| CPC G06Q 50/18 (2013.01) [G06Q 10/083 (2013.01)] | 21 Claims |
|
1. A secure document portal system that provides a recipient remote access to and delivery of electronic documents, the system comprising one or more computing devices including one or more processors and memories containing program code for execution by the one or more processors, the one or more computing devices configured to:
receive personally identifiable information about the recipient, and metadata about one or more electronic documents;
generate a retrieval code, wherein the retrieval code is specific to the recipient and/or specific to the electronic documents; and
cause the retrieval code to be embedded or encoded in a URL encoded as a QR code or other machine-readable code and displayed on a delivery notice page or device separate from the electronic documents for delivery without proof of service to the recipient;
at a later time:
receive, from a user, input including the retrieval code;
verify, in response to receiving the input, that the user is the recipient;
provide the recipient pre-delivery remote access to view the electronic documents, wherein the metadata allows the one or more computing devices to retrieve the electronic documents to provide the recipient the pre-delivery remote access to view the electronic documents;
offer, where email is not valid service, electronic delivery of the electronic documents to the recipient;
if the recipient agrees to the offer of electronic delivery, cause the electronic documents to be electronically delivered to the recipient;
after the electronic documents are electronically delivered to the recipient:
present an acceptance document acknowledging and accepting or waiving service of the electronic documents upon the recipient;
ask the recipient to execute the acceptance document; and
if the recipient executes the acceptance document, save the executed acceptance document as evidence of acceptance or waiver of service of process by the recipient.
|