how the smart document user interface facilitates secure access, dynamic content rendering, collaborative access, and granular Attorney Docket No.: 226148.012101 / PCTcontrol over permissions to smart documents. By leveraging advanced features such as real- time updates, multi-panel displays, and client-side encryption, the system addresses the challenges of document management in modern digital environments. The figures and examples provided illustrate the versatility of the smart document user interface across various use cases, including corporate workflows, legal compliance, educational collaboration, marketing strategies, and various others. The approaches disclosed herein transform traditional static documents into dynamic, interactive tools that enhance productivity, security, and user experience while maintaining the integrity and control of the document. The embodiments described herein are intended to be illustrative and not restrictive, allowing for modifications and enhancements to meet evolving needs.

[0028] FIGS. 1-6 collectively illustrate the foundational architecture and operational processes of smart documents and their interfaces. FIG. 1 depicts the internal structure of a smart document, including its embedded API, instructions for receiving, sending, managing, and displaying content, and secure data storage components. FIG. 2 demonstrates the system architecture for managing smart documents across a network, showcasing interactions between computing devices, servers, and viewers. FIG.3 outlines the step-by-step process for accessing and interacting with a smart document, including receiving access requests, transmitting queries, retrieving content, and rendering tailored views. FIGS. 4-6 show how a smart document user interface and present data in a variety of different ways for different users and within different contexts. FIGS. 7-18 illustrate various example interfaces that demonstrate the functionality and user experience of interacting with smart documents. Attorney Docket No.: 226148.012101 / PCT

[0029] A smart document is generally a dynamic digital object embedded with intelligence that enables it to autonomously manage its lifecycle, interactions, and / or security. Unlike traditional static documents, such as PDFs or Word files, smart documents are self-determinative and capable of adapting to user roles, permissions, and contextual requirements. Designed to function as active entities within a digital ecosystem, smart documents integrate seamlessly with external systems, enforce access controls, and provide real-time updates. Smart documents offer several key features that distinguish them from traditional files. They enforce granular access control, ensuring that users only access the sections or functionalities they are authorized to view. In some examples, the term “smart document” generally refers to an API, data, and metadata of a document.

[0030] A “smart document” generally refers to a type of electronic document equipped with embedded intelligence that enables it to autonomously monitor, record, and manage events associated with its lifecycle, access, and interactions. Unlike traditional documents, which require external systems or manual input to track changes and interactions, smart documents are designed to independently identify and log activities such as access attempts, modifications, and interactions with other documents or systems.

[0031] The embedded intelligence within a smart document allows it to maintain an audit trail, providing detailed insights into who accessed the document, when it was accessed, and what actions were taken. This capability is particularly valuable for ensuring compliance with regulatory requirements and organizational policies, as it offers a reliable record of all document-related activities.

[0032] Smart documents can also enhance security by dynamically managing access permissions, employing role-based access control, encryption, and multi-factor Attorney Docket No.: 226148.012101 / PCTauthentication to ensure that only authorized users can view or modify the document. By transforming documents into active entities capable of self-monitoring and self-regulation, organizations can significantly reduce the risk of unauthorized access and data breaches, while streamlining document management processes and maintaining data integrity. In general, the term smart document refers to code (i.e., intelligence), content, and metadata that form the smart document.

[0033] In some examples, a smart document is a transformative innovation in the realm of digital information management, designed to autonomously monitor, record, and manage its own lifecycle, interactions, and provenance. Unlike traditional documents, which rely on external systems for tracking changes and interactions, a smart document embeds intelligence directly within itself, enabling it to function as an active entity. This embedded intelligence allows the document to independently identify events, such as access attempts, modifications, or interactions with other systems, and record these events as part of its metadata. By doing so, the document creates a comprehensive audit trail that remains inseparable from the document itself, ensuring transparency, accountability, and security throughout its lifecycle.

[0034] The attributes of a smart document are multifaceted and designed to address the limitations of traditional document management systems. First and foremost, a smart document is uniquely addressable, meaning it has a permanent and immutable identifier that distinguishes it from all other documents. This identifier ensures that the document can be reliably accessed and referenced, regardless of its location or the number of copies in existence. Additionally, the document is equipped with machine-readable metadata that captures detailed information about its interactions, such as timestamps, user Attorney Docket No.: 226148.012101 / PCTcredentials, geolocation data, and the nature of the interaction. This metadata is not only comprehensive but also structured in a way that supports automated processing and analysis, enabling advanced functionalities such as real-time auditing and compliance verification.

[0035] Another key attribute of a smart document is its ability to maintain version control. When changes need to be made to the document, a new uniquely addressable version is created, rather than altering the original document. This approach preserves the integrity of the original document while providing a clear record of its evolution. Each version is assigned its own unique identifier, ensuring that it can be independently accessed and verified. The relationship between versions is also recorded, creating a hierarchical structure that allows users to trace the document’s history and understand the context of each modification. For example, if a contract is updated to include new terms, the updated version will reference the original version, enabling auditors to compare the two and verify the changes.

[0036] The creation of new versions is governed by strict rules and cryptographic mechanisms to ensure authenticity and prevent unauthorized modifications. When a user or system initiates a change, the smart document generates a cryptographic signature that validates the modification and ties it to the new version. This signature is stored as part of the document’s metadata, providing a tamper-proof record of the change. Additionally, the document’s embedded intelligence ensures that all changes are logged in its audit trail, capturing details such as who made the change, when it was made, and why it was made. This level of detail not only supports transparency but also enhances security by making it virtually impossible to alter the document without leaving a trace. Attorney Docket No.: 226148.012101 / PCT

[0037] In some examples, the immutability of the content in a smart document is a foundational characteristic that ensures the integrity, reliability, and trustworthiness of the document throughout its lifecycle. This immutability is achieved through a combination of technical mechanisms and design principles, which are explained below.

[0038] The “content” of a smart document refers to the core information that constitutes the document, such as text, images, tables, or other embedded elements. This content is distinct from metadata (which provides supplementary information about the document, such as timestamps, user interactions, and version history) and executable code (which enables the document's intelligent functionalities). The immutability applies specifically to the content, ensuring that it remains unchanged once the document is finalized or authenticated.

[0039] To ensure immutability, the content of a smart document can be cryptographically hashed at the time of its creation or finalization. A cryptographic hash is a unique, fixed-length string generated from the content using a hashing algorithm (e.g., SHA- 256). This hash acts as a digital fingerprint of the content. If even a single character or pixel in the content is altered, the hash will change, making it immediately evident that the content has been tampered with.

[0040] Any system or user accessing the document can verify its integrity by recalculating the hash and comparing it to the original hash stored in the document's metadata. If the hashes match, the content is confirmed to be unchanged.

[0041] In cases where changes to the document are necessary (e.g., updates or amendments), the smart document does not alter the original content. Instead, it creates a new version of the document with its own unique identifier and cryptographic hash. The Attorney Docket No.: 226148.012101 / PCToriginal version remains intact and accessible, ensuring that the history of the document is preserved.

[0042] Each version of the document is uniquely addressable and linked to the previous versions, creating a hierarchical structure that allows users to trace the evolution of the document. This approach ensures that the original content is never overwritten or lost.

[0043] In some embodiments, the smart document may leverage distributed ledger technology to ensure immutability. The content and its associated hash can be recorded on a distributed ledger, where each entry is cryptographically secured and immutable. This approach provides an additional layer of protection, as the blockchain ensures that the content cannot be altered without consensus from the network.

[0044] The smart document separates its content from other mutable elements, such as metadata and executable code. While metadata and code can be updated to reflect new interactions or functionalities, the content layer remains fixed and unchangeable. This separation ensures that the core information of the document is preserved, even as the document evolves in other ways.

[0045] The smart document provides transparency to users by enabling them to verify the authenticity and integrity of the content at any time. This transparency is achieved through audit trails and visual indicators.

[0046] FIG.1 illustrates a system diagram of a smart document user user interface 100 designed to. The User interface 100 includes Instructions 102 having Receiving Instructions 104, Sending Instructions 106, Content Management Instructions 108, and Display Instructions 110. The document 120 further includes Data 122, Metadata 124, and an API 126 and is operatively connected to a Physical Processor 130. Attorney Docket No.: 226148.012101 / PCT

[0047] The Instructions 102 serve as the foundational operational framework within the User interface 100 to execute various tasks. These tasks include receiving, sending, managing, and displaying content, as facilitated by the specific subcomponents of the Instructions 102.

[0048] The Receiving Instructions 104 are responsible for handling incoming requests and data from a document 120. These instructions enable the User interface 100 to receive access requests, updates, or other forms of input from external entities. The Receiving Instructions 104 interact with other components, such as the Sending Instructions 106 and the Content Management Instructions 108, to ensure seamless communication and data processing.

[0049] The Sending Instructions 106 manage the transmission of data and responses from the User interface 100 to the Document 120. These instructions facilitate the secure and efficient delivery of content, updates, or notifications.

[0050] The Content Management Instructions 108 oversee the organization, control, and modification of content presented via User interface 100. The Content Management Instructions 108 enable the User interface 100 to facilitate enforcing access permissions, tracking changes, and maintaining the integrity of a document’s content. This component interacts closely with the Document 120 to ensure that the Document 120’s Data 122 and Metadata 124 are managed and presented in an efficient manner.

[0051] The Display Instructions 110 are responsible for rendering the content of the Document 120 for presentation to users. These instructions determine the layout and format of the displayed content, ensuring accessibility and visual coherence. The Display Instructions 110 also support real-time updates and collaborative access functionalities. Attorney Docket No.: 226148.012101 / PCT

[0052] The Document 120 provides an API for interacting with User interface 100. The Document 120 includes Data 122, which includes the primary content of the Document 120, and Metadata 124, which contains supplementary information such as access logs, version history, and permissions. Data Storage ensures that the Document 120's content and metadata are stored in a structured and retrievable manner.

[0053] The Physical Processor 130 is a hardware component that executes the instructions and operations defined by the Instructions 102. This hardware component allows the Instructions 102 to facilitate presentation of the Document 120.

[0054] FIG.2 illustrates a system 200 for managing electronic documents as smart digital objects. The system 200 comprises a Computing Device 202, a Network 204, a Server 206, a Document 210, a Physical Processor 220, a Memory 240, and a Interface 260. The components interact to enable the secure access, management, and display of smart documents.

[0055] The Computing Device 202 is a user-operated device that facilitates interaction with the system 200. The Computing Device 202 is operatively connected to the Network 204 and includes the Physical Processor 220, the Memory 240, and the Interface 260. The Computing Device 202 may be implemented as various types of devices, such as a mobile phone, tablet, desktop computing device, or laptop computing device. The Physical Processor 220 within the Computing Device 202 executes instructions to perform operations related to accessing and managing the Document 210. The Memory 240 stores data and instructions necessary for the operation of the Computing Device 202, including temporary and permanent storage of document-related information. The Interface 260 is responsible for Attorney Docket No.: 226148.012101 / PCTrendering the content of the Document 210 for presentation to the user, enabling functionalities such as real-time updates and collaborative access.

[0056] The Network 204 provides the communication pathway between the Computing Device 202 and the Server 206. This pathway enables the transmission of requests, responses, and document content, while maintaining secure and efficient data exchange. The Network 204 may be implemented using various communication technologies, including wired and wireless connections, and supports protocols such as TCP / IP and HTTP. The Server 206 is a remote computing system that hosts the Document 210. The Server 206 is connected to the Network 204 and interacts with the Computing Device 202 to process access requests and deliver the content of the Document 210. The Document 210 stored on the Server 206 operates as a self-governing smart document capable of enforcing access permissions, tracking changes, and preserving the fidelity of the content within the document.

