Tom Gonser

Systems and methods for providing a report describing the status of an electronic envelope. The electronic envelope includes a first electronic document to be distributed for electronic signature and an electronic signing template defining a set of at least one task that must be performed by an executor of the first electronic document to complete the electronic signature. The first electronic document is subject to a workflow including a plurality of events. The method includes receiving from… Show more

Systems and methods for providing a report describing the status of an electronic envelope. The electronic envelope includes a first electronic document to be distributed for electronic signature and an electronic signing template defining a set of at least one task that must be performed by an executor of the first electronic document to complete the electronic signature. The first electronic document is subject to a workflow including a plurality of events. The method includes receiving from a monitoring entity a selection of an identifier of an event of the plurality. The progress of the first electronic document through the workflow is monitored. That the at least one event has occurred with respect to the first electronic document is determined. In response to determining that the at least one event has occurred, the monitoring entity is notified of such.

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Techniques for electronic signature process management are described. Some embodiments provide an electronic signature service ("ESS") configured to manage electronic identity cards. In some embodiments, the ESS generates and manages an electronic identity card for a user, based on personal information of the user, activity information related to the user's actions with respect to the ESS, and/or social networking information related to the user. The electronic identity card of a signer may be… Show more

Techniques for electronic signature process management are described. Some embodiments provide an electronic signature service ("ESS") configured to manage electronic identity cards. In some embodiments, the ESS generates and manages an electronic identity card for a user, based on personal information of the user, activity information related to the user's actions with respect to the ESS, and/or social networking information related to the user. The electronic identity card of a signer may be associated with an electronic document signed via the ESS, so that users may obtain information about the signer of the document. Electronic identity cards managed by the ESS may also be shared or included in other contexts, such as via a user's profile page on a social network, a user's email signature, or the like.

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Techniques for signer-initiated electronic document signing via an electronic signature service using a mobile or other client device are described. Example embodiments provide an electronic signature service ("ESS") configured to facilitate the creation, storage, and management of documents and corresponding electronic signatures. In some embodiments, when a signer user receives an electronic signature document on a mobile device, the signer may use a client module executing on the mobile… Show more

Techniques for signer-initiated electronic document signing via an electronic signature service using a mobile or other client device are described. Example embodiments provide an electronic signature service ("ESS") configured to facilitate the creation, storage, and management of documents and corresponding electronic signatures. In some embodiments, when a signer user receives an electronic signature document on a mobile device, the signer may use a client module executing on the mobile device to import the document into the ESS. Once the document is imported into the ESS, the signer can access, review, and sign the document at the ESS via the mobile device. After signing the document, the signer can use the mobile device to cause the ESS to provide the signed document to one or more recipients. Show less

Techniques for electronic signature process management are described. Some embodiments provide an electronic signature service ("ESS") configured to associate third-party content with electronic signature documents by way of dynamic form fields. A dynamic form field is associated with a data store and an electronic signature document. The ESS may automatically populate the dynamic form field with data obtained from the associated data store. If a signer changes the data of the dynamic form… Show more

Techniques for electronic signature process management are described. Some embodiments provide an electronic signature service ("ESS") configured to associate third-party content with electronic signature documents by way of dynamic form fields. A dynamic form field is associated with a data store and an electronic signature document. The ESS may automatically populate the dynamic form field with data obtained from the associated data store. If a signer changes the data of the dynamic form field, the ESS may write back the changed data to the data store.Techniques for electronic signature process management are described. Some embodiments provide an electronic signature service ("ESS") configured to associate third-party content with electronic signature documents by way of dynamic form fields. A dynamic form field is associated with a data store and an electronic signature document. The ESS may automatically populate the dynamic form field with data obtained from the associated data store. If a signer changes the data of the dynamic form field, the ESS may write back the changed data to the data store. Show less

The present invention provides a system and method for tagging digital documents. A method for creating digitally tagged documents includes creating a data template for a digital document, assigning signature locations and data fields in the data template, and linking the template instructions with the digital document. A system for creating digitally tagged documents includes a processor; a display; and a memory containing stored programming instructions operable by the processor to create a… Show more

The present invention provides a system and method for tagging digital documents. A method for creating digitally tagged documents includes creating a data template for a digital document, assigning signature locations and data fields in the data template, and linking the template instructions with the digital document. A system for creating digitally tagged documents includes a processor; a display; and a memory containing stored programming instructions operable by the processor to create a data template for a digital document, assign signature locations and data fields in the data template, and link template instructions with the digital document. Show less