Patents Assigned to DocuSign, Inc.
  • Patent number: 11888915
    Abstract: A document management system integrates with a video conference system to ensure that proper electronic witness procedure is performed for document validation. The document management system accesses a video conference between a user and an electronic witness, and then instructs the user to electronically sign the document while the electronic witness observes. The document management system receives confirmation that the electronic witness observed the video of the user electronically signing the document. The document management system combines and stores portions of the video conference that correspond to the electronic witness's validation of the document.
    Type: Grant
    Filed: January 28, 2022
    Date of Patent: January 30, 2024
    Assignee: DocuSign, Inc.
    Inventors: Anthony Joseph Ramoutar, David Soh, Dorra Belhadj Ali, Billy Travis Williams, Ellis David Berner, Angel Azmavet Garcia Reyes
  • Publication number: 20240020459
    Abstract: A system and a method are disclosed for detecting that a requesting user is transmitting a request to a recipient user to perform one or more tasks with respect to a secure document. The system extracts features associated with the secure document and inputs the features into a machine learning model that outputs one or more probabilities corresponding to a potential failure of the request. Based on the one or more probabilities, the system generates one or more feature modification activities to improve a likelihood of the recipient user completing the request. The system provides the one or more feature modification activities to at least one of the requesting user and the recipient user.
    Type: Application
    Filed: September 27, 2023
    Publication date: January 18, 2024
    Applicant: DocuSign, Inc.
    Inventors: SOROUSH SALEHIAN, William Pittman, John Barcellos, Santiago Szuchmacher, Chris Marshall, Jeong Woo Chang, Dylan Ray Häs
  • Patent number: 11870813
    Abstract: A system and a method are disclosed for providing recommendations for sets of security operations for improving security of documents created or executed within an online document system. A supplier entity may select sets of security operations to be performed for a request provided to a signing entity. The online document system computes an aggregate measure of security for the selected sets of security operations and compares it to a threshold measure of security. If the aggregate measure is less than the threshold measure, the online document system uses a machine-learned model to identify additional sets of security operations that when added, results in an updated aggregate measure of security greater than the threshold. The additional sets of security operations are presented to the supplier entity for inclusion within a security operation workflow in combination with the selected sets of security operations.
    Type: Grant
    Filed: April 30, 2021
    Date of Patent: January 9, 2024
    Assignee: DOCUSIGN, INC.
    Inventors: Darren Hon Kit Louie, Blake Thomas Walsh, Reid B. Maker, Mark Groves, Anunay Kumar, Michael Elliot Brickman, Joshua D. Wise
  • Patent number: 11863687
    Abstract: Technologies discussed include 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.
    Type: Grant
    Filed: July 20, 2022
    Date of Patent: January 2, 2024
    Assignee: DOCUSIGN, INC.
    Inventors: Ahmed Kamel, Naren Raghavan, Ramachandra Tulasi
  • Patent number: 11853369
    Abstract: 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.
    Type: Grant
    Filed: October 29, 2021
    Date of Patent: December 26, 2023
    Assignee: DOCUSIGN, INC.
    Inventors: Christina Silva Hamlin, Eric M. Zenz, Jacob Scott Mitchell, William Gerard Wetherell, Sedine Jei San Agustin, Aylin Selcukoglu, Megan Elizabeth Schwarz, David Minoru Hirotsu, Dia A. Abulzahab, Mangesh Prabhakar Bhandarkar, Isaac John Steiner, Saul Adams Aguilar, Michael Wayne Fountain
  • Patent number: 11847252
    Abstract: An online document system manages access to features within the online document system. The online document system may receive and fulfill a request from a first entity to sponsor a feature for a second entity. The online document system may determine an access policy to restrict access to the sponsored feature. For example, the access policy may include a requirement that the second entity only use the sponsored feature with the first entity. The first entity may provide a second access policy to the online document system to enforce. If the second entity satisfies requirements of the access policies, the online document system may then provide access to the second entity to use the sponsored feature.
    Type: Grant
    Filed: May 8, 2020
    Date of Patent: December 19, 2023
    Assignee: DocuSign, Inc.
    Inventors: Andrew James Ashlock, Ronald Hirson, Mark Douglas Belanger
  • Patent number: 11838139
    Abstract: An agenda dictating a sequence of actions to occur during a conference associated with a plurality of participants is accessed. The sequence of actions is associated with an electronic signature envelope. Content shared by a sharing participant of the conference is monitored for content corresponding to a given action of the sequence. Responsive to detecting the content corresponding to the given action, an acting participant for the given action is determined and data obtained from sensors of a client device of the acting participant is monitored. It is determined that the data indicates that the acting participant has performed the given action and an auditable data structure reflective of the data is generated. The content shared by the sharing participant of the conference is automatically modified to include content corresponding to a next action of the sequence of actions.
