| 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. |
| 主权项 |
1. A method for providing controlled access to an electronic signature document for a plurality of users, comprising:
executing, via one or more processors, an electronic signature service (ESS) on a web server, the electronic signature service stored as an executable module on one or more memory devices, the executable module when executed performing operations including: identifying one or more documents associated with a document owner, the one or more documents comprising one or more locations for signatures and terms for an agreement between the plurality of users including at least a signing user; receiving a request from a client device associated with the document owner via an application programming interface (API) to pre-tag the one or more documents to indicate a location for signature and a signing role for the signing user; in response to receiving a first action on the one or more documents, creating a first set of one or more snapshot copies of the one or more documents in a transaction room for the agreement, the transaction room implemented as a web service accessible by the plurality of users associated with the agreement, the one or more snapshot copies viewable by the plurality of users through a graphical user interface of the transaction room, the terms for the agreement in the snapshot copies in the transaction room not being editable by the plurality of users; associating the signing user with the signing role; tagging the one or more snapshot copies with tags based on the pre-tag to display data identifying the location for signature for the signing user to sign, the tagging occurring when the one or more snapshot copies is accessed by the signing user through the transaction room; and in response to receiving, from the signing user, a request to access the one or more snapshot copies, generating graphical user interface (GUI) data for transmission to a client device associated with the signing user to display the one or more snapshot copies comprising the tags. |
