Case 1:13-cv-00919-LPS Document 359-3 Filed 04/15/21 Page 1 of 189 PageID #: 45320
`Case 1:13-cv-00919—LPS Document 359-3 Filed 04/15/21 Page 1 of 189 PageID #: 45320
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`EXHIBIT 32
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`EXHIBIT 32
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`Case 1:13-cv-00919-LPS Document 359-3 Filed 04/15/21 Page 2 of 189 PageID #: 45321
`Google Slides - Docs Editors Help
`3/10/20, 7)15 PM
`
`Google Slides
`
`
`
`Google Slides lets you create presentations. Multiple people can work
`on a presentation at the same time, you can see changes as they’re
`made, and every change is automatically saved.
`
`Get sta!ed with Google
`
`Edit & customize slides
`
`Inse! shapes, images &
`
`Slides
`
`Add, delete & organize slides
`
`objects
`
`Change the size of your
`slides
`
`Add a bulleted or numbered
`list
`
`See and use suggested
`layouts in a presentation
`
`Add or change animations
`and transitions
`
`Insert and arrange text,
`shapes, diagrams, and lines
`
`Insert or delete images &
`videos
`
`Crop and adjust images
`
`Add and edit tables
`
`Link a chart, table, or slides
`to Google Docs or Slides
`
`How to use Google Slides
`
`Create, >nd, or download a
`>le
`
`Create a >le from a template
`
`Change the theme,
`background, or layout in
`Google Slides
`
`Present slides
`
`Switch to Google Slides from
`Microsoft PowerPoint
`
`Learn what's new in Google
`Slides
`
`https://support.google.com/docs/topic/9052835?hl=en&ref_topic=1382883
`
`Page 1 of 2
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`ARENDI_G329796
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`Case 1:13-cv-00919-LPS Document 359-3 Filed 04/15/21 Page 3 of 189 PageID #: 45322
`Google Slides - Docs Editors Help
`3/10/20, 7)15 PM
`
`Sho!cuts & tools
`
`Find what's changed in a >le
`
`Keyboard shortcuts for
`Google Slides
`
`Use Google Keep in a
`document or presentation
`
`Accept and present
`audience questions
`
`Make Google Docs, Sheets,
`Slides & Forms public
`
`Issues editing Google Docs,
`Sheets, Slides & Forms
`
`Use comments & action
`items
`
`https://support.google.com/docs/topic/9052835?hl=en&ref_topic=1382883
`
`Page 2 of 2
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`ARENDI_G329797
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`Case 1:13-cv-00919-LPS Document 359-3 Filed 04/15/21 Page 4 of 189 PageID #: 45323
`Case 1:13-cv-00919—LPS Document 359-3 Filed 04/15/21 Page 4 of 189 PageID #: 45323
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`EXHIBIT 33
`
`EXHIBIT 33
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`

`

`Case 1:13-cv-00919-LPS Document 359-3 Filed 04/15/21 Page 5 of 189 PageID #: 45324
`Edit & format a spreadsheet - Computer - Docs Editors Help
`3/10/20, 7)10 PM
`
`Edit & format a spreadsheet
`
`You can add data to a spreadsheet, then edit or format the cells and data.
`
`Computer
`
` Android
`
`iPhone & iPad
`
`Edit data in a cell
`.
`1. Open a spreadsheet in the Google Sheets app
`2. In your spreadsheet, double-tap the cell you want to edit.
`3. Enter your data.
`4. Optional: To format text, touch and hold the text, then choose an option.
`5. When done, tap Done
`.
`
`Undo or redo an action
`To undo or redo your last action while editing or formatting data, go to the top of the
`screen and tap:
`
`.
`.
`
`Undo
`Redo
`
`• •
`
`Format one or more cells
`.
`1. Open a spreadsheet in the Google Sheets app
`2. Tap a cell, then drag the blue markers across nearby cells you want to select.
`3. Tap Format
`.
`4. In the "Text" tab, choose an option to format your text.
` Bold
` Italic
` Underline
` Strikethrough
` Left text align
`
`• • • • •
`
`https://support.google.com/docs/answer/46973?hl=en&ref_topic=9055343&co=GENIE.Platform%3DAndroid&oco=1
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`Page 1 of 2
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`Case 1:13-cv-00919-LPS Document 359-3 Filed 04/15/21 Page 6 of 189 PageID #: 45325
`Edit & format a spreadsheet - Computer - Docs Editors Help
`3/10/20, 7)10 PM
`
`• • • • • • • • • •
`
`• •
`
`5. In the "Cell" tab, choose an option to format your cell.
`Cell Wll color
`Alternating colors
`Borders
`Cell border
`Border style
`Border color
`Wrap text
`Merge cells
`
` Center text align
` Right text align
` Top align (vertical)
` Middle align (vertical)
` Bottom align (vertical)
`Text size, color, and style
`Text Rotation
`
`• • •
`
`6. Tap the sheet to save your changes.
`
`Related links
`Use conditional formatting in a spreadsheet
`See the sum of cells in a spreadsheet
`Add formulas and functions to a spreadsheet
`Add a chart or graph to a spreadsheet
`Copy, re-order, and delete sheets
`
`• • • • •
`
`Was this helpful?
`
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`https://support.google.com/docs/answer/46973?hl=en&ref_topic=9055343&co=GENIE.Platform%3DAndroid&oco=1
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`Page 2 of 2
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`ARENDI_G329406
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`Case 1:13-cv-00919-LPS Document 359-3 Filed 04/15/21 Page 7 of 189 PageID #: 45326
`Case 1:13-cv-00919—LPS Document 359-3 Filed 04/15/21 Page 7 of 189 PageID #: 45326
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`EXHIBIT 34
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`EXHIBIT 34
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`

