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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：US11314935B2
公开(公告)日：2022-04-26
申请号：US16940135
申请日：2020-07-27
申请人： DocuSign, Inc.
IPC分类号： G06F3/01 , G06F40/186 , G06F9/54
摘要： A system and method for electronic document management including: creating an executable document object, wherein the executable document object comprises at least one programmable element; constructing an interaction schema object, wherein each interaction schema comprises: executable logic and a trigger as part of an inbound interaction schema or an outbound interaction schema that associates an external resource with the executable document object; and bundling the interaction schema object with the executable document object. The method further includes: in response to triggering an inbound interaction schema trigger: activating the executable logic of the inbound interaction schema, initiating at least one programmable element of the executable document object, and updating the state of the executable document object; and in response to triggering an outbound interaction schema trigger: activating the executable logic of the outbound interaction schema, and modifying the associated external resource with respect to the state of the executable document object.
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公开(公告)号：US20220035990A1
公开(公告)日：2022-02-03
申请号：US16942652
申请日：2020-07-29
申请人： DocuSign, Inc.
发明人： Shrinivas Kiran Kaza , Eric M. Zenz , Roshan Satish , Michael Anthony Palazzolo , Patrick Beukema , Kim Cuong Phung , Boon Sun Song , Taiwo Raphael Alabi
IPC分类号： G06F40/117 , G06K9/62 , G06N20/00 , G06K9/00 , G06F16/93
摘要： An auto-tagging engine receives a training set of data comprising documents including a set of tagged fields with each tagged field corresponding to a portion of the document. The auto-tagging engine trains a machine learned model using the training set of data. The trained machine learned model, when applied to a target document in a document management environment, identifies portions of the target document each corresponding to fields of the target document. For each field of the target document, the auto-tagging engine identifies text of the target document associated with the identified potions of the target document corresponding to fields. Natural language processing is performed on the identified text in order to identify field types for the fields. The target document is automatically modified to include a tag identifying the portion of the target document corresponding to each field and identifying a field type of the field.
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公开(公告)号：US20210374672A1
公开(公告)日：2021-12-02
申请号：US17177000
申请日：2021-02-16
申请人： DocuSign, Inc.
IPC分类号： G06Q10/10 , G06F16/93 , G06F16/21 , G06F40/103 , G06F40/166 , G06F21/64 , G06Q30/02 , G06T11/20
摘要： A system and method for computable contracts that includes a contract management system accessible by involved parties, managing a formation stage of a contract document by obtaining object components, assembling a contract object graph from the object components, and committing the contract object graph to post formation execution; and in an execution environment during a post-formation stage, executing the contract object graph where instances of execution include receiving a contract state update, and appending at least one update object component to the contract object graph in accordance with the contract state update. Variations of the system and method may apply peer-to-peer negotiation and execution, use a cryptographic directed acyclic contract object graph, and/or interface with distributed ledgers.
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公开(公告)号：US20210349885A1
公开(公告)日：2021-11-11
申请号：US16870511
申请日：2020-05-08
申请人： DocuSign, Inc.
发明人： DUANE ROBERT WALD , ANDREW JAMES ASHLOCK , JACOB SCOTT MITCHELL , ERIC M. ZENZ , MARGUERITE BOUSCAREN , SAUL ADAMS AGUILAR , CHRISTOPHER SHANE DURHAM
摘要： An electronic document service provides an interoperable network in which entities can come to agreement as peers. Entities can create a network of trusted accounts, enable sharing and collaboration within the network, enforce process settings of shared transactions, and enable customized levels of visibility into transactions for all entities involved. In embodiments, an agent server receives documents from suppliers to be executed within a network of the electronic document service. Each document corresponds to signing requirements and collection requirements. The agent server combines the documents into a single signing package based on the signing requirements associated with each document. The agent server provides the signing package for execution, and receives the executed signing package. The agent server extracts the individual signed documents from the executed signing package. Based on the collection requirements associated with each document, the agent server provides each extracted signed document to the corresponding supplier.
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86.发明申请公开(公告)号：US20210286938A1
公开(公告)日：2021-09-16
申请号：US17334976
申请日：2021-05-31
申请人： DocuSign, Inc.
