Patent Document ID: 9818138
Application ID: 14572658

Base Claim:
1. A method for providing controlled access to an electronic signature document for a plurality of users, comprising: executing, via one or more processors, an electronic signature service (ESS) on a web server, the electronic signature service stored as an executable module on one or more memory devices, the executable module when executed by the one or more processors, causes the one or more processors to perform operations comprising: identifying one or more documents associated with a document owner, the one or more documents including a document that comprises content including terms for an agreement between the plurality of users, the plurality of users including a signing user, the document being an individual file; receiving a request from a client device associated with the document owner via an application programming interface (API) over a network to pre-tag the document to indicate a location for signature and a signing role for the signing user; in response to receiving an instruction to link the document to a transaction room for signing, creating a non-editable copy of the document for signing on a storage device accessible to the transaction room for the agreement, the non-editable copy being an additional individual file in a non-editable format, the transaction room implemented as a web service accessible by the plurality of users remotely over the network, the non-editable copy of the document for signing viewable by the plurality of users remotely through a graphical user interface of the transaction room, the content of the non-editable copy of the document for signing not being editable by the plurality of users remotely through the graphical user interface of the transaction room; associating the signing user with the signing role; in response to receiving an instruction to transmit the document for signing to at least the signing user, tagging the non-editable copy of the document for signing with one or more tags based on the pre-tag to display data identifying the location for signature for the signing user to sign; and in response to receiving, from the signing user, input information for the document for signing, overlaying the input information on the non-editable copy of the document for signing without altering the terms for the agreement in the non-editable copy of the document for signing.

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Claim 3:
3. The method of claim 1 , further comprising: in response to receiving additional input information for an additional user of the plurality of user, creating an additional non-editable copy of the document for signing that captures the input information and the additional input information, the additional non-editable copy of the document for signing being different than the non-editable copy of the document for signing; and providing the additional non-editable copy of the document for signing including the input information and the additional input information to at least one of the plurality of users for review through the transaction room.