Docusign, Inc.

Alan Gene Roza

Radu Marin

Justin Wade Hartin

David Wilson

Gorkem Yakin

Dennis Jay Dole

Ketan Ratnakar Bhave

Robert Boyer

A method or a system accesses an envelope stored in a first database. The envelope includes a set of secure electronic documents, a workflow of tasks, and one or more events associated with the tasks. The system also accesses a second database that stores a credential of an entity associated with the envelope. In response to authenticating the credential, the system receives and caches an access token in a third database. Further, the system monitors the events associated with the tasks in the workflow. In response to detecting an occurrence of at least one event, the system generates and sends a message with the cached access token to a webhook listener. After authentication of the entity using the access token, the webhook listener is caused to generate and send a notification to an administrator of the entity.

Automatic detection and secure notification of events via webhook listener

A system and a method are disclosed for generating recipient notification recommendations using a machine-learned model for a sending entity sending a set of documents to an acting entity and a subset of the set of documents to a receiving entity. The receiving user is subscribed to a notification service of a document management system to receive push notifications regarding statuses of inbound documents. The notifications for the receiving entity are generated based on recipient notification definition provided by the sending entity. The document management system trains a machine-learned model to generate recipient notification recommendations for the sending entity selecting event criteria that indicate when to generate the notifications and types of data to include in the notifications. The machine-learned model is trained based on data associated with historical notification definitions provided by historical sending entities.

Recipient notification recommendation in a document management system

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Seattle, WA, United States of America

Alan Gene Roza