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Systems and methods for employing document pre-tag auditing in transaction rooms for digital transactions

机译:在数字交易室中采用文件预标签审核的系统和方法

摘要

Embodiments are directed towards employing a transaction room in a digital transaction service to provide participants controlled access and editing of a document. In response to a trigger, a first copy of the document is created. The first copy of the document may be provided to a participant for review such that the first copy is non-editable by the participants, while the document is editable in the transaction room. The document may be prepared for electronic signature such that, when the document has changed after the first copy was provided for review, a second copy of the document is created and tagged for signature; and when the document has not changed after the first copy was provided for review, the first copy may be tagged for signature. Tagging a document copy for signature may include pre-tagging the document for signature based on signing roles of the participants.
机译:实施例针对在数字交易服务中采用交易室以向参与者提供文件的受控访问和编辑。响应触发器,将创建文档的第一份副本。可以将文档的第一副本提供给参与者以供查看,以使得参与者不能编辑第一副本,而在交易室中可以编辑文档。该文档可以准备进行电子签名,使得当在提供第一份副本以供查看后文档发生更改时,将创建该文档的第二份副本并对其进行标记以进行签名;当提供第一份副本以供查看后文档没有更改时,可以标记第一份副本以供签名。标记文档副本以进行签名可以包括基于参与者的签名角色来预标记文档以进行签名。

著录项

  • 公开/公告号US9818138B2

    专利类型

  • 公开/公告日2017-11-14

    原文格式PDF

  • 申请/专利权人 DOCUSIGN INC.;

    申请/专利号US201414572658

  • 发明设计人 GLENN SHIMKUS;

    申请日2014-12-16

  • 分类号G06Q30/06;G06Q40/00;G06Q10/10;H04L9/32;

  • 国家 US

  • 入库时间 2022-08-21 12:56:54

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