Patents Assigned to DocuSign, Inc.
  • Patent number: 10430570
    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: October 24, 2017
    Date of Patent: October 1, 2019
    Assignee: DocuSign, Inc.
    Inventors: Thomas H. Gonser, Donald G. Peterson, Douglas P. Rybacki, Ashley Carroll, Michael Strickland
  • Patent number: 10419420
    Abstract: 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.
    Type: Grant
    Filed: July 21, 2016
    Date of Patent: September 17, 2019
    Assignee: DocuSign, Inc.
    Inventors: David Steeves, Gregory J. Alger, Joshua D. Wise, Jayson C. McCleery, Peleg Atar, Ezer Farhi, Ryan J. Cox
  • Patent number: 10404679
    Abstract: 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 such as send a first transaction request, selecting a first trust provider, facilitating performance of a first trust action, sending a second transaction request, selecting a second trust provider, and facilitating performance of a second trust action. Sending the first transaction request can include a first trust action associated with an electronic document. Selecting the first trust provider to execute the first trust action occurs in response to a first user accepting the first transaction request. Performance of the first trust action is facilitated through the first trust provider. Sending the second transaction request can include a second trust action associated with the electronic document.
    Type: Grant
    Filed: July 21, 2016
    Date of Patent: September 3, 2019
    Assignee: DocuSign, Inc.
    Inventors: David Steeves, Gregory J. Alger, Joshua D. Wise, Jayson C. McCleery, Peleg Atar, Ezer Farhi, Ryan J. Cox
  • Patent number: 10291604
    Abstract: 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 system including one or more processors, working memory, persistent storage device and a network connect executes instructions to evaluate a policy including multiple rules controlling performance of trust actions. The instructions when executed cause the system to perform operations including processing a first transaction request including a first trust action, evaluating the first transaction request to determine a type of the first trust action, selecting, based on applying the policy against the type of the first trust action, a trust provider rule from the plurality of trust provider rules, and facilitating performance of the first trust action according to the selected trust provider rule.
    Type: Grant
    Filed: June 3, 2016
    Date of Patent: May 14, 2019
    Assignee: DocuSign, Inc.
    Inventors: David Steeves, Gregory J. Alger, Joshua D. Wise, Jayson C. McCleery, Peleg Atar, Ezer Farhi, Ryan J. Cox
  • Patent number: 10198418
    Abstract: Systems and methods for distributed electronic signature documents. A method for distributed electronic signature documents includes creating a signing template that contains information about how a signable document is to be signed. A signable document is created to be distributed to a signer for signing. The signable document is electronically transmitted to the signer. A message is sent using an activatable control in the signing document to a web signing server to invoke the signing process. A browser window is opened on a signer's computer in order to execute the signing process.
    Type: Grant
    Filed: November 10, 2014
    Date of Patent: February 5, 2019
    Assignee: DocuSign, Inc.
    Inventors: Andrew D. McCabe, Thomas H. Gonser, Jr.
  • Patent number: 10135799
    Abstract: Techniques for providing data security services with respect to cloud-based services are described. Examples include a security service provider (“SSP”) configured to perform or provide one or more security-related services or functions with respect to or on behalf of some other system or service. The other system or service may be, for example, a cloud-based system that provides network-accessible services. The SSP allows a user of the cloud-based service to provide and manage one or more security-related services, such as data storage, encryption, decryption, key management, and the like. By using and controlling the SSP, the user can be confident that his or her data is being securely represented and stored, even though it is being operated upon by a cloud-based service that is not under the user's control.
    Type: Grant
    Filed: August 21, 2017
    Date of Patent: November 20, 2018
    Assignee: DocuSign, Inc.
    Inventors: Eric Fleischman, Duane Wald, Donald G. Peterson
  • Patent number: 10110575
    Abstract: Embodiments described herein provide enhanced computer- and network-based systems and methods for providing data security with respect to computing services, such as a digital transaction service (DTS). Example embodiments further provide a discovery service that enables nodes that are included in, or otherwise communicatively coupled to, the DTS to actively or passively “discover” roles and keys associated with the nodes. These node roles are associated with the various services provided by the DTS.
