Docusign, Inc.

Eric M Zenz

Mangesh Bhandarkar

David Minoru Hirotsu

Jacob Scott Mitchell

Saul Adams Aguilar

Dia A Abulzahab

Megan Elizabeth Schwarz

Aylin Selcukoglu

William Gerard Wetherell

Christina Silva Hamlin

Michael Wayne Fountain

Isaac John Steiner

Sedine Jei San Agustin

Taiwo Raphael Alabi

Shrinivas Kiran Kaza

Kim Cuong Phung

Boon Sun Song

Michael Anthony Palazzolo

Roshan Satish

Patrick Beukema

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that can perform one or more predictive operations based on characteristics of a user, a document, a user account, or historical document activity.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

An auto-tagging engine receives a training set of data comprising documents including a set of tagged fields with each tagged field corresponding to a portion of the document. The auto-tagging engine trains a machine learned model using the training set of data. The trained machine learned model, when applied to a target document in a document management environment, identifies portions of the target document each corresponding to fields of the target document. For each field of the target document, the auto-tagging engine identifies text of the target document associated with the identified portions of the target document corresponding to fields. Natural language processing is performed on the identified text in order to identify field types for the fields. The target document is automatically modified to include a tag identifying the portion of the target document corresponding to each field and identifying a field type of the field.

Automated document tagging in a digital management platform

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Mercer Island, WA, United States of America

Eric M Zenz