[0057] The Physical Processor 220 within the Computing Device 202 executes operations related to the system 200, including processing access requests, rendering document content, and managing user interactions. This component facilitates the Computing Device 202 in performing tasks independently and with optimized performance. The Memory 240 provides storage capabilities for the Computing Device 202, including the temporary caching of document data and the storage of instructions required for the operation of the Interface 260. This configuration enables the Computing Device 202 to access and manage the Document 210 in an efficient manner.

[0058] The Interface 260 serves as the interface enabling the user to engage with the Document 210. This component presents the content of the Document 210 for display, Attorney Docket No.: 226148.012101 / PCTfacilitating actions such as viewing, editing, and collaboration on the document. The Interface 260 accommodates real-time updates and maintains alignment between the displayed content and the version stored on the Server 206.

[0059] FIG. 3 illustrates a flowchart diagram of a method 300 for accessing and interacting with a smart document through a document user interface. This figure highlights the step-by-step process by which an interface receives a request, transmits the request to a document, receives the document’s content at the interface, and displays the content in a tailored format based on the user’s role, permissions, and device capabilities.

[0060] At Step 310, an interface receives a request to access a smart document. The document user interface may serve as the gateway for user interaction with the smart document. The request can originate from various sources, such as a user device, an application, or an automated system. The document user interface is configured to authenticate the request, ensuring that only authorized entities can proceed to access the smart document. Authentication methods may include multi-factor authentication, biometric verification, or cryptographic validation. The request may include metadata such as the identity of the requesting entity, the purpose of access, and the specific sections or functionalities of the smart document being requested. The document user interface is designed to handle requests in real-time, facilitating seamless communication between the user and the smart document. Additionally, the document may log the request for audit purposes, capturing details such as the timestamp, requesting entity, and the nature of the request.

[0061] Step 320 involves the document user interface transmitting the received request to the smart document. This transmission is facilitated by a secure communication Attorney Docket No.: 226148.012101 / PCTprotocol, such as HTTPS or a proprietary protocol designed for smart document interactions. The document user interface ensures that the request is formatted in a manner compatible with the smart document's Application Programming Interface (API). The smart document, as described in the disclosure, can stored in a secure cloud location and is equipped with embedded intelligence to process incoming requests. Alternative, the smart document can be stored locally within the same system as the interface. The document user interface may include additional data with the request, such as access tokens, user credentials, or contextual information about the requesting entity. The smart document's API interprets the request and determines the appropriate response based on predefined rules and permissions. For example, the smart document may verify whether the requesting entity has the necessary access rights to view or modify specific sections of the document. The document user interface also ensures that the request is transmitted reliably, with mechanisms for error detection and correction to prevent data loss or corruption during transmission.

[0062] Step 330 involves the document user interface receiving content from the smart document in response to the transmitted request. The content may include the entire smart document, specific sections, or metadata associated with the document, depending on the nature of the request and the permissions granted to the requesting entity. The smart document prepares the content dynamically, incorporating real-time updates, annotations, or other modifications made by authorized users. For example, if the smart document includes electronic signatures, the content received by the document user interface may reflect the most recent signature updates. The document user interface is equipped to handle various data formats, such as text, images, or structured data, ensuring compatibility with the requesting entity's device or application. Additionally, the document user interface may Attorney Docket No.: 226148.012101 / PCTperform preliminary processing on the received content, such as decrypting encrypted data, verifying digital signatures, or converting the content into a format suitable for display or further interaction. The received content is then stored temporarily within the document user interface or passed directly to the requesting entity, depending on the system's configuration.

[0063] Step 340 involves the document user interface rendering the received content for display to the requesting entity. The display process is tailored to the entity’s role, permissions, and device capabilities. For example, a user with limited access rights may only see specific sections of the smart document, while a user with full access may view the entire document. The document user interface determines the rendering layout based on the requesting entity’s preferences or device specifications, such as screen size, resolution, or operating system. The display may include interactive elements, such as buttons for collaborative access, links to related documents, or tools for annotating the content. Additionally, the document user interface supports real-time updates, ensuring that any changes made to the smart document by other authorized users are reflected immediately in the displayed content. The display process may also incorporate security features, such as watermarks, access expiration timers, or restrictions on copying or printing the content. The document user interface logs the display activity, capturing details such as the duration of access, actions performed by the requesting entity, and any errors encountered during the display process.

[0064] Some examples involve a method for tailoring the display of a smart document’s content to meet the specific needs, permissions, and device capabilities of the entity requesting access. Such a method may involve determining a rendering layout for the entity and rendering the content of the smart document based on that layout. A rendering Attorney Docket No.: 226148.012101 / PCTlayout generally refers to the structure, format, and visual arrangement of the document’s content as it will appear to the user. The layout is determined based on several factors, including the entity’s role and permissions, device capabilities, user preferences, and contextual factors. For example, a manager with full access may see the entire document, while a junior employee with limited permissions may only see specific sections relevant to their role.

[0065] Similarly, a user accessing the document on a smartphone may see a simplified, mobile-friendly layout, while a user on a desktop computer may see a more detailed, full-screen version. Once the rendering layout is determined, the system dynamically generates and displays the content of the smart document according to the layout. This ensures that the document is presented in a way that is both functional and visually coherent for the requesting entity. For instance, a financial report may be configured to include detailed analytics and charts for a CFO, while a summary version with high-level insights is rendered for a board member. In a legal context, a client accessing a contract may see only the main terms and conditions, while their attorney sees additional sections with legal annotations and a comparison of previous versions. This method enhances usability, security, and efficiency by dynamically adapting the rendering layout to align with the entity’s role, device, and permissions, while maintaining the integrity and control of the document.

[0066] Some examples involve displaying, via a document user interface, the content of a smart document with at least substantially real-time updates, ensuring that the document reflects the most current information and changes as they occur. The term “substantially real-time update” generally refers to the near-instantaneous synchronization of changes made to the document, allowing all authorized users to view the latest version of Attorney Docket No.: 226148.012101 / PCTits content without significant lag or delay. A smart document, unlike static files, is embedded with intelligence that enables it to dynamically adapt to changes and enforce permissions autonomously. For example, in a collaborative access scenario, team members working on a shared project timeline can see updates to deadlines immediately after one user makes a change, ensuring everyone is working with accurate information. Similarly, during contract negotiations, electronic signatures added by one party are reflected in real-time for all participants, eliminating the need to refresh or re-download the file. In financial reporting, a smart document can include live data feeds for stock prices or currency exchange rates, dynamically updating relevant sections as market values fluctuate. In educational settings, an instructor’s updates to a syllabus are instantly visible to students, ensuring they have access to the most current course material. By enabling substantially real-time updates, the smart document enhances collaboration, accuracy, and efficiency, making it a reliable and authoritative source of information while reducing errors and improving user experience.

[0067] Some examples involve a method for authenticating an entity requesting access to a smart document before displaying its content, ensuring that only authorized users can interact with the document. Authentication is the process of verifying the identity of the entity, which could be a user, system, or application, to confirm that they meet the predefined access criteria embedded within the document. The authentication process may involve various methods, such as password verification, multi-factor authentication (MFA), biometric authentication (e.g., fingerprint or facial recognition), or cryptographic validation using digital certificates. For example, in a corporate setting, an employee attempting to access a confidential report may be required to log in using their credentials and complete an MFA process by entering a code sent to their mobile device. In a legal context, an attorney Attorney Docket No.: 226148.012101 / PCTaccessing a contract may need to authenticate themselves using a digital signature verified against their RSA private key. Similarly, in a collaborative environment, a user accessing a shared document may be required to authenticate through facial recognition to ensure secure access. By authenticating entities before granting access, this method enhances security, prevents unauthorized interactions, and ensures compliance with organizational policies or legal agreements. Authentication also provides an additional layer of accountability, as the system can log the identity of the entity and the time of access, creating a detailed audit trail for monitoring and compliance purposes.

[0068] In some examples, the local device used to access the smart document can include various types of computing devices, such as a mobile phone, tablet, desktop computer, or laptop computer. This flexibility ensures that the smart document is accessible across a wide range of devices, accommodating diverse user needs and environments. For example, a mobile phone may be used by a field agent to quickly review a contract while on the go, leveraging the device’s portability and real-time connectivity. A tablet could be used by a designer to annotate a shared project document during a collaborative meeting, benefiting from the device’s touch interface and larger screen. A desktop computer may be configured to be employed by an analyst to access detailed financial reports, taking advantage of the device’s processing power and ability to display complex data visualizations. Similarly, a laptop could be used by a legal professional to review and edit agreements while traveling, combining portability with robust functionality. By supporting multiple device types, this method ensures universal accessibility and seamless interaction with the smart document, regardless of the user’s location or preferred device. This versatility enhances productivity Attorney Docket No.: 226148.012101 / PCTand user experience while maintaining the document’s security and integrity across all platforms.

[0069] Some examples enable collaborative access of a smart document through its interface, allowing the entity requesting access to view the document simultaneously with at least one additional entity. Collaborative access ensures that multiple users can interact with the document in real-time, adding annotations, signing, or performing other actions while maintaining synchronization across all instances of the document.

[0070] FIGS. 4-6 illustrate examples of dynamic configurations that adapt the presentation of a smart document to different users based on their preferences, access rights, and / or other contextual factors. These configurations demonstrate how the same document can be rendered differently for various users, such that each user interacts with the document in a way that aligns with their role, permissions, device capabilities, etc. This dynamic adaptability enhances usability, security, and efficiency while maintaining the integrity of the document as a single authoritative version.

[0071] For instance, as shown in document 400 of FIG. 4, a first user may see content 410 presented over content 420, while a second user may see content 410 presented alongside content 420, as shown in FIG. 5. FIGS. 4 and 5 also show that content may be displayed in different fonts. FIGS.4 and 5 illustrate how smart document user interfaces can dynamically adapt the formatting and display of content based on user preferences, device capabilities, and contextual requirements. Beyond the ability to display content in different fonts, the interface can adjust various other formatting and display elements to optimize the user experience. These possibilities include changes to font size, color schemes, text Attorney Docket No.: 226148.012101 / PCTalignment, and spacing, ensuring that the document is visually accessible and tailored to the user’s needs.

[0072] For example, a user accessing the document on a mobile device may see a simplified layout with larger fonts and touch-friendly navigation, while a user on a desktop computer may see a more detailed layout with smaller fonts and side-by-side comparisons. The interface can also adapt color schemes to accommodate users with visual impairments, such as providing high-contrast modes or colorblind-friendly palettes. Text alignment and spacing can be adjusted to improve readability, such as centering key headings or increasing line spacing for dense paragraphs.

[0073] Additionally, the interface can incorporate collapsible sections or dynamic content rendering to streamline the display for users with limited access permissions. For instance, a viewer with restricted access may see only a summary of the document, while an editor with full permissions may see expanded sections with detailed content. Interactive elements, such as embedded charts, graphs, or multimedia, can also be displayed differently depending on the user’s role or device capabilities.

[0074] These formatting and display differences ensure that the document is accessible, functional, and visually coherent for all users, regardless of their device or context. By dynamically adapting the presentation of content, the smart document user interface enhances usability, security, and collaboration, making it a versatile tool for modern workflows.

