# Patent

## Title
Methods and systems for imaging device dynamic document creation and organization

## Abstract

Aspects of the present invention relate to systems, methods and devices for imaging device dynamic document creation and organization. Some aspects relate to imaging device dynamic document creation and organization, wherein a document format, a dynamic field structure and document static content are selected on an imaging device user interface and combined to form a dynamic document on the imaging device. Some aspects of the present invention relate to imaging device dynamic document creation and organization, wherein dynamic document menu options are sent to an imaging device from a remote computing device.

## Background
RELATED REFERENCES
This application is a continuation-in-part of U.S. patent application Ser. No. 10/962,248, entitled “Methods and Systems for Imaging Device Remote Application Interaction,” filed on Oct. 8, 2004; this application is also a continuation-in-part of U.S. patent application Ser. No. 10/961,793, entitled “Methods and Systems for Imaging Device Remote Form Management,” filed on Oct. 8, 2004; this application is also a continuation-in-part of U.S. patent application Ser. No. 10/961,911, entitled “Methods and Systems for Imaging Device Remote Location Functions,” filed on Oct. 8, 2004; this application is also a continuation-in-part of U.S. patent application Ser. No. 10/961,594, entitled “Methods and Systems for Imaging Device Remote document Management,” filed on Oct. 8, 2004; and this application is also a continuation-in-part of U.S. patent application Ser. No. 10/962,103, entitled “Methods and Systems for Imaging Device Document Translation,” filed on Oct. 8, 2004; this application also claims the benefit of U.S. Provisional Patent Application No. 60/704,066, entitled “Methods and Systems for Imaging Device Applications,” filed Jul. 28, 2005.


FIELD OF THE INVENTION
Embodiments of the present invention comprise methods and systems for imaging device dynamic document creation and organization.
BACKGROUND OF THE INVENTION
Imaging devices such as printers, copiers, scanners and fax machines can have a wide array of functions and capabilities to fit specific uses or combinations of uses. Imaging devices often take the form of a multi-function peripheral device (MFP) that combines the functions of two or more of the traditionally separated imaging devices. An MFP may combine any number of imaging devices, but typically comprises the functions of a printer, scanner, copier and fax machine.
Some imaging devices may comprise computing resources for data storage and processing such as processors, hard disk drives, memory and other devices. As imaging devices add more features and functions, they become more costly and complex.
More complex imaging devices and MFPs may comprise network connectivity to provide communication with other computing devices, such as personal computers, other imaging devices, network servers and other apparatus. This connectivity allows the imaging device to utilize off-board resources that are available on a connected network.
Imaging devices typically have a user input panel with an array of buttons, knobs and other user input devices. Some devices also have a display panel, which can be for display only or can be a touch panel display that enables user input directly on the display.
Devices with touch panel displays or displays with buttons arranged in cooperation with the display can display menu data that may be selected by user input. This menu data is typically driven by an on-board server module within the imaging device.
BRIEF SUMMARY OF THE INVENTION
Embodiments of the present invention comprise systems and methods for creating, organizing and editing dynamic documents through the use of an imaging device user interface.
Embodiments of the present invention comprise systems, methods and devices for interacting with a remote computing device from an imaging device. These embodiments comprise remote computing devices configured to communicate with imaging devices, imaging devices configured to communicate with remote computing devices and systems comprising various combinations of remote computing devices in communication with imaging devices.
The foregoing and other objectives, features, and advantages of the invention will be more readily understood upon consideration of the following detailed description of the invention taken in conjunction with the accompanying drawings.



BRIEF DESCRIPTION OF THE SEVERAL DRAWINGS
FIG. 1 is a diagram of an embodiment of the present invention comprising an imaging device in connection with a remote computing device;
FIG. 2 is an image of an exemplary user interface for an imaging device;
FIG. 3 shows an exemplary imaging device;
FIG. 4 is a chart depicting steps of an imaging device method;
FIG. 5 is a chart depicting steps of an imaging device method using a markup language;
FIG. 6 shows an exemplary remote computing device embodiment;
FIG. 7 is a diagram showing components of an exemplary remote computing device;
FIG. 8 is a chart showing steps of a remote computing device method;
FIG. 9 is a chart showing steps of a remote computing device method using a markup language;
FIG. 10 is a diagram showing a system comprising multiple imaging devices in connection with a remote computing device;
FIG. 11 is a chart showing steps of a method comprising RCD processing of user input data;
FIG. 12 is a diagram showing components of some embodiments comprising linked resources;
FIG. 13 is a chart showing steps of an embodiment comprising a form building application at an imaging device;
FIG. 14 is a chart showing steps of an embodiment comprising a form building application on a remote computing device;
FIG. 15 is a chart showing steps of an embodiment comprising designating document format and content at an imaging device;
FIG. 16 is a chart showing steps of an embodiment comprising menus with user-specific data;
FIG. 17 is a chart showing steps of an embodiment comprising storing a dynamic document on a remote computing device;
FIG. 18 is a chart showing steps of an embodiment comprising sending and displaying options menus at an imaging device.
FIG. 19 is a chart showing steps of an embodiment comprising displaying user-specific options menus on an imaging device.
FIG. 20 is a chart showing steps of an embodiment comprising saving a dynamic document on a remote computing device.
FIG. 21 is a chart showing steps of an embodiment comprising compiling user selections into a dynamic document on a remote computing device.
FIG. 22 is a chart showing steps of an embodiment comprising compiling user-specific menu selections into a dynamic document on a remote computing device.



DETAILED DESCRIPTION OF PREFERRED EMBODIMENTS
Embodiments of the present invention will be best understood by reference to the drawings, wherein like parts are designated by like numerals throughout. The figures listed above are expressly incorporated as part of this detailed description.
It will be readily understood that the components of the present invention, as generally described and illustrated in the figures herein, could be arranged and designed in a wide variety of different configurations. Thus, the following more detailed description of the embodiments of the methods and systems of the present invention is not intended to limit the scope of the invention but it is merely representative of the presently preferred embodiments of the invention.
Elements of embodiments of the present invention may be embodied in hardware, firmware and/or software. While exemplary embodiments revealed herein may only describe one of these forms, it is to be understood that one skilled in the art would be able to effectuate these elements in any of these forms while resting within the scope of the present invention.
Embodiments of the present invention comprise interfaces and architecture that integrate imaging devices with remote computing device applications and environments to provide solutions that may not be possible solely with an imaging device alone. Some embodiments comprise an infrastructure and set of interfaces that allow applications on a network to programmatically control imaging device functions and interact with a user through an imaging device input panel. Software functions that are not practical within the imaging device can be performed on the server but are accessible from the imaging device.
For the purposes of this specification and claims, an imaging device (IDev) may be described as a device that performs an imaging function. Imaging functions comprise scanning, printing, copying, image transmission (sending and receiving), image conversion and other functions. Exemplary imaging devices comprise printers, copiers, facsimile machines, scanners, computing devices that transmit, convert or process images and other devices. An IDev may also perform multiple imaging functions. For example, and not by way of limitation, a multi-function peripheral device (MFP), which typically has the capability to perform a plurality of functions comprising a printer, scanner, copier and/or a facsimile machine or image transmitter/receiver, is a type of imaging device. Other MFP imaging devices may comprise other combinations of functions and still qualify as an IDev.
For the purposes of this specification and claims, a remote computing device (RCD) is a device capable of processing data and communicating with other devices through a communications link. An RCD is a remote device because it requires a communications link, such as a network connection, a telephone line, a serial cable or some other wired or wireless link to communicate with other devices such as an imaging device. Some exemplary RCDs are network servers, networked computers and other processing and storage devices that have communications links.
Some embodiments of the present invention may be described with reference to FIGS. 1 & 2. These embodiments comprise an imaging device (IDev) 4 that may be a multi-function peripheral device (MFP) or a single function device. The imaging device 4 further comprises a user interface (UI) panel 2, which may comprise input buttons 14 and a display device 13 or may comprise a touch panel system with or without buttons 14. User input and display may also be performed through a separate UI device 8, which may be connected to the imaging device 4 by a communication link 12, such as a USB connection, a network cable, a wireless connection or some other communications link. UI device 8 may comprise an input device, such as a keyboard or buttons as well as a display device, which may also be a touch screen panel. UI device 8 may also comprise an interface for transfer of instructions that are input to the device 8 from a remote input device. This form of UI device 8 may comprise memory sticks, USB memory cards and other storage devices that may be configured to store input for transfer to an imaging device.
These embodiments further comprise a remote computing device (RCD) 6 that is linked to the imaging device 4 via a communications link 10, such as a network connection. This network connection may be a typical wired connection or a wireless link.
Embodiments of the present invention may provide menu data from the RCD 6 to the imaging device UI panel 2 or remote panel 8 via the network connection 10. Once this menu data is fed to the imaging device 4, an UI panel 2, 8 on the imaging device 4 may be used to interact with applications that run on the remote computing device 6. User input received from UI panels 2, 8 may be returned directly to the remote computing device 6.
A Web Service is a software application identified by a Uniform Resource Identifier (URI), whose interfaces and binding are capable of being defined, described and discovered by Extensible Markup Language (XML) artifacts and supports direct interactions with other software applications using XML based messages via Internet-based protocols.
An application on the remote computing device 6 may use one or more Web Services to control various features in the imaging device 4, such as enabling, disabling or setting device values or controlling device functions.
Embodiments of the present invention allow network applications running on remote computing devices to interact with the user of the imaging device through the imaging device I/O panel. These embodiments allow imaging device user interface (UI) control (i.e., touch panel, button/display) by applications. Some embodiments may also integrate custom display screens or menus with the native imaging device UI. Embodiments may hand off control of imaging device functions between standard operation modes performed on the imaging device in response to user input to an imaging device UI and open systems modes that utilize network resources, such as applications on RCDs, through user input at the imaging device UI.
Embodiments of the present invention comprise network-based applications that have full control over the imaging device UI to display text and graphics in any format. In these embodiments, the application can programmatically display buttons, textboxes, graphics, etc. in any layout desired.
In some embodiments, the UI layout is easy to program using a standard language, such as a markup language. These languages comprise Hypertext Markup Language (HTML), Extensible Markup Language (XML), Wireless Markup Language (WML), Extensible Hypertext Markup Language (XHTML) and other languages.
In some embodiments of the present invention a remote computing device application or server application is able to request a keyboard UI to be displayed on the imaging device display 13, 8. In some embodiments, this functionality is available on the imaging device and does not need to be recreated by remote computing device applications. In some embodiments, the remote computing device may define the keyboard prompt and default values. These embodiments may comprise a remote computing device that is able to rename imaging device UI buttons, such as the OK and Cancel buttons as well as define additional buttons.
In some embodiments, menu templates may be served to the imaging device UI by the imaging device itself 4 or from a remote computing device 6.
External Authorization Application
Some embodiments of the present invention may comprise a remote computing device application that is registered as the External Authorization server. The External Authorization application may control access to the imaging device and may have top-level control of the UI. UI control may be given to this application in the same manner that control is given to an internal auditor.
In these embodiments, when an imaging device system boots, it checks to see if an External Authorization application is registered. If so, the imaging device is placed in disabled mode and the application is contacted to take control of the UI. If the External Authorization server is not available, an error message may be displayed and the device may remain disabled. The imaging device may periodically try to contact the External Authorization server until it is available. Table 1 below describes what entity has control of the UI, in an exemplary embodiment, when the device is in a disabled state.







