Systems and methods for employing document snapshots in transaction rooms for digital transactions

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 recipient 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 recipients.

主权项

1. A method that facilitates a digital transaction between at least two users, comprising:
assigning at least one document to a transaction room associated with a digital transaction service, wherein the transaction room provides a plurality of participants controlled access to the at least one document based on a role of each of the plurality of participants; in response to a document-snapshot trigger that is associated with a document of the at least one document, creating a first copy of the document; providing the first copy of the document to at least one recipient of the plurality of participants for review such that the first copy of the document is non-editable by the plurality of participants while maintaining editability of the document in the transaction room; preparing the document for electronic signature via the digital transaction service by: when the document has changed after the first copy of the document was provided for review, creating a second copy of the document and tagging the second copy of the document for signature; and when the document has not changed after the first copy of the document was provided for review, tagging the first copy of the document for signature determining if the tagged document includes at least one pre-tagged signing role that is unassociated with a signing recipient; and providing a report identifying the determination of an unassociated pre-tagged signing role.