[0075] FIG. 6 illustrates an example of a smart document user interface where different content 610 is displayed instead of content 420, showcasing the dynamic adaptability of the interface based on user preferences, access rights, or contextual Attorney Docket No.: 226148.012101 / PCTrequirements. This example highlights how the smart document user interface can tailor the presentation of content to align with the specific needs or permissions of the user interacting with the document.

[0076] In this scenario, content 610 may be rendered to display content that is relevant to the user’s role or access level, while content 420 is not shown. For instance, a user with higher access privileges may see detailed analytics or proprietary information in content 610, while a user with limited permissions may only see a summary or general updates in content 420. This dynamic adjustment ensures that sensitive or restricted information is only visible to authorized users, enhancing security and compliance.

[0077] Additionally, the interface may adapt the formatting and layout of content 610 to optimize the user experience. For example, content 610 may be configured to include interactive elements such as collapsible sections, embedded charts, or multimedia content, providing a richer and more engaging experience for users with advanced permissions. Conversely, content 420 may be configured to display simplified content with larger fonts and minimal interactivity, catering to users accessing the document on mobile devices or with basic viewing rights.

[0078] By dynamically rendering content 610 instead of content 420, FIG. 6 exemplifies how smart document user interfaces can personalize content presentation based on user-specific factors. This capability enhances usability, security, and collaboration, ensuring that each user interacts with the document in a way that aligns with their role, device, and contextual needs.

[0079] As noted, contextual factors also play a significant role in dynamic configurations. For example, a user accessing a legal document during a negotiation may see Attorney Docket No.: 226148.012101 / PCTadditional tools for comparing versions, highlighting changes, and adding comments. In contrast, a client accessing the same document may only see the finalized terms and conditions, without access to the underlying annotations or version history. Similarly, a document shared under a non-disclosure agreement (NDA) may be configured to initially display a entry page requiring the user to accept the terms of the NDA before revealing the document’s content. Once the NDA is accepted, the document dynamically adjusts to display the sections the user is authorized to view.

[0080] Dynamic configurations can also adapt based on user preferences. For instance, a user who prefers larger fonts or a specific language can have the document rendered accordingly. A global team collaborating on a project may see the document in different languages based on their location, with each user interacting with the same content in their preferred language. Additionally, users with accessibility needs, such as those requiring screen readers or high-contrast layouts, can have the document dynamically configured to meet their requirements.

[0081] These examples highlight the versatility of dynamic configurations in tailoring the presentation of a smart document to individual users. By adapting to preferences, access rights, and contextual factors, the system may ensure that each user has a personalized and secure experience while interacting with the document. This approach not only enhances productivity and collaboration but also reinforces the document’s role as a dynamic and intelligent digital object capable of meeting diverse user needs.

[0082] As another example of the flexibility of the smart document user interfaces described herein, smart document user interfaces may display updates in real time or near real time (i.e., substantially real time). The concept of displaying updates in real time in a Attorney Docket No.: 226148.012101 / PCTsmart document user interface refers to the ability of the document to dynamically synchronize and render changes to metadata as they occur, ensuring that all authorized users see the most current interactions. This capability is particularly valuable in collaborative environments, where multiple users may be interacting with the same document simultaneously. For example, in a corporate setting, team members working on a shared project timeline can see interactions with deadlines or task assignments immediately after one user makes an update. This eliminates the need for manual refreshes or version tracking, ensuring that everyone is working with the most accurate and up-to-date information.

[0083] In legal contexts, real-time updates can be critical during contract negotiations. For instance, when one party electronically signs a contract, the signature is instantly reflected for all other parties accessing the document, providing immediate confirmation of the action. In financial reporting, real-time updates allow documents to integrate live data feeds, such as stock prices, currency exchange rates, or sales figures. For example, a CFO reviewing a financial report can see market fluctuations reflected in the document’s charts and tables as they happen, enabling more informed decision-making. These changes may be stored as metadata to the document, and therefore changeable over time. Similarly, a sales manager accessing a performance dashboard can view real-time updates on sales metrics, ensuring that their strategies are based on the latest data.

[0084] Educational settings also benefit from real-time updates in smart document user interfaces. For instance, an instructor updating a syllabus or adding comments to a shared assignment can have those changes immediately visible to students. This ensures that students always have access to the most current course materials and feedback, fostering a more interactive and responsive learning environment. Attorney Docket No.: 226148.012101 / PCT

[0085] Real-time updates are also valuable in compliance and regulatory scenarios. For example, in a healthcare setting, a smart document containing patient records can reflect updates made by a physician or nurse in real time, ensuring that all authorized personnel have access to the latest information. Similarly, in a government context, a policy document undergoing revisions can display changes immediately to stakeholders, ensuring transparency and collaboration.

[0086] By enabling real-time updates, a smart document user interface enhances collaboration, accuracy, and efficiency across various use cases. It ensures that users interact with a single authoritative version of the document, reducing errors, improving decision- making, and fostering seamless workflows. This capability transforms the document from a static repository of information into a dynamic, interactive tool that adapts to the needs of its users.

[0087] The concept of using smart document user interfaces to perform access revolves around enabling multiple users to interact with and use a document simultaneously in real time, while maintaining synchronization and control. Smart document user interfaces facilitate this by embedding intelligence within the document itself, allowing it to dynamically adapt to changes made by different users via different interfaces and enforce permissions based on roles and access levels. This ensures that all collaborators work on a single authoritative version of the document, eliminating the risks of conflicting edits or outdated versions.

[0088] The concept of device-specific display in a smart document user interface refers to the ability of the document to dynamically adapt its layout, content, and interactive features based on the type of device being used to access it. This ensures that the document Attorney Docket No.: 226148.012101 / PCTis optimized for the user’s device, providing a seamless and intuitive experience while maintaining functionality and security. By tailoring the display to the device’s capabilities— such as screen size, resolution, input methods, and processing power—the smart document user interface enhances usability and accessibility across a wide range of platforms.

[0089] For example, a user accessing a smart document on a mobile phone may see a streamlined version of the document with touch-friendly navigation, collapsible sections, and simplified content. This is particularly useful for field agents or sales representatives who need quick access to key information while on the go. In contrast, a user accessing the same document on a desktop computer may see a more detailed layout with side-by-side comparisons, advanced editing tools, and interactive charts, leveraging the larger screen and higher processing power.

[0090] In a corporate setting, a financial analyst reviewing a report on a tablet may benefit from interactive graphs and touch-enabled features, allowing them to manipulate data directly within the document. Meanwhile, a manager accessing the same report on a laptop may see a high-level summary with key performance indicators, tailored to their decision-making needs. Similarly, in an educational environment, a student accessing a syllabus on a smartphone may see a simplified version with collapsible sections for each week, while an instructor accessing the same document on a desktop may see the full syllabus, including grading rubrics and instructor notes.

[0091] Device-specific display also plays an important role in accessibility. For example, users with visual impairments accessing the document on a tablet may see a high- contrast layout with larger fonts, while users with hearing impairments may benefit from embedded captions or transcripts for multimedia content. Additionally, the smart document Attorney Docket No.: 226148.012101 / PCTuser interface can adapt to input methods, such as enabling stylus-based annotations on tablets or keyboard shortcuts on desktops, ensuring that users can interact with the document in a way that feels natural and efficient.

[0092] In legal contexts, a client accessing a contract on a mobile device may see only the main terms and conditions, while their attorney accessing the same document on a desktop may see additional sections with legal annotations and a comparison of previous versions. Similarly, in collaborative environments, team members accessing a shared project timeline on different devices may see tailored views optimized for their roles and tasks, ensuring that the document remains functional and accessible regardless of the platform. By leveraging device-specific display, the smart document user interface ensures that users can interact with the document in a way that is optimized for their device, enhancing productivity, accessibility, and user experience. This capability transforms the document into a versatile and adaptive tool, capable of meeting the diverse needs of users across various devices and environments.

[0093] A user can log in or authenticate to a smart document user interface through various methods, each designed to ensure secure access while accommodating different user needs and contexts. Traditional approaches include password-based authentication, where users provide a username and password combination verified against stored data, and multi-factor authentication (MFA), which adds an extra layer of security by requiring two or more verification factors, such as a password and a one-time code sent to a mobile device.

[0094] Advanced methods include biometric authentication, such as fingerprint scans, facial recognition, or iris scans, which are particularly useful for sensitive documents Attorney Docket No.: 226148.012101 / PCTlike healthcare records. Cryptographic authentication allows users to log in using digital certificates or cryptographic keys, ensuring secure access for professionals like attorneys using RSA private keys. Single sign-on (SSO) simplifies access by allowing users to log in once and access multiple systems or documents without reauthentication, while role-based authentication grants access based on the user’s organizational role, ensuring tailored permissions.

[0095] Geolocation-based authentication verifies a user’s location, granting access from secure office locations while flagging attempts from unknown areas. Behavioral authentication analyzes unique interaction patterns, such as typing speed or mouse movements, to confirm identity, while token-based authentication uses physical or digital tokens, such as USB security keys or mobile app-generated tokens. QR code authentication enables quick access by scanning a code displayed on the interface, and voice recognition allows users to authenticate using predefined voice commands. Time-based authentication restricts access to predefined time windows, such as business hours or limited durations. By offering these diverse authentication methods, smart document user interfaces ensure secure, flexible, and user-friendly access to sensitive information, accommodating various scenarios and user preferences while maintaining robust security protocols.

[0096] The smart document user interface can function as both a visual editor and a text editor, providing users with a versatile platform for creating, modifying, and interacting with documents. As a visual editor, the interface allows users to manipulate the document’s layout, design, and graphical elements through an intuitive, drag-and-drop interface. Users can add, resize, or reposition images, charts, and other visual components, as well as format text with tools for adjusting fonts, colors, and alignment. For example, a marketing Attorney Docket No.: 226148.012101 / PCTprofessional designing a brochure can use the visual editor to insert branding elements, adjust spacing, and preview the final layout in real time. The visual editor also supports interactive elements, such as embedding hyperlinks, buttons, or multimedia content, enabling users to create dynamic and engaging documents.

[0097] As a text editor, the smart document user interface provides robust tools for editing and managing textual content. Users can input, modify, and format text with features such as spell-check, grammar suggestions, and style recommendations. Advanced capabilities may include semantic tagging, which allows users to label sections of text (e.g., “Executive Summary” or “Confidential”) for easier organization and access control. For instance, a legal professional drafting a contract can use the text editor to add clauses, track changes, and annotate specific sections for review. The text editor also supports collaborative features, such as real-time co-editing, where multiple users can simultaneously work on the same document, with changes synchronized instantly.

[0098] By combining visual and text editing capabilities, the smart document user interface caters to a wide range of use cases, from designing visually rich documents like presentations and reports to drafting detailed textual documents like contracts and policies. This dual functionality ensures that users can seamlessly switch between editing modes based on their needs, enhancing productivity and enabling the creation of professional, polished documents.

[0099] An entry page in the context of a smart document user interface refers to a placeholder or gateway document that represents the actual content of a smart document stored in a secure location. The entry page is typically displayed when a user attempts to access a document but has not yet been authenticated or authorized to view the full content. Attorney Docket No.: 226148.012101 / PCTIt may serve as an intermediary layer, providing essential information about the document, such as its title, owner, or access requirements, while protecting the actual content from unauthorized access. The entry page may also include interactive elements, such as links to request access, sign a non-disclosure agreement (NDA), or authenticate the user.

