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).
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Publication number: 20240104060Abstract: 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: ApplicationFiled: November 6, 2023Publication date: March 28, 2024Applicant: DocuSign, Inc.Inventors: Iqra Anjum, Marshall Nam, Caitlan Corbin, Chad Roffey
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Patent number: 11593762Abstract: 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: GrantFiled: October 30, 2020Date of Patent: February 28, 2023Assignee: DOCUSIGN, INC.Inventors: Iqra Anjum, Marshall Nam, Caitlan Corbin, Chad Roffey
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Publication number: 20220398224Abstract: 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: ApplicationFiled: June 27, 2022Publication date: December 15, 2022Inventors: Iqra Anjum, Marshall Nam, Caitlan Corbin, Chad Roffey
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Publication number: 20220245336Abstract: 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: ApplicationFiled: April 23, 2022Publication date: August 4, 2022Inventors: Marshall Nam, Caitlan Corbin, Stanislav Gurenkov, Andrew Weaver, Kiah Jones, Madhubala Rawat
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Patent number: 11379424Abstract: 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: GrantFiled: October 30, 2020Date of Patent: July 5, 2022Assignee: DOCUSIGN, INC.Inventors: Iqra Anjum, Marshall Nam, Caitlan Corbin, Chad Roffey
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Patent number: 11341324Abstract: 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: GrantFiled: November 18, 2019Date of Patent: May 24, 2022Assignee: DocuSign, Inc.Inventors: Marshall Nam, Caitlan Corbin, Stanislav Gurenkov, Andrew Weaver, Kiah Jones, Madhubala Rawat
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Publication number: 20220138161Abstract: 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: ApplicationFiled: October 30, 2020Publication date: May 5, 2022Inventors: Iqra Anjum, Marshall Nam, Caitlan Corbin, Chad Roffey
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Publication number: 20220138690Abstract: 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: ApplicationFiled: October 30, 2020Publication date: May 5, 2022Inventors: Iqra Anjum, Marshall Nam, Caitlan Corbin, Chad Roffey
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Publication number: 20220138160Abstract: 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: ApplicationFiled: October 30, 2020Publication date: May 5, 2022Inventors: Iqra Anjum, Marshall Nam, Caitlan Corbin, Chad Roffey
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Publication number: 20210149992Abstract: 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: ApplicationFiled: November 18, 2019Publication date: May 20, 2021Inventors: Marshall Nam, Caitlan Corbin, Stanislav Gurenkov, Andrew Weaver, Kiah Jones, Madhubala Rawat