Document Status Management System for Collaborative Workflow

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Solution Overview

Problem

Collaborative document management systems face challenges in efficiently tracking and managing workflow stages of specific content elements within electronic documents, leading to increased manual overhead and reduced productivity due to difficulties in real-time updates and access management among multiple authors.

Innovation Solution

A system that allows users to tag specific content elements with workflow stages, providing real-time updates and access management through user interface elements and indicators, enabling users to select and modify stages, and record associations between stages and content elements, facilitating communication and collaboration.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If multiple authors collaborate on document versions with individual comments and markups, then collaborative authoring capability is improved, but manual overhead for sorting and consolidating feedback increases

Engineering Contradiction:
Improvecollaborative authoring capabilityVSAvoidmanual overhead for sorting and consolidating feedback
Core Design Contradiction:
Adaptability or versatilityVSLoss of time

Solution Approach 1:

The patent merges multiple document versions, comments, and markups into a single consolidated view. The system automatically aggregates feedback from different authors and reviewers, presenting unified suggestions and changes rather than requiring manual sorting through individual version differences.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The system implements automated feedback consolidation that tracks the status of each suggestion and markup across document versions. Reviewers can see which changes have been implemented, which are pending, and which have been rejected, eliminating the need for manual tracking and consolidation of feedback status.

Inventive Principle:
Principle #23Feedback

2Reliability

If document managers sort through multiple document copies to consolidate comments and changes, then final draft production is achieved, but time consumption and productivity are reduced

Engineering Contradiction:
Improvefinal draft productionVSAvoidtime consumption in document consolidation
Core Design Contradiction:
ReliabilityVSProductivity

Solution Approach 1:

The system performs automated consolidation of document feedback without requiring manual intervention. The document management system self-services by automatically tracking, comparing, and merging changes from multiple versions, presenting a consolidated draft ready for review without manual sorting effort.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The system performs preliminary consolidation work before the final draft is needed. By continuously tracking and organizing changes as they occur during collaboration, the system prepares the consolidated document in advance, eliminating the need for time-consuming manual sorting when the final draft is required.

Inventive Principle:
Principle #10Preliminary action

3Adaptability or versatility

If authors and reviewers work on individualized document versions, then collaborative flexibility is improved, but ability to track status of content elements deteriorates

Engineering Contradiction:
Improvecollaborative flexibilityVSAvoidtracking status of content elements
Core Design Contradiction:
Adaptability or versatilityVSDifficulty of detecting and measuring

Solution Approach 1:

The system uses visual indicators such as color-coded status markers to show the workflow stage of different content elements. Suggestions and markups are displayed with color indicators showing whether they are pending, approved, rejected, or in progress, making it easy to track status without manually reviewing each element.

Inventive Principle:
Principle #32Color changes

Solution Approach 2:

The system segments the document into individual content elements, each with its own workflow status tracking. This allows reviewers to see the status of specific paragraphs, images, or other elements independently, maintaining visibility into content status even as authors work on individualized versions.

Inventive Principle:
Principle #1Segmentation

Data Source

PatentEP3803737B1Document status management system
Publication Date: 2024.06.26 MICROSOFT TECHNOLOGY LICENSING LLC
  • EP3803737B1 patent drawingFigure 1
  • EP3803737B1 patent drawingFigure 2
  • EP3803737B1 patent drawingFigure 3

AI summary

A document management system and process for facilitating the state of various portions of electronic content in which users can select specific workflow stages to assign to selected content elements in the electronic content that can indicate the workflow condition of the specified content. This provides individual and group users the ability for precise, timely, and effective management of document workflow that facilitates more natural and smoother document development.