[0100] A document reader is a software interface or application designed to access, display, and interact with the content of an electronic document. In the context of smart documents, the document reader goes beyond traditional PDF readers by enabling dynamic functionalities such as real-time updates, collaborative interaction, role-based access control, and embedded applications. It acts as a gateway for users to interact with the document, providing tools for viewing, editing, annotating, and managing permissions. For example, a smart document reader may be configured to allow users to electronically sign a contract, track changes made by collaborators, or access related documents through hyperlinks embedded within the document. The reader ensures that the document is rendered in a format optimized for the user’s device, role, and preferences, while maintaining security and compliance.

[0101] Some examples involve a method for detecting and preventing unauthorized attempts to take a screenshot of a smart document, ensuring the security and confidentiality of its content. A screenshot refers to a captured image of the content displayed on a screen, typically created using built-in operating system functions or external tools. Screenshots can pose a security risk, as they allow users to bypass access controls and create unauthorized copies of sensitive information. This method addresses such risks by embedding intelligence within the smart document user interface to monitor and control screenshot activity. Attorney Docket No.: 226148.012101 / PCT

[0102] The process begins with the document user interface detecting an attempt by an entity to take a screenshot of the smart document. Detection can occur through system- level monitoring or application-specific triggers that identify when a user initiates a screen capture function. For example, the interface may be configured to detect the use of a keyboard shortcut, such as “Print Screen,” or the activation of a screen capture tool on a mobile device.

[0103] Once the attempt is detected, the document user interface sends a query to the smart document to determine whether the entity attempting the screenshot is authorized to do so. This query evaluates the entity’s permissions against predefined rules embedded within the document, such as role-based access controls or security policies. For instance, a user with limited viewing rights may be restricted from taking screenshots, while an administrator with higher privileges may be allowed to capture images for internal use.

[0104] The smart document responds to the query, indicating whether the entity is permitted to take screenshots. If the response indicates that the entity is not authorized, the document user interface takes action to prevent the screenshot from being successfully captured. Prevention mechanisms may include obscuring sensitive sections of the document, displaying a warning message, or disabling the screen capture function entirely. For example, the interface may temporarily blur the document’s content or overlay a watermark containing the user’s credentials to discourage unauthorized sharing.

[0105] This method ensures that sensitive information within the smart document remains protected, even in scenarios where users attempt to bypass traditional access controls. By detecting, querying, and preventing unauthorized screenshot attempts, the Attorney Docket No.: 226148.012101 / PCTsmart document user interface enhances security, protects intellectual property, and ensures compliance with organizational policies and legal requirements.

[0106] When viewed in a document editor, the entry page can be rendered as a simplified version of the document, often containing minimal content and metadata. For example, a user attempting to open a restricted document may see an entry page with a message stating, “This document is protected. Please authenticate to access its content,” along with options to log in or contact the document owner. The entry page may also include branding elements, such as a company logo or watermark, to maintain a professional appearance.

[0107] In addition to its role in access control, the entry page can serve as a recovery mechanism. For instance, if the secure storage location of the document is temporarily unavailable, the entry page can provide a link to an encrypted backup or instructions for retrieving the document. By acting as a secure and interactive gateway, the entry page ensures that the document remains protected while providing users with a clear and user-friendly path to access its content.

[0108] The smart document user interface can provide screenshot prevention by employing advanced security measures designed to protect sensitive content from unauthorized capture or distribution. These measures ensure that the integrity and confidentiality of the document are maintained, even when accessed on devices capable of taking screenshots.

[0109] One method involves detecting screenshot attempts through system-level monitoring or application-specific triggers. For example, the interface can identify when a user attempts to capture the screen using built-in operating system functions or external Attorney Docket No.: 226148.012101 / PCTtools. Upon detection, the interface can respond by obscuring sensitive sections of the document, displaying a warning message, or logging the attempt for audit purposes. This ensures that the document owner is aware of any unauthorized actions and can take appropriate measures.

[0110] Another approach is to implement dynamic visual obfuscation techniques, such as overlaying sensitive content with watermarks or temporary blur effects when the document is displayed. These watermarks can include user-specific information, such as the user’s name, email address, or IP address, making any captured screenshots traceable to the individual responsible. For example, a legal document may be configured to display a watermark with the user’s credentials across sensitive sections, discouraging unauthorized sharing.

[0111] Additionally, the smart document user interface can integrate with device- level security features to disable screenshot functionality entirely while the document is open. For instance, on mobile devices, the interface can leverage system APIs to block screen capture capabilities, ensuring that sensitive content cannot be recorded. On desktop systems, the interface can restrict the use of screen recording software or external tools through compatibility checks and security protocols.

[0112] In collaborative environments, the interface can enforce screenshot prevention policies based on user roles and permissions. For example, a viewer with limited access may be restricted from capturing screenshots, while an editor with higher privileges may be allowed to take screenshots for internal use, subject to logging and approval. By combining detection, obfuscation, and system-level restrictions, the smart document user interface can ensure that sensitive content remains secure, even in scenarios where users Attorney Docket No.: 226148.012101 / PCTattempt to bypass traditional access controls through mechanisms such as screen shots. This capability enhances document security, protects intellectual property, and ensures compliance with organizational policies and legal requirements.

[0113] In some examples, the smart document user interface provides client-side encryption by ensuring that sensitive data is encrypted directly on the user’s device before being transmitted or stored, thereby enhancing security and minimizing the risk of unauthorized access during transmission or storage. In client-side encryption, the encryption process occurs locally on the user’s device, using cryptographic algorithms to convert the document’s content into an unreadable format. Only authorized users with the appropriate decryption keys can access the document’s content, ensuring that even if the data is intercepted or stored in a cloud environment, it remains inaccessible to unauthorized parties.

[0114] For example, when a user interaction with a document to a secure cloud storage system via the smart document user interface, the interface encrypts data of the document locally on the user’s device using a unique encryption key. This ensures that the data of the document is protected before it leaves the device, and only the encrypted version is transmitted to the cloud or other secure storage location. Similarly, when a user accesses a document, the interface decrypts the content locally on the device after verifying the user’s credentials and permissions, ensuring that the decrypted data is never exposed during transmission.

[0115] The smart document user interface can be used to schedule reports by leveraging the embedded intelligence and dynamic capabilities of the smart document to automate the generation, distribution, and access of reports based on predefined schedules or triggers. This functionality allows users to set specific parameters for when and how reports Attorney Docket No.: 226148.012101 / PCTare created and shared, ensuring timely delivery and efficient management of critical information.

[0116] For example, in a corporate setting, a financial analyst can use the smart document user interface to schedule monthly performance reports. The interface can automatically pull data from integrated systems, such as accounting software or sales dashboards, and generate a comprehensive report at the end of each month. Once the report is created, the interface can distribute it to authorized stakeholders, such as executives or department heads, based on predefined access permissions. Stakeholders can then access the report securely through the interface, ensuring that sensitive financial data remains protected.

[0117] In a project management context, the smart document user interface can be used to schedule progress updates for ongoing projects. Team leaders can configure the interface to generate weekly status reports that include task completion rates, resource allocation, and upcoming deadlines. These reports can be automatically shared with team members and clients, ensuring that everyone remains informed without requiring manual intervention. The interface can also support dynamic scheduling based on triggers or events. For instance, in a healthcare setting, the interface can generate patient progress reports whenever new data is entered into the system, such as test results or treatment updates. These reports can be shared with authorized medical staff in real time, ensuring that critical information is available when needed.

[0118] Additionally, the smart document user interface can provide customization options for scheduled reports. Users can define the format, content, and recipients of the Attorney Docket No.: 226148.012101 / PCTreports, tailoring them to meet specific needs. For example, a marketing manager may schedule campaign performance reports that include detailed analytics for internal teams and high-level summaries for external stakeholders.

[0119] By automating the scheduling of reports, the smart document user interface enhances efficiency, reduces manual workload, and ensures that critical information is delivered securely and on time. This capability is particularly valuable for organizations that rely on regular reporting to make informed decisions and maintain operational transparency.

[0120] A smart document user interface can provide multi-panel support for displaying content, enabling users to interact with different aspects of a document simultaneously in a structured and intuitive manner. Multi-panel functionality allows the interface to divide the screen into distinct sections or panels, each serving a specific purpose, such as displaying the main document content, providing contextual tools, or showing related information. This approach enhances productivity by allowing users to access multiple features or views without switching between screens or disrupting their workflow.

[0121] For example, in a real estate transaction, a smart document user interface may be configured to display the sales contract in one panel while providing a dashboard in another panel that tracks bidding activity. A real estate agent can use the dashboard to monitor incoming bids, while prospective buyers interacting with the same document may see an action panel with options to place a bid, view property details, or submit questions. This tailored multi-panel experience ensures that each user sees content relevant to their role while maintaining access to the primary document.

[0122] In a legal context, an attorney reviewing a contract may be configured to see the main document in one panel and a comparison tool in another panel that highlights Attorney Docket No.: 226148.012101 / PCTdifferences between the current version and previous drafts. A third panel could display annotations or comments from collaborators, allowing the attorney to address feedback without losing focus on the document itself. Similarly, a client accessing the same contract may see a simplified view of the terms in one panel and a summary of their obligations in another, ensuring clarity without overwhelming them with legal jargon.

[0123] In educational settings, an instructor using a smart document user interface to review a syllabus may see the course schedule in one panel, grading rubrics in another, and student feedback in a third. This multi-panel setup allows the instructor to manage course materials efficiently while addressing student concerns. Meanwhile, students accessing the same syllabus may see collapsible sections for each week in one panel and assignment deadlines in another, providing a clear and organized view of their coursework.

[0124] For collaborative projects, a smart document user interface can display the main document in one panel while showing a task tracker in another panel that lists assigned responsibilities and deadlines. A third panel may be configured to include a chat feature for real-time communication among team members. This setup ensures that users can work on the document while staying updated on project progress and communicating seamlessly with collaborators.

[0125] By providing multi-panel support, the smart document user interface enhances user experience by organizing content and tools in a way that aligns with the user’s role, preferences, and tasks. This functionality is particularly valuable in scenarios requiring simultaneous access to multiple types of information, such as legal reviews, project management, or educational planning. The ability to interact with multiple panels ensures Attorney Docket No.: 226148.012101 / PCTthat users can work efficiently and effectively, making the smart document user interface a powerful tool for modern workflows.

[0126] A smart document user interface can revolutionize interactive marketing by enabling dynamic, engaging, and personalized experiences for users. By embedding intelligence and interactive elements directly into the document, marketers can create campaigns that not only deliver information but also actively engage recipients, track their interactions, and adapt content based on user behavior. This approach transforms traditional static marketing materials into dynamic tools that foster deeper connections with audiences and provide actionable insights.

[0127] For example, a real estate agent can use a smart document user interface to create an interactive property brochure. The brochure may be configured to include embedded videos of virtual tours, interactive maps showing nearby amenities, and collapsible sections with detailed property specifications. Prospective buyers can explore the content at their own pace, submit questions directly through the document, or schedule a viewing appointment using an embedded calendar tool. The agent can track which sections of the brochure were most viewed, allowing them to tailor follow-up communications based on the buyer’s interests.

[0128] In e-commerce, a retailer can use a smart document user interface to distribute interactive product catalogs. Customers can browse through products, zoom in on images, watch embedded demonstration videos, and add items to their cart directly from the document. For example, a fashion retailer may include a “try-on” feature using augmented reality, allowing customers to visualize how clothing items would look on them. The retailer Attorney Docket No.: 226148.012101 / PCTcan track user interactions, such as which products were clicked or added to the cart, and use this data to send personalized recommendations or promotional offers.

