Digital Document Tagging Template System
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Solution Overview
Problem
Existing electronic document signature systems lack the ability to automatically place specific signature locations and manage complex workflows, leading to slow adoption and inefficient processes, especially for documents requiring multiple signatures and recipients.
Innovation Solution
A system and method for creating digitally tagged documents by creating a data template with assigned signature locations and data fields, linking template instructions with the document, and using a signing server to manage and enforce the signing process, including overlay templates and pre-tagged documents for various document types.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Ease of manufacture
If manual creation of workflow and authentication steps is used, then signature locations can be placed in documents, but the process becomes time-consuming and tedious
Solution Approach 1:
The patent applies preliminary action by pre-defining template structures that contain common workflow and authentication step configurations. Users can select from pre-configured templates for different document types, which automatically include appropriate signature locations, authentication requirements, and routing sequences. This eliminates the need to manually create these elements from scratch for each document.
Solution Approach 2:
The patent uses copying by allowing users to replicate existing tagged document templates for new documents. Once a template is created with specific workflow and authentication configurations, it can be copied and reused across multiple documents of the same type, significantly reducing the time and effort required to set up similar documents in the future.
2Productivity
If template instructions are linked with digital documents, then signature locations are automatically placed, but the system complexity increases
Solution Approach 1:
The patent applies universality by designing a template system that serves multiple functions: it defines signature locations, specifies authentication requirements, determines routing sequences, and stores metadata all in a single reusable template structure. This multi-functional approach consolidates what would otherwise require separate systems into one unified template mechanism.
Solution Approach 2:
The patent uses an intermediary approach by introducing a template as a mediating layer between the user and the document tagging process. The template acts as a pre-configured intermediary that automatically handles the complex linking of signature locations, workflows, and authentication steps, shielding users from the underlying system complexity while enabling automated document tagging.
Data Source
AI summary
The present invention provides a system and method for tagging digital documents. A method for creating digitally tagged documents includes creating a data template for a digital document, assigning signature locations and data fields in the data template, and linking the template instructions with the digital document. A system for creating digitally tagged documents includes a processor; a display; and a memory containing stored programming instructions operable by the processor to create a data template for a digital document, assign signature locations and data fields in the data template, and link template instructions with the digital document.