System and method for creating a completed electronic document
Abstract
The present invention provides a system and method for facilitating a transaction between two or more parties. An electronic document is received at a processing device. Each portion of the received electronic document is identified and designated as one of a read-only portion, a read-only portion containing one or more editable fields, a selectable portion or any combination thereof. The received electronic document is converted into an application or embeddable frame based on the designated portions for a first party using the processing device. The application or embeddable frame creates a completed electronic agreement that is legally binding on at least a second party when executed by the second party.
Claims
exact text as granted — not AI-modified1 - 43 . (canceled)
44 . A method for creating a completed electronic document by a user and one or more other users comprising:
identifying and designating each portion of an electronic document as a read-only portion, or a read-only portion containing one or more editable fields, or a selectable portion or any combination thereof by the user using a processing device; creating a computer program comprising an executable document-specific application or embeddable frame based on the designated portions using the processing device; making the executable document-specific application or embeddable frame available to the one or more other users via download, execution of a website, execution within a browser, or an electronic device; and executing the executable document-specific application or embeddable frame by the one or more other users, wherein the executable document-specific application or embeddable frame creates the completed electronic document.
45 . The method as recited in claim 44 , further comprising receiving the electronic document at the processing device.
46 . The method as recited in claim 44 , wherein the selectable portion of the electronic document comprises one or more optional provisions.
47 . The method as recited in claim 44 , wherein the selectable portion of the electronic document is linked to other portions of the electronic document such that the other portions are automatically added, deleted or modified in the completed electronic document whenever the one or more other users select the selectable portion.
48 . The method as recited in claim 44 , wherein the selectable portion of the electronic document is automatically deleted from the completed electronic document whenever the one or more other users do not select the selectable portion.
49 . The method as recited in claim 44 , further comprising incorporating an electronic signature from the user into the executable document-specific application or embeddable frame such that the completed electronic document is legally binding on the user and the one or more other users when executed by the one or more other users.
50 . The method as recited in claim 44 , wherein the completed electronic document involves goods, services, information, property or a legal proceeding.
51 . The method as recited in claim 44 , wherein the completed electronic document involves intellectual property comprising copyrightable material, ideas, patents, patent applications, trademarks, licenses or technology.
52 . The method as recited in claim 44 , wherein the processing device comprises a computer, a workstation, a personal data assistant, an electronic tablet, an Internet-enabled phone, a wireless communications device, two or more electronic devices communicably coupled together or a combination thereof.
53 . A method for creating a completed electronic document by a user and one or more other users comprising:
making a computer program comprising an executable document-specific application or embeddable frame available to the one or more other users via download, execution on a website, execution within a browser, or an electronic device; executing the executable document-specific application or embeddable frame from the user using an electronic device of the one or more other users, wherein the executable document-specific application or embeddable frame contains an electronic document having each portion of the electronic document designated as a read-only portion, or a read-only portion containing one or more editable fields, or a selectable portion or any combination thereof; displaying the designated portions of the electronic document to the one or more other users using the electronic device; whenever the designated portions include the read-only portion containing the one or more editable fields or the selectable portion, receiving a data from the one or more other users using the electronic device, wherein the data comprises information for any of the editable fields or a selection of any of the selectable portions using the electronic device, and generating the completed electronic document based on the data using the electronic device and the executable document-specific application or embeddable frame; whenever the designated portions only include the read-only portion, generating the completed electronic document using the electronic device and the executable document-specific application or embeddable frame; and providing the completed electronic document to the user and the one or more other users.
54 . The method as recited in claim 53 , further comprising receiving an acceptance of the completed electronic document by the one or more other users using the electronic device.
55 . The method as recited in claim 54 , wherein the acceptance of the completed electronic document by the one or more other users is legally binding on at least the one or more other users.
56 . The method as recited in claim 54 , wherein the acceptance of the completed electronic document by the one or more other users comprises an electronic signature of the one or more other users.
57 . The method as recited in claim 53 , wherein the selectable portion of the electronic document comprises one or more optional provisions.
58 . The method as recited in claim 53 , further comprising adding, deleting or modifying one of the selectable portions based on the received data.
59 . The method as recited in claim 53 , further comprising deleting one of the selectable portions based on the received data indicating the one or more other users did not select the selectable portion.
60 . The method as recited in claim 53 , wherein the completed electronic document comprises a PDF file or other electronic file format that is protected against any content changes.
61 . The method as recited in claim 53 , further comprising providing the completed electronic document to a governmental entity.
62 . The method as recited in claim 53 , wherein the completed electronic document is provided to the user by automatically storing the completed electronic document at a location previously designated by the user.
63 . The method as recited in claim 53 , wherein the completed electronic document is provided via any one of an electronic mail, a downloadable read-only format, a SMS link to a website hosted file, a Twitter link to the website hosted file, a FaceBook link to the website hosted file, a filed saved to Salesforce.com, Basecamp, Highrise, Dropbox, box.com, iCloud, Google Apps or other web-based service provider.
64 . The method as recited in claim 53 , wherein the completed electronic document involves goods, services, information, property or a legal proceeding.
65 . The method as recited in claim 53 , wherein the completed electronic document involves intellectual property comprising copyrightable material, ideas, patents, patent applications, trademarks, licenses or technology.
66 . The method as recited in claim 53 , wherein the electronic device comprises a computer, a workstation, a personal data assistant, an electronic tablet, an Internet-enabled phone, a wireless communications device, multiple electronic devices communicably coupled together or a combination thereof.