TABLE 1







UI Control in Disabled State









Button Press
UI Control
Indicator Lights





Device boots
External Application
None


Document Filing
External Application
None


Image Send
External Application
None


Copy
External Application
None


Job Status
Device - standard Job Status
Job Status



screens


Custom Settings
Device - standard Custom Settings
N/A



screens


OS Mode
Not available when device is



disabled









Remote Computing Device Applications

In embodiments of the present invention, access to the custom UI panels of imaging devices may vary from application to application. Some solutions, such as Document Management integration, may wish to leverage the native Image Send screens, but display some custom UI's to gather additional information about a scan job. Other solutions, like custom printing applications, may be accessed from a separate mode than the native functions.
In order to accommodate the diversified needs of these solutions applications, embodiments may support multiple integration points for UI control. These integration points are based on a user action (“trigger”) for which applications may register. In some embodiments, applications may be registered with target devices so that the device knows that when “trigger A” occurs on the front panel to contact “remote computing device B” for instructions. In exemplary embodiments, applications may be integrated with an imaging device at any of several “trigger” points.
Remote computing devices may be registered to a specific function and contacted when that function's hardware key is pressed (e.g. Image Send) on the imaging device UI. Any UI information provided by the remote computing device may be displayed instead of the standard function screens native to the imaging device. This trigger may be used for applications that wish to replace the existing functions with completely custom UI's, such as an alternative scan solution or a specialized display, such as a “Section 508” compatible screen or other specialized-need interface that may have large buttons or other accommodations.
In some embodiments, each function on the imaging device may have a menu on the touch screen that remote computing devices, such as servers, can register. This enables solutions applications to provide custom content and still use some of the standard functionality provided by the imaging device. When a button assigned to a custom application is selected, a menu will be displayed with the solutions registered to that function. Users may select the desired solution and the remote computing device will be contacted for instructions.
In some embodiments, a stand-alone RCD mode that provides remote computing device application access can be accessed from the job queue portion of the UI that is displayed on every screen. This trigger point may be used for applications that do not fit within one of the standard device functions, such as custom printing solutions on an imaging device. When the RCD menu is selected, a menu will be displayed with the solutions applications registered to the generic RCD mode. Users will select the desired solution and the remote computing device will be contacted for instructions.
Hardware Key Interaction
In some embodiments of the present invention, when an imaging device is enabled, additional hardware keys may be used to manage the device. Hardware key assignments for an exemplary embodiment are shown in table 2.







TABLE 2







Exemplary Hardware Key Assignments









Button Press
Standard IDev Mode
RCD Mode





Mode keys (Copy,
Clear current job
Clear current job settings,


Doc Filing, Image
settings, move to
move to target screen


Send) and Custom
target screen


Settings key


Job Status key
Move to Job Status,
Move to Job Status,



maintain current
maintain current settings &



settings & UI location
UI location


Clear (C)
Clears settings
Sends clear event to




external application


Clear All (CA)
Clears settings, cancels
Cancels job and returns to



job, and returns to
default IDev screen



default IDev
(notification sent to external



screen
application)




**When External




Authorization is controlling




the UI, only notification is




sent


Start
Initiates scan function
Initiates scan function


Number keys
Input for copy count
Not used



or fax numbers


*
Logs user out (disable
Logs user out (disable



device and contact
device and contact External



External Authorization
Authorization for screens)



for screens)









