Patent ID: 8504457
Filing Date: 2013-08-06
Classification: G06Q

Abstract:
1. A method for an electronic display and review of a document by a plurality of parties in a predetermined order, said method comprising the steps of: (a) electronically receiving a document in an electronic format by a computer based system; (b) sending a first electronic notice by the computer based system to an electronic device of a first party informing the first party that the document is available for viewing and review by the first party; (c) using one or more previously stored templates to electronically create one or more additional documents by the computer based system; wherein the one or more additional documents contains information specifically directed to the first party from the originator of the document; (d) dynamically inserting the one or more additional documents in the document by the computer based system such that both the document and the one or more additional documents are displayed together when displayed to the first party; (e) if the first party approves the document, sending a second electronic notice by the computer based system policy system to an electronic device of a second party informing the second party that the document is available for viewing and review by the second party; (f) using the one or more previously stored templates or another previously stored template to electronically create one or more further additional documents by the computer based system, wherein the one or more further additional documents contains information specifically directed to the second party from the first party; and (g) dynamically inserting the one or more further additional documents in the document by the computer based system such that both the document and the one or more further additional documents are displayed together when displayed to the second party; wherein the dynamically inserted one or more further additional documents electronically replacing or adding to the one or more additional documents previously inserted by the computer based system.