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公开(公告)号：US11341324B2
公开(公告)日：2022-05-24
申请号：US16687662
申请日：2019-11-18
申请人： DocuSign, Inc.
发明人： Marshall Nam , Caitlan Corbin , Stanislav Gurenkov , Andrew Weaver , Kiah Jones , Madhubala Rawat
IPC分类号： G06F40/00 , G06F40/186 , G06F40/169 , G06F40/174
摘要： An automatic template system can allow users to create automatic templates and use the automatic templates to generate documents using data from a linked CRM system. To facilitate the generation of automatic templates, the automatic template system can provide a template creation interface allowing a user to generate an automatic template (including setting up template logic). The template creation interface can include a CRM integration area with a set of tagged data fields representing relevant data from a linked CRM database and a document editing area allowing a user to edit document content, insert merge fields linked to tagged data fields, and edit template logic via an inline logic interface for adding and modifying template logic.
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公开(公告)号：US20230139380A1
公开(公告)日：2023-05-04
申请号：US17514349
申请日：2021-10-29
申请人： DocuSign, Inc.
发明人： Christina Silva Hamlin , David Minoru Hirotsu , Saul Adams Aguilar , Dia A. Abulzahab , Mangesh Prabhakar Bhandarkar , Isaac John Steiner , Michael Wayne Fountain , William Gerard Wetherell , Iqra Anjum , Celine Beck , Robert Michael Johnson , Yiting Zheng , Thierry Bonfante , Madhubala Rawat , Samuel J. Cicero
摘要： A document management system can include an artificial intelligence-based document manager that can perform one or more predictive operations based on characteristics of a user, a document, a user account, or historical document activity. For instance, the document management system can apply a machine-learning model to determine how long an expiring agreement document is likely to take to renegotiate and can prompt a user to begin the renegotiation process in advance. The document management system can detect a change to language in a particular clause type and can prompt a user to update other documents that include the clause type to include the change. The document management system can determine a type of a document being worked on and can identify one or more actions that a corresponding user may want to take using a machine-learning model trained on similar documents and similar users.
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公开(公告)号：US20240362276A1
公开(公告)日：2024-10-31
申请号：US18769782
申请日：2024-07-11
申请人： DocuSign, Inc.
发明人： Christina Silva Hamlin , David Minoru Hirotsu , Saul Adams Aguilar , Dia A. Abulzahab , Mangesh Prabhakar Bhandarkar , Isaac John Steiner , Michael Wayne Fountain , William Gerard Wetherell , Iqra Anjum , Celine Beck , Robert Michael Johnson , Yiting Zheng , Thierry Bonfante , Madhubala Rawat , Samuel J. Cicero
摘要： A document management system can include an artificial intelligence-based document manager that can perform one or more predictive operations based on characteristics of a user, a document, a user account, or historical document activity. For instance, the document management system can apply a machine-learning model to determine how long an expiring agreement document is likely to take to renegotiate and can prompt a user to begin the renegotiation process in advance. The document management system can detect a change to language in a particular clause type and can prompt a user to update other documents that include the clause type to include the change. The document management system can determine a type of a document being worked on and can identify one or more actions that a corresponding user may want to take using a machine-learning model trained on similar documents and similar users.
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公开(公告)号：US12050649B2
公开(公告)日：2024-07-30
申请号：US17514349
申请日：2021-10-29
申请人： DocuSign, Inc.
发明人： Christina Silva Hamlin , David Minoru Hirotsu , Saul Adams Aguilar , Dia A. Abulzahab , Mangesh Prabhakar Bhandarkar , Isaac John Steiner , Michael Wayne Fountain , William Gerard Wetherell , Iqra Anjum , Celine Beck , Robert Michael Johnson , Yiting Zheng , Thierry Bonfante , Madhubala Rawat , Samuel J. Cicero
摘要： A document management system can include an artificial intelligence-based document manager that can perform one or more predictive operations based on characteristics of a user, a document, a user account, or historical document activity. For instance, the document management system can apply a machine-learning model to determine how long an expiring agreement document is likely to take to renegotiate and can prompt a user to begin the renegotiation process in advance. The document management system can detect a change to language in a particular clause type and can prompt a user to update other documents that include the clause type to include the change. The document management system can determine a type of a document being worked on and can identify one or more actions that a corresponding user may want to take using a machine-learning model trained on similar documents and similar users.
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公开(公告)号：US20220245336A1
公开(公告)日：2022-08-04
申请号：US17727710
申请日：2022-04-23
申请人： DocuSign, Inc.
发明人： Marshall Nam , Caitlan Corbin , Stanislav Gurenkov , Andrew Weaver , Kiah Jones , Madhubala Rawat
IPC分类号： G06F40/186 , G06F40/169 , G06F40/174
摘要： An automatic template system can allow users to create automatic templates and use the automatic templates to generate documents using data from a linked CRM system. To facilitate the generation of automatic templates, the automatic template system can provide a template creation interface allowing a user to generate an automatic template (including setting up template logic). The template creation interface can include a CRM integration area with a set of tagged data fields representing relevant data from a linked CRM database and a document editing area allowing a user to edit document content, insert merge fields linked to tagged data fields, and edit template logic via an inline logic interface for adding and modifying template logic.
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公开(公告)号：US20210149992A1
公开(公告)日：2021-05-20
申请号：US16687662
申请日：2019-11-18
申请人： DocuSign, Inc.
发明人： Marshall Nam , Caitlan Corbin , Stanislav Gurenkov , Andrew Weaver , Kiah Jones , Madhubala Rawat
IPC分类号： G06F17/24
摘要： An automatic template system can allow users to create automatic templates and use the automatic templates to generate documents using data from a linked CRM system. To facilitate the generation of automatic templates, the automatic template system can provide a template creation interface allowing a user to generate an automatic template (including setting up template logic). The template creation interface can include a CRM integration area with a set of tagged data fields representing relevant data from a linked CRM database and a document editing area allowing a user to edit document content, insert merge fields linked to tagged data fields, and edit template logic via an inline logic interface for adding and modifying template logic.
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