In some embodiments, in addition to the * key for logout, a timeout period may be implemented. Some embodiments also comprise an auto clear setting that can be configured for a given period of time, such as 10 to 240 seconds (or disabled). In these embodiments, when there is no activity for the time configured in auto clear, the device may automatically return to disabled mode and attempt to contact a remote computing device to retake control of the UI.
Error & Jam Notifications
Depending on a particular solution, a remote computing device application may have full or only partial control of the imaging device UI and a particular imaging job. In some embodiments, partial control may include cases where a remote computing device is monitoring clicks, but native modes are responsible for the UI interaction and controlling the job. Partial control may also include cases where the remote computing device application is integrated with a native mode (UI trigger=function custom menu). In these embodiments, the imaging device may handle all error and jam notifications with only a notification sent to the relevant remote computing device application.
For some embodiments, in cases where the remote computing device application has full control over the UI and the job, error and jam notifications may be handled differently depending on the type of error. For recoverable errors, a notification may be sent to the remote computing device application and the application may be responsible for displaying messages and resolving the error. For non-recoverable errors, the imaging device and RCD mode may interact to gracefully handle the error condition (e.g. provide user with instructions for clearing jam).
Control Handoffs
In some embodiments, at different points throughout an imaging job, several applications may need control over an imaging device including, but not limited to, an External Authorization application, a standard RCD application, an imaging device native mode and other applications. The following section describes, for an exemplary embodiment, the various steps in an exemplary job, the entities that may have control during each step, and what type of control may be allowed.
Step 1: User provides credentials to access the device at the device UI. This step may be controlled by a remote computing device, such as an External Authorization application or by Internal Accounting (native mode) in the imaging device itself. At the end of this step, the device is enabled. The External Authorization application may also specify default parameters or disable specific job parameters (e.g. default file format is PDF, but user may change; color mode is set to B/W and user may not change).
Step 2: User sets parameters for the job using one of the native imaging device modes or a standard RCD application. At the end of this step the user makes an input to initiate the job. When the input is made, an optional notification may be sent to the standard RCD application, which can then change job parameters if desired. An e-mail application is one example of an application that may request notification when the user input is made. A user may use native Image Send screens or other input to select scan options and choose e-mail recipients. A user may then select a custom application button and choose the scan-to-e-mail option from the menu. The e-mail application may then display custom screens for the user to set permissions for the file. Once a user places the original document(s) on the scanner and initiates the process, the e-mail application may capture the destination parameters set by the user and change the target destination to the e-mail application FTP server. The e-mail application may then receive the file, apply the appropriate permissions, and send to the e-mail recipients selected by the user. A remote computing device application may also want to retake control of the UI at this point, if, as in some embodiments, the application generates thumbnails of the scanned images and displays them to the user for verification.
Step 3: Once the job is initiated, the imaging device is responsible for scanning or RIPing the job and spooling it to the HDD. If the imaging device is configured to authorize jobs with an external authorization application, it may send a click report to the application and wait for instructions. The external authorization application may enable the job for sending/printing, cancel the job, or change job parameters (and then enable). As an example, a rules-based printing application may wish to change job parameters after it receives a click report. Some rules-based printing applications support rules-based printing and scanning that can limit what each user is allowed to do based on the time of day, the destination, or many other parameters. For example, only users in the marketing group may be able to scan high-quality color images. If a user from another group selects color and 600 dpi, a rules-based application may change the parameters to color and 200 dpi. At the end of this step the job should either be authorized or canceled.
Step 4: In some embodiments, this may be an optional step, where the standard RCD application in step 2 may have specified the destination as a HDD for temporary storage. This step may also be used, in some embodiments, by a Java application running on the imaging device. For example, a government office may have a custom encryption application running on the device that takes the scanned document, encrypts it, and then requests the imaging device to send it to the target destination selected by the user in step 2. In some embodiments, it may be beneficial to send a notification to the external authorization application after this step—because the imaging device does not know how long the file will be on the HDD or what the application is going to do with it—and after the send/print step.
Step 5: In the final step, the file is actually output. In typical embodiments, the file is either sent over the network or printed locally. At the end of this step, a notification that the job was successfully completed should be sent to the external authorization application and optionally, to the standard RCD application.
Device Control and Management API's
The API's may be used to allow a remote computing device application to control access to an imaging device for vend applications and to manage the device from a remote location.
Device Control and Vend API
In some embodiments of the present invention, a Device Control and Vend API allows applications to enable and disable access to the device and track click counts. The Device Control and Vend API may provide an RCD with the following controls:
Enable/disable device of function—this may allow an RCD to enable or disable access to the device as a whole or by function to enforce individual user privileges. In some exemplary embodiments, the functions listed in Table 3 may be selectively enabled or disabled by an application.







TABLE 3







Device Functions








Enable/Disable
Description





Copy
Copy function



(Copy button)


Image Send
Scan and fax function, plus send from Doc Filing



(Image Send button)


Document Filing
All access to Document Filing functions



(Document Filing button)


Print
Network prints, pull print from front panel, and



print from Document Filing



(No button control)









Report clicks used—at the end of a successful job, the clicks used may be reported back to an RCD including:







TABLE 4







Job and Page Characteristics

















Fax
PC-
E-mail/

Scan


Item
Copy
Print
Send
Fax
FTP
Broadcast
to HD










JOB Characteristics














Job Mode
Yes
Yes
Yes
Yes
Yes
Yes
Yes


Broadcast
No
No
Yes
Yes
Yes
Yes
No


Manage No.


User Name
Yes
Yes
Yes
Yes
Yes
Yes
Yes


Address
No
No
Yes
Yes
Yes
#
No


Start Time
Yes
Yes
Yes
Yes
Yes
Yes
Yes


End Time
Yes
Yes
Yes
Yes
Yes
Yes
Yes


Total Page
Yes
Yes
Yes
Yes
Yes
Yes
Yes


Result
Yes
Yes
Yes
Yes
Yes
Yes
Yes


Error Cause
No
No
Yes
Yes
Yes
Yes
No


Doc Filing
Yes
Yes
Yes
Yes
Yes
Yes
Yes


Save Mode
*1
*1
*1
*1
*1
*1
*1


File Name
*1
Yes
*1
Yes
Yes
*1
Yes


File Size
Yes
Yes
*1
*1
*1
*1
Yes


Resolution
Yes
Yes
Yes
Yes
Yes
Yes
Yes


Special
Yes
Yes
Yes
No
Yes
Yes
Yes


Finishing
Yes
Yes
No
No
No
No
No


File Format
No
No
No
No
Yes
Yes
No


Compression
No
No
No
No
Yes
Yes
No







PAGE Characteristics














Copy
Yes
Yes
Yes
Yes
Yes
#
Yes


Paper Size
Yes
Yes
Yes
Yes
Yes
Yes
Yes


Simplex/
Yes
Yes
Yes
Yes
Yes
Yes
Yes


duplex


Paper Type
Yes
Yes
Yes
Yes
No
No
Yes


Page
Yes
Yes
Yes
Yes
Yes
Yes
Yes





*1 - Yes when Document Filing is used






Debit mode—in these embodiments, when an application enables the device it may specify if the current job requires authorization. If so, the job will be spooled to memory and click information (e.g., as defined in Table 4) will be sent to an RCD. An RCD will then notify the device if the job should be deleted or output/sent. At this point, the application also has the option of changing job parameters. If the application does not require authorization, the job will continue as normal and a click report will be sent at the end of the job.
Print job accounting—in these embodiments, an RCD may wish to monitor print jobs along with walk-up functions. For print job accounting, an IDev may monitor all incoming print jobs and send accounting data in the PJL header to an RCD for verification before printing the job. The RCD will evaluate the accounting data (or lack thereof) and inform the IDev to continue with or cancel the job.
Report on unidentified jobs—in these embodiments, an RCD may also wish to monitor print jobs that it cannot associate to a specific user, such as device reports and incoming fax jobs. The RCD can register to receive click counts for all unidentified jobs, so that it may bill them to a general account.
Device Management API
In some embodiments of the present invention, a Device Management API allows a network application to remotely setup and manage the imaging device. In exemplary embodiments, the Device Management API may provide an RCD with the following controls:

    
    
        Device status—an RCD may request the current status of the device. This is the same status information as reported on the embedded web pages.
        Device configuration—an RCD can retrieve a list of installed options supported by the device.
        Web Page settings—an RCD application can retrieve and set any of the values that are configurable on the embedded web pages.
        Key Operator Programs—an RCD application can retrieve and set any of the values that are configurable in Key Operator Programs, including software keys.
        Custom Settings—an RCD application can retrieve and set any of the values that are configurable in Custom Settings.
        Job Status—an RCD application can retrieve the current job queue and history information and reprioritize or delete jobs in the queue.
        Click counts—an RCD application can retrieve device total counts and clicks for each function by account code.
        Data Security settings—an RCD application may retrieve the status information on the DSK (e.g. last erase) and initiate data clear functions.
        RED data—an RCD can retrieve all data typically sent in a RED message.
        Remote reboot—an RCD can initiate a reboot of the imaging device.
    
    


The above groupings are provided only as an exemplary embodiment detailing which settings should be included. In some embodiments, actual API's should be grouped by functional areas since there may be overlap between Key Operator settings and web page settings.
Internal Accounting API
In some embodiments, an Internal Accounting API may allow a remote computing device application to configure internal accounting and report click counts. In some exemplary embodiments an Internal Accounting API may include:

    
    
        Set Auditing Options—an RCD may set auditing options including which modes auditing is enabled for, “account number security”, and “cancel jobs of invalid accounts.”
        Manage Account Codes—an RCD can add, edit, or delete account codes
        Account Limits—an RCD application can specify a maximum number of clicks by function for individual account codes or for all account codes
        Account Reset—an RCD application can reset the click count for an individual account or for all accounts
        Retrieve Clicks—an RCD can retrieve the number of clicks by function for each account code

Font and Form Management API

    
    


Some embodiments of the present invention may comprise a Font and Form Management API, which allows an RCD application to remotely download and manage fonts and forms in mass-storage. In some exemplary embodiments, a Font and Form Management API may provide a remote computing device with the following controls:

    
    
        Mass storage control—an RCD application can retrieve mass storage status information including storage capacity, space available, and write-protect mode plus modify write-protect status.
        Resource list—an RCD application can retrieve a list of stored fonts and forms including font or macro ID, font number, font/form name, escape sequence, and file size.
        Download resource—an RCD application can download PCL fonts, PCL macros, and PS fonts and forms. Any special processing that is performed when a resource is downloaded via the web pages will also be performed when the resource is downloaded via Open Systems.
        Delete resource—an RCD application can delete any resource stored in mass storage.
        Upload resources—an RCD application can upload an individual or all resources. On devices where effective memory management is unavailable, a server application can use this function to “defrag” mass storage.
        Font/macro ID's—an RCD application can assign or modify the ID's assigned to PCL fonts and macros.

