Abstract: An online document system manages access to features within the online document system. The online document system may identify a first entity and a second entity associated with the first entity. The online document system may apply a trained machine learning model to a characteristic of at least one of the first entity or the second entity to identify one or more features within an online document system to recommend. The machine learning model may have been trained using feature training data describing one or more characteristics of a plurality of entities and describing historical activity associated with a usage of a plurality of features within the online document system by the plurality of entities. The online document system may output an indication of the one or more identified features to the first entity.

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.

Abstract: Systems and methods are disclosed herein for generating and modifying a workflow comprising a series of webpages based on an online document. A document management system accesses an online document selected by a user and classifies each field of the online document into one of a set of categories. For each category, the system generates a form webpage comprising questions corresponding to each field classified as the category and combines the generated webpages to create a workflow. The system may modify the workflow by generating and adding one or more additional form webpages based on one or more answers provided by an entity completing the webform page. In response to the entity completing the modified generated workflow, the system generates a completed document based on the online document and the answers provided by the entity.

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.

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.

Abstract: Systems and methods are disclosed herein for generating and modifying a workflow comprising a series of webpages based on an online document. A document management system accesses an online document selected by a user and classifies each field of the online document into one of a set of categories. For each category, the system generates a form webpage comprising questions corresponding to each field classified as the category and combines the generated webpages to create a workflow. The system may modify the workflow by generating and adding one or more additional form webpages based on one or more answers provided by an entity completing the webform page. In response to the entity completing the modified generated workflow, the system generates a completed document based on the online document and the answers provided by the entity.

Abstract: A centralized document system receives a request to merge a first document package associated with a first party and a second document package associated with a second party. The first document package includes a first set of documents and the second document package includes a second set of documents. In response to the request, the centralized document system identifies a first subset of documents included in both the first and second sets of documents and identifies a second subset of documents with conflicts between the first and second sets of documents. The centralized document system rectifies the second subset of documents to cure the conflicts between the first and second sets of documents. The centralized document system generates a merged document package including the first subset of documents and the rectified second subset of documents for execution by the first and second parties.

Abstract: A centralized document system receives a request to merge a first document package associated with a first party and a second document package associated with a second party. The first document package includes a first set of documents and the second document package includes a second set of documents. In response to the request, the centralized document system identifies a first subset of documents included in both the first and second sets of documents and identifies a second subset of documents with conflicts between the first and second sets of documents. The centralized document system rectifies the second subset of documents to cure the conflicts between the first and second sets of documents. The centralized document system generates a merged document package including the first subset of documents and the rectified second subset of documents for execution by the first and second parties.

Abstract: A centralized document system receives a request to merge a first document package associated with a first party and a second document package associated with a second party. The first document package includes a first set of documents and the second document package includes a second set of documents. In response to the request, the centralized document system identifies a first subset of documents included in both the first and second sets of documents and identifies a second subset of documents with conflicts between the first and second sets of documents. The centralized document system rectifies the second subset of documents to cure the conflicts between the first and second sets of documents. The centralized document system generates a merged document package including the first subset of documents and the rectified second subset of documents for execution by the first and second parties.

Abstract: A centralized document system generates a document package in response to a request by an originating entity. The document package includes at least one document for execution. To facilitate the execution of the at least one document, the centralized document system can provide one or more means to modify the document package. The centralized document system may provide the document package to a receiving entity and receive a request to modify the document package from the receiving entity. The centralized document system may scan the document package prior to sending to a receiving entity and automatically modify the document package according to the scan. The centralized document system may provide the document package to a receiving entity and determine the receiving entity is unavailable. As such, the centralized document system may determine a substitute receiving entity and provide the document package to the substitute entity for execution.

Abstract: A centralized document system generates a document package in response to a request by an originating entity. The document package includes at least one document for execution. To facilitate the execution of the at least one document, the centralized document system can provide one or more means to modify the document package. The centralized document system may provide the document package to a receiving entity and receive a request to modify the document package from the receiving entity. The centralized document system may scan the document package prior to sending to a receiving entity and automatically modify the document package according to the scan. The centralized document system may provide the document package to a receiving entity and determine the receiving entity is unavailable. As such, the centralized document system may determine a substitute receiving entity and provide the document package to the substitute entity for execution.

Abstract: A centralized document system generates a document package in response to a request by an originating entity. The document package includes at least one document for execution. To facilitate the execution of the at least one document, the centralized document system can provide one or more means to modify the document package. The centralized document system may provide the document package to a receiving entity and receive a request to modify the document package from the receiving entity. The centralized document system may scan the document package prior to sending to a receiving entity and automatically modify the document package according to the scan. The centralized document system may provide the document package to a receiving entity and determine the receiving entity is unavailable. As such, the centralized document system may determine a substitute receiving entity and provide the document package to the substitute entity for execution.

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.

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.

Abstract: An electronic document service provides an interoperable network in which entities can come to agreement as peers. Entities can create a network of trusted accounts, enable sharing and collaboration within the network, enforce process settings of shared transactions, and enable customized levels of visibility into transactions for all entities involved. In embodiments, an agent server receives documents from suppliers to be executed within a network of the electronic document service. Each document corresponds to signing requirements and collection requirements. The agent server combines the documents into a single signing package based on the signing requirements associated with each document. The agent server provides the signing package for execution, and receives the executed signing package. The agent server extracts the individual signed documents from the executed signing package.