[0129] For event marketing, a smart document user interface can be used to create interactive invitations or event brochures. Recipients can RSVP directly through the document, view event schedules, and access embedded maps for directions. For instance, a conference organizer may include a panel discussion schedule with links to speaker bios and embedded videos of past talks. Attendees can register for specific sessions or submit questions for speakers, creating a more engaging pre-event experience.

[0130] In the context of subscription-based services, a smart document user interface can be used to create interactive reports or newsletters. For example, a financial advisory firm may send clients a monthly market analysis report that includes interactive charts, live data feeds, and collapsible sections for detailed insights. Clients can adjust parameters in the charts to explore different scenarios or click on links to access related resources. The firm can track which sections of the report were most viewed, helping them understand client priorities and tailor future communications.

[0131] For viral marketing campaigns, a smart document user interface can incentivize sharing by embedding gamified elements. For instance, a travel agency may create an interactive travel guide with quizzes, polls, and rewards for sharing the document with friends. Users who share the guide may unlock exclusive discounts or access to premium content, encouraging wider distribution and engagement.

[0132] By leveraging the capabilities of a smart document user interface, marketers can create interactive materials that not only capture attention but also provide valuable insights into user behavior. This approach enhances engagement, drives Attorney Docket No.: 226148.012101 / PCTconversions, and builds stronger relationships with audiences, making it a powerful tool for modern marketing strategies.

[0133] Cascading updates in a smart document refer to the seamless synchronization of revisions made through multiple interfaces, ensuring that all authorized users and systems interacting with the document see the most current version in real time. This process is enabled by the embedded intelligence within the smart document, which dynamically propagates changes across all instances of the document, regardless of the platform or device used to make the revisions. Cascading updates maintain the integrity of the document as a single authoritative version while allowing for collaborative and distributed workflows.

[0134] For example, in a corporate setting, a project manager may update a timeline in the smart document using a desktop interface, while a team member simultaneously adds comments through a mobile app. The smart document ensures that both changes are immediately synchronized and visible to all collaborators, preventing version conflicts or duplication of effort. Similarly, in a legal context, an attorney may revise a clause in a contract through a web-based interface, while a client reviews and signs the document using a tablet. The smart document dynamically integrates the attorney’s revisions and the client’s signature, ensuring that all parties are working with the latest version.

[0135] Cascading updates are particularly valuable in scenarios involving complex workflows. For instance, in financial reporting, a CFO may update a budget forecast through a desktop interface, while a financial analyst adds supporting data through a spreadsheet integration. The smart document synchronizes these updates in real time, ensuring that the report reflects both the revised forecast and the new data. In educational settings, an Attorney Docket No.: 226148.012101 / PCTinstructor may update a syllabus through a tablet interface, while students add questions or comments through a mobile app. The smart document integrates these changes, providing a unified and up-to-date version for all users.

[0136] The cascading update process also includes mechanisms to handle conflicts or overlapping changes. For example, if two users attempt to edit the same section of the document simultaneously, the smart document can either merge the changes intelligently or prompt users to resolve the conflict manually. Additionally, the document maintains an audit trail of all revisions, allowing users to track changes, identify contributors, and revert to previous versions if necessary.

[0137] By enabling cascading updates, the smart document ensures that revisions made through multiple interfaces are seamlessly integrated, enhancing collaboration, accuracy, and efficiency. This capability is particularly helpful in environments where multiple stakeholders interact with the document across different platforms, ensuring that the document remains a reliable and authoritative source of information.

[0138] A smart document is designed to be both interactive and responsive, enabling dynamic engagement with users based on their roles, permissions, and contextual needs. Unlike traditional static documents, smart documents adapt their behavior and presentation in real-time, responding to user inputs and environmental factors. For instance, when a user accesses a smart document, the document can tailor its interface to the user’s device, whether it is a smartphone, tablet, or desktop computer, ensuring an optimized experience. Additionally, the document can provide interactive elements such as buttons, dropdown menus, and embedded tools that allow users to perform actions like editing, annotating, or signing directly within the document interface. Attorney Docket No.: 226148.012101 / PCT

[0139] Responsiveness in smart documents extends beyond device compatibility to include contextual awareness. The document can adjust its content display based on the user’s role or the document’s lifecycle stage. For example, a manager accessing a project report may see detailed analytics and charts, while a junior employee may only view a summary. This dynamic adaptability ensures that users interact with the document in a way that aligns with their specific needs and permissions. Furthermore, the document can incorporate real-time updates, allowing users to see changes made by collaborators instantly, fostering seamless communication and collaboration.

[0140] The interactive and responsive nature of smart documents enhances productivity and user experience while maintaining security and control. By embedding intelligence within the document, it can autonomously manage interactions, enforce permissions, and provide tailored experiences to users. This capability transforms the document from a static repository of information into a dynamic tool that adapts to the needs of its users, making it an essential component of modern workflows.

[0141] Smart documents equipped with voice interaction capabilities allow users to engage with the document using spoken commands, providing a hands-free and intuitive way to access and manage content. This feature is particularly valuable in scenarios where manual input is impractical, such as during presentations, while driving, or in environments where users need to multitask. For example, a user can ask the document to display specific sections, summarize content, or perform actions like signing or sharing, all through voice commands. The document processes these commands using natural language processing (NLP) algorithms, ensuring accurate interpretation and execution. Attorney Docket No.: 226148.012101 / PCT

[0142] Voice interaction also enhances accessibility, making smart documents more inclusive for users with disabilities or those who prefer auditory engagement over visual interfaces. For instance, a visually impaired user can navigate a document by asking it to read aloud specific sections or provide an overview of its content. Additionally, voice interaction can be integrated with other functionalities, such as querying metadata or initiating workflows, allowing users to perform complex tasks without needing to interact with a traditional graphical user interface.

[0143] By incorporating voice interaction, smart documents provide a versatile and user-friendly way to engage with content. This capability not only improves efficiency and accessibility but also aligns with the growing trend of voice-enabled technologies in modern digital ecosystems. The ability to interact with a document through voice commands adds a layer of convenience and adaptability, making smart documents a powerful tool for diverse use cases.

[0144] Smart documents distinguish between two primary modes of interaction: consuming the document and performing actions within it. Consuming the document refers to passive engagement, where users view, read, or analyze the content without altering it. For example, a user might access a financial report to review revenue figures or read a legal contract to understand its terms. In this mode, the document ensures that users can access the content they are authorized to view while maintaining the integrity of the document’s core information.

[0145] Performing actions within the document, on the other hand, involves active engagement, where users interact with the document to modify, annotate, or execute tasks. Examples include filling out forms, adding electronic signatures, or initiating workflows such Attorney Docket No.: 226148.012101 / PCTas approving a proposal or sharing the document with collaborators. Smart documents manage these actions by embedding intelligence that enforces permissions, tracks changes, and ensures compliance with organizational policies. For instance, a user with editing rights can update specific sections of the document, while a viewer with read-only access can add comments without altering the content.

[0146] By differentiating between consuming and performing actions, smart documents provide a structured and secure framework for interaction. This distinction allows the document to tailor its functionalities to the user’s role and context, ensuring that each interaction aligns with the intended purpose. Whether users are passively consuming information or actively performing tasks, the document autonomously manages permissions and workflows, enhancing productivity and maintaining control.

[0147] Compliance in the context of smart documents refers to the document’s ability to enforce and adhere to regulatory, legal, and organizational requirements autonomously. Smart documents achieve this by embedding intelligence that governs access, tracks interactions, and ensures that all actions performed within the document align with predefined rules. For example, a healthcare document might restrict access to patient records to authorized medical personnel, ensuring compliance with privacy regulations such as HIPAA. Similarly, a financial document might enforce audit trails to meet requirements for transparency and accountability.

[0148] Smart documents also support dynamic compliance, allowing rules to evolve based on the document’s lifecycle stage or user actions. For instance, during contract negotiations, the document might enforce confidentiality agreements by restricting sharing and printing. Once the contract is finalized, the document can update permissions to allow Attorney Docket No.: 226148.012101 / PCTbroader access for implementation purposes. This adaptability ensures that the document remains compliant throughout its lifecycle, reducing the risk of violations and penalties. By autonomously managing compliance, smart documents provide organizations with a secure and efficient way to handle sensitive information. The document’s ability to enforce rules, track interactions, and provide detailed audit trails ensures accountability and transparency, making it an essential tool for navigating complex regulatory environments. This capability not only protects organizations from legal and financial risks but also fosters trust and confidence among stakeholders.

[0149] Smart documents are designed to retain their core functionalities regardless of the user or device accessing them, ensuring a consistent and reliable experience across diverse platforms. This capability is achieved by embedding intelligence within the document itself, allowing it to operate independently of external systems. For example, whether accessed on a smartphone, tablet, or desktop computer, the document can provide features such as interactive forms, electronic signatures, and real-time updates. This ensures that users can engage with the document seamlessly, regardless of their device or location.

[0150] The document’s functionality is also tailored to the user’s role and permissions, providing a personalized experience while maintaining security and control. For instance, a manager accessing a project report on a tablet might see detailed analytics and charts, while a junior employee accessing the same document on a desktop might only view a summary. This adaptability ensures that the document remains functional and relevant to each user, enhancing productivity and collaboration.

[0151] By embedding functionality directly into the document, smart documents eliminate the need for specialized software or hardware, making them universally accessible. Attorney Docket No.: 226148.012101 / PCTThis capability not only simplifies workflows but also ensures that the document remains a reliable and authoritative source of information, regardless of the user or device. The ability to retain functionality across platforms and contexts makes smart documents a versatile and indispensable tool for modern digital environments.

[0152] Smart documents support the dynamic updating of forms, signatures, and other interactive elements, allowing users to modify or add information without compromising the document’s integrity. For example, a user filling out a form within a smart document can update their responses in real-time, with the document automatically tracking changes and ensuring that the updated information aligns with predefined rules. Similarly, electronic signatures can be added or updated as needed, with the document verifying the authenticity of each signature and maintaining a detailed audit trail.

[0153] The ability to update interactive elements extends to collaborative scenarios, where multiple users may need to contribute to the document simultaneously. For instance, during contract negotiations, parties can add annotations, revise clauses, and update signatures, with the document synchronizing changes in real-time to ensure consistency. This dynamic functionality enhances collaboration and reduces the risk of errors or miscommunication.

[0154] By enabling the updating of forms, signatures, and other elements, smart documents provide a flexible and efficient way to manage interactions. This capability ensures that the document remains relevant and accurate throughout its lifecycle, supporting workflows and maintaining control. The ability to dynamically update interactive elements makes smart documents a powerful tool for handling complex and evolving tasks in modern digital environments. Attorney Docket No.: 226148.012101 / PCT

[0155] A smart document is designed to ensure the integrity, authenticity, and traceability of its content and associated audit trail through the use of immutability, a global marker, and embedded intelligence. This innovative structure addresses longstanding challenges in document management, auditing, and compliance.

[0156] Immutable Content

[0157] The content of a smart document is immutable, meaning it cannot be altered once finalized. This immutability is achieved through cryptographic techniques, such as hashing and digital signatures. When the document is created, its content is hashed to produce a unique cryptographic fingerprint. This hash is stored alongside the document and serves as a reference for verifying the integrity of the content. Any attempt to modify the content would result in a mismatch between the original hash and the hash of the altered content, immediately signaling tampering. Additionally, the document may be digitally signed using the creator’s private key, ensuring that the content is not only unchangeable but also verifiable as originating from the authorized source.