Firmware Management API

    
    


In some embodiments of the present invention, a Firmware Management API may allow a remote computing device or network application to remotely download and manage the imaging device firmware. In some exemplary embodiments, a Firmware Management API may provide a remote computing device (e.g., a server) with the following controls:

    
    
        Firmware versions—an RCD application can retrieve the current firmware version numbers.
        Service mode—an RCD application can place the MFP in service mode to lockout other jobs that will interfere with firmware upgrade. Upon receiving a service mode request, the IDev will stop accepting incoming jobs, complete all jobs in the queue, and then notify the server that it is in service mode.
        Update firmware—an RCD can download an updated firmware version to the device. If a reboot is necessary, the IDev will perform it automatically when download is complete.
        Download status—the IDev will send a status notification (success/error) to an RCD after firmware download.
        Revert to previous version—if firmware update is not successful, the application can request the IDev to revert to the previous firmware version.
    
    


Device Function API's
In some embodiments of the present invention, device function API's allow a remote computing device application to use existing imaging device functionality to provide new custom solutions.
Image Send API
In some embodiments, an Image Send API may provide the remote computing device application with the following controls:

    
    
        Image Send Parameters—a remote computing device application can get and set values for the following scan and fax parameters:
        
            COLOR OR B/W
            IMAGE MODE—TEXT, TEXT/PHOTO, PHOTO; EXPOSURE LEVEL 
            RESOLUTION 
            FILE FORMAT—FILE TYPE, COMPRESSION, AND PAGES PER FILE 
            ORIGINAL—ORIGINAL SIZE, SIMPLEX/DUPLEX, ROTATE, AND JOB BUILD 
            FILENAME 
            SUBJECT 
            MESSAGE 
            SENDER 
            SCHEDULE SEND TIME 
            PAGE DIVISION (BOOK SCANNING)
            COVER PAGE 
            TRANSMISSION MESSAGE (CONFIDENTIAL, URGENT, ETC.)
            THIN PAPER SCANNING 
            DESTINATION 
            DOCUMENT FILING 
        
        
        Initiate Scan—the remote computing device application can initiate the scan function (same as user pressing start button).
    
    


In some embodiments, a remote computing device can change the default values on the imaging device or the values for the current job. For the current job, the remote computing device may also specify if scan parameters may be modified by the user or not. If one remote computing device application (e.g. Access Control) specifies that a parameter cannot be changed and then a second application (e.g. Document Management) tries to set the parameter, a notification may be sent to the second application and the setting will not be changed.
Print API
In some embodiments, print jobs may be submitted by remote computing device applications using standard printing channels. In some exemplary embodiments, a Print API may provide a remote computing device with the following additional control:

    
    
        PJL sniffing—an RCD application can register with the IDev to be contacted for instructions when a specific PJL command is found in a print job. The RCD can then instruct the IDev to replace the command, cancel the job, or continue printing. This interface may be used in applications like accounting and other-brand compatibility.

Copy API

    
    


In some embodiments of the present invention, a Copy API may provide a remote computing device with the following exemplary controls:

    
    
        Copy Parameters—an RCD application can get and set values for the following copy parameters:
        
            COLOR OR B/W
            EXPOSURE—TEXT, TEXT/PHOTO, PHOTO, SUPER PHOTO; EXPOSURE LEVEL 
            PAPER SELECT (BY TRAY)
            COPY RATIO 
            2-SIDED COPY—1TO1, 1TO2, 2TO2, 2TO1; BINDING EDGE 
            OUTPUT—OUTPUT TRAY, SORT, STAPLE, GROUP, OFFSET 
            ORIGINAL SIZE 
            SPECIAL FUNCTIONS—MARGIN SHIFT, ERASE, PAMPHLET, ETC. 
            DOCUMENT FILING 
        
        
        Initiate Copy—an RCD application can initiate the copy function (same as user pressing start button).
    
    


In some embodiments, a remote computing device can change the default values on the imaging device or the values for the current job. For the current job, the remote computing device may also specify if copy parameters may be modified by the user or not.
Document Filing API
In some embodiments of the present invention, a Document Filing API may provide a remote computing device with the following exemplary controls:


    
    
        Backup/restore—the remote computing device application can import and export a batch file with all Document Filing data. In some embodiments, this package will be in a proprietary format since it contains documents that are password-protected and should not be accessed individually—this is typically for restore in case of failure or cloning to other devices.
        File/folder list—the remote computing device application can retrieve, modify, and create new files and folders to be stored on the IDev (also covered in device management).
        Download file—the remote computing device can download a new file to the Document Filing systems and specify folder, filename, username, and password.
        User list—the remote computing device application can retrieve, modify, and create new users to be stored on the IDev (also covered in device management).
        HDD Status—the remote computing device application can retrieve the current HDD status including the % allocated to the main folder, quick folder, and custom folders and the % remaining.
        Doc Filing Parameters—the remote computing device application can get and set values for storing a file to Doc Filing including:
        
            EXPOSURE 
            RESOLUTION 
            ORIGINAL—SIZE, SIMPLEX/DUPLEX 
            FILE INFORMATION—USERNAME, FILENAME, FOLDER, CONFIDENTIAL, PASSWORD 
            SPECIAL MODES—ERASE, DUAL PAGE COPY, 2IN1, JOB BUILD, CARD SHOT 
        
        
        Initiate Print—the remote computing device application can select a stored file and initiate a print including the following parameters:
        
            PAPER SIZE/SOURCE 
            OUTPUT—SORT/GROUP, OUTPUT TRAY, STAPLE, PUNCH, OFFSET 
            SIMPLEX/DUPLEX (TABLET/BOOKLET)
            TANDEM PRINT 
            NUMBER OF COPIES 
            DELETE OR STORE AFTER PRINTING 
        
        
        Initiate Send—the remote computing device application can select a stored file and initiate a send including the following parameters:
        
            RESOLUTION 
            FILE FORMAT 
            DESTINATION 
            TIMER 
            SENDER 
            FILENAME 
            SUBJECT 
            MESSAGE 
        
        
    
    


