Patent ID: 7818307

Claim:
A method comprising: providing a storage device that includes preference information and eligibility categories for a plurality of documents, wherein the eligibility categories are guidelines for determining which documents are allowed to be provided electronically and include content information, line of business information, security information, legal information, time sensitive information, and privacy information, and the preference information includes authorizing access of a customer to the document and a mode of electronic transmission that is favored by the customer for at least one of the plurality of documents; searching the storage device for the preference information related to the customer and the eligibility categories related to a document included in the plurality of documents, where the preference information and the eligibility categories is previously populated information; in response to finding the eligibility categories related to the document, determining whether the document is eligible to be provided electronically by analyzing the eligibility categories; in response to finding the preference information and determining that the document is eligible, determining the customer is authorized to access the document and providing electronic access to the document and transmitting the document according to the preference information of the customer; and generating a reminder email to the customer when a pre-selected period of time has passed without the customer reviewing the transmitted document.