[0158] Immutable Audit Trail

[0159] The audit trail of a smart document is equally immutable. The audit trail records every interaction with the document, including access, modifications, approvals, signatures, and other events. Each event in the audit trail is cryptographically secured and timestamped, ensuring that the sequence of events is preserved and cannot be altered retroactively. For example, when a user accesses the document, the system generates a cryptographic record of the access event, including the user's identity, the time of access, and the nature of the interaction. These records are stored in a manner that prevents deletion or modification, ensuring the audit trail remains a reliable source of truth. The audit trail is also Attorney Docket No.: 226148.012101 / PCTlinked to the document's content, creating a unified record of both the document and its history.

[0160] Immutable Connection to a Permanent Global Marker

[0161] Both the immutable content and the immutable audit trail are connected to an immutable global marker, which serves as the unique and unchanging identifier for the document. The global marker can be implemented as a universally unique identifier (UUID) or a cryptographic address, such as a hash-based identifier. This marker is permanent and does not change throughout the lifecycle of the document, regardless of how or where the document is accessed. The global marker ensures that the document can always be referenced and retrieved in its original form, providing a single source of truth.

[0162] The connection between the content, audit trail, and global marker established through cryptographic linking. The global marker is embedded in the document’s metadata, and the metadata itself is cryptographically secured to prevent tampering. The audit trail is also linked to the global marker, ensuring that every recorded event is associated with the correct document. This triad—immutable content, immutable audit trail, and an immutable associated between the global marker and the content and audit trail—creates a robust framework that will revolutionize document management and control.

[0163] The immutability of the content, the audit trail, the global marker and of the link between the marker and the data (i.e., the content, the audit trail, and any other metadata) and the global marker, can have one or more of a variety of characteristics:

[0164] Unchangeable: Immutable refers to something that cannot be altered, modified, or edited once it has been created or finalized. Attorney Docket No.: 226148.012101 / PCT

[0165] Permanent: Immutable signifies a state of permanence, where the object or data remains fixed and consistent over time.

[0166] Irreversible: Immutable describes a condition where changes are impossible, and any attempt to alter the object or data is invalid or rejected.

[0167] Fixed: Immutable means that the structure, content, or state of an object is locked and cannot be adjusted or updated.

[0168] Tamper-Proof: Immutable implies that the object or data is resistant to tampering, ensuring its integrity and authenticity.

[0169] Finalized: Immutable refers to an object or data that has reached its final form and cannot be reverted or reshaped.

[0170] Unmodifiable: Immutable describes a characteristic where the object or data is impervious to modification, whether intentional or accidental.

[0171] Consistent: Immutable ensures that the object or data remains consistent and reliable, unaffected by external influences or changes.

[0172] Secure: Immutable denotes a state of security where the object or data is safeguarded against unauthorized alterations or corruption.

[0173] Indelible: Immutable refers to something that is permanent and cannot be erased, overwritten, or replaced.

[0174] Benefits of the Immutable Structure

[0175] Integrity: The immutability of the content ensures that the document remains unchanged and trustworthy throughout its lifecycle.

[0176] Traceability: The immutable audit trail provides a complete and verifiable history of all interactions with the document. Attorney Docket No.: 226148.012101 / PCT

[0177] Authenticity: The permanent global marker guarantees that the document can always be uniquely identified and retrieved, eliminating ambiguity.

[0178] Compliance: This structure simplifies regulatory compliance by providing a reliable and tamper-proof record of the document and its history.

[0179] Interoperability: The global marker enables seamless integration with external systems, ensuring that the document can be referenced and verified across different platforms.

[0180] In summary, a smart document achieves immutability of its content and audit trail while ensuring both are immutably connected to a permanent global marker. This design provides a transformative solution for document management, offering unparalleled integrity, authenticity, and traceability.

[0181] While in some examples of smart documents the content, the audit trail, and the link to the global marker are all immutable, in other examples one of or two of these three items may be immutable. In some examples, the entirety of the content and the audit trail are immutable, and in others only a portion of the content and / or the audit trail are immutable. Furthermore, a smart document may have content and an audit trail that are immutable while having other metadata that is changeable (e.g., comments, access rights, etc.)

[0182] In addition to the foundational features of immutability, smart documents possess embedded intelligence that enables them to actively interact with their environment, respond to requests, and perform actions autonomously. This intelligence transforms the document from a static repository of information into a dynamic, interactive entity capable of understanding and adapting to its context. Embedded intelligence in smart documents is Attorney Docket No.: 226148.012101 / PCTachieved through the integration of executable code, metadata, and machine-readable content, all of which work together to create a responsive and self-aware system.

[0183] Features of Embedded Intelligence

[0184] Self-Determination and Responsiveness: Smart documents are equipped with the ability to process requests and respond dynamically. For example, when a user or system queries a document, the embedded intelligence allows the document to access its metadata, audit trail, and content to determine the appropriate response. This responsiveness is not limited to simple data retrieval; the document can also perform complex operations, such as verifying its authenticity, providing access logs, or extracting specific information from its content.

[0185] Contextual Awareness: Smart documents can understand and adapt to their context. This includes recognizing the identity of the user accessing the document, the device being used, the location of the access, and the stage of the document's lifecycle. For instance, a contract document may display different user interfaces depending on whether it is being accessed by the creator, a signatory, or a reviewer. Similarly, the document can adapt its behavior based on whether it is being accessed on a mobile device, desktop, or tablet.

[0186] Negotiation of Communication Protocols: Smart documents are capable of negotiating the manner in which they communicate with external systems. They can respond to requests using various protocols, such as RESTful APIs, gRPC, or even machine-specific languages like MCP (Machine Communication Protocol). This flexibility ensures that the document can seamlessly integrate with diverse systems and applications, making it highly interoperable. Attorney Docket No.: 226148.012101 / PCT

[0187] Dynamic User Experience: The embedded intelligence enables smart documents to create personalized user experiences. For example, the document can present different panels, workflows, or visualizations depending on the user's role, the document's lifecycle stage, or the specific task being performed. This dynamic adaptability enhances usability and ensures that the document serves the needs of each stakeholder effectively.

[0188] Machine Learning and Predictive Capabilities: Smart documents can leverage machine learning algorithms to analyze their audit trail, content, and metadata to predict user needs or suggest actions. For instance, a smart document could identify patterns in user interactions and recommend next steps, such as suggesting additional documents that may be relevant to the current task or flagging anomalies in the audit trail for review.

[0189] How Intelligence is Embedded

[0190] The intelligence of smart documents is embedded through the integration of one or more components:

[0191] Executable Code: At the core of a smart document's intelligence is its embedded executable code. This code acts as the "brain" of the document, enabling it to process requests, perform actions, and interact with external systems. The code is designed to be lightweight and modular, allowing it to execute specific tasks efficiently without compromising the document's performance.

[0192] Metadata: Metadata provides the document with contextual information about itself, such as its creation date, owner, version history, and access permissions. This metadata is stored in a machine-readable format and is cryptographically secured to ensure its integrity. The document's intelligence uses this metadata to make decisions and respond to queries. Attorney Docket No.: 226148.012101 / PCT

[0193] Machine-Readable Content: Unlike traditional documents, which are primarily human-readable, smart documents store their content in a machine-readable format. This allows the embedded intelligence to analyze the content, extract specific information, and perform operations based on the content's structure and meaning.

[0194] APIs for Interaction: Smart documents expose APIs (Application Programming Interfaces) that allow external systems to interact with them. These APIs enable the document to receive requests, process them, and return responses in a structured format, such as JSON or XML. The APIs also facilitate integration with other applications and systems, making the document highly interoperable.

[0195] Cryptographic Infrastructure: The intelligence of smart documents is underpinned by cryptographic infrastructure, which ensures the security and authenticity of the document's interactions. For example, digital signatures and hash-based identifiers are used to verify the integrity of the document and its audit trail, while encryption protects sensitive data.

[0196] Machine Learning Models: Machine learning models can be embedded within the document or accessed through external systems to enhance its intelligence. These models enable the document to analyze patterns, predict outcomes, and adapt its behavior based on historical data and real-time inputs.

[0197] Examples of Embedded Intelligence in Action

[0198] Audit Trail Analysis: A smart document can analyze its audit trail to identify unusual patterns, such as repeated failed access attempts, and alert the owner to potential security risks. Attorney Docket No.: 226148.012101 / PCT

[0199] Dynamic Rendering: When accessed on a mobile device, a smart document can automatically adjust its layout to optimize readability and usability, while providing additional features like touch-based navigation.

[0200] Workflow Management: A smart document associated with a workflow can track its progress and notify stakeholders of pending actions, such as signatures or approvals.

[0201] Content Extraction: A smart document can respond to a query by extracting specific information from its content, such as the total amount in an invoice or the number of items listed in a receipt.

[0202] Protocol Negotiation: A smart document can negotiate the format of its responses based on the preferences of the requesting system, such as providing data in JSON for web applications or XML for enterprise systems.

[0203] In summary, the embedded intelligence of smart documents is achieved through the integration of executable code, metadata, machine-readable content, APIs, cryptographic infrastructure, and machine learning models. This intelligence enables the document to interact dynamically with its environment, adapt to its context, and provide personalized experiences, making it a transformative innovation in document management.

[0204] The combination of immutability and embedded intelligence in smart documents creates a transformative paradigm for document management, offering unparalleled integrity, authenticity, traceability, and adaptability. Together, these features address longstanding challenges in document security, compliance, and usability, while enabling dynamic interactions and personalized experiences.

[0205] The Synergy of Immutability and Embedded Intelligence Attorney Docket No.: 226148.012101 / PCT

[0206] The combination of immutability and embedded intelligence creates a powerful synergy that revolutionizes document management. Immutability provides the foundation of trust, ensuring that the document’s content and history are secure, authentic, and tamper-proof. Embedded intelligence builds on this foundation, enabling the document to interact dynamically with its environment, adapt to its context, and provide personalized experiences.

[0207] Enhanced Integrity and Authenticity: Immutability ensures that the document’s content and audit trail remain unchanged, while embedded intelligence enables the document to verify its authenticity and respond to queries about its provenance. Together, these features create a system where trust is inherent and verifiable.

[0208] Dynamic Traceability: The immutable audit trail provides a complete history of interactions with the document, while embedded intelligence allows the document to analyze and interpret this history. This dynamic traceability enables stakeholders to understand not only what happened to the document but also why and how.

[0209] Personalized Compliance: Immutability simplifies regulatory compliance by providing a reliable and tamper-proof record of the document and its history. Embedded intelligence enhances this by adapting the document’s behavior to meet specific compliance requirements, such as displaying relevant panels or workflows based on the user’s role or jurisdiction.

[0210] Interoperability and Adaptability: The permanent global marker ensures seamless integration with external systems, while embedded intelligence enables the document to negotiate communication protocols and adapt its responses to different Attorney Docket No.: 226148.012101 / PCTplatforms. This combination ensures that the document can function effectively in diverse environments.

[0211] Predictive Security and Usability: Immutability protects the document from tampering, while embedded intelligence leverages machine learning to predict potential security risks and suggest preventive actions. This proactive approach enhances both security and usability, ensuring that the document serves the needs of its stakeholders effectively.

[0212] Real-World Applications

[0213] The synergy of immutability and embedded intelligence has transformative implications across industries:

[0214] Legal and Compliance: Smart contracts can ensure the integrity of agreements while dynamically adapting to regulatory changes.

[0215] Finance: Immutable audit trails and intelligent analysis can enhance fraud detection and streamline reporting.

[0216] Healthcare: Patient records can remain secure and authentic while providing personalized access to authorized stakeholders.

[0217] Supply Chain: Immutable tracking and intelligent analysis can optimize logistics and ensure product authenticity.