Security
Allowing external applications to control an imaging device opens up the imaging device to new security vulnerabilities. In embodiments of the present invention that provide some security measures, the following exemplary items are security concerns that may be addressed by the remote computing device interface.
Access to remote computing device interfaces may be limited to valid applications. Embodiments provide extensive access and control of the imaging device, which poses a significant security risk. The interface of these embodiments may be protected from access by attackers, while maintaining ease of setup and use for valid solutions.
Confidential data (user credentials and job data) may be protected during network transfer. User credentials and job data may be secured during network transfer to ensure that it cannot be stolen, an intruder cannot monitor device activity, and a man-in-the-middle attack cannot change messages. Imaging devices may support Secure Sockets Layer (SSL) and other connections to ensure data is safe while being communicated between the imaging device and remote computing device applications.
Administrators may have the ability to lock-down imaging device access. For users with strict security policies, administrators may have the ability to disable access by remote computing devices or limit access to specific applications. Administrators may have an option to register the limited applications that they wish to access the imaging device interfaces.
Remote computing device applications may ensure the imaging device is not being “spoofed.” The remote computing device may be able to authenticate an imaging device that it is contract with it to ensure an intruder cannot imitate the imaging device to collect network configuration and password information, monitor file/folder structures of a document management system, or spoof security settings and DSK status of the imaging device.
A remote computing device may ensure that the server is not being “spoofed.” The imaging device must be able to authenticate all remote computing devices that it is in contact with to ensure that an intruder is not spoofing the remote computing device's IP address. By pretending to be the remote computing device, an intruder could steal user credentials, redirect scanned documents, change device settings or firmware, or bring down the access control system (either to provide access to unauthorized users or initiate a denial of service attack for valid users).
Access control/vend applications may not be compromised when a remote computing device is unavailable. When the remote computing device is unavailable, it may not be acceptable to provide open access to the device. If the remote computing device is unavailable at startup or becomes unavailable at anytime (e.g. someone disconnects network cable), the imaging device may immediately be disabled and an error message displayed.
An administrator may be able to adjust a security level based on company and application requirements. Security requirements can have a large impact on the time it takes to develop a remote computing device application and the resources required to implement the solution. Users using some embodiments may range from a small business with one imaging device, no IT staff, and a simple scan or print application to a large government office using access control and audit trails to track all device activity. The security measures used to protect imaging device interfaces may be adjustable by the administrator to match the target environment.
The imaging device and remote computing device applications may be able to hand-off user credentials. Users may be prompted to login at multiple points throughout a job. For example, an access control application or accounting application may control total device access, the imaging device may have user authentication enabled for Image Send, and a document management application may require user login before showing a folder list. In many environments, all of these applications will use a common user database. In some embodiments, it is, therefore, desirable for the applications to pass user credentials to each other, so that each one does not have to repeat the authentication process.
Some embodiments of the present invention may be described with reference to FIG. 3. These embodiments comprise an imaging device only, which is configured to interact with a remote computing device, such as a server through a communications link. The imaging device 30 comprises a user interface 32, which comprises a user input device 34, such as a keypad, one or more buttons, knobs or switches or a touch-screen panel and a display 36, which may comprise user input device 34 in the form of a touch-screen panel.
Imaging device 30 will typically be capable of performing one or more imaging functions including, but not limited to, scanning, printing, copying, facsimile transmission (sending and receiving) and others.
These embodiments further comprise a communications link 38, which may be a wired connection (as shown in FIG. 3) comprising a network cable, a Universal Serial Bus (USB) cable, a serial cable, a parallel cable, a powerline communication connection such as a HomePlug connection or other wired connections. Alternatively, the communications link 38 may comprise a wireless connection, such as an IEEE 802.11(b) compliant connection, a Bluetooth connection, an Infrared Data Association (IrDA) connection or some other wireless connection.
The operation of some imaging device embodiments may be explained with reference to FIG. 4. In these embodiments, menu data is received 40 from a remote computing device (not shown in FIG. 3), which is connected to the imaging device 30 via the communication link 38 through a wired or wireless connection. This menu data is then displayed 42 on the imaging device user interface display 36. This display of remote menu data is intended to prompt a user to make an input on the user interface input device 34.
Imaging devices of these embodiments are further configured to accept input from a user in response to a display of remote menu data and communicate 44 that user input to a remote computing device. In some embodiments, this user input data will be processed by a remote computing device. This may comprise running an application on the remote computing device. This processing may also comprise accessing and communicating data that is stored on the remote computing device.
The imaging devices of these embodiments are further configured to receive 46 data resulting from processing the user input data. This may comprise data generated by an application running on the remote computing device in response to the user input. The imaging device may also receive data that was stored on a remote computing device, such as a file server, in response to processing the user input.
Once the imaging device 30 has received 46 the processed data, the imaging device 30 may perform 48 a native function in response to the data or using the data. For example, and not be way of limitation, the imaging device 30 may print a document that was stored on the remote computing device and modified on the remote computing device according to the user input. As another non-limiting example, the imaging device 30 may active or enable functions (i.e., scanning, copying, printing, fax transmission) on the imaging device in response to the receipt 46 of processed data.
Some, more specific, imaging device embodiments may be explained with reference to FIG. 5. In these embodiments, the imaging device 30 is configured to receive 50 menu data formatted in a markup language from a remote computing device. The communication link by which the menu data is communicated may be established and maintained using a Hypertext Transfer Protocol (HTTP). The markup language may comprise terms from Hypertext Markup Language (HTML), Extensible Markup Language (XML), Wireless Markup Language (WML), Extensible Hypertext Markup Language (XHTML) and/or other languages.
Once the menu data is received 50, it may be displayed 52 on the imaging device user interface display 36. As in previously described embodiments, the menu data is typically intended to prompt user input on imaging device user interface 32. Display 52 of the remotely-stored menu data may be accomplished with a browser application that is native to the imaging device 30.
In these embodiments, the imaging device 30 is further configured to route 54 user input received though its user interface 32 to a remote computing device. The remote computing device that receives the user input may then run an application or otherwise process the user input and return the results of the processing the imaging device 30. Accordingly, the imaging device 30 is further configured to receive 58 processed data from a remote computing device. In some embodiments, the imaging device 30 may perform one or more functions in response to the receipt 58 of processed data.
Some embodiments of the present invention may be explained with reference to FIG. 6. These embodiments comprise a remote computing device (RCD) 60, which has a communications link 64. Communications link 64 may be a wired connection (as shown in FIG. 6) comprising a network cable, a Universal Serial Bus (USB) cable, a serial cable, a parallel cable, a powerline communication connection such as a HomePlug connection or other wired connections. Alternatively, the communications link 64 may comprise a wireless connection, such as an IEEE 802.11(b) compliant connection, a Bluetooth connection, an Infrared connection, such as those defined in the Infrared Data Association (IrDA) standard or some other wireless connection. In some embodiments, RCD 60 may further comprise a data storage device 62, which is typically a hard drive, but may also be an optical drive device, such as an array of compact disk drives, flash memory or some other storage device.
Embodiments of RCD 60 may be further described with reference to FIG. 7. In these embodiments, RCD 60 comprises a processor 72 for processing data and running programs such as operating systems and applications. RCD 60 may further comprise memory 74, which may be in the form of Random Access Memory (RAM) and Read Only Memory (ROM). Generally, any applications processed by processor 72 will be loaded into memory 74. RCD 60 may further comprise a network interface 78, which allows RCD 60 to communicate with other devices, such as an imaging device 30. In some embodiments, RCD 60 may also comprise a user interface 80, but this is not required in many embodiments. Storage 62 may be used to store applications and data that may be accessed by an imaging device 30 of embodiments of the present invention. Processor 72, memory 74, storage 62, network interface 78 and, optionally, user interface 80 are typically linked by a system bus 76 to enable data transfer between each component. Communications link 64 may couple the RCD 60 to other devices via network interface 78.
In some embodiments, described with reference to FIG. 8, an RCD 60 may comprise menu data stored on storage device 62 or in memory 74. This menu data may be configured for display on an imaging device user interface 32. Menu data may be stored in many formats and configurations. In some embodiments menu data may take the form of terms expressed with a markup language. The markup language may comprise terms from Hypertext Markup Language (HTML), Extensible Markup Language (XML), Wireless Markup Language (WML), Extensible Hypertext Markup Language (XHTML) and/or other languages. In these embodiments, menu data may be sent 82 through a communications link 64 to an imaging device 30. Accordingly, menu data configured for display on an imaging device is stored on RCD 60.
An RCD 60, of some embodiments, will be further configured to receive 84 user input obtained through the user interface 32 of an imaging device 30 and transferred to the RCD 60 over communications links 38 & 64. Once this input data is received at an RCD 60, the input data may be processed 86. This processing 86 may comprise conversion of the data to a new format, execution of commands contained within the data or some other process. Once the input data has been processed 86, the processed output may be sent 88 back to the imaging device 30 where the processed output may be used in an imaging device process or function.
In some embodiments, as described with reference to FIG. 9, an RCD 60 may send 90 menu data configured for an imaging device display 36 using a markup language. The markup language menu data is then received at the imaging device 30 and displayed to a user. Typically, this will prompt the user to enter an input on the imaging device user interface 32. This user input will then be sent by the imaging device 30 to the RCD 60. The RCD 60 will then receive 92 the input data prompted by the display of the menu data on the imaging device 30. Once received, the input data may be processed 94 on the RCD 60. Processing may comprise the selection, recordation and/or modification of a form, document or other data stored on RCD 60, the authorization of a user identified by the user input, the translation of a document input by the user, generation of a map or other directions related to user input or some other process or function. After this processing 94, the processing result may be sent 96 to the imaging device.
Some embodiments of the present invention may be described with reference to FIGS. 10 & 11. These embodiments comprise at least one RCD 60 and a plurality of imaging devices 30a-30d. In these embodiments, at least one of the imaging devices 30a-30d comprises a user interface 32 with a display 36 and user input panel 34 that is integral with the display (i.e., touch-screen) or a separate input unit. RCD 60 is connected to imaging devices 30a-30d by a communications link and network 100 to enable data transmission between RCD 60 and imaging devices 30a-30d. 
In these embodiments, menu data is stored on RCD 60 and sent 110 to at least one of the imaging devices 30a-30d where the menu data is displayed on a user interface. Any of Imaging devices 30a-30d that receive the menu data are configured to accept 112 and transmit 114 user input to an RCD 60. Once the user input data is received at the RCD, the data may be processed 116 as discussed in previously described embodiments. The result of processing 116 may then be sent 118 back to any combination of the imaging devices 30a-30d. 
In these embodiments, a single RCD 60 may be used to provide processing power, resources and functionality to a plurality of imaging devices 30a-30d without reproducing these resources in each imaging device. In some embodiments, data generated by input on one imaging device 30a may be directed to another imaging device 30d for processed data output or final processing.
Dynamic Document Creation Embodiments
Some embodiments of the present invention may comprise an imaging device (IDev) with internal processing capabilities. Other embodiments may comprise an imaging device (IDev) in communication with one or more remote computing devices (RCDs) on which processing may be performed.
Some embodiments of the present invention may be described with reference to FIG. 12. In these embodiments, an imaging device (IDev) 120 comprises a user interface 124, which comprises a user input device and a display as described in relation to other embodiments. The imaging device 120 is connected to other devices through a communication link 122, which may comprise a wired or wireless network connection or some other connection. The imaging device 120 may be connected to a remote computing device (RCD) 126 residing on a local area network (LAN) or similar local communication link. A remote computing device 126b may also reside on a wide area network (WAN) or even a global network, such as the internet 128. The imaging device 120 may also be connected to other devices, such as a database server 125 and other computing devices, storage devices, output devices and/or other device capable of communicating with the IDev 120.
In an exemplary embodiment of a dynamic document creation and editing application, a user, through the use of an imaging device (IDev) user interface (UI), may select a document format, such as a business letter, invoice, vacation request or some other document format. A document format may comprise one or more parameters for defining a page size, page orientation, single-sided, double-sided, margins, headers, footers, columns, text boxes, graphics boxes and other formatting options. In some embodiments, a document format may comprise a predefined template.
A user, through the IDev UI, may also define a dynamic field structure for a dynamic document. A dynamic field structure may comprise one or more data fields for text, numerical data, graphics, images or other field types.