    Type: Grant
    Filed: January 29, 2015
    Date of Patent: October 23, 2018
    Assignee: DocuSign, Inc.
    Inventors: David Steeves, Allan Wetter
  • Patent number: 10033533
    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 an electronic signature document on a mobile device, the signer may use a client module executing on the mobile device to import the document into the ESS. Once the document is imported into the ESS, the signer can access, review, and sign the document at the ESS via the mobile device. After signing the document, the signer can use the mobile device to cause the ESS to provide the signed document to one or more recipients.
    Type: Grant
    Filed: June 20, 2014
    Date of Patent: July 24, 2018
    Assignee: DocuSign, Inc.
    Inventors: Thomas H. Gonser, Donald G. Peterson
  • Patent number: 10003611
    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.
    Type: Grant
    Filed: December 16, 2015
    Date of Patent: June 19, 2018
    Assignee: DocuSign, Inc.
    Inventor: Eric Fleischman
  • Patent number: 9983968
    Abstract: Techniques for obtaining computer system performance monitoring are described. One approach provides a performance monitoring system that is configured to obtain performance-related data from multiple monitored computing systems. The obtained data may be stored by the performance monitoring system in substantially real-time across multiple distinct data stores. The assignment of performance related data items (e.g., counter values) to storage locations may be determined in a various ways, including by random or pseudo-random assignment. Also, data may be stored in a tiered manner, where upper-level tiers aggregate data stored in lower-level tiers.
    Type: Grant
    Filed: June 24, 2015
    Date of Patent: May 29, 2018
    Assignee: DocuSign, Inc.
    Inventor: Kazimierz Krzysztof Gwozdz
  • Patent number: 9971754
    Abstract: Techniques for electronic signature process management are described. Some embodiments provide an electronic signature service (“ESS”) configured to associate third-party content with electronic signature documents by way of dynamic form fields. A dynamic form field is associated with a data store and an electronic signature document. The ESS may automatically populate the dynamic form field with data obtained from the associated data store. If a signer changes the data of the dynamic form field, the ESS may write back the changed data to the data store.
    Type: Grant
    Filed: January 26, 2016
    Date of Patent: May 15, 2018
    Assignee: DocuSign, Inc.
    Inventors: Thomas H. Gonser, Jr., Donald G. Peterson
  • Patent number: 9953019
    Abstract: A system, computer-readable storage medium, and computer-implemented method for improved document signing involving generating secure document copies of a document to be signed in response to receiving actions to perform on the document. In particular, a web service can transmit a document for signing to a plurality of client devices such that the document is viewable through a graphical user interface while the underlying content of the document remains non-editable. Responsive to receiving actions from different client devices, secure document copies of the document can be generated that include additional content form the different client devices.
    Type: Grant
    Filed: April 28, 2016
    Date of Patent: April 24, 2018
    Assignee: DocuSign, Inc.
    Inventor: Glenn Shimkus
  • Patent number: 9893895
    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.
    Type: Grant
    Filed: December 31, 2015
    Date of Patent: February 13, 2018
    Assignee: DocuSign, Inc.
    Inventors: Donald G. Peterson, Douglas P. Rybacki, Duane E. Wald
  • Patent number: 9824198
    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: January 30, 2015
    Date of Patent: November 21, 2017
    Assignee: DocuSign, Inc.
    Inventors: Ashley Carroll, Michael Strickland, Thomas H. Gonser, Donald G. Peterson, Douglas P. Rybacki
  • Patent number: 9818138
    Abstract: Embodiments are directed towards employing a transaction room in a digital transaction service to provide participants controlled access and editing of a document. In response to a trigger, a first copy of the document is created. The first copy of the document may be provided to a participant for review such that the first copy is non-editable by the participants, while the document is editable in the transaction room. The document may be prepared for electronic signature such that, when the document has changed after the first copy was provided for review, a second copy of the document is created and tagged for signature; and when the document has not changed after the first copy was provided for review, the first copy may be tagged for signature. Tagging a document copy for signature may include pre-tagging the document for signature based on signing roles of the participants.