[0218] In summary, the combination of immutability and embedded intelligence in smart documents creates a revolutionary framework for document management. By ensuring integrity, authenticity, and traceability while enabling dynamic interactions and personalized experiences, this synergy addresses longstanding challenges and unlocks new possibilities for innovation and efficiency.

[0219] Alternative Terminology Attorney Docket No.: 226148.012101 / PCT

[0220] The term “smart document” or “smart electronic document” can also be referred to as a self-determinative document, a self-tracking document, a self-assimilating document, a document with executable code, a document with embedded code, and / or in a variety of other ways depending on the context and on the features of the smart document. In any example, a smart electronic includes three elements, at minimum—data (e.g., content, audit trail, other metadata, etc.), executable code (e.g., an API), and a globally unique marker.

[0221] A smart document can be a technical solution to the persistent problem of maintaining data integrity, security, and operational efficiency in digital document systems, which are often prone to unauthorized modifications, fragmented audit trails, and inefficient workflows. This advanced document structure features immutable content and an immutable audit trail, both immutably connected to an immutable global identifier, ensuring that the document’s content, history, and identity remain tamper-proof, trustworthy, and verifiable. The machine-readable design of the smart document can enable seamless integration with computational systems, enabling automated querying, validation, and processing of its data and interactions. Furthermore, the smart document incorporates intelligence in the form of embedded executable code, which can enable it to be responsive and interactive. This embedded code enables the document to autonomously enforce access permissions, execute workflows, and dynamically respond to user or system queries, transforming it from a static file into a dynamic, self-governing entity. By combining immutability, machine-readability, and embedded intelligence, a smart document can provide a comprehensive solution to the challenges of document security, traceability, and operational inefficiencies in modern digital ecosystems. Attorney Docket No.: 226148.012101 / PCT

[0222] A smart document can address the problems of data security, inefficient use of device hardware, and inefficient use of network systems associated with traditional PDFs by leveraging its immutable structure, embedded intelligence, and machine-readable design. In terms of data security, the document’s cryptographic commitments can ensure that its content, audit trail, and global identifier remain tamper-proof and trustworthy, eliminating vulnerabilities inherent in PDFs, which often rely on external systems for encryption and access control. The embedded intelligence within the smart document can autonomously enforce granular access permissions, dynamically adapting to user roles and security protocols, reducing the risk of unauthorized access and ensuring compliance with stringent security requirements.

[0223] Regarding device hardware, traditional PDFs require significant computational resources for rendering, extracting data, and managing versions, often leading to inefficiencies and hardware strain. A smart document, with its machine-readable format and embedded intelligence, can eliminate the need for complex text extraction algorithms and redundant processing, optimizing the use of device hardware and enabling faster, more efficient operations. Similarly, network systems that handle PDFs often experience bandwidth inefficiencies due to the need to transmit large, static files and duplicate versions. A smart document can address this by maintaining a single source of truth that is universally accessible via its global identifier, reducing the need to transmit entire files and instead enabling lightweight, API-driven interactions. This approach can reduce network bandwidth usage, streamlines workflows, and ensures that documents are securely and efficiently managed across devices and systems, making them ideal for modern digital ecosystems. Attorney Docket No.: 226148.012101 / PCT

[0224] The methods and systems disclosed herein provide a technical solution to the technical problem of securely managing access to electronic documents across diverse platforms and devices while maintaining control, integrity, and synchronization. Traditional document management systems often struggle with issues such as unauthorized access, version conflicts, and inefficient data handling, particularly when documents are distributed across networks or accessed by multiple users. The methods and systems disclosed herein address these challenges by provisioning a document as a smart digital object capable of autonomously managing its lifecycle, interactions, and security.

[0225] As an example, some methods and systems use embedded intelligence within the document to securely store data, process access requests, determine authorization, and control interactions. By embedding these capabilities directly into the document, the method reduces reliance on external systems for access control and synchronization, thereby optimizing network traffic and minimizing latency. Additionally, the systems and methods disclosed herein may ensure that the document remains a single authoritative version, eliminating the need for redundant copies and mitigating the risk of version conflicts. This reduces storage requirements on computer hardware and simplifies data management, as the document dynamically updates and synchronizes changes across all instances. For example, when multiple users interact with the document simultaneously, the embedded intelligence ensures that updates are cascaded in real time, maintaining consistency without requiring manual intervention or excessive computational resources.

[0226] The technical advantages extend to security and compliance. By embedding access control mechanisms, such as encryption and authentication protocols, directly into the document, the method enhances the security of data transmission and Attorney Docket No.: 226148.012101 / PCTstorage. This reduces the risk of unauthorized access and data breaches, even when the document is distributed across untrusted networks or accessed from remote devices. Furthermore, the method’s ability to log interactions and maintain audit trails provides accountability and transparency, supporting compliance with regulatory requirements.

[0227] In summary, the systems and methods disclosed herein provide a robust technical solution to the challenges of document management in modern digital environments. By embedding intelligence within the document and providing access to the document with a smart document user interface, the methods and systems disclosed herein may improve network efficiency, reduce hardware resource consumption, enhance security, and facilitates seamless collaboration, making significant improvements in the fields of networking and computer hardware resource usage.

[0228] Clause 1. A method comprising: receiving, at a document user interface, a request to access a smart document; sending, via the document user interface, the request to the smart document; receiving, from the smart document and at the document user interface, content of the smart document; and displaying, via the document user interface, at least a portion of the content of the smart document.

[0229] Clause 2. The method of clause 1, wherein displaying data from the smart document comprises: determining a rendering layout for an entity requesting the access to the smart document; and rendering the content of the smart document based on the rendering layout for the entity.

[0230] Clause 3. The method of one or more of clauses 1-2, wherein displaying the content of the smart document comprises displaying an at least substantially real-time update to the metadata of the smart document. Attorney Docket No.: 226148.012101 / PCT

[0231] Clause 4. The method of one or more of clauses 1-3, further comprising authenticating an entity requesting access to the smart document before displaying the content of the smart document.

[0232] Clause 5. The method of one or more of clauses 1-4, wherein local device comprises at least one of: a mobile phone; a tablet; a desktop computing device; or a laptop computing device.

[0233] Clause 6. The method of one or more of clauses 1-5, further comprising enabling, via the document user interface, collaborative access of the document by an entity requesting access to the smart document and at least one additional entity.

[0234] Clause 7. The method of one or more of clauses 1-6, further comprising: detecting, at the document user interface, an attempt by an entity to take a screen shot of the smart document; sending, via the document user interface, a query to the smart document about whether the entity attempting to take the screen shot of the smart document is allowed to take screen shots of the smart document; receiving, from the smart document, a response indicating that the entity is not allowed to take screen shots of the smart document; and preventing the entity from successfully taking the screen shot.

[0235] Clause 8. The method of one or more of clauses 1-7, further comprising: receiving, at the document user interface, a request to schedule a report; transmitting the request to the smart document; and receiving, from the smart document, confirmation that the report has been scheduled.

[0236] Clause 9. The method of one or more of clauses 1-8, further comprising: receiving, at the document user interface, a request to perform a marketing action; Attorney Docket No.: 226148.012101 / PCTtransmitting the request to the smart document; and receiving, from the smart document, confirmation that the marketing action has been performed.

[0237] Clause 10. The method of one or more of clauses 1-9, further comprising encrypting, by the document user interface, content of the smart document in a manner to prohibit unauthorized access to the smart document.

[0238] Clause 11. The method of one or more of clauses 1-10, wherein displaying, via the document user interface, the portion of the content of the smart document comprises: displaying the portion of the content in a first panel of the interface; and displaying an additional portion of the content in a second panel of the interface.

[0239] Clause 12. The method of one or more of clauses 1-11, wherein the document user interface comprises a cover sheet of the smart document that provides remote access to the smart document.

[0240] Clause 13. The method of one or more of clauses 1-12, wherein the document user interface comprises a smart document reader configured to communicate with and display a plurality of smart documents.

[0241] Clause 14. A system comprising: at least one physical processor; physical memory comprising computer-executable instructions that, when executed by the physical processor, cause the physical processor to: receive, at a document user interface, a request to access a smart document; send, via the document user interface, a request to the smart document; receive, from the smart document and at the document user interface, content of the smart document; and display, via the document user interface, at least a portion of the content of the smart document. Attorney Docket No.: 226148.012101 / PCT

[0242] Clause 15. The system of clause 14, wherein the computer-executable instructions, when executed by the physical processor, cause the physical processor to display data from the smart document by: determining a rendering layout for an entity requesting the access to the smart document; and rendering the content of the smart document based on the rendering layout for the entity.

[0243] Clause 16. The system of one or more of clauses 14-15, wherein the computer-executable instructions, when executed by the physical processor, cause the physical processor to display the content of the smart document by displaying an at least substantially real-time update to the metadata of the smart document.

[0244] Clause 17. The system of one or more of clauses 14-16, wherein the computer-executable instructions, when executed by the physical processor, further cause the physical processor to authenticate an entity requesting access to the smart document before displaying the content of the smart document.

[0245] Clause 18. The system of one or more of clauses 14-17, wherein the device comprises at least one of: a mobile phone; a tablet; a desktop computing device; or a laptop computing device.

[0246] Clause 19. The system of one or more of clauses 14-18, wherein the computer-executable instructions, when executed by the physical processor, further cause the physical processor to enable, via the document user interface, collaborative access of the document by an entity requesting access to the smart document and at least one additional entity.

[0247] Clause 20. The system of one or more of clauses 14-19, wherein the computer-executable instructions, when executed by the physical processor, further cause Attorney Docket No.: 226148.012101 / PCTthe physical processor to: detect, at the document user interface, an attempt by an entity to take a screen shot of the smart document; send, via the document user interface, a query to the smart document about whether the entity attempting to take the screen shot of the smart document is allowed to take screen shots of the smart document; receive, from the smart document, a response indicating that the entity is not allowed to take screen shots of the smart document; and prevent the entity from successfully taking the screen shot.

[0248] Clause 21. The system of one or more of clauses 14-20, wherein the computer-executable instructions, when executed by the physical processor, further cause the physical processor to: receive, at the document user interface, a request to schedule a report; transmit the request to the smart document; and receive, from the smart document, confirmation that the report has been scheduled.

[0249] Clause 22. The system of one or more of clauses 14-21, wherein the computer-executable instructions, when executed by the physical processor, further cause the physical processor to: receive, at the document user interface, a request to perform a marketing action; transmit the request to the smart document; and receive, from the smart document, confirmation that the marketing action has been performed.

[0250] Clause 23. The system of one or more of clauses 14-22, wherein the computer-executable instructions, when executed by the physical processor, further cause the physical processor to encrypt, by the document user interface, content of the smart document in a manner to prohibit unauthorized access to the smart document.

[0251] Clause 24. The system of one or more of clauses 14-23, wherein the computer-executable instructions, when executed by the physical processor, cause the physical processor to display, via the document user interface, the portion of the content of Attorney Docket No.: 226148.012101 / PCTthe smart document by: displaying the portion of the content in a first panel of the interface; and displaying an additional portion of the content in a second panel of the interface.

[0252] Clause 25. The system of one or more of clauses 14-24, wherein the document user interface comprises a cover sheet of the smart document that provides remote access to the smart document.

[0253] Clause 26. The system of one or more of clauses 14-25, wherein the document user interface comprises a smart document reader configured to communicate with and display a plurality of smart documents.

