Abstract: 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.

Abstract: An online document system can allow users to track various amendments made over time and corresponding to an original document. The online document system accesses the original document comprising a plurality of content sections and a set of amendment documents each comprising one or more amendments to the original document. The online document system applies a machine-learned model to the original document and the set of amendment documents to identify, for each amendment, a content section of the plurality that corresponds to the amendment and a type of amendment corresponding to the amendment. The online document system generates an amended original document comprising the plurality of content sections modified to include each amendment. The online document system displays the amended original document by displaying each of the plurality of content sections and, in conjunction with each content section, any amendments corresponding to the content section are highlighted.

Abstract: A system and method for transitioning a distributed ledger network according to a legal contract that includes: establishing a contract, which comprises generating a set of programmable clauses for the contract by implementing a templating system comprised of a template model that contains the logic of each programmable clause of the set of programmable clauses; operating a distributed ledger network between participants, wherein the distributed ledger network is configured with an application model that maps to the template model; updating the contract state; updating the distributed ledger network according to the application model; in response to at least one update to the contract state, recording an update to the distributed ledger network; and in response to at least one contract-associated update in the distributed ledger network, initiating execution of at least one programmable clause of the contract and recording a subsequent update to the distributed ledger network.

Abstract: A system configures, executes, and monitors document workflows executing using workflow engines executing on cloud platforms. The system generates a platform independent document workflow specification that describes a document workflow configured for execution on any of a plurality of workflow engines, each workflow engine executing on a cloud platform. The system compiles the platform independent document workflow specification to generate a platform specific document workflow specification configured for execution on a target workflow engine executing on a target cloud platform. A document workflow orchestration runtime executes and monitors the execution of the platform specific document workflow specification.

Abstract: A document management system generates and validates online documents. The document management system enables the customization of an online document through various rendering parameters for customizing the appearance of agreement content rendered to a receiving entity. The document management system may validate the rendering parameters of customized online documents to determine a likelihood that the documents are valid. For example, the system may determine a likelihood that an online document generated with prechecked checkbox is invalid. The document management system may recommend custom templates for online documents or modifications to an online document that may increase a likelihood of achieving an originating entity's objective. For example, the document management system can apply a machine-learned model to recommend a target rendering parameter for inclusion that would increase the likelihood of a receiving entity clicking an “Agree” button.

Abstract: 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.

Abstract: 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.

Abstract: A system and a method are disclosed for receiving a request for a user to perform a plurality of activities with respect to a secure document. The system determines requirements for performing each respective activity of the plurality of activities. The system retrieves profile data for the user, and determines based on the profile data a subset of the activities directed to achieving a result that is reflected in the profile data. The system transmits a modified version of the request to the user, the modified version eliminating the subset from the plurality of activities.

Abstract: An online document system can allow users to participate in collaborative negotiation of documents stored with in the online document system. To facilitate negotiations between multiple entities (each potentially including multiple users with different roles in the negotiation), the online document system includes a permissions system that allows per-clause control over user's access to propose and approve changes to a negotiated document. Similarly, the user interfaces for viewing a negotiated document provided by the online document system to users can depend on the role of that user in editing the document and the current stage of the negotiation of the document. Finally, the online document system can track agreement between sides in a negotiation on a per-clause basis and can otherwise help facilitate the negotiation of the document.

Abstract: A system and method for establishing a verified computing environment for executing data-driven contracts, comprising a cryptographic directed acyclic graph object model of a data-driven contract, wherein at least a subset of the objects in the MDAG correspond to clause state of at least one programmable clause of the data-driven contract; at a computing environment, administrating the data-driven contract in accordance with the MDAG which can include at least one execution instance comprised of: receiving a contract input to contract logic of the data-driven contract, processing the input according to the clause logic, in response to the contract input, generating at least one updated state object and generating at least one output object, and for each generated object, hash-linking the generated object to an object associated with the creation of the generated object.

Abstract: A centralized document system identifies content items for presentation to a user based initially on a cold-start algorithm and subsequently based on machine-learned models. The system detects a first access by the user. The system generates a user attribute vector for the user and a content vector for each content item. The system selects a first content item based on the initial cold-start algorithm and modifies a user interface to include the first content item. The system identifies an interaction with the first content item by the user. The system detects a second access by the user. The system selects a machine-learned model based on a set of interactions by the user with displayed content items. The system applies the selected machine-learned model to the set of interactions and the user attribute vector to identify a second content item and modifies the user interface to include the second content item.