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`Case 1:13-cv-00919-LPS Document 359-3 Filed 04/15/21 Page 8 of 189 PageID #: 45327
`Create, find, or download a file - Computer - Docs Editors Help
`3/10/20, 6)54 PM
`
`Create, !nd, or download a !le
`
`You can create, -nd, and download -les like:
`
`Documents
`Spreadsheets
`Presentations
`Forms
`
`• • • •
`
`Your -les are available to edit, share, and work on with others.
`
`Computer
`
` Android
`
`iPhone & iPad
`
`Create a !le
`1. On your Android phone or tablet, open the Google Docs
`app.
`.
`2. In the bottom right, tap Create
`3. Choose whether to use a template or create a new -le. The app will open a new -le.
`
`, or Slides
`
`, Sheets
`
`View a !le
`You can view -les that you’ve created or opened on any device and other documents like
`Microsoft® Word, Excel, or PowerPoint -les.
`
`Note: If someone else is working on the -le, you’ll see the changes they're making.
`
`Look at a !le
`To open and view a -le, tap the -le’s name in the Google Docs
`app.
`
`, Sheets
`
`, or Slides
`
`View !les grouped by category
`1. On your Android phone or tablet, open the Google Docs
`app.
`
`, Sheets
`
`, or Slides
`
`https://support.google.com/docs/answer/49114?hl=en&ref_topic=9045928&co=GENIE.Platform%3DAndroid&oco=1
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`Page 1 of 3
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`ARENDI_G329395
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`Case 1:13-cv-00919-LPS Document 359-3 Filed 04/15/21 Page 9 of 189 PageID #: 45328
`Create, find, or download a file - Computer - Docs Editors Help
`3/10/20, 6)54 PM
`
`, Sheets
`
`, or Slides
`
`.
`2. In the top left, tap Menu
`3. Choose which -les you want to see:
`Recent: Files you’ve worked on recently.
`Shared with me: Files others have shared with you.
`Starred: Files you’ve marked as important.
`O3ine: Files stored on your phone or tablet.
`
`• • • •
`
`Rename a !le
`1. On your Android phone or tablet, open the Google Docs
`app.
`2. On the -le you want to rename, tap More
`3. Tap Rename
`.
`4. Enter the name you want.
`5. Tap Ok.
`
`.
`
`Save a !le
`When you're online, your -les will save as you work on them. You don’t need a save button.
`
`If you aren't connected to the Internet, you can set up oUine access to save your changes.
`
`Note: On Google Sheets, you need to tap outside of the cell you're typing in to save.
`
`Make a copy of a !le
`1. On your Android phone or tablet, open the Google Docs
`app.
`2. Next to the name of the document you want to copy, tap More
`3. Tap Make a copy
`.
`4. Enter a title and choose where to save it.
`5. Tap Ok.
`
`.
`
`, Sheets
`
`, or Slides
`
`Download a copy of your !le
`1. On your Android phone or tablet, open the Google Docs
`app.
`2. On the -le you want to download, tap More
`
`.
`
`, Sheets
`
`, or Slides
`
`https://support.google.com/docs/answer/49114?hl=en&ref_topic=9045928&co=GENIE.Platform%3DAndroid&oco=1
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`Case 1:13-cv-00919-LPS Document 359-3 Filed 04/15/21 Page 10 of 189 PageID #: 45329
`Create, find, or download a file - Computer - Docs Editors Help
`3/10/20, 6)54 PM
`
`3. Tap Download
`message.
`
`. The -le will download onto your phone and you’ll see a noti-cation
`
`Was this helpful?
`
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`Page 3 of 3
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`Case 1:13-cv-00919-LPS Document 359-3 Filed 04/15/21 Page 11 of 189 PageID #: 45330
`Case 1:13-cv-00919—LPS Document 359-3 Filed 04/15/21 Page 11 of 189 PageID #: 45330
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`
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`EXHIBIT 35
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`EXHIBIT 35
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`