    Type: Grant
    Filed: October 31, 2022
    Date of Patent: December 5, 2023
    Assignee: DOCUSIGN, INC.
    Inventors: Anthony Joseph Ramoutar, Billy Travis Williams, David Soh
  • Patent number: 11836817
    Abstract: A system for an electronic document that includes one or more electronic components comprising: natural language content; and a programmable component that comprises computer executable instructions that define: one or more state objects that indicate compliance with the natural language content, wherein a state object comprises a state variable; and logic that programmatically change, based on an application programming interface input, one or more state variables indicating a compliance event effect of the programmable component; an indication of one or more application programming inputs configured to cause execution, based on an input message from an external computing resource, of at least one programmable component of the one or more electronic component; and an indication of one or more contract outputs configured to indicate a value of at least one state variable to an external computing resource.
    Type: Grant
    Filed: November 25, 2020
    Date of Patent: December 5, 2023
    Assignee: DocuSign, Inc.
    Inventors: Peter Geoffrey Lerato Hunn, Houman Brian Shadab
  • Patent number: 11822622
    Abstract: An online document system provides a recommendation for one or more features within the online document system to an entity. The online document system accesses a set of feature training data to train a machine learning model. The set of feature training data may describe characteristics of entities associated with the online document system and historical activity associated with the entities' usage of the online document system's features. The machine learning model may be configured to identify a feature to recommend to an entity based on the entity's characteristics and history of using other features within the online document system. For example, data representing the entity's user accounts and use of an electronic signature feature is used by the machine learning model to identify a document authentication feature to recommend to the entity. The online document system may then provide the identified feature in a recommendation to the entity.
    Type: Grant
    Filed: May 8, 2020
    Date of Patent: November 21, 2023
    Assignee: DOCUSIGN, INC.
    Inventors: Andrew James Ashlock, Ronald Hirson, Mark Douglas Belanger
  • Patent number: 11818028
    Abstract: A central networking system supports efficient identification and analysis of problems that occur at associated nodes on the network. Using network monitoring rules, the central networking system samples data from a subset of nodes in response to an indication that an error or problem has occurred on the network. If the collected sample data is determined to satisfy certain network conditions, the central networking system proceeds to perform network operations on nodes of the entire network, as appropriate. Thus, the system does not need to collect data from every node in a large network to address potential network threats. The central networking system also defines rules for detecting when a node experiencing a problem violates safety conditions such that it is impossible or inadvisable to pull analytical data from the node. The system performs appropriate remedial actions to address the node problems prior to requesting data for analysis.
    Type: Grant
    Filed: September 30, 2021
    Date of Patent: November 14, 2023
    Assignee: DOCUSIGN, INC.
    Inventor: Aaron Matthew Tyler
  • Patent number: 11809805
    Abstract: A system and a method are disclosed for detecting that a requesting user is transmitting a request to a recipient user to perform one or more tasks with respect to a secure document. The system extracts features associated with the secure document and inputs the features into a machine learning model that outputs one or more probabilities corresponding to a potential failure of the request. Based on the one or more probabilities, the system generates one or more feature modification activities to improve a likelihood of the recipient user completing the request. The system provides the one or more feature modification activities to at least one of the requesting user and the recipient user.
    Type: Grant
    Filed: February 28, 2022
    Date of Patent: November 7, 2023
    Assignee: DocuSign, Inc.
    Inventors: Soroush Salehian, William Pittman, John Barcellos, Santiago Szuchmacher, Chris Marshall, Jeong Woo Chang, Dylan Ray Häs
  • Patent number: 11811766
    Abstract: 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.
    Type: Grant
    Filed: May 6, 2021
    Date of Patent: November 7, 2023
    Assignee: DocuSign, Inc.
    Inventors: Donald Grant Peterson, Eric Fleischman
  • Patent number: 11811949
    Abstract: Disclosed are various embodiments for validating documents using a blockchain data. Multiple documents can be included in the validation process using a merge and hash process and a summary terms document. Validation can be performed by hashing and merging operations, followed by comparing hash values.
    Type: Grant
    Filed: November 7, 2021
    Date of Patent: November 7, 2023
    Assignee: DocuSign, Inc.
    Inventors: Gregory J. Alger, Duane R. Wald, Andrew Mintner, Donald Grant Peterson, Taiga Matsumoto, Damon Dean, Drew Ashlock
  • Patent number: 11803696
    Abstract: An online document system maintains a document comprising document content. Users can edit document of the online document system by in the form of operations (which represent desired changes to document content). Instead of directly applying the received operations to the document content, the online document system consolidates operations into a tracked change object based on a common intent of the operations. To render the document content (with tracked change object) the online document system applies the set of operations to the document content and generates a tracked change indication to highlight content changed by the set of operations.
