Description:FIELD OF INVENTION
The present invention relates to electronic signature workflow template in electronic documents and more particularly, to system and method to generate an electronic signature workflow template and its updation using user interface based conversational dialogue system.
BACKGROUND
Electronic signing (E-signing) solutions are extensively used these days to sign a wide variety of documents and agreements in various different businesses. The areas where electronic signing is being used are endless, as it provides a convenient and time-efficient alternative to physically signing a document. The electronic signing systems currently in use require the user to manually create the signing workflow and authentication steps for the document via time consuming and tedious processes.
In hospital and medical industries many a times a form is required to be approved and executed by 20-30 physicians and doctors. Manually this process becomes very cumbersome, especially to create a electronic signature workflow template for such forms having multiple signature person names, email ids and tags.
Conventionally, the sender or preparator of an electronic signature workflow template had to manually prepare it by uploading the document, adding signer, approver, form filler recipients along with their authentication method, language preference and signature method to the workflow template, adding additional users optionally, adding the message for recipients which will go out to them in email notification, input any customer specific fields to the template for identifying the template for saving purpose, etc.
US10628596B2 describes a system where an e-document is received from a document sender and defines a contractual agreement between the document sender and at least one document signer. The e-document is processed to identify the document signer and qualifying criteria specified by the document sender. The qualifying criteria pertains to criteria that is required before the document signer can sign the e-document. The e-signing workflow is paused to transmit a request to a third party for the criteria that is required before the document signer can sign the E-document. The required criteria is received and, responsive to an evaluation of the criteria, the e-signing workflow is unpaused to invite the document signer to e-sign the e-document. It emphasizes on external checks which are required to verify the signer qualifying criteria for example guarantor’s credit rating score needs to be fetched from a third party vendor, the sender sets such rules for signed qualifying criteria check and then the system is paused by sender to get those additional certificates and then once the checks are done , the workflow is unpaused.
Therefore, there is felt a need to provide a new system and method to generate an electronic signature workflow template and its updation that is easy, convenient and time saving for the users.

DEFINITIONS:
The expression “document” used hereinafter in this specification refers to, but is not limited to an electronic document including e- contracts, commercial contracts, customer contracts, vendor contracts, Non-disclosure agreements, etc in a computer readable format.
The expression “user” used hereinafter in this specification refers to, but is not limited to the individual/ natural entity that may be the creator of the document, sender of the document, any recipient of the document or any signer of the document.
The expression “electronic signature or e-signature” used hereinafter in this specification refers to, but is not limited to the data that is logically associated with other data and which is used by the signatory to sign the associated data.

OBJECTS OF THE INVENTION:
The primary object of the present invention is to provide a system and method to generate an electronic signature workflow template and its updation.
Yet another object of the present invention is to provide a system and method to generate an electronic signature workflow template using user interface based conversational dialogue system.
Yet another object of the present invention is to provide a system and method that provides a free text interaction to the user with the natural language based conversational dialog system.
Yet another object of the present invention is to provide a system and method for assisting the user to generate the electronic signature workflow template and storing plurality of workflow templates in a database.
Yet another object of the present invention is to provide a system and method for assisting the user in simultaneously updating and modifying plurality of electronic signature workflow templates when a common change is required to be done by the user in the selected electronic signature workflow templates.

SUMMARY
Before the present invention is described, it is to be understood that present invention is not limited to particular methodologies and materials described, as these may vary as per the person skilled in the art. It is also to be understood that the terminology used in the description is for the purpose of describing the particular embodiments only, and is not intended to limit the scope of the present invention.
The embodiment of the present invention describes the system and method for generate an electronic signature workflow template and its updation using user interface based conversational dialogue system. Embodiments of the invention may be used with any type of document where one or more signatures is needed.
According to an aspect of the present invention, the system assists the user to generate electronic signature workflow template and its updation using user interface based conversational dialogue system. The system first generates and proposes an electronic signature workflow transaction depending on the user inputs in the user interface (UI) based conversational dialogue system with respect to the uploaded document/s. After confirmation of the proposed electronic signature workflow transaction by the user for the selected document the system saving the approved workflow transaction as the workflow template for the selected document, thus generating a plurality of such electronic signature workflow templates for plurality of document types and storing the same in a database. The system also assists to update and modify plurality of electronic signature workflow templates simultaneously using the user interface based conversational dialogue system when a common change is required to be done by the user. The system is an intelligent assisted AI engine that assists the user of the system to generate the signing workflow template and its updation in an efficient and time saving manner.