    Type: Grant
    Filed: December 16, 2014
    Date of Patent: November 14, 2017
    Assignee: DocuSign, Inc.
    Inventor: Glenn Shimkus
  • Patent number: 9800556
    Abstract: Embodiments described herein provide enhanced computer- and network-based systems and methods for providing data security with respect to computing services, such as a digital transaction service (DTS). Example embodiments further provide a discovery service that enables nodes that are included in, or otherwise communicatively coupled to, the DTS to actively or passively “discover” roles and keys associated with the nodes. These node roles are associated with the various services provided by the DTS. A security module provides at least a portion of the security services.
    Type: Grant
    Filed: January 30, 2015
    Date of Patent: October 24, 2017
    Assignee: DocuSign, Inc.
    Inventors: David Steeves, Eric Fleischman
  • Patent number: 9798709
    Abstract: A digital transaction management service provides notice to a recipient regarding one or more actions to take with respect to one or more transactions. The digital transaction management service is configured to determine that there is a new action required by the recipient and to send a new notice only if the recipient has accessed the digital transaction management service since the time the last notice was sent. Reminder notices are sent only if there has been no additional notice sent regarding any action for any transaction during a preset period of time.
    Type: Grant
    Filed: January 30, 2015
    Date of Patent: October 24, 2017
    Assignee: DocuSign, Inc.
    Inventor: Matt Malden
  • Patent number: 9798710
    Abstract: Systems and methods for facilitating version control over an electronic document, the electronic document being subject to a distribution sequence among at least first and second reviewing parties over a network. The method includes receiving an instruction set from a source client. Based on the instruction set, at least one editable field populated with content is embedded in the electronic document. The progress of the electronic document through the distribution sequence is monitored over the network. The content of the editable field being edited by the first reviewing party is determined. In response to determining that the content has been edited by the first reviewing party, the edited electronic document is provided to the second reviewing party. The electronic document being electronically signed by the first and second reviewing parties is validated. The editable field is locked from further electronic editing.
    Type: Grant
    Filed: January 30, 2015
    Date of Patent: October 24, 2017
    Assignee: DocuSign, Inc.
    Inventors: Andrew David McCabe, Thomas H. Gonser, Jr.
  • Patent number: 9742746
    Abstract: Techniques for providing data security services with respect to cloud-based services are described. Examples include a security service provider (“SSP”) configured to perform or provide one or more security-related services or functions with respect to or on behalf of some other system or service. The other system or service may be, for example, a cloud-based system that provides network-accessible services. The SSP allows a user of the cloud-based service to provide and manage one or more security-related services, such as data storage, encryption, decryption, key management, and the like. By using and controlling the SSP, the user can be confident that his or her data is being securely represented and stored, even though it is being operated upon by a cloud-based service that is not under the user's control.
    Type: Grant
    Filed: November 13, 2015
    Date of Patent: August 22, 2017
    Assignee: DocuSign, Inc.
    Inventors: Eric Fleischman, Duane E. Wald, Donald G. Peterson
  • Patent number: 9736127
    Abstract: Techniques for providing data security services with respect to cloud-based services are described. Examples include a security service provider (“SSP”) configured to perform or provide one or more security-related services or functions with respect to or on behalf of some other system or service. The other system or service may be, for example, a cloud-based system that provides network-accessible services. The SSP allows a user of the cloud-based service to provide and manage one or more security-related services, such as data storage, encryption, decryption, key management, and the like. By using and controlling the SSP, the user can be confident that his or her data is being securely represented and stored, even though it is being operated upon by a cloud-based service that is not under the user's control.
    Type: Grant
    Filed: January 12, 2016
    Date of Patent: August 15, 2017
    Assignee: DocuSign, Inc.
    Inventors: Eric Fleischman, Duane E. Wald, Donald G. Peterson