Patents by Inventor Marshall Nam

Marshall Nam has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).

  • Publication number: 20240104060
    Abstract: An online document system can allow users to participate in collaborative negotiation of documents stored with in the online document system. To facilitate negotiations between multiple entities (each potentially including multiple users with different roles in the negotiation), the online document system includes a permissions system that allows per-clause control over user's access to propose and approve changes to a negotiated document. Similarly, the user interfaces for viewing a negotiated document provided by the online document system to users can depend on the role of that user in editing the document and the current stage of the negotiation of the document. Finally, the online document system can track agreement between sides in a negotiation on a per-clause basis and can otherwise help facilitate the negotiation of the document.
    Type: Application
    Filed: November 6, 2023
    Publication date: March 28, 2024
    Applicant: DocuSign, Inc.
    Inventors: Iqra Anjum, Marshall Nam, Caitlan Corbin, Chad Roffey
  • Patent number: 11593762
    Abstract: An online document system can allow users to participate in collaborative negotiation of documents stored with in the online document system. To facilitate negotiations between multiple entities (each potentially including multiple users with different roles in the negotiation), the online document system includes a permissions system that allows per-clause control over user's access to propose and approve changes to a negotiated document. Similarly, the user interfaces for viewing a negotiated document provided by the online document system to users can depend on the role of that user in editing the document and the current stage of the negotiation of the document. Finally, the online document system can track agreement between sides in a negotiation on a per-clause basis and can otherwise help facilitate the negotiation of the document.
    Type: Grant
    Filed: October 30, 2020
    Date of Patent: February 28, 2023
    Assignee: DOCUSIGN, INC.
    Inventors: Iqra Anjum, Marshall Nam, Caitlan Corbin, Chad Roffey
  • Publication number: 20220398224
    Abstract: An online document system can allow users to participate in collaborative negotiation of documents stored with in the online document system. To facilitate negotiations between multiple entities (each potentially including multiple users with different roles in the negotiation), the online document system includes a permissions system that allows per-clause control over user's access to propose and approve changes to a negotiated document. Similarly, the user interfaces for viewing a negotiated document provided by the online document system to users can depend on the role of that user in editing the document and the current stage of the negotiation of the document. Finally, the online document system can track agreement between sides in a negotiation on a per-clause basis and can otherwise help facilitate the negotiation of the document.
    Type: Application
    Filed: June 27, 2022
    Publication date: December 15, 2022
    Inventors: Iqra Anjum, Marshall Nam, Caitlan Corbin, Chad Roffey
  • Publication number: 20220245336
    Abstract: An automatic template system can allow users to create automatic templates and use the automatic templates to generate documents using data from a linked CRM system. To facilitate the generation of automatic templates, the automatic template system can provide a template creation interface allowing a user to generate an automatic template (including setting up template logic). The template creation interface can include a CRM integration area with a set of tagged data fields representing relevant data from a linked CRM database and a document editing area allowing a user to edit document content, insert merge fields linked to tagged data fields, and edit template logic via an inline logic interface for adding and modifying template logic.
    Type: Application
    Filed: April 23, 2022
    Publication date: August 4, 2022
    Inventors: Marshall Nam, Caitlan Corbin, Stanislav Gurenkov, Andrew Weaver, Kiah Jones, Madhubala Rawat
  • Patent number: 11379424
    Abstract: An online document system can allow users to participate in collaborative negotiation of documents stored with in the online document system. To facilitate negotiations between multiple entities (each potentially including multiple users with different roles in the negotiation), the online document system includes a permissions system that allows per-clause control over user's access to propose and approve changes to a negotiated document. Similarly, the user interfaces for viewing a negotiated document provided by the online document system to users can depend on the role of that user in editing the document and the current stage of the negotiation of the document. Finally, the online document system can track agreement between sides in a negotiation on a per-clause basis and can otherwise help facilitate the negotiation of the document.
    Type: Grant
    Filed: October 30, 2020
    Date of Patent: July 5, 2022
    Assignee: DOCUSIGN, INC.