IPC分类号： G06F40/169 , H04L9/32 , G06F21/64 , G06Q20/38 , G06F40/166 , G06F9/445 , G06F9/30 , G06Q10/10
摘要： Techniques for obtaining electronic signatures via word processing applications are described. One approach utilizes a code module, also referred to as a “markup module,” that executes within a word processing application and that facilitates the preparation of a document for electronic signature. A user can operate the word processing application together with the markup module in order to add signature tag markers to the document and to provide recipient information about intended signers, such as names and email addresses. Once the document has been prepared, the code module transmits the document (including the added signature tag markers) and the recipient information to a digital transaction service. The digital transaction service then manages the signing of the document, such as by notifying the recipient, receiving the recipient's signature and securely storing the signature in association with the document.
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公开(公告)号：US20210258312A1
公开(公告)日：2021-08-19
申请号：US17313592
申请日：2021-05-06
申请人： DocuSign, Inc.
摘要： Systems, and methods are provided to provide cloud-based coordination of customer premise service appliances. A system can include a cloud-based service platform, which includes a coordination server and a cloud-based service appliance, and an on-premise service appliance. The coordination server is configured to establish a service session, select a service appliance, and control a sequence of operations on the selected service appliance. Establishing the service session can include establishing a service session with a first client in response to a service request received from the first client, the first client associated with an account including a service policy. Selecting the service appliance can include selecting the cloud-based service appliance or the on-premise service appliance, based on the service policy, to handle the service request. Upon selection of the on-premise service appliance, the coordination server controls a sequence of operations performed by the on-premise service appliance to satisfy the service request.
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公开(公告)号：US20210226942A1
公开(公告)日：2021-07-22
申请号：US17227088
申请日：2021-04-09
申请人： DocuSign, Inc.
发明人： David Steeves , Gregory J. Alger , Joshua D. Wise , Jayson C. McCleery , Peleg Atar , Ezer Farhi , Ryan J. Cox
摘要： A system and method are described in which a document transaction management platform coordinates performance of trust actions across a plurality of trust service providers. For example, a method can include operations executing on a connector module in communication with a digital transaction management platform and a trust service provider, such as the following. Receiving, from the digital transaction management platform, a transaction request including a token and a requested trust action. Accessing user information for a recipient involved in the requested trust action using the token. Obtaining, from the digital transaction management platform, transaction data associated with the requested trust action. Coordinating, with the trust service provider, performance of the trust action on at least a portion of the transaction data. Transmitting, to the digital transaction management platform, a proof received from the trust service provider confirming performance of the trust action.
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公开(公告)号：US10721232B2
公开(公告)日：2020-07-21
申请号：US15208257
申请日：2016-07-12
申请人： DocuSign, Inc.
摘要： Systems, and methods are provided to provide cloud-based coordination of customer premise service appliances. A system can include a cloud-based service platform, which includes a coordination server and a cloud-based service appliance, and an on-premise service appliance. The coordination server is configured to establish a service session, select a service appliance, and control a sequence of operations on the selected service appliance. Establishing the service session can include establishing a service session with a first client in response to a service request received from the first client, the first client associated with an account including a service policy. Selecting the service appliance can include selecting the cloud-based service appliance or the on-premise service appliance, based on the service policy, to handle the service request. Upon selection of the on-premise service appliance, the coordination server controls a sequence of operations performed by the on-premise service appliance to satisfy the service request.
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公开(公告)号：US09634975B2
公开(公告)日：2017-04-25
申请号：US14179507
申请日：2014-02-12
申请人： DocuSign, Inc.
IPC分类号： G06F15/16 , G06F15/173 , H04L12/58 , G06F21/64 , G06Q10/10
CPC分类号： H04L51/18 , G06F21/64 , G06F21/645 , G06Q10/10 , H04L51/34
摘要： Systems and methods for providing a report describing the status of an electronic envelope. The electronic envelope includes a first electronic document to be distributed for electronic signature and an electronic signing template defining a set of at least one task that must be performed by an executor of the first electronic document to complete the electronic signature. The first electronic document is subject to a workflow including a plurality of events. The method includes receiving from a monitoring entity a selection of an identifier of an event of the plurality. The progress of the first electronic document through the workflow is monitored. That the at least one event has occurred with respect to the first electronic document is determined. In response to determining that the at least one event has occurred, the monitoring entity is notified of such.
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