67 . The method as recited in claim 53 , further comprising receiving an acknowledgement from one or more witnesses, one or more notaries or one or more governmental representatives.
68 . A system for creating a completed electronic document by a user and one or more other users comprising:
a server; one or more processors communicably coupled to the server; a non-transitory computer readable medium encoded with a computer program communicably coupled to the processors to (a) identify and designate each portion of an electronic document as a read-only portion, or a read-only portion containing one or more editable fields, or a selectable portion or any combination thereof, (b) create a second computer program comprising an executable document-specific application or embeddable frame based on the designated portions from the user by converting the electronic document into the executable document-specific application or embeddable frame based on the designated portion for the user, and (c) transfer the executable document-specific application or embeddable frame to the server so that the executable document-specific application or embeddable frame is available to the one or more other users via download, execution of a website, execution within a browser, or an electronic device; and wherein executing the executable document-specific application or embeddable frame by the one or more other users creates the completed electronic document.
69 . The system as recited in claim 68 , wherein the processors receive the electronic document.
70 . The system as recited in claim 68 , wherein the selectable portion of the electronic document comprises one or more optional provisions.
71 . The system as recited in claim 68 , wherein the selectable portion of the electronic document is linked to other portions of the electronic device such that the other portions are automatically added, deleted or modified in the completed electronic document whenever the one or more other users select the selectable portion.
72 . The system as recited in claim 68 , wherein the selectable portion of the electronic document is automatically deleted from the completed electronic document whenever the one or more other users do not select the selectable portion.
73 . The system as recited in claim 68 , wherein the processors incorporate an electronic signature from the user into the executable document-specific application or embeddable frame.
74 . The system as recited in claim 68 , wherein the completed electronic document involves goods, services, information, property or a legal proceeding.
75 . The system as recited in claim 68 , wherein the completed electronic document involves intellectual property comprising copyrightable material, ideas, patents, patent applications, trademarks, licenses or technology.
76 . The system as recited in claim 68 , wherein the processors comprises a computer, a workstation, a personal data assistant, an electronic tablet, an Internet-enabled phone, a wireless communications device, multiple electronic devices communicably coupled together or a combination thereof.
77 . A system for creating a completed electronic document by a user and one or more other users comprising:
a server; one or more processors communicably coupled to the server; and a non-transitory computer readable medium encoded with a computer program communicably coupled to the processors to (a) access a second computer program comprising an executable document-specific application or embeddable frame via download, execution on a website, execution within a browser, or an electronic device from the user via the server, (b) execute the executable document-specific application or embeddable frame, wherein the executable document-specific application or embeddable frame is created by converting an electronic document having each portion of the electronic document designated as a read-only portion, or a read-only portion containing one or more editable fields, or a selectable portion or any combination thereof, (c) display the designated portions of the electronic document to the one or more other users, (d) whenever the designated portions include the read-only portion containing the one or more editable fields or the selectable portion, receiving a data from the one or more other users using the electronic device, wherein the data comprises information for any of the editable fields or a selection of any of the selectable portions using the electronic device, and generating a completed electronic document based on the received data using the electronic device and the executable document-specific application or embeddable frame, (e) whenever the designated portions only include the read-only portion, generating the completed electronic document using the electronic device and the executable document-specific application or embeddable frame, and (f) provide the completed electronic document to the user and the one or more other users.
78 . The system as recited in claim 77 , wherein the processors receive an acceptance of the completed electronic document by the one or more other users using the electronic device.
79 . The system as recited in claim 78 , wherein the acceptance of the completed electronic document by the one or more other users is legally binding on at least the one or more other users.
80 . The system as recited in claim 77 , wherein the selectable portion of the electronic document comprises one or more optional provisions.
81 . The system as recited in claim 77 , wherein the processors add, delete or modify one of the selectable portions based on the received data.
82 . The system as recited in claim 77 , wherein the processors delete one of the selectable portions based on the received data indicating the one or more other users did not select the selectable portion.
83 . The system as recited in claim 77 , wherein the acceptance of the completed electronic document by the one or more other users comprises an electronic signature of the one or more other users.
84 . The system as recited in claim 77 , wherein the completed electronic document comprises a PDF file or other electronic file format that is protected against any content changes.
85 . The system as recited in claim 77 , wherein the completed electronic document is further provided to a governmental entity.
86 . The system as recited in claim 77 , wherein the completed electronic document is provided to the user by automatically storing the completed electronic document at a location previously designated by the user.
87 . The system as recited in claim 77 , wherein the completed electronic document is provided via any one of an electronic mail, a downloadable read-only format, a SMS link to a website hosted file, a Twitter link to the website hosted file, a FaceBook link to the website hosted file, a filed saved to Salesforce.com, Basecamp, Highrise, Dropbox, box.com, iCloud, Google Apps or other web-based service provider.
88 . The system as recited in claim 77 , wherein the completed electronic document involves goods, services, information, property or a legal proceeding.
89 . The system as recited in claim 77 , wherein the completed electronic document involves intellectual property comprising copyrightable material, ideas, patents, patent applications, trademarks, licenses or technology.
90 . The system as recited in claim 77 , wherein the processors comprises a computer, a workstation, a personal data assistant, an electronic tablet, an Internet-enabled phone, a wireless communications device, multiple electronic devices communicably coupled together or a combination thereof.
91 . The system as recited in claim 77 , wherein the processors receive an acknowledgement from one or more witnesses, one or more notaries or one or more governmental representatives.Cited by (0)
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