DETAILED DESCRIPTION OF INVENTION:
Before the present invention is described, it is to be understood that this invention is not limited to particular methodologies described, as these may vary as per the person skilled in the art. It is also to be understood that the terminology used in the description is for the purpose of describing the particular embodiments only, and is not intended to limit the scope of the present invention. Throughout this specification, the word “comprise”, or variations such as “comprises” or “comprising”, will be understood to imply the inclusion of a stated element, integer or step, or group of elements, integers or steps, but not the exclusion of any other element, integer or step, or group of elements, integers or steps. The use of the expression “at least” or “at least one” suggests the use of one or more elements or ingredients or quantities, as the use may be in the embodiment of the invention to achieve one or more of the desired objects or results. Various embodiments of the present invention are described below. It is, however noted that the present invention is not limited to these embodiments, but rather the intention is that modifications those are apparent are also included.
The present invention describes the system and method for generating an electronic signature workflow template and its updation using user interface based conversational dialogue system based on generative AI. The electronic signature workflow template generally is a prefilled or preset format that includes the agreement or document template and prefilled signing details such as electronic signature tags, signatory names, email addresses, etc., the message for recipients which will go out to them in email notification, etc. The user is assisted with the electronic signature workflow template in order to create a electronic signature workflow with minimum inputs and once the template is selected by the user, the workflow is ready for the sender to send it out for electronic signatures or approval or form filling from workflow recipients, as the case may be.
According to the embodiment of the present invention, the system comprises of a user communication device, user interface, a set of computer readable instructions which can be provided by the user by means of the said communication interface, a processing unit operably associated with the each of the said communication devices and adapted to execute the said instructions provided by the user and a computer readable memory storage medium capable of storing the said instructions provided by the user. The user of the system can browse and upload the electronic document/s that has to be signed from the user’s communication device such as personal computers, desktops, laptops, hand held devices. The electronic documents may be PDF (portable document format) documents or WORD documents.
According to an embodiment of the present invention, the generative AI based system and method provides the user with a user interface based conversational dialogue system in order to create different electronic signature workflow templates for various different document types. Firstly, different types of templates are created. Templates are preset or predefined workflow pattern depending on the document type. The user asks questions and provides inputs in the system in natural language and in free text and the system assists the user to create the electronic signature workflow transaction. The inputs provided by the user in free text are minimal and include documents to be uploaded in sequence, signer, approver or form filler recipients’ details and any additional users that need to be added to the electronic signature workflow transaction. Based on such inputs received from the user, the system further dialogues in natural language with the user using the user interface conversational dialogue system and also intelligently decides if any further inputs are needed or missing from the user. Once the system is ready with all the inputs that are required to be able to generate a complete electronic signature workflow transaction proposal, the system responds to the user that it is ready to propose the workflow transaction and asks for the user’s confirmation. Upon confirming, the system auto-proposes the electronic signature workflow transaction which is ready for the user’s review. Once the workflow transaction is confirmed, the workflow transaction for that particular document is saved as a workflow template by the user for future use. The system and method of the present invention saves time and brings improved efficiency and productivity for the users using the system. The system is an intelligent assisted AI engine that assists the user of the system to generate the signing workflow template in an efficient and time saving manner.
According to the embodiment of the present invention, the method to generate the electronic signature workflow template comprises the steps of generating and proposing an electronic signature workflow transaction depending on the user inputs in the user interface (UI) based conversational dialogue system with respect to the uploaded document/s. The user then confirms the proposed electronic signature workflow transaction for the selected document. The system saves the approved electronic signature workflow transaction as the electronic signature workflow template for the selected document, thus generating a plurality of such electronic signature workflow templates for plurality of document types and storing the same in a database. The system also assists the user to update and modify plurality of electronic signature workflow templates simultaneously using the user interface based conversational dialogue system when a common change is required to be done by the user in the selected electronic signature workflow templates,
According to the embodiment of the present invention, the system and method for generating an electronic signature workflow template comprises the steps of first generating an electronic workflow transaction that is saved as a template. The steps of generating a work flow transaction are as follows:
• The user of the system who is the sender or preparator of the electronic signature workflow transaction clicks on the option to create an e-signature workflow transaction by visiting the e-Signature workflow transaction send page.
• The user clicks on the user interface (UI) based conversational dialogue system button option to open the UI dialogue system to be able to interact in natural language to provide the user’s inputs.
• The user asks the system to prepare the e-signature workflow transaction for the documents and uploads the documents in sequence. After this, the user provides inputs to the UI dialog system regarding the details of the signers such as names, email addresses and sequence of the signers.
• Once the system receives all the required inputs, the system intelligently decides if any information is still required from the user in order to propose the workflow transaction. If that is the case, the UI dialog system asks the user for the missing information.
• With all the necessary inputs from the user, the system proposes the eSignature workflow transaction preparation UI pages to the user for review and approval.
• The user reviews the eSignature workflow transaction preparation UI pages which the system had generated and provides inputs if there are any modifications to any of the proposed values.
• Once the user has reviewed the eSignature workflow transaction preparation UI pages, the user sends out the eSignature workflow transaction to recipients of the workflow for signatures, approval, or form filling.
Finally, this eSignature workflow transaction is saved as a workflow template for that particular document type for which it is created. Various different e-signature workflow templates are thus created and saved/stored in the system for reference and future use as a template database for efficient and fast e-signature solutions.
According to the embodiment of the present invention, once multiple of such e-signature workflow templates are created, then they can be updated or modified simultaneously using the user interface based conversational dialogue system of the present invention. For example, there are ten different signing workflow templates for different documents in the system such as for Non-disclosure agreements, customer contracts, vendor contracts, alliance contracts, reseller contracts, etc and in all of these signing workflow templates if one common change is required to be done, then the system assists the user to update all the templates for the common change by the help of conversational dialogue system. For example, if in all of the signing work flow templates or selected templates, the user wants to change a signer, then the user can bring out this change simultaneously in all the selected templates by using the user interface based conversational dialogue system and ask the system to update all selected templates from the list or simply name the title of the workflow templates within the dialog box, and the user provides free test inputs to the conversation system regarding the change or update the user wants in the selected templates. The system of the present invention then makes these requested changes simultaneously in all the selected workflow templates or the named templates provided by the user. The system therefore provides a time efficient and accurate solution for creation and updation of signature workflow templates to the user.
, Claims:We claim,
1. A system and method to generate an electronic signature workflow template and its updation using user interface based conversational dialogue system comprising of an electronic document to be signed, a user of the said electronic document, a user communication device, user interface, a set of computer readable instructions which can be provided by the user by means of said user interface, a processing unit operably associated with the said communication device and adapted to execute the said instructions provided by the user and a computer readable memory storage medium capable of storing the said instructions provided by the user,
characterised in that,
the method to generate the electronic signature workflow template comprises the steps as
• generating and proposing an electronic signature workflow transaction depending on the user inputs in the user interface (UI) based conversational dialogue system with respect to the uploaded document/s,
• confirmation of the proposed electronic signature workflow transaction by the user for the selected document,
• saving the approved electronic signature workflow transaction as the electronic signature workflow template for the selected document, thus generating a plurality of such electronic signature workflow templates for plurality of document types and storing the same in a database, and
the method to update and modify plurality of electronic signature workflow templates simultaneously using the user interface based conversational dialogue system when a common change is required to be done by the user in the selected electronic signature workflow templates,
2. The system and method as claimed in claim 1, wherein different e-signature workflow templates are created and saved/stored in the system for reference and future use as a template database for efficient and fast e-signature solutions.

3. The system and method as claimed in claim 1, wherein the electronic signature workflow template includes the agreement or document template and prefilled signing details such as electronic signature tags, signatory names, email addresses, and the message for recipients which will go out to them in email notification, etc.

4. The system and method as claimed in claim 1, wherein for creating the electronic signature workflow template, the inputs provided by the user are in free text and natural language, are minimal and include documents to be uploaded in sequence, signer, approver or form filler recipients details and any additional users that need to be added to the electronic signature workflow transaction that is further saved as a workflow template.