`

`Send & receive text messages in Messages - Messages Help
`3/10/2020
`Case 1:13-cv-00919-LPS Document 359-3 Filed 04/15/21 Page 12 of 189 PageID #: 45331
`
`Send & receive text messages in Messages
`You can send and receive text messages with friends and contacts on Messages.
`
`Note: Some of these steps work only on Android 6.0 and up. Learn how to check your Android version.
`
`Sta a conversation
`
`. 
`
`1. Open the Messages app
`.
`2. Tap Compose
`3. In "To," enter the names, phone numbers, or email addresses that you'd like to message. You can also
`pick from your top contacts or your whole contact list.
`
`Send a message
`
`1. Tap the message box.
`2. Enter your message. If you'd like to save it as a draft and go back, tap Back
`. 
`3. When you’re done, tap Send
`
`.
`
`Tip: Learn how to share contacts in your messages.
`
`Forward a message
`
`After you open a conversation, you can send it to a new contact at any time.
`
`.
`
`1. Open the Messages app 
`2. Open a chat.
`3. Tap and hold a message. 
`
` Forward.
`4. Tap More
`5. Choose your contact.
`.
`6. Tap Send 
`
`Read text messages
`
`To read a message that you just got, swipe down from the top of your screen and tap New Message
`
`.
`
`You can also open any conversation in Messages to read it again.
`
` Mark all as read.
`Mark all messages as read: Tap More 
`Play a video or recording: Tap a conversation. Next to the video or recording, tap Play 
`.
`Call someone: Tap a conversation. In the top-right, tap Call 
`Read archived messages: From your list of conversations, tap More 
`
` Archived. 
`
` 
`
`.
`
`• • • •
`
`Tip: Learn how to change your notication settings.
`
`Do more with your messages
`
`Set reminders for your messages
`
`Copy a code in a message
`
`Search for messages, photos, places and more
`
`Fix problems with text messages
`https://support.google.com/messages/answer/6080324?hl=en&ref_topic=7502602
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`Send & receive text messages in Messages - Messages Help
`3/10/2020
`Case 1:13-cv-00919-LPS Document 359-3 Filed 04/15/21 Page 13 of 189 PageID #: 45332
`There’s not enough space on my device: If you get a notication that Messages may not send or receive
`messages until more space is available, try these tips to free space.
`I’m getting unreadable text messages: If you switched from a phone with visual voicemail to one
`without, and you get unreadable texts from your mobile carrier, troubleshoot your voicemail
`notications.
`I’ve switched from an iPhone to an Android phone: If you're switching from an iPhone to an Android
`phone, be sure to turn off iMessage.
`I'm still having problems: Learn more about how to troubleshoot problems with Messages.
`
`• •
`
`• •
`
`Was this helpful?
`
`Yes
`
`No
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`https://support.google.com/messages/answer/6080324?hl=en&ref_topic=7502602
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`Case 1:13-cv-00919-LPS Document 359-3 Filed 04/15/21 Page 14 of 189 PageID #: 45333
`Case 1:13-cv-00919—LPS Document 359-3 Filed 04/15/21 Page 14 of 189 PageID #: 45333
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`EXHIBIT 36
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`EXHIBIT 36
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`

