Document Snapshot Triggers for Electronic Signature Integrity

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Solution Overview

Problem

Electronic signature systems often hinder transaction efficiency when multiple edits are made to documents, as they limit the ability to manage editable and non-editable document versions effectively, leading to confusion and inefficiencies in document management during digital transactions.

Innovation Solution

A digital transaction service that maintains editable documents while creating non-editable copies for review and signature, using document snapshot triggers to preserve document states and automatically tag documents for electronic signature based on pre-tagged roles, ensuring that recipients access a stable version of the document regardless of subsequent changes.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If electronic signature systems are used to maintain document integrity and security, then document reliability is improved, but transaction efficiency deteriorates when multiple edits are made to documents

Engineering Contradiction:
Improvedocument integrityVSAvoidtransaction efficiency
Core Design Contradiction:
ReliabilityVSProductivity

Solution Approach 1:

The system segments the document into two distinct versions: an editable master document that can be modified during negotiations, and immutable snapshot copies that are preserved for each signing event. This segmentation allows the editable document to evolve while maintaining reliable records of each version signed, resolving the contradiction between document integrity and transaction efficiency.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system creates snapshot copies of the document at the moment of signing before any subsequent edits are made. This preliminary action preserves the exact state of the document when signed, ensuring reliability of the signed version while allowing the master document to be edited freely for future negotiations, thus maintaining transaction efficiency.

Inventive Principle:
Principle #10Preliminary action

2Adaptability or versatility

If multiple edits are made to signing documents during transaction, then transaction adaptability is improved, but document management complexity increases

Engineering Contradiction:
Improvedocument editabilityVSAvoiddocument management complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The system creates copy snapshots of the document at each signing event. These copies serve as permanent records of the document state at that moment, while the original master document can be freely edited. This copying mechanism simplifies document management by automatically preserving versions without requiring manual version control, thus reducing management complexity while maintaining high adaptability.

Inventive Principle:
Principle #26Copying

3Loss of information

If snapshot copies are created for each document action, then document version tracking is improved, but system resource consumption increases

Engineering Contradiction:
Improveversion tracking accuracyVSAvoidsystem resource consumption
Core Design Contradiction:
Loss of informationVSLoss of energy

Solution Approach 1:

The system applies snapshot creation selectively based on the type of document action. Snapshots are created for significant events like signing or sharing, but not for every minor edit. This local quality approach ensures accurate version tracking for critical milestones while conserving system resources by avoiding unnecessary snapshot creation for routine modifications.

Inventive Principle:
Principle #3Local quality

Data Source

PatentUS11790155B2Electronic signing using action responsive document copy generation
Publication Date: 2023.10.17 DOCUSIGN INC
  • US11790155B2 patent drawing
  • US11790155B2 patent drawing
  • US11790155B2 patent drawing

AI summary

A system, computer-readable storage medium, and computer-implemented method for signing a document involving generating copies of the document in response to receiving actions to perform on the document. In particular, a web service can transmit a document for signing to a client device such that the document is viewable through graphical user interfaces while the underlying content of the document remains non-editable by the client devices through the web service. Responsive to receiving actions, the web service can generate one or more copies of the document that may include modifications that correspond to the received actions.