CA2841815C

Method for associating third party content with online document signing

Abstract

Techniques for electronic signature process management are described. Some embodiments provide an electronic signature service ("ESS") configured to associate third-party content with electronic signature documents by way of dynamic form fields. A dynamic form field is associated with a data store and an electronic signature document. The ESS may automatically populate the dynamic form field with data obtained from the associated data store. If a signer changes the data of the dynamic form field, the ESS may write back the changed data to the data store.

CA2841815C, drawing sheet 1
Sheet 1 of 5

Term

Projected expiry 16 July 2032.

  1. Priority
  2. Filed
  3. Granted
  4. Today
  5. Projected expiry

39 claims: 6 independent, 33 dependent

  1. 1
    A method for providing electronic signature documents, comprising:receiving an electronic signature document and configuration data for the electronic signature document from a first user via a user interface of an electronic signature service (ESS), the configuration data including one or more dynamic form fields comprising unpopulated fields of the electronic signature document, the one or more dynamic form fields mapped to an associated data store, the associated data store external to the ESS and comprising dynamically updated user information;and in response to a request to access the electronic signature document from a second user: obtaining current user data associated with the second user from the associated data store;automatically populating the one or more dynamic form fields with the current user data associated with the second user obtained from the associated data store;and presenting the electronic signature document including the one or more dynamic form fields populated with the current user data associated with the second user to the second user for signature.
  2. 8
    A non-transitory computer-readable storage medium including contents that, when executed by a computing system, facilitate management of electronic signature documents, by performing a method comprising:receiving an electronic signature document and configuration data for the electronic signature document from a first user via a user interface of an electronic signature service (ESS), the configuration data including one or more dynamic form fields comprising unpopulated fields of the electronic signature document, the one or more dynamic form fields mapped to an associated data store, the associated data store external to the ESS and comprising dynamically updated user information;and in response to a request to access the electronic signature document from a second user: obtaining current user data associated with the second user from the associated data store;automatically populating the one or more dynamic form fields with the current user data associated with the second user obtained from the associated data store;and presenting the electronic signature document including the one or more dynamic form fields populated with the current user data associated with the second user to the second user for signature. -20CA 2841815 2018-11-05
  3. 15
    A computing system configured to facilitate management of electronic signature documents, comprising:one or more processors;one or more memory devices;and a module executable via the one or more processors using instructions stored by the one or more memory devices, to: receive an electronic signature document and configuration data for the electronic signature document from a first user via a user interface of an electronic signature service (ESS), the configuration data including one or more dynamic form fields comprising unpopulated fields of the electronic signature document, the one or more dynamic form fields mapped to an -22CA 2841815 2018-11-05 associated data store, the associated data store external to the ESS and comprising dynamically updated user information;and in response to a request to access the electronic signature document from a second user: obtain current user data associated with the second user from the associated data store;automatically populate the one or more dynamic form fields with the current user data associated with the second user obtained from the associated data store;and present the electronic signature document including the one or more dynamic form fields populated with the current user data associated with the second user to the second user for signature.
  4. 20
    A computing system configured to facilitate management of electronic signature documents, the computing system comprising:one or more processors;one or more memory devices;and a module executable via the one or more processors using instructions stored by the one or more memory devices, to perform operations including: receiving an electronic document and configuration data for the electronic document from a first user via a user interface of an electronic document -24CA 2841815 2018-11-05 transaction service, the configuration data including one or more dynamic form fields comprising unpopulated fields of the electronic document, the one or more dynamic form fields mapped to an associated external data store;and in response to a request to access the electronic document from a second user, automatically populating the one or more dynamic form fields with current data associated with the second user obtained from the associated external data store;in response to populating the one or more dynamic form fields, presenting the electronic document including the one or more dynamic form fields populated with the current user data associated with the second user to the second user for signature;and receiving an indication of the second user applying an electronic signature to the electronic document.
  5. 27
    A method configured to facilitate management of electronic signature documents, the method comprising:receiving, using one or more processors executing within a computing device, an electronic document and configuration data for the electronic document from a first user via a user interface of an electronic document transaction service, the configuration data including one or more dynamic form fields comprising unpopulated fields of the electronic document, the one or more dynamic form fields mapped to an associated external data store;and in response to receiving a request to access the electronic document from a second user, automatically populating the one or more dynamic form fields with current data associated with the second user obtained from the associated external data store;in response to populating the one or more dynamic form fields, presenting the electronic document including the one or more dynamic form fields populated with the current user data associated with the second user to the second user for signature;and receiving an indication of the second user applying an electronic signature to the electronic document.
  6. 33
    A non-transitory computer readable storage medium including instructions that, when executed on one or more processors within a computing device, cause the computing device to perform operations including:receiving, using one or more processors executing within a computing device, an electronic document and configuration data for the electronic document from a first user via a user interface of an electronic document transaction service, the configuration data including one or more dynamic form fields comprising unpopulated fields of the electronic document, the one or more dynamic form fields mapped to an associated external data store;and in response to receiving a request to access the electronic document from a second user, automatically populating the one or more dynamic form fields with current data associated with the second user obtained from the associated external data store;-29CA 2841815 2018-11-05 in response to populating the one or more dynamic form fields, presenting the electronic document including the one or more dynamic form fields populated with the current user data associated with the second user to the second user tor signature;and receiving an indication of the second user applying an electronic signature to the electronic document.