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`Case 1:13-cv-00919-LPS Document 359-3 Filed 04/15/21 Page 15 of 189 PageID #: 45334
`Start a Hangout - Computer - Hangouts Help
`3/11/20, 11(54 AM
`
`Sta! a Hangout
`
`You can send and receive messages with one person or multiple people.
`
`Computer
`
` Android
`
`iPhone & iPad
`
`
`
`Sta! a conversation
`1. On your Android phone or tablet, open the Hangouts app
`2. At the bottom right, tap Add
`
` New Conversation
`3. Type and select a person's name.
`4. Enter your message. You can also add emojis, photos, or a sticker.
`5. Tap Send
`.
`
`.
`
`.
`
`Get messages
`You can control who can send you messages. Learn how to change your invite settings.
`
`When you select your Hangout window:
`
`The message will be marked as read. This means that the message will no longer
`appear as bold and your proMle image shows up under the last message sent in the
`conversation.
`If you close or minimize your Hangout window, your proMle photo will not appear.
`People can also see the type of device you use and if you’re online. Learn how to
`change these settings.
`
`•
`
`• •
`
`https://support.google.com/hangouts/answer/3115553?hl=en&ref_topic=6386410&co=GENIE.Platform%3DAndroid&oco=0
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`Case 1:13-cv-00919-LPS Document 359-3 Filed 04/15/21 Page 16 of 189 PageID #: 45335
`Start a Hangout - Computer - Hangouts Help
`3/11/20, 11(54 AM
`
`Was this helpful?
`
`Yes
`
`No
`
`https://support.google.com/hangouts/answer/3115553?hl=en&ref_topic=6386410&co=GENIE.Platform%3DAndroid&oco=0
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`Page 2 of 2
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`ARENDI_G330596
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`Case 1:13-cv-00919-LPS Document 359-3 Filed 04/15/21 Page 17 of 189 PageID #: 45336
`Case 1:13-cv-00919—LPS Document 359-3 Filed 04/15/21 Page 17 of 189 PageID #: 45336
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`
`
`
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`EXHIBIT 37
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`EXHIBIT 37
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`

`

`Get started with Messages - Messages Help
`3/10/2020
`Case 1:13-cv-00919-LPS Document 359-3 Filed 04/15/21 Page 18 of 189 PageID #: 45337
`
`Get staed with Messages
`You can send and receive text messages, photos, voice messages, and video using Messages. If you don’t
`have Messages, you can get it from Google Play
`.
`
`Make Messages your default messaging app
`
`Note: Some of these steps work only on Android 6.0 and up. Learn how to check your Android version.
`
`If your device has more than one messaging app, you can make Messages your default messaging app.
`
`. Learn where to nd your apps.
`1. Open the Messages app 
`2. When prompted to change your default messaging app, follow the onscreen instructions. 
`
`You can also change your default messaging app from your device’s Settings app 
`clear default apps.
`
`. Learn how to set or
`
`Sta a conversation with one of your contacts
`
`If a contact is already in your phone, it will show as a contact in your Messages app. You can also add a
`new contact from within the app itself.
`
`.
`
`1. Open the Messages app
`2. Tap Start chat. 
`3. Enter the name, phone number, or email of the person you’re sending a message to.
`.
`4. Type your message and tap 
`
`Add a new number in your conversation list as a contact
`
`.
`1. Open the Messages app
`2. Select an existing conversation with someone not in your contacts. 
` Add contact. 
`3. Tap More 
`
`Add a new contact from a group conversation
`
`.
`1. Open the Messages app
`2. Select a group conversation with the number you want to add as a contact.
` People & options.
`3. Tap More 
`4. Tap the number you want to add 
`
` Add contact. 
`
`Change notication seings for specic people
`
`.
`1. Open the Messages app
`2. Open a conversation with the person you want to change notications for.
` People & options
` Notications.
`3. Tap More 
`
`You can turn notications on or off completely for this person, or edit advanced settings for how
`notications display on your device.
`
`Block a contact
`
`When you block someone, you’ll no longer receive any calls or messages from them.
`
`.
`1. Open the Messages app
`2. Open a conversation with the person you want to block.
` People & options
` Block [phone number].
`3. Tap More 
`4. Optional: You can check the Also report spam box.
`https://support.google.com/messages/answer/6089066?hl=en
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`Get started with Messages - Messages Help
`3/10/2020
`Case 1:13-cv-00919-LPS Document 359-3 Filed 04/15/21 Page 19 of 189 PageID #: 45338
`Learn more about blocking messages in Messages.
`
`Was this helpful?
`
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`
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`
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`Case 1:13-cv-00919-LPS Document 359-3 Filed 04/15/21 Page 20 of 189 PageID #: 45339
`Case 1:13-cv-00919—LPS Document 359-3 Filed 04/15/21 Page 20 of 189 PageID #: 45339
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`EXHIBIT 38
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`EXHIBIT 38
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`

