Patent Document ID: 8745075
Application ID: 11690961

Base Claim:
1. A method comprising: maintaining, in a processor-readable storage medium, a dynamic document template containing a plurality of queries, wherein each query includes a query scope and a context element, wherein the query scope refers to one or more source documents maintained in a document collection and the context element refers to content of the one or more source documents referred to by the query scope; defining, based upon a request received from a first user, a first content rule and a second content rule; applying the first content rule to monitor the document template and trigger an action if a second user changes the document template; applying the second content rule to monitor the document collection and trigger an action if a second user changes any of the source documents referred to by the query scope; in response to both the first content rule and the second content rule triggering an action indicating a change occurred to the document template and at least one of the source documents, determining whether the query scope and context element of each of the queries in the document template are valid; indicating, in response to determining a valid query scope and context element, a query to be valid; if any of the queries are invalid after the change, issuing a notification to the first user indicating an invalid query; receiving a change to one of the queries to result in a modified query; automatically accessing the document collection to determine whether the modified query is valid; and if the modified query is valid, automatically refreshing the document template, wherein refreshing the document template comprises displaying a dynamic document comprising at least a portion of the dynamic document template with the content of the one or more source documents, including the changed source document.

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Claim 7:
7. The method of claim 1 , further comprising: determining whether the change satisfies a predetermined condition; and if the change satisfies a predetermined condition, triggering a second notification event.