Patents Assigned to DocuSign, Inc.
  • Patent number: 11290457
    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: June 24, 2020
    Date of Patent: March 29, 2022
    Assignee: DOCUSIGN, INC.
    Inventors: Donald Grant Peterson, Eric Fleischman
  • Patent number: 11263299
    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: May 12, 2020
    Date of Patent: March 1, 2022
    Assignee: DocuSign, Inc.
    Inventors: Thomas H. Gonser, Donald G. Peterson, Douglas P. Rybacki, Ashley Carroll, Michael Strickland
  • Patent number: 11228445
    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: June 14, 2019
    Date of Patent: January 18, 2022
    Assignee: DocuSign, Inc.
    Inventors: Gregory J. Alger, Duane R. Wald, Andrew Mintner, Donald Grant Peterson, Taiga Matsumoto, Damon Dean, Drew Ashlock
  • Patent number: 11055479
    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: January 30, 2015
    Date of Patent: July 6, 2021
    Assignee: DOCUSIGN, INC.
    Inventors: Inbar Gazit, Joe Cartano, Jenson Yan, Lahini Arunachalam, Tamara Solorzano Tejeda
  • Patent number: 11055387
    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: September 28, 2019
    Date of Patent: July 6, 2021
    Assignee: DOCUSIGN, INC.
    Inventors: Thomas H. Gonser, Donald G. Peterson, Douglas P. Rybacki, Ashley Carroll, Michael Strickland
  • Patent number: 11032284
    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: June 8, 2020
    Date of Patent: June 8, 2021
    Assignee: DOCUSIGN, INC.
    Inventors: Donald Grant Peterson, Eric Fleischman
  • Patent number: 11005835
    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: August 21, 2019
    Date of Patent: May 11, 2021
    Assignee: DOCUSIGN, INC.
    Inventors: David Steeves, Gregory J. Alger, Joshua D. Wise, Jayson C. McCleery, Peleg Atar, Ezer Farhi, Ryan J. Cox
  • Patent number: 10878183
    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: February 24, 2020
    Date of Patent: December 29, 2020
    Assignee: DocuSign, Inc.
    Inventor: Glenn Shimkus
  • Patent number: 10841439
    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.
    Type: Grant
    Filed: November 6, 2019
    Date of Patent: November 17, 2020
    Assignee: DocuSign, Inc.
    Inventors: Thomas H. Gonser, Donald Grant Peterson
  • Patent number: 10776563
    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.
    Type: Grant
    Filed: April 2, 2019
    Date of Patent: September 15, 2020
    Assignee: DocuSign, Inc.
    Inventors: Lauren Hayslett, Stephen Parish
  • Patent number: 10778683
    Abstract: Devices, systems, and methods are provided to provide cloud-based coordination of customer premise service appliances. A system can include a computing device comprising a communication module, a policy module, an appliance selection module, and a coordination module. The communication module receives a document request from a first client over a network connection, establishes a session with the first client in response to the document request, and receives metadata representing collected signatures at after completion of the electronic signature operation portion of the document request. The policy module manages a policy associate with a first account corresponding to the document request. The appliance selection module selects one of a plurality of document appliances.
    Type: Grant
    Filed: July 12, 2016
    Date of Patent: September 15, 2020
    Assignee: DocuSign, Inc.
    Inventors: Donald Grant Peterson, Eric Fleischman
  • Patent number: 10721232
    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: July 12, 2016
    Date of Patent: July 21, 2020
    Assignee: DocuSign, Inc.
    Inventors: Donald Grant Peterson, Eric Fleischman
  • Patent number: 10614264
    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: March 21, 2016
    Date of Patent: April 7, 2020
    Assignee: DocuSign, Inc.
    Inventor: Glenn Shimkus
  • Patent number: 10511732
    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.
    Type: Grant
    Filed: October 26, 2012
    Date of Patent: December 17, 2019
    Assignee: DocuSign, Inc.
    Inventors: Thomas H. Gonser, Donald G. Peterson
  • 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: RE48919
    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: September 16, 2020
    Date of Patent: February 1, 2022
    Assignee: DocuSign, Inc.
    Inventors: Eric Fleischman, Duane Wald, Donald G. Peterson