A dynamic field structure may also comprise field display characteristics. Field display characteristics may comprise a field size, field shape, field color, field background color field shading, font size, field rotation, field orientation and other characteristics that affect the way field content is displayed on a display screen or output to media. In an exemplary embodiment comprising a company advertisement flyer, dynamic field display characteristics may comprise a text color, background color, text font size, text orientation and other characteristics.
A dynamic field structure may also comprise a field relationship. A filed relationship may comprise a relationship between field content and the content of another field or a relationship between field content and other data. A field relationship may comprise a geographical relationship, a mathematical relationship, a logical relationship, such as with Boolean logic, or another relationship. In an exemplary embodiment comprising a purchase order form, a field relationship may comprise a mathematical relationship for a total amount field that is a summation of the column above that field.
In addition to a document format and a dynamic field structure, a dynamic document may comprise static content. A user may specify static content, such as text, graphics, images, or other content that remain in a static state on the document. In an exemplary embodiment comprising a company letter, static content may comprise a company logo and/or text denoting the company name. This static content will remain constant when other field content may vary, such as an addressee field or a signature block field.
Some embodiments of the present invention may be described with reference to FIG. 13A. In these embodiments, a user may select a document format such as a business letter 130A or an invoice 140A. This data relating to this document format may comprise page size, page orientation, single-sided pages, double-sided pages, margins, headers, footers, columns, and other formatting options. In some embodiments a document format may be selected by a pre-defined template.
A user may also define dynamic field structures for a document. These dynamic field structures may comprise one or more fields that may be populated with many types of information that may be linked or related to the field with a field relationship, such as a link to a remote site or a mathematical relationship to another field. A field structure typically comprises field types, field display characteristics and field relationships. In the exemplary business letter embodiment 130A shown in FIG. 13A, field types comprise an address line field 133A, a date field 134A, a RE: line field 135A, a salutation field 136A, a field for the letter body 137A and a signature field 138A.
In addition to a document format and a document field structure, a user may also designate document static content. This static content may include graphics, such as a company logo 131A or images and text such as a company letterhead 141A or 132A. Static content may also include column headings 148A, numbers and other data that is intended to be communicated by each instance of the document.
Once these three document elements have been defined, they may be compiled into a dynamic document that may automatically populate its fields when it is selected and generated by a user at an imaging device. In some embodiments, the fields may be linked or related to user data once the user is identified through a login process or another identification process.
In another exemplary embodiment 140A, illustrated in FIG. 13A, a document format for an invoice document may be selected. A field structure may be defined with fields including, but not limited to, a quantity field 142A, an item description field 143A, a unit price field 144A, a total price field 145A, a grand total field 146A, and a customer signature field 147A, which may also include a digital signature field. Static content in this embodiment comprises a letterhead 141A.
In some embodiments of the present invention, as illustrated in FIG. 14, a user may select a dynamic document editor application 141. In these embodiments, a user may select 142 a document format, as described above. A document format definition may include data comprising page size, page orientation, single-sided pages, double-sided pages, margins, headers, footers, columns, predefined templates and other formatting options.
A user may also define 143 a dynamic field structure. This dynamic field structure may comprise one or more fields that may be populated with data. Fields may be populated with user input at the IDev UI 124. Fields may also be populated by automated processes that access information stored on the IDev, an RCD or some other resource in communication with the IDev. Some fields may be populated at the time of dynamic document creation. Fields may also be populated when a document is generated for output, such as for printing or transmission to a recipient. Fields may comprise many types of information. Some types comprise text, numerical data, graphics, images and other types.
A user may also designate 144 document static content. This static content may comprise text, graphics, images, symbols, numbers and other data that is intended to be communicated by each instance of the document. Document static content does not change with any document variable. Once these elements are defined, a combination of the document format, dynamic field structure and static content may be formed into a dynamic document. The application that combines these elements into a dynamic document may reside on the IDev or may reside on a remote computing device (RCD). The dynamic document may then be saved 147 at any location accessible to the IDev.
Further embodiments of the present invention may be described with reference to FIG. 15. These embodiments comprise selecting 150 a dynamic document editor application at an imaging device (IDev) 120. The IDev may respond to this selection 150 by requesting 151 a document format menu from a remote computing device (RCD) 128. The RCD may then send 152 a document format options menu to the IDev. In response to the display of the document format menu data, a user may input a selection at the IDev. The IDev may receive 154 this selection from its UI 124. This document format menu may be formatted as a hypertext language document, such as an XML document. The IDev may then display 153 the document format options menu. Menu display may be accomplished through the use of a web browser that interprets and displays content in a hypertext language format. The IDev may then send 155 the document format options menu selection to the RCD. This selection message may take the form of an XML/SOAP message or a .NET message.
In some embodiments of the present invention, the RCD may then send 156 a dynamic field structure menu to the IDev. This dynamic field structure menu may be formatted as a hypertext language document, such as an XML document. The IDev may then display 157 the dynamic field structure menu. This menu may be displayed through a web browser as described above in the document format menu. In response to this menu display, a user may input a selection through the IDev UI. The IDev may receive 158 this selection and then send 159 the dynamic field structure menu selection to the RCD.
In some embodiments, the RCD may respond to the receipt of the dynamic field structure menu selection data by sending 160 a static content menu to the IDev. The IDev may then display 161 the static content menu in a manner similar to that described for other embodiments. When a user responds, the IDev may accept 162 a user selection of the static content menu and send 163 the static content menu selection to the RCD.
The RCD may then compile 164 the document format, the dynamic field structure and the static content into a dynamic document. The dynamic document may then be saved 165 at the IDev, the RDC or some other location.
Some embodiments of the present invention comprise associating dynamic document editor application options with user specific data. In these embodiments, a user is identified through the IDev. Data linked to the user may then be accessed by the IDev or a device in communication with the IDev. This user-specific data may be linked or otherwise related to the document field structure. A document field may relate user-specific data that is stored on a resource accessible to the IDev or RCD. In some embodiments, a user's personal information may be related to fields in a dynamic document. A user's name, address, social security number, bank account data and/or other information may be related to dynamic document fields so that these fields are automatically populated with personal data when a user selects a defined dynamic document. Security measures may be implemented when a user logs onto the application.
Some embodiments, illustrated in FIG. 16, comprise identifying 170 a user at an imaging device (IDev) 120 and associating 171 dynamic document editing options, such as menu selections, with the user. In these embodiments, a remote computing device (RCD) 128 may send 172 a document format options menu, which may comprise user-specific options, to the IDev which may then display 173 the document format options menu and accept 174 a user selection in relation to the menu. The IDev may then-send 175 the document format options menu selection to the RCD.
Some embodiments of the present invention may further comprise sending 176 a dynamic field structure menu, which may comprise user specific data, to the IDev from an RCD. The IDev may then display 177 the dynamic field structure menu and accept 178 a user selection of the menu. The IDev may then send 179 the dynamic field structure menu selection to the RCD.
Some embodiments of the present invention may further comprise sending 180 a static content menu, which may comprise user specific data, to the IDev from an RCD. The IDev may then display 181 the static content menu and accept 182 a user selection of the menu. The IDev may then send 183 the static content menu selection to the RCD. The RCD may then compile 184 a dynamic document comprising data from the document format menu selection, the field structure menu selection and the static content menu selection. The dynamic document may then be saved 185 at the RDC, the IDev or some other location.
Further embodiments of the present invention may be described with reference to FIG. 17. These embodiments comprise an IDev with applications and resources integral to the IDev. In these embodiments, an IDev takes steps to create a dynamic document. The IDev typically begins the process with the receipt of 190 a dynamic document editor application selection at an imaging device (IDev) 120 UI. The IDev may then display 191 a document format options menu and accept 192 a user selection of the document format options menu. The IDev may further display 193 a dynamic field structure menu and accept 194 a user selection of the dynamic field structure menu. The IDev may then display 195 a static content menu and accept 196 user selection of the static content menu. In some embodiments, these menus and selections may be combined into fewer divisions or split into more divisions for efficiency, convenience or for other reasons. The IDev may then compile 197 a dynamic document and save 198 the dynamic document.
Further embodiments of the present invention, as illustrated in FIG. 18, comprise an IDev at which user input may be received and at which menu content may be received from an RCD on which applications and resources may reside. In these embodiments, the IDev may accept 200 a dynamic document editor application selection. The IDev may then send 201 the dynamic document editor application selection to a remote computing device (RCD) 128, on which the dynamic document editor application may be executed. In response, the IDev may receive 202 a document format options menu from the RCD. The IDev may then display 203 the document format options menu and accept 204 any user selection in response to the document format options menu.
The IDev may then receive 206 a dynamic field structure menu from the RCD and may then display 207 the dynamic field structure menu. The IDev may then accept 208 a user selection in response to the dynamic field structure menu and send 209 the user selection to the RCD. The IDev may then receive 210 a static content menu from the RCD and may then display 211 the static content menu. The IDev may then accept 212 a user selection in response to the static content menu and send 213 the user selection to the RCD.
Further embodiments of the present invention may be described with reference to FIG. 19. These embodiments comprise an IDev that may receive user input and that may also receive menu content from an RCD. In these embodiments, the IDev may accept 220 a dynamic document editor application selection. The IDev may also identify 221 a user by receipt of credentials at the IDev UI or by some other method. The IDev may then send 222 the user identification data to a remote computing device (RCD) 128 along with a request to run the dynamic document editor application. The IDev may then receive 223 a document format options menu from the RCD. This menu may comprise user-specific data that is correlated to the user. User specific data may be stored on the RCD or another device in communication with the RCD. This menu may be displayed 224 on the IDev. The IDev may then accept 225 a user selection in response to the document format options menu and send 226 the user selection to the RCD.
The IDev may then receive 227 a dynamic field structure menu from the RCD. This menu may also comprise user specific data correlated to the identified user. The IDev may then display 228 the dynamic field structure menu. The IDev may then accept 229 a user selection in response to the dynamic field structure menu and send 230 the user selection to the RCD. The IDev may then receive 231 a static content menu from the RCD. Again, this menu may comprise user-specific data correlated to the identified user. The IDev may then display 232 the static content menu. The IDev may then accept 233 a user selection in response to the static content menu and send 234 the user selection to the RCD. The dynamic document editor application may then take this selection data transmitted from the IDev and compile a dynamic document.
Further embodiments of the present invention may be described with reference to FIG. 20. These embodiments comprise an RCD with a dynamic document editing application. In these embodiments, an RCD may send 240 a document format options menu to an imaging device (IDev) 120 and receive 241 a user selection of the document format options menu from the IDev. In these embodiments the RCD may also send 242 a dynamic field structure menu to the IDev and receive 243 a user selection of the dynamic field structure menu. The RCD may also send 244 a static content menu to the IDev and receive 245 a user selection of the static content menu. The RCD may then compile 246 the input that it has received into a dynamic document and save 247 the dynamic document.
Further embodiments of the present invention may be described with reference to FIG. 21. These embodiments comprise an RCD that may receive a user identification. These embodiments comprise receiving 250 a user identification data from an imaging device (IDev) 120 and associating 251 the user identification data with dynamic document editor application options. These embodiments may further comprise sending 252 a document format options menu (with user specific data) from a remote computing device (RCD) 128 to the (IDev) and receiving 253, from the IDev, a user selection in response to the document format options menu. The RCD may also send 254 a dynamic field structure menu to the IDev and receive 255 from the IDev a user selection in response to the dynamic field structure menu. Embodiments of the present invention may further comprise the RCD sending 256 a static content menu to the IDev and receiving 257 a user selection in response to the static content menu. The RCD may then compile 258 a dynamic document and save 259 the dynamic document.
The terms and expressions which have been employed in the forgoing specification are used therein as terms of description and not of limitation, and there is no intention in the use of such terms and expressions of excluding equivalence of the features shown and described or portions thereof, it being recognized that the scope of the invention is defined and limited only by the claims which follow.