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`Case 1:13-cv-00919-LPS Document 359-3 Filed 04/15/21 Page 21 of 189 PageID #: 45340
`Case 1:13-cv-00919-LPS Document 359-3 mmmmmnmlmmmmmnm 45340
`
`USOOS640577A
`
`5,640,577
`[11] Patent Number:
`[19]
`Umted States Patent
`
`Scharmer
`[45] Date of Patent:
`Jun. 17, 1997
`
`[54] DATA PROCESSING SYSTEM WITH
`AUTOMATED AT LEAST PARTIAL FORMS
`CONIPLETION
`
`......................... 395/149
`8/1988 Day, Jr et a1.
`4,763,356
`5/1989 Iwami et a1. ........
`395/146
`4,829,294
`
`
`4,962,475 10/1990 Hernandez et a1.
`395/146
`10/1993 Malcolm ................................. 395/146
`5,251,291
`
`[75]
`
`[73]
`
`[21]
`
`[22]
`
`[53]
`
`[5 1]
`[52]
`
`[5 8]
`
`[56]
`
`Inventor: Andrew J. Scharmer, Tewksbury,
`Mass.
`
`Assignee: Davox Corporation. Westford, Mass.
`
`App]. No.: 517,803
`
`Filed:
`
`Aug. 22, 1995
`
`Related US. Application Data
`
`Continuation of Ser. No. 816,018, Dec. 30, 1991, aban-
`doned.
`
`Int. Cl.6 ...................................................... G06F 17/30
`US. Cl. .......................... 395/768; 395/347; 395/615;
`395rI69
`
`Field of Search ..................................... 395/145, 148,
`395/149, 600, 347, 615, 768, 769
`
`References Cited
`
`U.S. PKFEN'I‘ DOCUMENTS
`
`Primary Examiner—John C. Loomis
`Attorney, Agent, or Finn—Daniel J. Bourque; Kevin J.
`Carroll
`
`[57]
`
`ABSTRACT
`
`A data processing system including automated forms gen—
`eration uses data displayed at a predetermined position on a
`data terminal display screen and a data processing function
`selector, to automatically retn‘eve a preaestablished form
`stored in a data processing system. In one embodiment, the
`form includes a number of uncompleted fields. The data
`processing system retrieves at least one datum from at least
`one data field displayed on the screen, and automatically
`inserts the data in a predetermined uncompleted field of the
`form The partially or fully completed form is then stored for
`later retrieval, updating and printing by the data processing
`system.
`
`4,553,206
`
`11/1985 Smutek et a1. .......................... 395/275
`
`21 Claims, 6 Drawing Sheets
`
`3
`
`
`
`FORM
`
`(BLANK 0R
`
`TEXT ONLY)
`
`60
`
`
`
`I.D.CODE
`
`50
`
`52
`
`56
`
`62 f 6“DISK
`
`OR
`
`MEMORY
`’/I
`
`RETRIEVE
`
`
`SAVE
`AND FILL IN
`
`
`l
`r’
`”
`l
`I74
`SB 1’
`
`:
`\,r’ RErRIEVE
`
`.
`AND FILL IN
`73
`FORM
`’/ DISK
`RETRIEVE
`DATA1
`OR
`
`AND FILL lN
`(DATA 2)
`MEMORY
`
`/’
`I
`l
`
`
`
`6.8
`
`
`
`SAVE
`
`
`
`,’
`
`I
`
`I
`
`33/
`,1 REI’FllEVE
`
`39
`
`
`
`
`
`SAVE
`OR
`PRINT
`
`(82
`DISK
`MEMORY
`PRINTER
`
`ARENDI-DEF800009563
`
`

`

`Case 1:13-cv-00919-LPS Document 359-3 Filed 04/15/21 Page 22 of 189 PageID #: 45341
`Case 1:13-cv-00919-LPS Document 359-3 Filed 04/15/21 Page 22 of 189 PageID #: 45341
`
`US. Patent
`
`Jun. 17, 1997
`
`Sheet 1 of 6
`
`5,640,577
`
`20a
`
`20b
`
`20c
`
`20d
`
`14
`
`14
`
`"I: "I:
`
`
`
`12
`
`24
`
`PRINTER
`
`24
`
`22
`
`COMMUNICATION
`
`
`RESOURCE SERVER
`DISK]
`
`
`MEMORY
`STORAGE
`
`
`FORMS MGR/
`COORDINATOR
`
`EDIT FORMS
`
`26
`
`28
`
`16
`
`16
`
`——‘
`
`38
`
`——‘/
`
`"‘
`
`36
`
`38
`
`FIG.1
`
`ARENDI-DEF800009564
`
`

