Electronic Document Handling Zoom on Entry

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Solution Overview

Problem

The existing methods for completing electronic documents are inefficient due to challenges in navigating and completing form fields on small screens, leading to frustration and errors in data entry, particularly with signature fields, which slows down the signing process and increases customer support loads.

Innovation Solution

A system and method that facilitates the completion of electronic documents by using a document execution server, document summary server, and document flag server to provide visual flags and online signature entry pads, allowing signer users to easily identify and complete signature fields, with features like 'zoom on entry' to enhance usability on small screens.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If general navigation techniques (scrollbars, arrow keys, tab buttons) are used to move between information fields, then the system maintains simplicity and compatibility with standard interfaces, but the ease of operation deteriorates on small screens making data entry frustrating and error-prone

Engineering Contradiction:
Improveease of data entryVSAvoidnavigation complexity
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The document is divided into individual information fields that can be independently accessed and edited. Each field is segmented as a distinct interactive element that users can navigate to and from, making data entry manageable in small, non-overwhelming units rather than requiring navigation through the entire document at once.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The interface adds a temporal dimension to navigation by enabling users to jump directly to specific fields using field identifiers or bookmarks, rather than requiring sequential navigation through the document structure. This transforms the navigation experience from a linear path through space to a random-access model that reduces the number of navigation steps required.

Inventive Principle:
Principle #17Another dimension (Dimensionality change)

2Area of stationary object

If the document is displayed at full size to maintain readability, then the information remains viewable and understandable, but the area available for data entry fields becomes insufficient on small screens

Engineering Contradiction:
Improvedata entry areaVSAvoiddocument readability
Core Design Contradiction:
Area of stationary objectVSLoss of information

Solution Approach 1:

The document viewing area is segmented into multiple regions, with the ability to display different portions of the document simultaneously or to switch between overview and detailed views. This segmentation allows the system to maintain document readability while creating dedicated space for data entry fields without requiring the entire screen to be devoted to one function.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The display layout is made dynamic, automatically adjusting the allocation of screen space between document viewing and data entry fields based on the current context, such as which field is currently active for editing. When a field is being edited, the interface dynamically expands that field's area while maintaining visibility of the surrounding document context.

Inventive Principle:
Principle #15Dynamics

3Quantity of substance

If multiple information fields are provided in a large document, then the document can capture comprehensive information, but the signer easily loses track of how many fields remain to be completed

Engineering Contradiction:
Improvenumber of information fieldsVSAvoidtracking completion status
Core Design Contradiction:
Quantity of substanceVSLoss of information

Solution Approach 1:

The system implements continuous feedback mechanisms that inform users of their completion progress, such as displaying the number of remaining fields, showing visual indicators of completed versus pending fields, or providing progress bars. This feedback loop helps users maintain awareness of their progress through the document without requiring them to manually count or track fields themselves.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The system performs preliminary organization of information fields into logical groups or sections before presenting them to the user. Fields are pre-grouped by function, document section, or completion dependency, allowing users to navigate through organized chunks rather than a random sequence of individual fields, making it easier to track overall progress.

Inventive Principle:
Principle #10Preliminary action

4Manufacturing precision

If signature fields are made small enough to fit in the document context, then the overall document layout is maintained, but the precision of signature digitization deteriorates

Engineering Contradiction:
Improvesignature digitization accuracyVSAvoidsignature field area
Core Design Contradiction:
Manufacturing precisionVSArea of stationary object

Solution Approach 1:

The system adds a zoom dimension to the signature field interface, allowing users to view and sign at high magnification while the field maintains its small allocated space in the overall document layout. The signature area can be temporarily expanded in the viewing dimension during the signing action, then returned to its compact size for document integration, effectively separating the signing precision requirement from the document layout constraints.

Inventive Principle:
Principle #17Another dimension (Dimensionality change)

Solution Approach 2:

The signature field is segmented into a dedicated signing zone that can be independently manipulated in size and position. This segmented approach allows the signature area to be enlarged specifically for the digitization action without affecting the overall document layout or other fields, maintaining both document integrity and signature precision.

Inventive Principle:
Principle #1Segmentation

Data Source

PatentEP3084576B1Methods and apparatus for electronic document handling
Publication Date: 2022.03.02 CITRIX SYSTEMS INC
  • EP3084576B1 patent drawingFigure 1
  • EP3084576B1 patent drawingFigure 2A
  • EP3084576B1 patent drawingFigure 2B

AI summary

A method for electronic document handling utilizing a browser apparatus communicatively coupled to a document execution server comprises downloading an unsigned electronic document from the document execution server to the browser apparatus and downloading a front-end program including zoom instructions from the document execution server to the browser apparatus. The front-end program may be separate from or part of the unsigned electronic document. The method also includes displaying the unsigned electronic document on the display screen of the browser apparatus. This displaying includes displaying fields to be filled in by the operator of the browser apparatus using the pointing apparatus and the data entry apparatus. The method also includes running the front-end program downloaded from the document execution server to zoom into or out of at least one of the displayed fields.