## Claims

1. A method for imaging device dynamic document creation and organization, the method comprising:
identifying a user at an imaging device (IDev), based on user input at an IDev user interface (UI);
sending a user identification, formatted as a markup language message, from a web service on said IDev to a remote computing device (RCD);
receiving access to data related to said user via said RCD;
associating dynamic document editing functions with said user data, wherein said user data is linked to user data fields identified in a dynamic field structure;
receiving a document format selection from an imaging device (IDev) user interface (UI) on an IDev, wherein said document format selection defines a page size, a page orientation, a single-sided or double-sided page format, a margin parameter, a header parameter and a footer parameter and at least one of a text box parameter and a graphic box parameter, and wherein said IDev comprises a printer function and said IDev UI in a single hardware device;
defining a dynamic field structure on said imaging device (IDev) UI, wherein said dynamic field structure defines a plurality of data fields comprising numerical data, graphics data, and image data, wherein said dynamic field structure defines field attributes consisting of field size, field shape, field color, field background color, field shading, field rotation and field orientation, said dynamic field structure also comprising a field relationship relating content of a first field in said plurality of data fields to content of a second field in said plurality of data fields, wherein said field relationship defines a plurality of relationships consisting of a geographical relationship, a mathematical relationship and a logical relationship wherein said content of said first field is related to said content of said second field according to said relationships;
designating document static content on said imaging device (IDev) user interface, wherein said document static content defines content remaining constant in all instances of said dynamic document; and
compiling said document format, said dynamic field structure and said document static content into a dynamic document on said IDev, wherein said dynamic document is a selectable file, which, when selected, automatically populates said data fields to create a document defined by said document format, said dynamic field structure and said document static content.

2. A method as described in claim 1 wherein said combining into a dynamic document is done on a remote computing device (RCD).

3. A method for imaging device dynamic document creation and organization, said method comprising:
receiving a user identification, formatted as a markup language message, from a web service on an imaging device (IDev) to a remote computing device (RCD);
accessing data related to said user with said RCD;
associating dynamic document editing functions with said user data, wherein said user data is linked to user data fields identified in a dynamic field structure;
receiving a dynamic document editing request as a markup language message received from said web service on said imaging device (IDev) at said remote computing device (RCD);
sending document format options menu content to said IDev web service from said RCD, wherein said document format options menu content is an XML message;
receiving a document format options menu selection from said IDev web service at said RCD, wherein said document format options menu selection defines a page size, a page orientation, a single-sided or double-sided page format, a margin location, a header dimension or a footer dimension and at least one of a text box parameter and a graphics box parameter and wherein said document format options menu selection is a markup language message;
sending a dynamic field structure options menu to said IDev, wherein said dynamic field structure options menu is in the form of a markup language message;
receiving a dynamic field structure options selection from said IDev, wherein said dynamic field structure options selection was received as user input on an IDev user interface (UI) at said IDev and wherein said dynamic field structure options selection defines a plurality of data fields comprising numerical data, graphics data and image data, wherein said dynamic field structure also defines field attributes consisting of field size, field shape, field color, field background color, field shading, field rotation and field orientation, said dynamic field structure also comprising a field relationship relating content of a first field in said plurality of data fields to content of a second field in said plurality of data fields, wherein said field relationship defines a plurality of relationships consisting of a geographical relationship, a mathematical relationship and a logical relationship wherein said content of said first field is related to said content of said second field according to said relationships;
sending a static content menu to said IDev from said RCD, wherein said static content menu is in the form of a markup language message;
receiving a static content menu selection from said IDev web service as a markup language message , wherein said static content menu selection defines content remaining constant in all documents created with said dynamic document;
compiling said document format options menu selection, said dynamic field structure options menu selection and said static content menu selection into a dynamic document on said RCD and wherein said dynamic document is a selectable file, which, when selected, automatically populates said data fields to create a document defined by said document format, said dynamic field structure and said document static content.