[0254] Clause 27. A non-transitory computer-readable medium comprising computer-executable instructions that, when executed by at least one of one or more processors of a computing device, cause the computing device to: receive, at a document user interface, a request to access a smart document; send, via the document user interface, a request to the smart document; receive, from the smart document and at the document user interface, content of the smart document; and display, via the document user interface, at least a portion of the content of the smart document.

[0255] The features and clauses discussed herein may provide one or more of the advantages and / or solutions described, such as enhancing security, improving operational efficiency, or enabling dynamic access control. Additionally, these features and clauses may offer further or alternative benefits or address further or alternative challenges beyond those explicitly mentioned. The disclosed features and clauses are not limited to the specific advantages or solutions described and may be implemented in various ways to achieve additional or alternative benefits and / or solutions. Attorney Docket No.: 226148.012101 / PCT

[0256] As detailed above, the computing devices and systems described and / or illustrated herein broadly represent any type or form of computing device or system capable of executing computer-readable instructions, such as those contained within the modules described herein. In their most basic configuration, these computing device(s) may each include at least one memory device and at least one physical processor.

[0257] In some examples, the term “memory device” generally refers to any type or form of volatile or non-volatile storage device or medium capable of storing data and / or computer-readable instructions. In one example, a memory device may store, load, and / or maintain one or more of the modules described herein. Examples of memory devices include, without limitation, Random Access Memory (RAM), Read Only Memory (ROM), flash memory, Hard Disk Drives (HDDs), Solid-State Drives (SSDs), optical disk drives, caches, variations or combinations of one or more of the same, or any other suitable storage memory.

[0258] In some examples, the term “physical processor” generally refers to any type or form of hardware-implemented processing unit capable of interpreting and / or executing computer-readable instructions. In one example, a physical processor may access and / or modify one or more modules stored in the above-described memory device. Examples of physical processors include, without limitation, microprocessors, microcontrollers, Central Processing Units (CPUs), Field-Programmable Gate Arrays (FPGAs) that implement softcore processors, Application-Specific Integrated Circuits (ASICs), portions of one or more of the same, variations or combinations of one or more of the same, or any other suitable physical processor.

[0259] Although illustrated as separate elements, the modules described and / or illustrated herein may represent portions of a single module or application. In addition, in Attorney Docket No.: 226148.012101 / PCTcertain embodiments one or more of these modules may represent one or more software applications or programs that, when executed by a computing device, may cause the computing device to perform one or more tasks. For example, one or more of the modules described and / or illustrated herein may represent modules stored and configured to run on one or more of the computing devices or systems described and / or illustrated herein. One or more of these modules may also represent all or portions of one or more special-purpose computers configured to perform one or more tasks.

[0260] In addition, one or more of the modules described herein may transform data, physical devices, and / or representations of physical devices from one form to another. Additionally or alternatively, one or more of the modules recited herein may transform a processor, volatile memory, non-volatile memory, and / or any other portion of a physical computing device from one form to another by executing on the computing device, storing data on the computing device, and / or otherwise interacting with the computing device.

[0261] In some embodiments, the term “computer-readable medium” generally refers to any form of device, carrier, or medium capable of storing or carrying computer- readable instructions. Examples of computer-readable media include, without limitation, transmission-type media, such as carrier waves, and non-transitory-type media, such as magnetic-storage media (e.g., hard disk drives, tape drives, and floppy disks), optical-storage media (e.g., Compact Disks (CDs), Digital Video Disks (DVDs), and BLU-RAY disks), electronic- storage media (e.g., solid-state drives and flash media), and other distribution systems.

[0262] The process parameters and sequence of the steps described and / or illustrated herein are given by way of example only and can be varied as desired. For example, while the steps illustrated and / or described herein may be shown or discussed in a particular Attorney Docket No.: 226148.012101 / PCTorder, these steps do not necessarily need to be performed in the order illustrated or discussed. The various exemplary methods described and / or illustrated herein may also omit one or more of the steps described or illustrated herein or include additional steps in addition to those disclosed.

[0263] The preceding description has been provided to enable others skilled in the art to best utilize various aspects of the exemplary embodiments disclosed herein. This exemplary description is not intended to be exhaustive or to be limited to any precise form disclosed. Many modifications and variations are possible without departing from the spirit and scope of the present disclosure. The embodiments disclosed herein should be considered in all respects illustrative and not restrictive. Reference should be made to the appended claims and their equivalents in determining the scope of the present disclosure.

[0264] Unless otherwise noted, the terms “connected to” and “coupled to” (and their derivatives), as used in the specification and claims, are to be construed as permitting both direct and indirect (i.e., via other elements or components) connection. In addition, the terms “a” or “an,” as used in the specification and claims, are to be construed as meaning “at least one of.” Finally, for ease of use, the terms “including” and “having” (and their derivatives), as used in the specification and claims, are interchangeable with and have the same meaning as the word “comprising.” Attorney Docket No.: 226148.012101 / PCT

Claims

AMENDED CLAIMS received by the International Bureau on 02 April 2026 (02.04.2026)1. A method comprising: receiving, at a document user interface, a request to access a smart document; sending, via the document user interface, the request to the smart document; receiving, from the smart document and at the document user interface, content of the smart document; and displaying, via the document user interface, at least a portion of the content of the smart document.

2. The method of claim 1, wherein displaying data from the smart document comprises: determining a rendering layout for an entity requesting the access to the smart document; and rendering the content of the smart document based on the rendering layout for the entity.

3. The method of claim 1, wherein displaying the content of the smart document comprises displaying an at least substantially real-time update to metadata of the smart document.

4. The method of claim 1, further comprising authenticating an entity requesting access to the smart document before displaying the content of the smart document.

795. The method of claim 1, wherein a local device on which the document user interface is displayed comprises at least one of: a mobile phone; a tablet; a desktop computing device; or a laptop computing device.

6. The method of claim 1, further comprising enabling, via the document user interface, access to the document by an entity requesting access to the smart document and at least one additional entity.

7. The method of claim 1, further comprising: detecting, at the document user interface, an attempt by an entity to take a screen shot of the smart document; sending, via the document user interface, a query to the smart document about whether the entity attempting to take the screen shot of the smart document is allowed to take screen shots of the smart document; receiving, from the smart document, a response indicating that the entity is not allowed to take the screen shot of the smart document; and preventing the entity from successfully taking the screen shot.

8. The method of claim 1, further comprising: receiving, at the document user interface, a request to schedule a report;80transmitting the request to the smart document; and receiving, from the smart document, confirmation that the report has been scheduled.

9. The method of claim 1, further comprising: receiving, at the document user interface, a request to perform a marketing action; transmitting the request to the smart document; and receiving, from the smart document, confirmation that the marketing action has been performed.

10. The method of claim 1, further comprising encrypting, by the document user interface, the content of the smart document in a manner to prohibit unauthorized access to the smart document.

11. The method of claim 1, wherein displaying, via the document user interface, the portion of the content of the smart document comprises: displaying the portion of the content in a first panel of the interface; and displaying an additional portion of the content in a second panel of the interface.

12. The method of claim 1, wherein the document user interface comprises a cover sheet of the smart document that provides remote access to the smart document.8113. The method of claim 1, wherein the document user interface comprises a smart document reader configured to communicate with and display a plurality of smart documents.

14. The method of claim 1, wherein the smart document is configured to process a request from an artificial intelligence agent using embedded intelligence of the smart document in a manner that provides a response tailored to a context of the request.

15. The method of claim 1, wherein the smart document is configured to manage artificial intelligence agent access to the smart document by autonomously evaluating permissions for one or more specific portions of the smart document.

16. The method of claim 1, wherein the smart document is configured to maintain an audit trail for interactions between artificial intelligence agents and the smart document by recording which agents accessed which portions of the smart document and for what purpose.

17. The method of claim 1, wherein: the smart document is configured to distinguish between an interaction with a human user and an interaction with an automated system; and the smart document is configured to control access to the smart document based on distinguishing between the interaction with the human user and the interaction with the automated system.8218. The method of claim 1, wherein receiving the request to access the smart document comprises receiving the request from an artificial intelligence agent.

19. A system comprising: at least one physical processor; physical memory comprising computer-executable instructions that, when executed by the physical processor, cause the physical processor to: receive, at a document user interface, a request to access a smart document; send, via the document user interface, the request to the smart document; receive, from the smart document and at the document user interface, content of the smart document; and display, via the document user interface, at least a portion of the content of the smart document.

20. The system of claim 19, wherein the computer-executable instructions, when executed by the physical processor, cause the physical processor to display data from the smart document by: determining a rendering layout for an entity requesting the access to the smart document; and rendering the content of the smart document based on the rendering layout for the entity.

21. The system of claim 19, wherein the computer-executable instructions, when executed by the physical processor, cause the physical processor to display the content of83the smart document by displaying an at least substantially real-time update to metadata of the smart document.

22. The system of claim 19, wherein the computer-executable instructions, when executed by the physical processor, further cause the physical processor to authenticate an entity requesting access to the smart document before displaying the content of the smart document.

23. The system of claim 19, wherein a device on which the interface is shown comprises at least one of: a mobile phone; a tablet; a desktop computing device; or a laptop computing device.

24. The system of claim 19, wherein the computer-executable instructions, when executed by the physical processor, further cause the physical processor to enable, via the document user interface, joint access of the document by an entity requesting access to the smart document and at least one additional entity.

25. The system of claim 19, wherein the computer-executable instructions, when executed by the physical processor, further cause the physical processor to: detect, at the document user interface, an attempt by an entity to take a screen shot of the smart document;84send, via the document user interface, a query to the smart document about whether the entity attempting to take the screen shot of the smart document is allowed to take screen shots of the smart document; receive, from the smart document, a response indicating that the entity is not allowed to take the screen shot of the smart document; and prevent the entity from successfully taking the screen shot.

26. The system of claim 19, wherein the computer-executable instructions, when executed by the physical processor, further cause the physical processor to: receive, at the document user interface, a request to schedule a report; transmit the request to the smart document; and receive, from the smart document, confirmation that the report has been scheduled.

27. The system of claim 19, wherein the computer-executable instructions, when executed by the physical processor, further cause the physical processor to: receive, at the document user interface, a request to perform a marketing action; transmit the request to the smart document; and receive, from the smart document, confirmation that the marketing action has been performed.

28. The system of claim 29, wherein the computer-executable instructions, when executed by the physical processor, further cause the physical processor to encrypt, by the document user interface, the content of the smart document in a manner to prohibit unauthorized access to the smart document.8529. The system of claim 19, wherein the computer-executable instructions, when executed by the physical processor, cause the physical processor to display, via the document user interface, the portion of the content of the smart document by: displaying the portion of the content in a first panel of the interface; and displaying an additional portion of the content in a second panel of the interface.

30. The system of claim 19, wherein the document user interface comprises a cover sheet of the smart document that provides remote access to the smart document.

31. The system of claim 19, wherein the document user interface comprises a smart document reader configured to communicate with and display a plurality of smart documents.

32. A non-transitory computer-readable medium comprising computerexecutable instructions that, when executed by at least one of one or more processors of a computing device, cause the computing device to: receive, at a document user interface, a request to access a smart document; send, via the document user interface, the request to the smart document; receive, from the smart document and at the document user interface, content of the smart document; and display, via the document user interface, at least a portion of the content of the smart document.[0001]STATEMENT UNDER ARTICLE 19 (1)[0002]Applicant submits that, since support for the proposed Article 19 amendments contained herein can be found variously throughout the specification and original claims, these amendments do not exceed the scope of the original application or otherwise impact the description or drawings.

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