US 12,175,068 B2
Electronic signatures over an online sharing session
Abhinandan Sahgal, Bengaluru (IN); Justin Alexander Chi-Young Hou, Pleasanton, CA (US); and Gaurav Gupta, Chandigarh (IN)
Assigned to Tekion Corp, Pleasanton, CA (US)
Filed by Tekion Corp, San Ramon, CA (US)
Filed on Apr. 15, 2021, as Appl. No. 17/231,376.
Claims priority of provisional application 63/010,657, filed on Apr. 15, 2020.
Prior Publication US 2021/0326482 A1, Oct. 21, 2021
This patent is subject to a terminal disclaimer.
Int. Cl. G06F 16/93 (2019.01); B60R 25/102 (2013.01); B60R 25/24 (2013.01); B60R 25/30 (2013.01); G06F 3/04883 (2022.01); G06F 16/176 (2019.01); G06F 16/9035 (2019.01); G06F 21/64 (2013.01); G06F 40/106 (2020.01); G06F 40/169 (2020.01); G06F 40/186 (2020.01); G06F 40/197 (2020.01); G07C 9/00 (2020.01); H04L 65/1069 (2022.01); H04L 65/401 (2022.01); H04L 67/53 (2022.01); H04W 4/021 (2018.01)
CPC G06F 3/04883 (2013.01) [B60R 25/102 (2013.01); B60R 25/24 (2013.01); B60R 25/305 (2013.01); G06F 16/176 (2019.01); G06F 16/9035 (2019.01); G06F 16/93 (2019.01); G06F 21/64 (2013.01); G06F 40/106 (2020.01); G06F 40/169 (2020.01); G06F 40/186 (2020.01); G06F 40/197 (2020.01); G07C 9/00309 (2013.01); G07C 9/00571 (2013.01); H04L 65/1069 (2013.01); H04L 65/4015 (2013.01); H04L 67/53 (2022.05); H04W 4/022 (2013.01); G07C 2009/00373 (2013.01); G07C 2009/00769 (2013.01); G07C 2209/08 (2013.01); G07C 2209/63 (2013.01)] 15 Claims
OG exemplary drawing
 
1. A computer-implemented method of a document management system for sharing documents for electronic signature during an online sharing session, the computer-implemented method comprising:
determining, by the document management system, a set of second documents that are associated with a first document;
determining, by the document management system, one or more second documents from the set of second documents that require a handwritten signature based on an exclusion policy that excludes the one or more second documents from being electronically signed, the exclusion policy including a type of printer required to print the one or more second documents and the type of printer indicative that the one or more second documents requires the handwritten signature;
receiving, by the document management system, a request from a first device of a first user to share the set of second documents with at least a second user that electronically signed the first document, the set of second documents including a plurality of second documents requiring an electronic signature of the second user;
transmitting, by the document management system, an invitation for an online sharing session to the first device of the first user and a second device of the second user, the invitation including authentication information for the online sharing session;
establishing, by the document management system, the online sharing session with the first device of the first user and the second device of the second user responsive to receiving the authentication information from the first device and the second device, the online sharing session including the set of second documents but excludes the determined one or more second document such that the first user reviews the set of second documents with the second user during the online sharing session via the first device and the second device that each display the set of second documents;
while the second document is displayed on the first device and the second device during the online sharing session, receiving, by the document management system, a request from the second device of the second user for the first user to revise a second document from the set of second documents that is being reviewed by the first user and the second user during the online sharing session;
receiving, by the document management system, a revision to a stored version of the second document that is being reviewed by the first user and the second user during the online sharing session from the first device of the first user responsive to the request from the second device of the second user for the first user to revise the second document;
updating, by the document management system, the online sharing session such that the updated online sharing session includes a revised second document that is reviewed by the first user and the second user during the online sharing session, the revised second document including the revision received from the first device of the first user;
receiving, by the document management system, the electronic signature of the second user for each of the plurality of second documents including the revised second document during the online sharing session such that the first user views the electronic signature of the second user for each of the plurality of second documents during the online sharing session with the second user; and
transmitting a notification to the first device of the first user that the set of second documents are electronically signed by the second user.