4. A method as described in claim 3 further comprising storing said dynamic document in a manner that provides access to any sources linked to a field in said dynamic document.

5. A method for imaging device dynamic document creation and organization, said method comprising:
identifying a user at an imaging device (IDev), based on user input at an IDev user interface (UI);
sending a user identification, formatted as a markup language message, from a web service on said IDev to a remote computing device (RCD);
accessing data related to said user with said RCD;
associating dynamic document editing functions with said user data, wherein said user data is linked to user data fields identified in a dynamic field structure;
sending a document format options menu with user specific data to said IDev from said remote computing device (RCD), wherein said document format options menu is a markup language message;
displaying said document format options menu on said IDev;
accepting a document format user selection of said document format options on said IDev, wherein said document format user selection defines at least one of a page size, a page orientation, a single-sided or double-sided page format, a margin location, a header dimension or a footer dimension and at least one of a text box parameter and a graphic box parameter;
sending said user selection to said RCD;
sending a dynamic field structure options menu with user specific data to said IDev from said RCD;
displaying said dynamic field structure options menu on said IDev;
accepting a dynamic field structure user selection of said dynamic field structure options on said IDev, wherein said dynamic field structure user selection defines a plurality of data fields comprising numerical data, graphics data and image data, wherein said dynamic field structure also defines field attributes consisting of field size, field shape, field color, field background color, field shading, field rotation and field orientation, said dynamic field structure also comprising a field relationship relating content of a first field in said plurality of data fields to content of another field in said plurality of data fields, wherein said field relationship defines a plurality of relationships consisting of a geographical relationship, a mathematical relationship and a logical relationship;
sending said user selection to said RCD;
sending a static content menu with user specific data to said IDev from said RCD;
displaying said static content menu on said IDev;
accepting a static content user selection of said static content menu on said IDev, wherein said static content user selection defines content remaining constant in all documents created with said dynamic document;
sending said user selection to said RCD; and
compiling said document format user selection, said dynamic field structure user selection and said static content user selection into a dynamic document on said RCD, wherein said dynamic document is a selectable file, which, when selected, automatically populates said data fields to create a document defined by said document format user selection, said dynamic field structure user selection and said document static content user selection if said selectable file is selected by an entity authenticated as said user.

6. A method as described in claim 5 wherein said dynamic field structure options comprise at least one option selected from the set consisting of relating a field to data stored on a remote device, relating a field to data on a web page and relating a field to user-specific data stored on a user database.

7. A method as described in claim 5 wherein said static content comprises at least one item selected from the set consisting of text, numerical data, graphical data, and images.

8. A non-transitory, computer-readable medium comprising instructions for instructing a processor to execute a method for imaging device dynamic document creation and organization, said instructions instructing said processor to:
identify a user at an imaging device (IDev), based on user input at an IDev user interface (UI);
send a user identification, formatted as a markup language message, from a web service on said IDev to a remote computing device (RCD);
receive access to data related to said user via said RCD;
associate dynamic document editing functions with said user data, wherein said user data is linked to user data fields identified in a dynamic field structure;
receive a document format selection from an imaging device (IDev) user interface (UI) on an IDev, wherein said document format selection defines a page size, a page orientation, a single-sided or double-sided page format, a margin parameter, a header parameter and a footer parameter and at least one of a text box parameter and a graphic box parameter, and wherein said IDev comprises a printer function and said IDev UI in a single hardware device;
define a dynamic field structure on said imaging device (IDev) UI, wherein said dynamic field structure defines a plurality of data fields comprising numerical data, graphics data, and image data, wherein said dynamic field structure defines field attributes consisting of field size, field shape, field color, field background color, field shading, field rotation and field orientation, said dynamic field structure also comprising a field relationship relating content of a first field in said plurality of data fields to content of a second field in said plurality of data fields, wherein said field relationship defines a plurality of relationships consisting of a geographical relationship, a mathematical relationship and a logical relationship wherein said content of said first field is related to said content of said second field according to said relationships;
designate document static content on said imaging device (IDev) user interface, wherein said document static content defines content remaining constant in all instances of said dynamic document; and
compile said document format, said dynamic field structure and said document static content into a dynamic document on said IDev, wherein said dynamic document is a selectable file, which, when selected, automatically populates said data fields to create a document defined by said document format, said dynamic field structure and said document static content.

9. A non-transitory, computer-readable medium comprising instructions for instructing a processor to execute a method for imaging device dynamic document creation and organization, said instructions instructing said processor to:
receive a user identification, formatted as a markup language message, from a web service on an imaging device (IDev) to a remote computing device (RCD);
access data related to said user with said RCD;
associate dynamic document editing functions with said user data, wherein said user data is linked to user data fields identified in a dynamic field structure;
receive a dynamic document editing request as a markup language message received from said web service on said imaging device (IDev) at said remote computing device (RCD);
send document format options menu content to said IDev web service from said RCD, wherein said document format options menu content is an XML message;
receive a document format options menu selection from said IDev web service at said RCD, wherein said document format options menu selection defines a page size, a page orientation, a single-sided or double-sided page format, a margin location, a header dimension or a footer dimension and at least one of a text box parameter and a graphics box parameter and wherein said document format options menu selection is a markup language message;
send a dynamic field structure options menu to said IDev, wherein said dynamic field structure options menu is in the form of a markup language message;
receive a dynamic field structure options selection from said IDev, wherein said dynamic field structure options selection was received as user input on an IDev user interface (UI) at said IDev and wherein said dynamic field structure options selection defines a plurality of data fields comprising numerical data, graphics data and image data, wherein said dynamic field structure also defines field attributes consisting of field size, field shape, field color, field background color, field shading, field rotation and field orientation, said dynamic field structure also comprising a field relationship relating content of a first field in said plurality of data fields to content of a second field in said plurality of data fields, wherein said field relationship defines a plurality of relationships consisting of a geographical relationship, a mathematical relationship and a logical relationship wherein said content of said first field is related to said content of said second field according to said relationships;
send a static content menu to said IDev from said RCD, wherein said static content menu is in the form of a markup language message;
receive a static content menu selection from said IDev web service as a markup language message , wherein said static content menu selection defines content remaining constant in all documents created with said dynamic document; and
compile said document format options menu selection, said dynamic field structure options menu selection and said static content menu selection into a dynamic document on said RCD and wherein said dynamic document is a selectable file, which, when selected, automatically populates said data fields to create a document defined by said document format, said dynamic field structure and said document static content.

10. A non-transitory, computer-readable medium comprising instructions for instructing a processor to execute a method for imaging device dynamic document creation and organization, said instructions instructing said processor to:
identify a user at an imaging device (IDev), based on user input at an IDev user interface (UI);
send a user identification, formatted as a markup language message, from a web service on said IDev to a remote computing device (RCD);
access data related to said user with said RCD;
associate dynamic document editing functions with said user data, wherein said user data is linked to user data fields identified in a dynamic field structure;
send a document format options menu with user specific data to said IDev from said remote computing device (RCD), wherein said document format options menu is a markup language message;
display said document format options menu on said IDev;
accept a document format user selection of said document format options on said IDev, wherein said document format user selection defines at least one of a page size, a page orientation, a single-sided or double-sided page format, a margin location, a header dimension or a footer dimension and at least one of a text box parameter and a graphic box parameter;
send said user selection to said RCD;
send a dynamic field structure options menu with user specific data to said IDev from said RCD;
display said dynamic field structure options menu on said IDev;
accept a dynamic field structure user selection of said dynamic field structure options on said IDev, wherein said dynamic field structure user selection defines a plurality of data fields comprising numerical data, graphics data and image data, wherein said dynamic field structure also defines field attributes consisting of field size, field shape, field color, field background color, field shading, field rotation and field orientation, said dynamic field structure also comprising a field relationship relating content of a first field in said plurality of data fields to content of another field in said plurality of data fields, wherein said field relationship defines a plurality of relationships consisting of a geographical relationship, a mathematical relationship and a logical relationship;
send said user selection to said RCD;
send a static content menu with user specific data to said IDev from said RCD;
display said static content menu on said IDev;
accept a static content user selection of said static content menu on said IDev, wherein said static content user selection defines content remaining constant in all documents created with said dynamic document;
send said user selection to said RCD; and
compile said document format user selection, said dynamic field structure user selection and said static content user selection into a dynamic document on said RCD, wherein said dynamic document is a selectable file, which, when selected, automatically populates said data fields to create a document defined by said document format user selection, said dynamic field structure user selection and said document static content user selection if said selectable file is selected by an entity authenticated as said user.