Purpose
1.2. Streamline examiner and applicant approval of examination reports, communications, and legal documents.
1.3. Reduce paper-based/manual signature workflow, providing audit-trails and compliance automation.
1.4. Integration with patent office document systems and secure digital records management.
Trigger Conditions
2.2. Approval request status change in patent workflow management systems.
2.3. Manual examiner, applicant, or admin initiation for signature.
2.4. Receipt of third-party subject-matter documentation requiring review and digital signature.
2.5. Scheduled automation event (e.g., monthly batch signing for overdue items).
Platform Variants
• Feature/Setting: Envelope API; automate sending signature requests, recipient authentication.
3.2. Adobe Sign
• Feature/Setting: REST API; SAP/SharePoint connector, automate sequential approvals.
3.3. HelloSign
• Feature/Setting: Signature Request API; automate embedded signature flows.
3.4. PandaDoc
• Feature/Setting: Document Workflow API; automate template sending for batch signatures.
3.5. SignNow
• Feature/Setting: Document Group Signing API; automate multi-party exam report signing.
3.6. SignEasy
• Feature/Setting: Zapier integration; automate e-signature requests from form fills.
3.7. OneSpan Sign
• Feature/Setting: Transaction API; automate audit-trail and completion notifications.
3.8. RightSignature
• Feature/Setting: Callback URL; automate message upon examiner approval completed.
3.9. eversign
• Feature/Setting: Document Creation API; automate generation and dispatch of signature links.
3.10. Zoho Sign
• Feature/Setting: Bulk Send API; automate multi-recipient examination approval requests.
3.11. SignRequest
• Feature/Setting: REST API; automate signature workflow for patent-related docs.
3.12. Formstack Sign
• Feature/Setting: Document Workflow Automation; automate signed copy archiving in DMS.
3.13. Sertifi
• Feature/Setting: Agreement API; automate examiner and applicant co-signature chaining.
3.14. Secured Signing
• Feature/Setting: API for team signatures; automate role-based signing order.
3.15. Foxit eSign
• Feature/Setting: Automated Reminders; automate reminders for unsigned reports.
3.16. KeepSolid Sign
• Feature/Setting: Template Automation; automate pre-filled patent approval templates.
3.17. Signable
• Feature/Setting: Webhook Automation; automate downstream processes post-signature.
3.18. iLovePDF eSign
• Feature/Setting: API document upload; automate PDF report dispatch for signing.
3.19. NitroSign
• Feature/Setting: Automated Workflow API; automate document routing for co-approval.
3.20. Microsoft Power Automate
• Feature/Setting: E-signature connectors; automate patent approval flows with DMS integration.
3.21. Kofax SignDoc
• Feature/Setting: Workflow Engine; automate examiner signature process in compliance workflows.
3.22. JotForm Sign
• Feature/Setting: Automated signature collection from submitted forms.
3.23. Dropbox Sign (HelloSign)
• Feature/Setting: Bulk Send; automate batch approval requests for groups of examiners.
Benefits
4.2. Reduces human error and manual bottlenecks with end-to-end examination workflow automation.
4.3. Enables compliant digital audit-trails and tamper-evident records automatically stored.
4.4. Automating reminders maximizes response rates and speeds up patent issuance cycles.
4.5. Automates integration with office systems, reducing cross-platform manual interventions.