    Type: Grant
    Filed: March 31, 2022
    Date of Patent: October 31, 2023
    Assignee: DocuSign, Inc.
    Inventors: Stanislav Gurenkov, Andrew Weaver, Kocheng Hsiang, Tingsen Xie, Sean Smith, Deep Badesha, Meyer Denney
  • Patent number: 11803702
    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.
    Type: Grant
    Filed: June 29, 2022
    Date of Patent: October 31, 2023
    Assignee: DocuSign, Inc.
    Inventors: Israel Hilerio, Jeffrey Taihana Tuatini, Kyle Bastien, Sahitya Gollapudi, Zurka Wolford, Christian Joshua Mora
  • Patent number: 11797760
    Abstract: A system, for example, a document management system stores documents and manages workflows associated with documents. The document management system allows discovery of templates based on explicit searches performed by users or automatic searches performed based on a context. The document management system allows generating new document templates based on selected versions of document component templates. The generated document template may be stored as a new version. The document management system instantiates documents based on templates by predicting values of variables used in the template based on various factors that describe the context in which the template is being used. The values used for instantiating variables may be generated using machine learning models that may be trained using historical data stored in the document management system.
    Type: Grant
    Filed: September 29, 2022
    Date of Patent: October 24, 2023
    Assignee: DOCUSIGN, INC.
    Inventors: Peter Geoffrey Lerato Hunn, Parsa Pezeshki, Diana R. Lease, Brandon Scott Somers
  • Patent number: 11790155
    Abstract: A system, computer-readable storage medium, and computer-implemented method for signing a document involving generating copies of the document in response to receiving actions to perform on the document. In particular, a web service can transmit a document for signing to a client device such that the document is viewable through graphical user interfaces while the underlying content of the document remains non-editable by the client devices through the web service. Responsive to receiving actions, the web service can generate one or more copies of the document that may include modifications that correspond to the received actions.
    Type: Grant
    Filed: November 4, 2020
    Date of Patent: October 17, 2023
    Assignee: DOCUSIGN, INC.
    Inventor: Glenn Shimkus
  • Patent number: 11790061
    Abstract: Techniques for electronic signature process management are described. Some embodiments provide an electronic signature service (“ESS”) configured to manage electronic identity cards. In some embodiments, the ESS generates and manages an electronic identity card for a user, based on personal information of the user, activity information related to the user's actions with respect to the ESS, and/or social networking information related to the user. The electronic identity card of a signer may be associated with an electronic document signed via the ESS, so that users may obtain information about the signer of the document. The ESS may also generate a trust score for the user based on activity information related to the user's actions with respect to the ESS and/or other factors. The trust score may be used to recommend authentication mechanisms to use with respect to electronic signature transactions.
    Type: Grant
    Filed: June 10, 2021
    Date of Patent: October 17, 2023
    Assignee: DocuSign, Inc.
    Inventors: Thomas H. Gonser, Donald G. Peterson, Douglas P. Rybacki, Ashley Carroll, Michael Strickland
  • Patent number: 11789933
    Abstract: A system and method for managing an electronic contract for hybrid runtime execution, which includes a contract execution service that comprises an internal runtime environment and a set of integrations to external resources with at least one integration to an on-chain runtime, wherein the contract execution service comprises configuration to: establish the electronic contract, wherein the electronic contract comprises a set of executable programmable components and a set of natural language components; change the state of the electronic contract and generate a contract event; and in response to the contract event: extend execution of the electronic contract to an on-chain environment, when the contract event includes an associated on-chain integration; and extend execution of the electronic contract to an external application resource, when the contract event includes an associated external service integration.
    Type: Grant
    Filed: September 6, 2019
    Date of Patent: October 17, 2023
    Assignee: DOCUSIGN, INC.
    Inventors: Peter Geoffrey Lerato Hunn, Daniel Charles Selman, Jerome Simeon, Matthew Roberts
  • Patent number: 11783118
    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. Each copy is associated with one or more actions to be taken by a corresponding recipient. The document management system generates an interface that displays, for each copy of the set of documents, the recipient of the copy and a status of the copy. The document management system receives an identification of a subset of the copies of the set of documents. The document management system performs a bulk action on each of the subset of the copies without performing the bulk action on any remaining copies of the set of documents.
    Type: Grant
    Filed: May 24, 2021
    Date of Patent: October 10, 2023
    Assignee: DocuSign, Inc.
    Inventors: Michael Bresloff, Robert Reynolds