Abstract: Techniques for electronic signature processes are described. Some embodiments provide an electronic signature service (“ESS”) configured to facilitate the creation, storage, and management of electronic signature documents. The ESS may facilitate payment processing via an electronic signature document that includes or is associated with a payment form. When the signature document is presented to a user for signature, the payment form collects payment data (e.g., card type, account number, name) that is used by the ESS to process payment upon completion of the signing process.

Abstract: 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.

Abstract: 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 a hard copy (e.g., paper) signature document, the signer may capture an image of the signature document with a camera of a mobile device. The signer can then import the captured image into the ESS for signature, storage, and/or transmission to other parties.

Abstract: 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.

Abstract: 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.

Abstract: The present invention provides systems and methods for dynamically rendering documents during a signing ceremony (instead of validating that signature tasks are placed appropriately on all documents). The invention establishes a visibility policy that governs how documents are rendered, based on the state of system Tabs (instructions) placed on the documents.

Abstract: Systems and methods for facilitating version control over an electronic document, the electronic document being subject to a distribution sequence among at least first and second reviewing parties over a network. The method includes receiving an instruction set from a source client. Based on the instruction set, at least one editable field populated with content is embedded in the electronic document. The progress of the electronic document through the distribution sequence is monitored over the network. The content of the editable field being edited by the first reviewing party is determined. In response to determining that the content has been edited by the first reviewing party, the edited electronic document is provided to the second reviewing party. The electronic document being electronically signed by the first and second reviewing parties is validated. The editable field is locked from further electronic editing.

Abstract: The present invention provides systems and methods for dynamically rendering documents during a signing ceremony (instead of validating that signature tasks are placed appropriately on all documents). The invention establishes a visibility policy that governs how documents are rendered, based on the state of system Tabs (instructions) placed on the documents.

Abstract: 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.

Abstract: Systems and methods for distributed electronic signature documents. A method for distributed electronic signature documents includes creating a signing template that contains information about how a signable document is to be signed. A signable document is created to be distributed to a signer for signing. The signable document is electronically transmitted to the signer. A message is sent using an activatable control in the signing document to a web signing server to invoke the signing process. A browser window is opened on a signer's computer in order to execute the signing process.

Abstract: 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.

Abstract: A system, method, and computer programmed product for generating and transferring electronic documents. The invention includes a document system coupled to a plurality of customer systems over a network. Electronic documents are uploaded and stored to the document system from the customer system. The uploaded electronic documents are designated as a single authoritative copy and as a transferable record. A salt value associated with each uploaded electronic document is generated and stored. A digest associated with each uploaded electronic document is generated and stored using the generated salt value. The digested documents are then transferable from a presently designated holder in due course to a new holder in due course.