Unite Digital

Stacey Coopes

Ryan Soffa

Ronald Len

Marcus Clayton Cox

A plurality of electronic documents utilized in a transaction are automatically managed. For each separate document of the plurality, a custom printer driver receives instructions to a printer for printing the document. Instead of printing the document, the custom printer driver creates a file in a standard format such as PDF containing the document, based on the received print instructions. Content concerning the transaction is automatically added to at least one corresponding field of the file containing the document in the standard format. Files containing documents in the standard format are saved with the added content concerning the transaction, and saved files are associated with the transaction. In some implementations, files containing documents in the standard format are automatically uploaded and validated.

Using a custom printer driver to automatically electronically create, capture and manage all documents utilized in a transaction, with automatic upload and verification of documents

A plurality of electronic documents utilized in a transaction are automatically managed. For each separate document of the plurality, a custom printer driver receives instructions to a printer for printing the document. Instead of printing the document, the custom printer driver creates a file in a standard format such as PDF containing the document, based on the received print instructions. Content concerning the transaction is automatically added to at least one corresponding field of the file containing the document in the standard format. At least one electronic signature for the document is received, and automatically added to at least one corresponding location of the document in the standard format. The file containing the document in the standard format is saved with the added content concerning the transaction and the at least one electronic signature, and the saved file is associated with the transaction.

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Birmingham, MI, United States of America

Stacey Coopes