Abstract: An online document system enables simultaneous collaboration on a shared document. Users associated with two or more collaborating entities can see edits and comments made to the shared document from all participants in real time. A first entity chooses to make all edits public to everyone or temporarily locks a clause so that the real time edits to the clause are only visible to users associated with the first entity. This allows all users associated with the first entity to continue to collaborate among themselves on edits to the locked document until it is in a state where they are ready for the rest of the users associated with other entities to view the changes. At the same time, the other users can continue to review, edit, and collaborate on the other clauses in the document. When the permissions are updated, all entities can again view the clauses for negotiation.

Abstract: An online document system enables simultaneous collaboration on a shared document. Users associated with two or more collaborating entities can see edits and comments made to the shared document from all participants in real time. A first entity chooses to make all edits public to everyone or temporarily locks a clause so that the real time edits to the clause are only visible to users associated with the first entity. This allows all users associated with the first entity to continue to collaborate among themselves on edits to the locked document until it is in a state where they are ready for the rest of the users associated with other entities to view the changes. At the same time, the other users can continue to review, edit, and collaborate on the other clauses in the document. When the permissions are updated, all entities can again view the clauses for negotiation.

Abstract: Through a workflow interface, a document management system enables a user to establish a document workflow. The document workflow establishes a set of document actions for the document management system to perform automatically in response to a request from the user. The user defines the document workflow by selecting from a set of workflow operations and specifying parameters for the selected workflow operation. The user additionally defines an approval workflow operation and a rejection workflow operation that designate document actions in the event that a document is approved or rejected, respectively. The document management system performs at least a portion of the document workflow in an order determined from the workflow interface.

Abstract: A document management system generates a document template within which a user can embed document tags. Each document tag represents a term of the document. The user selects a document tag and identifies a location for the document tag within the document template. The embedded document tag adheres to formatting rules of the document template. The document management system accesses a data value corresponding to the selected document tag and generates a modified document. The modified document includes the accessed data value at the identified location, and is subject to the formatting rules of the document template.

Abstract: A document management system generates a form interface including fields that correspond to a set of document tags selected by a user. The document tags, each of which corresponds to a document term, is located in a document template. The document management system suggests fields corresponding to document terms not selected by the user, but often included in similar document templates. In response to the user's selection of at least one of the suggested fields, the document management system modifies the form interface to include the selected suggested field. After the fields in the form are completed, thus defining the document terms, the document management system generates a document with each of the terms in place of the document tags.

Abstract: A user system includes a user interface, a processor, and one or more stored sequences of instructions. The one or more stored sequences of instructions, when executed by the processor, cause the processor to display a script field within an editor dashboard, of a runtime environment, displayed on the user interface, the editor dashboard configured to define an interactive dashboard of the runtime environment, identify a script entry input into the script field, parse the script entry to identify an operation to be performed within the interactive dashboard in response to a trigger event, and associate the operation with the interactive dashboard, so that the operation will be performed within the interactive dashboard in response to the trigger event based on the association.

Abstract: A user system includes a user interface, a processor, and one or more stored sequences of instructions. The one or more stored sequences of instructions, when executed by the processor, cause the processor to display a script field within an editor dashboard, of a runtime environment, displayed on the user interface, the editor dashboard configured to define an interactive dashboard of the runtime environment, identify a script entry input into the script field, parse the script entry to identify an operation to be performed within the interactive dashboard in response to a trigger event, and associate the operation with the interactive dashboard, so that the operation will be performed within the interactive dashboard in response to the trigger event based on the association.