Docusign, Inc.

Ellis David Berner

Billy Travis Williams

David Soh

Anthony Joseph Ramoutar

Angel Azmavet Garcia Reyes

Dorra Belhadj Ali

Mangesh Bhandarkar

Duane Robert Wald

Andrew James Ashlock

David Minoru Hirotsu

Li Xu

Jacob Scott Mitchell

Nipun Dureja

Dia A Abulzahab

Brent Weston Robinett

Jun Gao

Jerome Levadoux

Mark Spencer Seabourne

Claire Marie Small

Robert Sherwin

Vasudevan Sampath

Gustavo Both Bitdinger

A centralized document system integrates online document execution and conferencing to control access to precipitant information. Precipitant information includes access codes, personal identification numbers, sensitive information, or any other secured information for which execution of an online document is a prerequisite for access to the secured information. The centralized document system detects precipitant information that is presented during a conference and controls access to the detected precipitant information (e.g., by generating permission rules that specify a type of online document to be executed to gain access). The centralized document system may determine whether a user has executed one or more online documents and thus, has authorization to access the detected precipitant information. If the user has not executed the online documents, the centralized document system can control access to the precipitant information by modifying the conference (e.g., using censors or breakout rooms).

Conferencing platform integration with online document execution

A centralized document system integrates online document execution and conferencing to control access to precipitant information. Precipitant information includes access codes, personal identification numbers, sensitive information, or any other secured information for which execution of an online document is a prerequisite for access to the secured information. The centralized document system detects precipitant information that is presented during a conference and controls access to the detected precipitant information (e.g., by generating permission rules that specify a type of online document to be executed to gain access). The centralized document system may determine whether a user has executed one or more online documents and thus, has authorization to access the detected precipitant information. Responsive to determining that the user has not executed the online documents, the centralized document system can control access to the precipitant information by modifying the conference (e.g., using censors or breakout rooms).

Conferencing platform integration with information access control

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

A document management system integrates with a video conference system to ensure that proper electronic witness procedure is performed for document validation. The document management system accesses a video conference between a user and an electronic witness, and then instructs the user to electronically sign the document while the electronic witness observes. The document management system receives confirmation that the electronic witness observed the video of the user electronically signing the document. The document management system combines and stores portions of the video conference that correspond to the electronic witness's validation of the document.

E-witnesses procedure in a document management system

Growing community of inventors

Mercer Island, WA, United States of America

Ellis David Berner