`

`Case 1:13-cv-00919-LPS Document 359-3 Filed 04/15/21 Page 23 of 189 PageID #: 45342
`Case 1:13-cv-00919-LPS Document 359-3 Filed 04/15/21 Page 23 Of 189 PageID #: 45342
`
`US. Patent
`
`Jun. 17, 1997
`
`Sheet 2 of 6
`
`5,640,577
`
`I.D.CODE
`
`
`
`60
`
`FORM
`(BLANK OR
`
`TEXT ONLY)
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`ARENDI-DEF800009565
`
`

`

`Case 1:13-cv-00919-LPS Document 359-3 Filed 04/15/21 Page 24 of 189 PageID #: 45343
`Case 1:13-cv-00919-LPS Document 359-3 Filed'O4/15/21 Page 24 of 189 PageID #: 45343
`
`US. Patent
`
`Jun. 17, 1997
`
`Sheet 3 of 6
`
`5,640,577
`
`100
`
`ID. CODE
`
`
`
`FlG. 28
`
`ARENDI-DEF800009566
`
`

`

`Case 1:13-cv-00919-LPS Document 359-3 Filed 04/15/21 Page 25 of 189 PageID #: 45344
`Case 1:13-Cv-00919-LPS Document 359-3 Filed 04/15/21 Page 25 of 189 PageID #: 45344
`
`US. Patent
`
`Jun. 17, 1997
`
`Sheet 4 of 6
`
`5,640,577
`
`MASTER CARD W
`ACCTm
`MC ACCT#—-———-———-—
`I.D.
`NAMEW 114
`MC TRANSACTIONS
`ADDRW
`TRANSACTION W
`
`VISA ACCT #
`
`FIG. 3A
`
`MC ACCT # MM—
`MC TRANSACTIONS
`
`\\
`VISA TRANSACTIONS
`FIG. 4A
`
`VISA
`ACCTm
`I.D.
`NAMEm
`
`TRANSACTION W‘—
`
`VISA ACCT #
`
`VISA TRANSACTIONS
`
`ARENDI-DEF800009567
`
`

`

`Case 1:13-cv-00919-LPS Document 359-3 Filed 04/15/21 Page 26 of 189 PageID #: 45345
`Case 1:13-cv-00919-LPS Document 359-3 Filed 04/15/21 Page 26 of 189 PageID #: 45345
`
`US. Patent
`
`Jun. 17, 1997
`
`Sheet 5 of 6
`
`1
`
`5,640,577
`
`TELEMARKETING OQTBOUND SCRIPT
`
`HELLO MR. MRS. MS.
`
`NAME FILLED IN
`
`MY
`
`CALLING ABOUT _________
`
`NAME ISM AND I AM
`
`FIG.5
`
`ARENDI-DEF800009568
`
`

`

`Case 1:13-cv-00919-LPS Document 359-3 Filed 04/15/21 Page 27 of 189 PageID #: 45346
`Case 1:13-cv-00919-LPS Document 359-3 Filed 04/15/21 Page 27 of 189 PageID #: 45346
`
`US. Patent
`
`Jun. 17, 1997
`
`Sheet 6 of 6
`
`5,640,577
`
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`ARENDI-DEF800009569
`
`

