Patents Assigned to DocuSign, Inc.
  • 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
  • Patent number: 9634975
    Abstract: Systems and methods for providing a report describing the status of an electronic envelope. The electronic envelope includes a first electronic document to be distributed for electronic signature and an electronic signing template defining a set of at least one task that must be performed by an executor of the first electronic document to complete the electronic signature. The first electronic document is subject to a workflow including a plurality of events. The method includes receiving from a monitoring entity a selection of an identifier of an event of the plurality. The progress of the first electronic document through the workflow is monitored. That the at least one event has occurred with respect to the first electronic document is determined. In response to determining that the at least one event has occurred, the monitoring entity is notified of such.
    Type: Grant
    Filed: February 12, 2014
    Date of Patent: April 25, 2017
    Assignee: DocuSign, Inc.
    Inventors: Andrew D. McCabe, Thomas H. Gonser, Jr.
  • Patent number: 9628462
    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. Electronic identity cards managed by the ESS may also be shared or included in other contexts, such as via a user's profile page on a social network, a user's email signature, or the like.
    Type: Grant
    Filed: November 10, 2014
    Date of Patent: April 18, 2017
    Assignee: DocuSign, Inc.
    Inventors: Thomas H. Gonser, Donald G. Peterson, Douglas P. Rybacki
  • Patent number: 9514117
    Abstract: The present invention provides a system and method for tagging digital documents. A method for creating digitally tagged documents includes creating a data template for a digital document, assigning signature locations and data fields in the data template, and linking the template instructions with the digital document. A system for creating digitally tagged documents includes a processor; a display; and a memory containing stored programming instructions operable by the processor to create a data template for a digital document, assign signature locations and data fields in the data template, and link template instructions with the digital document.
    Type: Grant
    Filed: February 27, 2008
    Date of Patent: December 6, 2016
    Assignee: DocuSign, Inc.
    Inventor: Thomas H. Gonser
  • Patent number: 9292876
    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 recipient 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 recipients.
    Type: Grant
    Filed: December 16, 2014
    Date of Patent: March 22, 2016
    Assignee: DocuSign, Inc.
    Inventor: Glenn Shimkus
  • Patent number: 9268758
    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: July 13, 2012
    Date of Patent: February 23, 2016
    Assignee: DocuSign, Inc.
    Inventors: Thomas H. Gonser, Donald G. Peterson
  • Patent number: 9253206
    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 18, 2014
    Date of Patent: February 2, 2016
    Assignee: DocuSign, Inc.
    Inventor: Eric Fleischman
  • Patent number: 9251131
    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: May 4, 2010
    Date of Patent: February 2, 2016
    Assignee: DocuSign, Inc.
    Inventors: Andrew David McCabe, Thomas H. Gosner, Jr.
  • Patent number: 9230130
    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: March 15, 2013
    Date of Patent: January 5, 2016
    Assignee: DocuSign, Inc.
    Inventors: Donald G. Peterson, Doug Rybacki, Duane E. Wald
  • Patent number: 9219753
    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: March 4, 2014
    Date of Patent: December 22, 2015
    Assignee: DocuSign, Inc.
    Inventors: Eric Fleischman, Duane Wald, Donald G. Peterson
  • Patent number: 8949708
    Abstract: Techniques for electronic signature process management are described. Some embodiments provide an electronic signature service (“ESS”) configured to manage electronic signature processes represented by way of templates. In some embodiments, the ESS transmits a URL or other identifier of a template that specifies required electronic signature data, such as a singer name and/or signature. Then, the ESS dynamically prepares a form based on a received request for the identified template. Next, the ESS receives the electronic signature data by causing the form to be presented by a Web browser or other client. In some embodiments, the ESS and associated client systems perform these techniques without use of a Portable Document Format processing module.
    Type: Grant
    Filed: June 13, 2011
    Date of Patent: February 3, 2015
    Assignee: DocuSign, Inc.
    Inventors: Donald G. Peterson, Duane E. Wald, Mike Borozdin
  • Patent number: 8949706
    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: July 18, 2008
    Date of Patent: February 3, 2015
    Assignee: DocuSign, Inc.
    Inventors: Andrew David McCabe, Thomas H. Gonser
  • Patent number: 8910258
    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. Electronic identity cards managed by the ESS may also be shared or included in other contexts, such as via a user's profile page on a social network, a user's email signature, or the like.
    Type: Grant
    Filed: July 16, 2012
    Date of Patent: December 9, 2014
    Assignee: DocuSign, Inc.
    Inventors: Thomas H. Gonser, Donald G. Peterson, Douglas P. Rybacki
  • Patent number: 8838980
    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: August 27, 2012
    Date of Patent: September 16, 2014
    Assignee: DocuSign, Inc.
    Inventors: Thomas H. Gonser, Donald G. Peterson
  • Publication number: 20140250491
    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: Application
    Filed: March 4, 2014
    Publication date: September 4, 2014
    Applicant: DocuSign, Inc.
    Inventors: Eric Fleischman, Duane Wald, Donald G. Peterson
  • Publication number: 20140164542
    Abstract: Systems and methods for providing a report describing the status of an electronic envelope. The electronic envelope includes a first electronic document to be distributed for electronic signature and an electronic signing template defining a set of at least one task that must be performed by an executor of the first electronic document to complete the electronic signature. The first electronic document is subject to a workflow including a plurality of events. The method includes receiving from a monitoring entity a selection of an identifier of an event of the plurality. The progress of the first electronic document through the workflow is monitored. That the at least one event has occurred with respect to the first electronic document is determined. In response to determining that the at least one event has occurred, the monitoring entity is notified of such.
    Type: Application
    Filed: February 12, 2014
    Publication date: June 12, 2014
    Applicant: DocuSign, Inc.
    Inventors: Andrew D. McCabe, Thomas H. Gonser, JR.
  • Patent number: 8655961
    Abstract: Systems and methods for providing a report describing the status of an electronic envelope. The electronic envelope includes a first electronic document to be distributed for electronic signature and an electronic signing template defining a set of at least one task that must be performed by an executor of the first electronic document to complete the electronic signature. The first electronic document is subject to a workflow including a plurality of events. The method includes receiving from a monitoring entity a selection of an identifier of an event of the plurality. The progress of the first electronic document through the workflow is monitored. That the at least one event has occurred with respect to the first electronic document is determined. In response to determining that the at least one event has occurred, the monitoring entity is notified of such.
    Type: Grant
    Filed: June 24, 2009
    Date of Patent: February 18, 2014
    Assignee: DocuSign, Inc.
    Inventors: Andrew David McCabe, Thomas H. Gosner, Jr.
  • Publication number: 20130263283
    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: Application
    Filed: March 15, 2013
    Publication date: October 3, 2013
    Applicant: DOCUSIGN, INC.
    Inventors: Donald G. Peterson, Doug Rybacki, Duane E. Wald