Workiva Inc.

Web Filings, Inc.

Joseph Howell

Jerome M Behar

Anna Kwok

John Arthur Bonk

Alexander Jacob Iselin

Scott Bacon

Brian Claridge

An apparatus and computer-implemented method comprise providing an algorithm to a client device comprising a processor, a memory, and a user interface comprising a display and an input mechanism, displaying on the display a supported document comprising a supported data item data item, receiving an instruction for the supported data item to associate supporting document information to the supported data item, providing a data entry mechanism at which the supporting document information can be specified, receiving the supporting document information; and attaching the supporting document information in a persistent manner to the supporting data item.

Method and system for generating and utilizing persistent electronic tick marks and use of electronic support binders

Consistent with embodiments of the invention, computer-based systems and methods for annotating documents with a special type of graphical icon&#x2014;referred to herein as a tick mark&#x2014;are provided. Accordingly, utilizing a document annotation tool consistent with one embodiment of the invention, a user can quickly and easily place a tick mark next to an element of a document (e.g., a word, sentence, paragraph, number, chart, graph or figure) being displayed to visually convey some information about that particular element of the document. A second user, who is viewing the same document subsequent to the first user placing the tick mark, will immediately recognize and appreciate the information conveyed by the placement of the tick mark.

Method and system for generating and utilizing persistent electronic tick marks

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Portland, OR, United States of America

Joseph Howell