Systems and methods for online document sign-up

摘要

Systems and methods for managing documents are described. A system comprises one or more modules to present controls that reflect a hierarchy of documents available for online delivery, receive an indication of selected controls, and manage online document delivery (ODD) using the indication. A system for presenting a single-page ODD sign-up, comprises one or more modules to identify a user of an online system, determine a financial account associated with the user, and present a hierarchical control, including the financial account, in the single page to the user. A system comprises one or more modules to receive, from a support representative, a user's preference associated with ODD; receive, from an online interface, an indication that the user accepts an agreement associated with ODD; and manage ODD using the indicia reflecting the user's preference after the indication that the user agreed to the agreement has been received. Other embodiments are described.

主权项

1. A system for presenting a single-page online document delivery sign-up, comprising:
a processor; and a storage device having machine-readable instructions contained therein which when executed cause the processor to: identify a user of an online system; determine a first financial account and a second financial account associated with the user, wherein the first financial account and the second financial account are each selected from the group of accounts consisting of: an insurance account, a banking account, an investment account, and a retirement account,
wherein the first financial account and the second financial account associated with the user are in a different group of accounts; present an expanding and collapsing hierarchical control including a number of document types associated with the first financial account in one or more levels of the first financial account and a number of document types associated with the second financial account in one or more levels of the second financial account in the single page to the user,
the hierarchical control with one or more levels comprises at least a first level and a second level, wherein the second level is a subset of the first level; receive a selection of one or more particular document types associated with the at least first level of the first financial account and the at least first level of the second financial account via the hierarchical control; deliver the selected particular document types, generated subsequent to receiving the selection and associated with the selected document type, online to the user via the online system responsive to the document being generated; and determine one or more unselected document types, generated subsequent to receiving the selection is to be delivered in paper to the user.