CMS Template Generation via Field Retrieval

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Solution Overview

Problem

Existing systems lack an efficient method to automatically generate fillable forms and templates from received documents, particularly in content management systems, where documents with similar content may require repetitive addition of overlaid fillable fields.

Innovation Solution

A content management system (CMS) is configured to receive documents and automatically generate fillable forms and templates by retrieving previously added overlaid fillable fields from similar documents, allowing users to edit and save these fields before sending the documents for completion or signature.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If users manually add fillable fields to each document upload, then each document can be properly formatted for completion, but the process becomes repetitive and time-consuming

Engineering Contradiction:

Improvedocument processing speedVSAvoidtime spent adding fillable fields

Core Design Contradiction:

ProductivityVSLoss of time

Solution Approach 1:

The system creates a copy of fillable fields from a previously processed document and applies it to the current document. When a user uploads a document that matches a previously processed document, the system automatically retrieves and applies the stored fillable fields configuration, eliminating the need for manual field addition and significantly reducing processing time.

Inventive Principle:

Principle #26Copying

Solution Approach 2:

The system performs preliminary processing by storing the fillable fields configuration from the first document upload. This preliminary action creates a template that can be automatically applied to subsequent identical documents, so when the same document is uploaded again, the fields are already prepared and can be instantly applied without repetitive manual work.

Inventive Principle:

Principle #10Preliminary action

2Ease of operation

If the system processes each document from scratch, then all documents are handled uniformly, but efficiency is reduced for repeated documents

Engineering Contradiction:

Improveuniform document handlingVSAvoidprocessing efficiency

Core Design Contradiction:

Ease of operationVSProductivity

Solution Approach 1:

The system implements feedback by comparing newly uploaded documents against previously processed documents. When a match is detected, the system uses the feedback from the previous processing to automatically apply the appropriate fillable fields configuration, thereby improving efficiency for repeated documents while maintaining uniform handling through systematic comparison.

Inventive Principle:

Principle #23Feedback

Data Source

PatentUS20250045519A1Generating fillable documents and fillable templates in a collaborative environment

Publication Date: 2025.02.06 DROPBOX INC

AI summary

A collaborative content management system (CMS) is disclosed herein for generating templates for received documents. The disclosed CMS recognizes that a document selected by a user for processing was previously processed by the CMS and that a user has previously added particular overlaid fillable fields to the document. When the determination is made, the system generates a recommendation to create a template of the document with the previously added overlaid fillable fields. In some embodiments, the CMS makes the recommendation to generate a template when the user creates, in a received document, identical overlaid fillable fields or field types to those created in the previously processed document.