Patents Assigned to DocuSign, Inc.
  • 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: 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: 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: 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: 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: 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: 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: 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
  • Patent number: 11775689
    Abstract: A system and a method are disclosed for enabling pictorial content to be added to a secure document. In an embodiment, a secure document tool receives a request, from an administrator of the secure document, to enable modification of a region of the secure document with an addition of pictorial content, the secure document configured to prevent modification of contents of the secure document by a signer, the secure document enabled to accept a signature on the secure document by the signer. The secure document tool receives, from the signer, a command to add pictorial content to the region, and responsively adds the pictorial content to the region. The secure document tool receives from the signer, a signature on the secure document, and responsively disables the secure document from accepting further modifications.
    Type: Grant
    Filed: May 29, 2020
    Date of Patent: October 3, 2023
    Assignee: DocuSign, Inc.
    Inventors: Travis Ortlieb, Brent Robinett, Erica Berg, Micheline Chagniot, Mark Ramasco, Mangesh Bhandarkar
  • Patent number: 11755821
    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.
    Type: Grant
    Filed: August 31, 2022
    Date of Patent: September 12, 2023
    Assignee: DOCUSIGN, INC.
    Inventors: Mangesh Bhandarkar, Shrinivas Kiran Kaza, Taiwo Raphael Alabi, Ashwath Mohan, Kim Cuong Phung
  • Patent number: 11755823
    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.
    Type: Grant
    Filed: May 31, 2021
    Date of Patent: September 12, 2023
    Assignee: DOCUSIGN, INC.
    Inventors: Inbar Gazit, Joe Cartano, Jenson Yan, Lahini Arunachalam, Tamara Solorzano Tejada
  • Patent number: 11748554
    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.
    Type: Grant
    Filed: July 30, 2021
    Date of Patent: September 5, 2023
    Assignee: DOCUSIGN, INC.
    Inventors: Surendra Kumar Chilamkurthi, Heidi Robin Lyons, Anirudha Vedavyasa Murthy Bharadwaj, Shivi Singh Verma, Aaron Eugene Preston Jackson Wilde, Cynthia Rosser
  • Patent number: 11699201
    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.
    Type: Grant
    Filed: November 1, 2018
    Date of Patent: July 11, 2023
    Assignee: DocuSign, Inc.
    Inventors: Peter Geoffrey Lerato Hunn, Daniel Charles Selman, Jerome Simeon
  • Patent number: 11663401
    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: May 30, 2023
    Assignee: DOCUSIGN, INC.
    Inventors: Israel Hilerio, Jeffrey Taihana Tuatini, Kyle Bastien, Sahitya Gollapudi, Zurka Wolford, Christian Joshua Mora
  • Patent number: 11645446
    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.
    Type: Grant
    Filed: June 22, 2022
    Date of Patent: May 9, 2023
    Assignee: DocuSign, Inc.
    Inventors: Stephen Parish, Julianne Wu Ashlock, Palash Agrawal, Pavan Kumar Nallanchakravarthula, Collin Tibbetts, Brian Iversen
  • Patent number: RE49673
    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: August 27, 2020
    Date of Patent: September 26, 2023
    Assignee: DocuSign, Inc.
    Inventors: David Steeves, Allan Wetter