Document package merge in document management system

    公开(公告)号:US11604839B2

    公开(公告)日:2023-03-14

    申请号:US17322567

    申请日:2021-05-17

    申请人: DocuSign, Inc.

    摘要: A centralized document system receives a request to merge a first document package associated with a first party and a second document package associated with a second party. The first document package includes a first set of documents and the second document package includes a second set of documents. In response to the request, the centralized document system identifies a first subset of documents included in both the first and second sets of documents and identifies a second subset of documents with conflicts between the first and second sets of documents. The centralized document system rectifies the second subset of documents to cure the conflicts between the first and second sets of documents. The centralized document system generates a merged document package including the first subset of documents and the rectified second subset of documents for execution by the first and second parties.

    Document package merge in document management system

    公开(公告)号:US12072942B2

    公开(公告)日:2024-08-27

    申请号:US18164846

    申请日:2023-02-06

    申请人: DocuSign, Inc.

    摘要: A centralized document system receives a request to merge a first document package associated with a first party and a second document package associated with a second party. The first document package includes a first set of documents and the second document package includes a second set of documents. In response to the request, the centralized document system identifies a first subset of documents included in both the first and second sets of documents and identifies a second subset of documents with conflicts between the first and second sets of documents. The centralized document system rectifies the second subset of documents to cure the conflicts between the first and second sets of documents. The centralized document system generates a merged document package including the first subset of documents and the rectified second subset of documents for execution by the first and second parties.

    DOCUMENT PACKAGE MODIFICATIONS BASED ON ORGANIZATION POLICIES IN A DOCUMENT MANAGEMENT PLATFORM

    公开(公告)号:US20220245122A1

    公开(公告)日:2022-08-04

    申请号:US17162744

    申请日:2021-01-29

    申请人: DocuSign, Inc.

    IPC分类号: G06F16/23

    摘要: A centralized document system generates a document package in response to a request by an originating entity. The document package includes at least one document for execution. To facilitate the execution of the at least one document, the centralized document system can provide one or more means to modify the document package. The centralized document system may provide the document package to a receiving entity and receive a request to modify the document package from the receiving entity. The centralized document system may scan the document package prior to sending to a receiving entity and automatically modify the document package according to the scan. The centralized document system may provide the document package to a receiving entity and determine the receiving entity is unavailable. As such, the centralized document system may determine a substitute receiving entity and provide the document package to the substitute entity for execution.

    DOCUMENT PACKAGE MODIFICATIONS BASED ON ENTITY UNAVAILABILITY IN A DOCUMENT MANAGEMENT PLATFORM

    公开(公告)号:US20220245592A1

    公开(公告)日:2022-08-04

    申请号:US17162765

    申请日:2021-01-29

    申请人: DocuSign, Inc.

    IPC分类号: G06Q10/10

    摘要: A centralized document system generates a document package in response to a request by an originating entity. The document package includes at least one document for execution. To facilitate the execution of the at least one document, the centralized document system can provide one or more means to modify the document package. The centralized document system may provide the document package to a receiving entity and receive a request to modify the document package from the receiving entity. The centralized document system may scan the document package prior to sending to a receiving entity and automatically modify the document package according to the scan. The centralized document system may provide the document package to a receiving entity and determine the receiving entity is unavailable. As such, the centralized document system may determine a substitute receiving entity and provide the document package to the substitute entity for execution.

    DOCUMENT PACKAGE MODIFICATIONS BASED ON ASSIGNED PERMISSIONS IN A DOCUMENT MANAGEMENT PLATFORM

    公开(公告)号:US20220245201A1

    公开(公告)日:2022-08-04

    申请号:US17162722

    申请日:2021-01-29

    申请人: DocuSign, Inc.

    IPC分类号: G06F16/93

    摘要: A centralized document system generates a document package in response to a request by an originating entity. The document package includes at least one document for execution. To facilitate the execution of the at least one document, the centralized document system can provide one or more means to modify the document package. The centralized document system may provide the document package to a receiving entity and receive a request to modify the document package from the receiving entity. The centralized document system may scan the document package prior to sending to a receiving entity and automatically modify the document package according to the scan. The centralized document system may provide the document package to a receiving entity and determine the receiving entity is unavailable. As such, the centralized document system may determine a substitute receiving entity and provide the document package to the substitute entity for execution.

    DOCUMENT PACKAGE MERGE IN DOCUMENT MANAGEMENT SYSTEM

    公开(公告)号:US20230185861A1

    公开(公告)日:2023-06-15

    申请号:US18164846

    申请日:2023-02-06

    申请人: DocuSign, Inc.

    IPC分类号: G06F16/93 G06F16/16 H04L51/08

    摘要: A centralized document system receives a request to merge a first document package associated with a first party and a second document package associated with a second party. The first document package includes a first set of documents and the second document package includes a second set of documents. In response to the request, the centralized document system identifies a first subset of documents included in both the first and second sets of documents and identifies a second subset of documents with conflicts between the first and second sets of documents. The centralized document system rectifies the second subset of documents to cure the conflicts between the first and second sets of documents. The centralized document system generates a merged document package including the first subset of documents and the rectified second subset of documents for execution by the first and second parties.

    DOCUMENT PACKAGE MERGE IN DOCUMENT MANAGEMENT SYSTEM

    公开(公告)号:US20220365982A1

    公开(公告)日:2022-11-17

    申请号:US17322567

    申请日:2021-05-17

    申请人: DocuSign, Inc.

    IPC分类号: G06F16/93 H04L12/58 G06F16/16

    摘要: A centralized document system receives a request to merge a first document package associated with a first party and a second document package associated with a second party. The first document package includes a first set of documents and the second document package includes a second set of documents. In response to the request, the centralized document system identifies a first subset of documents included in both the first and second sets of documents and identifies a second subset of documents with conflicts between the first and second sets of documents. The centralized document system rectifies the second subset of documents to cure the conflicts between the first and second sets of documents. The centralized document system generates a merged document package including the first subset of documents and the rectified second subset of documents for execution by the first and second parties.