`

`Case 1:13-cv-00919-LPS Document 359-3 Filed 04/15/21 Page 28 of 189 PageID #: 45347
`Case 1:13-cv-00919-LPS Document 359-3 Filed 04/15/21 Page 28 of 189 PageID #: 45347
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`5,640,577
`
`2
`
`.
`1
`DATA PROCESSING SYSTEM WITH
`AUTOMATED AT LEAST PARTIAL FORMS
`COMPLETION
`
`This application is a continuation of application Ser. No.
`07/816,018, filed Dec. 30, 1991, and now abandoned.
`This invention relates to data processing systems and
`more particularly, to a system which automatically retrieves,
`completes, stores and prints forms or letters.
`
`BACKGROUND OF THE INVENTION
`
`Many users of data processing systems are often required
`to fill or send out forms or letters during or after one or more
`data processing transactions. For example, a bank service
`division handling credit card operations will handle tasks
`such as credit card security, including spotting fraudulently
`used or stolen credit cards, customer reports of lost or stolen
`credit cards, customer inquiries regarding such credit cards,
`and replacement card requests.
`Such an operation relies heavily on forms and letters and
`in some cases, up to several dozen forms may have to be
`filled out Such forms may include initial customer set up
`check lists, customer, merchant and law enforcement
`follow-up forms, and even Western Union mailgrams to be
`sent to a customer.
`
`In the prior art, such forms are typically filled out manu-
`ally and placed in a file folder. Little information is available
`on-line on the data processing system. All follow—up action
`on a particular case requires access to this file. Locating the
`file is often a problem leading to time lost and wasted in
`searching for the file. Additionally, a manual file system may
`also result in incomplete files due to forms not being placed
`in the file, or forms improperly or incompletely filled out.
`In another prior art system, although a form can be
`partially completed using data displayed on a data terminal
`screen, the form cannot be saved and must be immediately
`printed or viewed. The form cannot be saved for later
`retrieval either by another operator or service representative,
`or by the same service representative wishing to complete or
`add more information to the partially completed form.
`Other inefficiencies in the prior art method result from a
`lack of simultaneous operator terminal access to multiple
`data processing applications. For example, in processing a
`customer’s call, a service representative may be required to
`log into many difl"erent application programs and routinely
`access an even greater number of screens of information.
`Such a system requires the service representative to manu-
`ally or automatically record on a form or other piece of
`paper, one or more pieces of information from each terminal
`screen, after which all information must be manually entered
`onto one form
`
`Further, such a system then requires the service represen-
`tative to log of one application program before logging on
`to another. This necessitates re—entry of the customer’s
`account number and supporting identification codes with
`each access to a ditferent applications program or host. Such
`a method is extremely time consuming, further ties up the
`host computer resources, and often results in numerous data
`entry errors. This further results in delays in processing the
`customer cases and an accompanying tendency to act on
`incomplete or improperly compiled information.
`
`SUMMARY OF THE INVENTION
`
`Accordingly, the present invention provides the user of a
`data processing system with forms or other documents
`
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`which are automatically at least partially completed or filled
`in with data presented on an operator’s data terminal screen.
`Additionally, the present invention provides the capability of
`temporarily storing or saving a partially completed or fully
`completed form or document (“live form”) for later retrieval.
`A partially completed form or document may be retrieved at
`a later time by the same operator Which initially completed
`the form or by a difierent operator, and further merged with
`data from a second or subsequent operator data terminal
`screen to more fully or completely fill out the form or
`document. Subsequently, the completed form or document
`may be stored on—line for future use and printing as required.
`Thus, the present invention includes a data processing
`system which supports at least one computer applications
`program accessing at least one database. The data processing
`system also includes at least one operator terminal including
`a data terminal display screen and a plurality of data
`processing function selectors. The operator terminal is
`responsive to the selection of at least one of the data
`processing function selectors, for initiating at least one
`computer applications program to access at least one data-
`base. The operator terminal further displays on the data
`terminal display screen at least one computer session which
`includes the display of a plurality of data fields displayed at
`a corresponding plurality of predetermined data terminal
`display screen coordinate positions. In the preferred
`embodiment, the data processing function selectors include
`predetermined keyboard keys and a telephone receiver.
`The data processing system stores at least one previously
`entered form for use by the operator terminal. Also included
`is a forms manager and coordinator which is responsive to
`at least a first one of the data processing function selectors
`. and to at least one datum displayed in a data field at a
`predetermined data terminal screen coordinate position, for
`35
`retrieving a predetermined form and displaying the form on
`the data terminal screen of the operator terminal.
`The preferred embodiment includes one or more host
`systems, each host system including a plurality of applica-
`tion programs accessing a plurality of databases. Also
`included in the preferred embodiment
`is an intelligent
`resource server, which is coupled between the one or more
`host systems and one or more operator terminals, for con-
`trolling communications between the operator terminals and
`the host system.
`In the preferred embodiment, the intelligent resource
`server includes the number of previously completed forms.
`At least one of the forms includes a number of uncompleted
`fields. Further, the forms manager and coordinator is respon—
`sive to a first selected data processing function selector and
`to at least one datum displayed in at least one data field at
`a predetermined coordinate position on the operator
`terminal, for retrieving a predetermined form, for inserting
`at least one datum previously displayed on the operator
`terminal display screen into an uncompleted field in the
`form, and for saving the at least partially completed form.
`The data processing system with automated forms gen-
`eration of the present invention is also responsive to at least
`a second data processing data function selector, for initiating
`a second applications program accessing a second database
`in response to data displayed at a predetermined data ter-
`minal screen coordinate position in a form, and for retrieving
`either the first previously save and partially completed form,
`or a second predetermined and predefined form.
`In the preferred embodiment, each host system is operable
`for simultaneously running a plurality of application pro-
`grams accessing a plurality of databases, and the operator
`
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`ARENDI-DEF800009570
`
`

