Methods and systems for establishing and enforcing document visibility rights with an electronic signature service

摘要

Techniques for generating and enforcing document visibility rights associated with a document in use with an electronic signature service are described. Consistent with embodiments of the invention, document visibility rights can be established for each person designated to sign and/or receive a copy of a document, and on a per-page, per-document section, or per-source document basis. Additionally, visibility rights may be conditional, such that various events (including the singing of a document) may modify visibility rights making a previously un-viewable page or document section viewable to a particular person.

主权项

1. A method comprising:
receiving at a server operating an electronic signature service a plurality of files representing source documents, wherein at least one respective source document includes associated metadata defining visibility rights and signature requirements for the respective source document; converting the plurality of files to a single file representing a document package having a file format consistent with a portable document format (PDF); receiving a plurality of message addresses with each message address identifying a person, of which at least one person is to execute a source document included in the document package by providing an electronic signature to be associated with the source document; generating document visibility rights and signature requirements corresponding to one or more people identified by the plurality of message addresses for each portion of the document package at least partially based on the metadata defining visibility rights and signature requirements for the at least one source document; and communicating a message to each of the message addresses associated with a person, each message having a customized link to access the portions of the document package based on the visibility rights and to submit digital signatures required by the signature requirements.