Abstract: A document management system sends a distinct copy of a set of documents to each of a plurality of recipients in a bulk sending process, producing a batch of document sets. The document management system can facilitate the performance of a bulk action on the batch of document sets by a sending entity. Examples include a bulk corrective action, a bulk void action, a bulk re-send action, and a bulk download action. In addition, the document management system can identify document sets sent separately that are likely parts of a batch of document sets using one or more similarity criteria. The document management system can recommend that a sending entity combine the identified document sets into a batch of document sets, enabling the sending entity to perform bulk actions on the document sets.

Abstract: Techniques for signer-initiated electronic document signing via an electronic signature service using a mobile or other client device are described. Example embodiments provide an electronic signature service (“ESS”) configured to facilitate the creation, storage, and management of documents and corresponding electronic signatures. In some embodiments, when a signer user receives a hard copy (e.g., paper) signature document, the signer may capture an image of the signature document with a camera of a mobile device. The signer can then import the captured image into the ESS for signature, storage, and/or transmission to other parties.

Abstract: A document execution engine receives a training set of data including training documents that each include one or more passages associated with a passage type and a level of risk. The document execution engine trains a machine learned model based on the training set. The trained machine learned model, when applied to subsequently identified passages within documents in the document execution environment, can identify a passage with above threshold levels of risk (e.g., a high-risk passage) based on a passage type of the passage. The trained machine learned model can then provide for display the high-risk passage and a related passage of the same passage type from a second document within the document execution environment to the user via a document passage comparison interface. Differences between the passages can be highlighted, enabling a user to quickly compare and contrast the passages.

Abstract: A highlighting engine modifies a target document by identifying and highlighting a set of text passages. The highlighting engine receives a training set of data including documents that each include a set of highlighted text passages. The highlighting engine trains a machine learned model using the training set of data. The trained machine learned model, when applied to subsequent identified candidate sets of text passages within the target document, identifies the set of text passages to highlight. The highlighting engine modifies the target document with the highlighted set of text passages and provides the modified target document for display via an interface. The highlighted set of text passages enable a user to quickly read and understand the target document.

Abstract: A system and a method are disclosed for receiving a set of rules associated with a document type from a supplier entity. Each rule identifies a set of conditions and a set of actions to be taken after a document of a document type is signed if the set of conditions is satisfied. When a supplier entity sends a document of the document type to a signing entity and the signing entity provides an electronic signature, the system determines whether conditions of rules associated with the document type are satisfied. For each rule that is satisfied, the system performs actions identified by the rule.

Abstract: Systems and methods to improve a technological process for signing documents are described. The system accesses a portable document format (PDF) file and a first signature tag marker element (STME) to parse the PDF to generate logical text block elements (LTBE). The LTBEs describe original document elements in the PDF including a first LTBE. The system sorts each LTBE against the first STME to pair the first LTBE with the first STME based on proximity. The system generates markup language information (MLI) for utilization at the client device (CD) for rendering a responsive markup language image (RMLI) in a responsive format and communicates the MLI to a CD for rendering the RMLI on the CD. The system receives the signing information from the CD causing the signing information to be associated with the first signature tag marker identifier and communicates the PDF and the signing information to the CD.

Abstract: An online document system can allow users to participate in collaborative negotiation of documents stored with in the online document system. To facilitate negotiations between multiple entities (each potentially including multiple users with different roles in the negotiation), the online document system includes a permissions system that allows per-clause control over user's access to propose and approve changes to a negotiated document. Similarly, the user interfaces for viewing a negotiated document provided by the online document system to users can depend on the role of that user in editing the document and the current stage of the negotiation of the document. Finally, the online document system can track agreement between sides in a negotiation on a per-clause basis and can otherwise help facilitate the negotiation of the document.

Abstract: Techniques for electronic signature processes are described. Some embodiments provide an electronic signature service (“ESS”) configured to facilitate the creation, storage, and management of electronic signature documents. In one embodiment, an electronic signature document may be associated with custody transfer rules that facilitate transfers of custody of an electronic signature document from one user or party to another. A custody transfer may results in a transfer of rights or capabilities to operate upon (e.g., modify, view, send, delete) an electronic signature document and/or its associated data. A custody transfer rule may be trigged by the occurrence of a particular event, such as the receipt of an electronic signature.

Abstract: Techniques for protecting an online service against network-based attacks are described. In some cases, protection is performed by way of a scalable protection service including a dynamically scalable set of virtual machines hosted by a cloud service that is distinct from a data center that hosts the online service. The protection service is coupled to the online service via a private link. When an attack is detected by the online service, network traffic bound for the online service is redirected from the public network to the protection service. The protection service then processes the network traffic, such as by dropping network traffic associated with the attack and forwarding legitimate network traffic to the online service via the private link.