    Inventors: Iqra Anjum, Marshall Nam, Caitlan Corbin, Chad Roffey
  • Patent number: 11341324
    Abstract: An automatic template system can allow users to create automatic templates and use the automatic templates to generate documents using data from a linked CRM system. To facilitate the generation of automatic templates, the automatic template system can provide a template creation interface allowing a user to generate an automatic template (including setting up template logic). The template creation interface can include a CRM integration area with a set of tagged data fields representing relevant data from a linked CRM database and a document editing area allowing a user to edit document content, insert merge fields linked to tagged data fields, and edit template logic via an inline logic interface for adding and modifying template logic.
    Type: Grant
    Filed: November 18, 2019
    Date of Patent: May 24, 2022
    Assignee: DocuSign, Inc.
    Inventors: Marshall Nam, Caitlan Corbin, Stanislav Gurenkov, Andrew Weaver, Kiah Jones, Madhubala Rawat
  • Publication number: 20220138161
    Abstract: An online document system can allow users to participate in collaborative negotiation of documents stored with in the online document system. To facilitate negotiations between multiple entities (each potentially including multiple users with different roles in the negotiation), the online document system includes a permissions system that allows per-clause control over user's access to propose and approve changes to a negotiated document. Similarly, the user interfaces for viewing a negotiated document provided by the online document system to users can depend on the role of that user in editing the document and the current stage of the negotiation of the document. Finally, the online document system can track agreement between sides in a negotiation on a per-clause basis and can otherwise help facilitate the negotiation of the document.
    Type: Application
    Filed: October 30, 2020
    Publication date: May 5, 2022
    Inventors: Iqra Anjum, Marshall Nam, Caitlan Corbin, Chad Roffey
  • Publication number: 20220138690
    Abstract: An online document system can allow users to participate in collaborative negotiation of documents stored with in the online document system. To facilitate negotiations between multiple entities (each potentially including multiple users with different roles in the negotiation), the online document system includes a permissions system that allows per-clause control over user's access to propose and approve changes to a negotiated document. Similarly, the user interfaces for viewing a negotiated document provided by the online document system to users can depend on the role of that user in editing the document and the current stage of the negotiation of the document. Finally, the online document system can track agreement between sides in a negotiation on a per-clause basis and can otherwise help facilitate the negotiation of the document.
    Type: Application
    Filed: October 30, 2020
    Publication date: May 5, 2022
    Inventors: Iqra Anjum, Marshall Nam, Caitlan Corbin, Chad Roffey
  • Publication number: 20220138160
    Abstract: An online document system can allow users to participate in collaborative negotiation of documents stored with in the online document system. To facilitate negotiations between multiple entities (each potentially including multiple users with different roles in the negotiation), the online document system includes a permissions system that allows per-clause control over user's access to propose and approve changes to a negotiated document. Similarly, the user interfaces for viewing a negotiated document provided by the online document system to users can depend on the role of that user in editing the document and the current stage of the negotiation of the document. Finally, the online document system can track agreement between sides in a negotiation on a per-clause basis and can otherwise help facilitate the negotiation of the document.
    Type: Application
    Filed: October 30, 2020
    Publication date: May 5, 2022
    Inventors: Iqra Anjum, Marshall Nam, Caitlan Corbin, Chad Roffey
  • Publication number: 20210149992
    Abstract: An automatic template system can allow users to create automatic templates and use the automatic templates to generate documents using data from a linked CRM system. To facilitate the generation of automatic templates, the automatic template system can provide a template creation interface allowing a user to generate an automatic template (including setting up template logic). The template creation interface can include a CRM integration area with a set of tagged data fields representing relevant data from a linked CRM database and a document editing area allowing a user to edit document content, insert merge fields linked to tagged data fields, and edit template logic via an inline logic interface for adding and modifying template logic.
    Type: Application
    Filed: November 18, 2019
    Publication date: May 20, 2021
    Inventors: Marshall Nam, Caitlan Corbin, Stanislav Gurenkov, Andrew Weaver, Kiah Jones, Madhubala Rawat