Collaborative Agreement Signing in Live Communication Sessions
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Solution Overview
Problem
Conventional document generation techniques lack the ability to create and sign documents within a live communication session, requiring users to switch between interfaces, which is cumbersome and inefficient.
Innovation Solution
A system that initiates a live communication session, allows users to identify attendees as signers, generates a data object with document content, and collects electronic signatures within the same interface, streamlining the creation of a signed agreement.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Ease of operation
If users switch between different interfaces to create and sign documents, then document signing capability is achieved, but operational efficiency deteriorates and time consumption increases
Solution Approach 1:
The patent combines document creation, sharing, and signing capabilities into a single integrated communication interface. The host can initiate document signing within the live communication session without switching to separate document management or e-signature tools, merging multiple functions into one unified workflow that reduces operational steps and time consumption.
Solution Approach 2:
The communication platform is enhanced with multi-functional capabilities, allowing it to serve not only as a communication tool but also as a document management and electronic signing system. This universal approach enables the same interface to handle communication, document sharing, and signature collection, eliminating the need for multiple specialized tools.
2Productivity
If document signing is integrated into the live communication session, then productivity improves, but system complexity increases
Solution Approach 1:
The patent introduces an intermediary document object that facilitates the integration between communication and signing functions. This document object serves as a mediator that can be created, shared, and signed within the communication session, allowing the system to handle complex document signing workflows without requiring direct integration of disparate systems, thus managing complexity through abstraction.
3Adaptability or versatility
If multiple users collaborate on document signing in real-time, then collaboration effectiveness improves, but coordination complexity increases
Solution Approach 1:
The host initiates the document signing process in advance during the live communication session, preparing the document object and specifying signers before actual signing occurs. This preliminary setup organizes the collaboration framework ahead of time, reducing coordination complexity during the actual signing by having roles and processes pre-defined.
Solution Approach 2:
The system provides real-time feedback to participants about the signing status, document changes, and completion state. This feedback mechanism coordinates multiple users by keeping them informed of the current state, reducing coordination complexity through transparent communication of progress and status without requiring complex manual coordination.
Data Source
AI summary
Systems and methods for collaborative document signing are described. According to one aspects, a method for collaborative document signing includes initiating a live communication session including a user, identifying a source document for an agreement using an agreement signing interface of the live communication session, assigning the user as a signer of the agreement using the agreement signing interface, and generating the agreement. In some cases, the agreement includes the source document. The method further includes obtaining a signature for the agreement from the user and generating a signed agreement including the signature.


