Docusign, Inc.

David Minoru Hirotsu

Mangesh Bhandarkar

Dia A Abulzahab

Saul Adams Aguilar

Jacob Scott Mitchell

Michael Wayne Fountain

Isaac John Steiner

William Gerard Wetherell

Christina Silva Hamlin

Aylin Selcukoglu

Megan Elizabeth Schwarz

Eric M Zenz

Sedine Jei San Agustin

Duane Robert Wald

Iqra Anjum

Andrew James Ashlock

Li Xu

Nipun Dureja

Janice Bae

Ellis David Berner

Michael Brian Bresloff

Brent Weston Robinett

Jun Gao

Robert Reynolds

Jerome Levadoux

Ekenechukwu Anene

Madhubala Rawat

Harshavardhana Ashok

Yiting Zheng

Zdravko Pavlinov Peev

Celine Beck

Thierry Bonfante

Robert Michael Johnson

Samuel J Cicero

Laxman Rapolu

Abhitheja Pinnadari

John Michael Morrissey

Muhammad Omer Farooq

Robert Sherwin

Vasudevan Sampath

Gustavo Both Bitdinger

Mark Spencer Seabourne

Claire Marie Small

Techniques are described for a system document management comprising one or more processors having access to a memory. The system is configured to determine an attribute for an input document for execution by a signer. The system is also configured to generate a similarity score for each of a plurality of candidate documents using a machine learning model, wherein using the machine learning model comprises providing the attribute as an input to the machine learning model. The system is also configured to generate data for a graphical user interface comprising an indication of at least a subset of the candidate documents based on the similarity scores generated for each of the plurality of candidate documents. The system is configured to output, for display, the data to a user device.

Document container with candidate documents

A document management system can include an artificial intelligence-based document manager that can perform one or more predictive operations based on characteristics of a user, a document, a user account, or historical document activity. For instance, the document management system can apply a machine-learning model to determine how long an expiring agreement document is likely to take to renegotiate and can prompt a user to begin the renegotiation process in advance. The document management system can detect a change to language in a particular clause type and can prompt a user to update other documents that include the clause type to include the change. The document management system can determine a type of a document being worked on and can identify one or more actions that a corresponding user may want to take using a machine-learning model trained on similar documents and similar users.

Automatic revisions to document clauses based on clause type

Prediction and notification of agreement document expirations

A document management system sends a distinct copy of a set of documents to each of a plurality of recipients in a bulk sending process, producing a batch of document sets. The document management system can facilitate the performance of a bulk action on the batch of document sets by a sending entity. Examples include a bulk corrective action, a bulk void action, a bulk re-send action, and a bulk download action. In addition, the document management system can identify document sets sent separately that are likely parts of a batch of document sets using one or more similarity criteria. The document management system can recommend that a sending entity combine the identified document sets into a batch of document sets, enabling the sending entity to perform bulk actions on the document sets.

Bulk envelope management in a document management system

Systems and methods are disclosed herein for generating and modifying a workflow comprising a series of webpages based on an online document. A document management system accesses an online document selected by a user and classifies each field of the online document into one of a set of categories. For each category, the system generates a form webpage comprising questions corresponding to each field classified as the category and combines the generated webpages to create a workflow. The system may modify the workflow by generating and adding one or more additional form webpages based on one or more answers provided by an entity completing the webform page. In response to the entity completing the modified generated workflow, the system generates a completed document based on the online document and the answers provided by the entity.

Guided form generation in a document management system

Growing community of inventors

Torrance, CA, United States of America

David Minoru Hirotsu