Workiva Inc.

Dustin John Holmes

Matthew Peter Hinrichsen

Patrick Corwin Kujawa

Benjamin Paul Campbell

Payson Merrit Lippert

Edward Yee Ly

Thomas Joseph Wacha

Tucker Douglas Hays

Kent Wesley Iverson

Kyle James McMorrow

Rick Warren Maples

Timothy Lee Gilbert

Sidney Robert Pitt

Disclosed are systems and methods for document branching. In some embodiments, the method includes the steps of: obtaining a branch model associated with a set of related documents, the branch model comprising one or more branches, each branch of the one or more branches comprising a branch type and one or more nodes, the one or more branches comprising a primary branch associated with a primary document, the set of related documents comprising the primary document having a first document identifier; generating a secondary branch based upon a revision of the primary document, the secondary branch associated with a secondary document of the set of related documents, the secondary document having a second document identifier; and adding the secondary branch to the branch model.

System and method for document branching

In some embodiments, the method includes the steps of: obtaining a branch model associated with a set of related documents, the branch model comprising one or more branches, each branch of the one or more branches comprising a branch type and one or more nodes, the one or more branches comprising a primary branch associated with a primary document, the set of related documents comprising the primary document having a first document identifier; generating a secondary branch based upon a revision of the primary document, the secondary branch associated with a secondary document of the set of related documents, the secondary document having a second document identifier; and adding the secondary branch to the branch model.

System and method for document management using branching

A computing device (e.g., a processor executing instructions on the computing device) receives an input (e.g., from a user or from a data stream) into a cell of a table (e.g., a cell of a spreadsheet, worksheet, or workbook). If the input is a sum (e.g., a formula whose result is the sum of previous cells), then the computing device renders a total column representing the sum on a waterfall chart (e.g., on a user interface rendered on an electronic display). Otherwise, if the input is a static value (e.g., an integer or decimal number), then the computing device renders a change column representing the static value.

Methods and a computing device for configuring a waterfall chart

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Ankeny, IA, United States of America

Dustin John Holmes