`

`Case 1:13-cv-00919-LPS Document 359-3 Filed 04/15/21 Page 29 of 189 PageID #: 45348
`Case 1:13-cv-00919-LPS Document 359-3 Filed 04/15/21 Page 29 of 189 PagelD #: 45348
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`5,640,577
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`3
`terminals are operative for simultaneously displaying a
`plurality of computer sessions.
`
`DESCRIPTION OF THE DRAWINGS
`
`These, and other features and advantages of the present
`invention will be better understood by reading the following
`detailed description,
`taken together with the drawings
`wherein:
`
`FIG. 1 is a schematic diagram of a preferred embodiment
`of a data processing system including the automated forms
`generation according to the present invention;
`FIGS. 2A and 2B are flowcharts illustrating the automated
`flow of data between computer sessions and one or more
`forms, according to the present invention;
`FIGS. 3A, 3B and 4A, 4B illustrate the selective transfer
`of data between operator terminals displaying a computer
`session and a form, according to one feature of the present
`invention;
`
`FIG. 5 is a representation of a telemarketing script form
`according to another feature of the present invention; and
`FIG. 6 is a representation of an uncompleted form accord-
`ing to yet another feature of the present invention.
`
`DETAILED DESCRIPTION OF THE
`INVENTION
`
`A data processing system incorporating automated forms
`generation according to the present invention is shown in a
`preferred system embodiment 10, FIG. 1, and includes an
`intelligent resource server 12 which serves as a data com-
`munications controller between one or more host systems 14
`and one or more operator terminals 16.
`Each host 14 includes a standard computer system such as
`an IBM mainframe, or equivalent, capable of running one or
`more application programs 18a—18f. The application pro-
`grams in turn, access one or more databases, such as
`databases 20a—20d, on the respective host.
`In the preferred embodiment,
`the intelligent resource
`server 12 is capable of maintaining multiple, simultaneous
`active computer sessions with a plurality of synchronous and
`asynchronous data sources,
`typically host systems. The
`intelligent resource server 12 also supports additional fea-
`tures such as logical unit pooling. The intelligent resource
`server 12 includes, or is coupled to a disk and/or memory
`storage device 22 as well as to printer 24. An exemplary
`intelligent resource server is the Communication Resource
`Server'm (CRSTM) available from DAVOX Corporation,
`Billerica, Mass.
`According to the preferred embodiment of the present
`invention, the intelligent resource server includes a forms
`manager/coordinator 24 which in the preferred embodiment,
`incorporates at least a text editor 26 for generating and
`storing a number of blank forms 28.
`The exemplary data processing system with automated
`forms generation according to the present invention includes
`one or more operator terminals 16, each of which include a
`display screen 30 and keyboard 32. The terminal may further
`include data storage (memory) 34 and data processing
`means (not shown) as is well known in the art. In addition,
`data terminals 16 may comprise enhanced workstations
`which include other datareception and transmission devices
`such as, for example, a telephone handset (not shown) and
`the ability to simultaneously display multiple active com-
`puter sessions as shown at 36. An example of such an
`enhanced workstation is the DAVOX 5900 workstation
`which integrates a Video terminal, programmable keyboard,
`
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`4
`and telephone handset into one unit, and is available from
`DAVOX Corporation, Billerica, Mass.
`Each of the data terminals 16 in the preferred embodiment
`include one or more user definable function selectors. Each
`user definable function selector allows the user (or the
`system manager) to specify one or more tasks to be per—
`formed or initiated upon the selection of the user definable
`function selector. Examples of user definable function selec—
`tors include prograrmnable data terminal keyboard keys 38
`(Smart ButtonTMs, trademark of DAVOX Corporation) or a
`telephone handset (not shown). User definable tasks or
`functionalities associated with a Smart ButtonTM or other
`user definable function selector include user definable math-
`ematical functions, transmitting data to a host, notifying a
`supervisor of operator availability and statistical data gath-
`ering. Such programmable function selectors are also
`described in copending US. applications Nos. 07/532,453,
`07/798,239, 07/798,241, assigned to the assignee of the
`present invention and incorporated herein by reference.
`Before being invoked or executed,
`the user definable
`function selectors mu