Docusign, Inc.

Chadwick Taylor Roffey

Iqra Anjum

Aylin Selcukoglu

Megan Elizabeth Schwarz

Deepinder Badesha

Carlos Manuel Garrido

John Jason Leahy

Mohamed Gomaa

Dunja Hadzimusic

Andre Makram

Praveen Alluri

Kyle Anthony Uhelski

Hailey Veronica Dhanens

Dania Michele Marinshaw

Ikwuagwu Emole

Jeremy Michael Turinetti

Reetika Jain

Michelle Lam

Sean Smith

Sean-Ryan William Smith

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.

Embedded tag interface for document generation in a document management system

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.

Document workflows in a document management system

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Pacifica, CA, United States of America

Chadwick Taylor Roffey