Docusign, Inc.

Iqra Anjum

Marshall Nam

Caitlan Corbin

Deepinder Badesha

Chad Roffey

Aylin Selcukoglu

Megan Elizabeth Schwarz

Carlos Manuel Garrido

Ikwuagwu Emole

Dunja Hadzimusic

Yiting Zheng

Hailey Veronica Dhanens

Reetika Jain

John Jason Leahy

Mohamed Gomaa

Andre Makram

Praveen Alluri

Dania Michele Marinshaw

Jeremy Michael Turinetti

Chadwick Taylor Roffey

Michelle Lam

Kyle Anthony Uhelski

Mangesh Bhandarkar

David Minoru Hirotsu

Saul Adams Aguilar

Dia A Abulzahab

Sean Smith

Michael Wayne Fountain

Isaac John Steiner

Kocheng Hsiang

Christina Silva Hamlin

William Gerard Wetherell

Madhubala Rawat

Sean-Ryan William Smith

Celine Beck

Thierry Bonfante

Robert Michael Johnson

Phillip Stewart

Samuel J Cicero

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

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that can perform one or more predictive operations based on characteristics of a user, a document, a user account, or historical document activity.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

Prediction and notification of agreement document expirations

An online document system can allow users to participate in collaborative negotiation of documents stored with in the online document system. To facilitate negotiations between multiple entities (each potentially including multiple users with different roles in the negotiation), the online document system includes a permissions system that allows per-clause control over user's access to propose and approve changes to a negotiated document. Similarly, the user interfaces for viewing a negotiated document provided by the online document system to users can depend on the role of that user in editing the document and the current stage of the negotiation of the document. Finally, the online document system can track agreement between sides in a negotiation on a per-clause basis and can otherwise help facilitate the negotiation of the document.

Clause-level permissions in an online document 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

An online document system enables simultaneous collaboration on a shared document. Users associated with two or more collaborating entities can see edits and comments made to the shared document from all participants in real time. A first entity chooses to make all edits public to everyone or temporarily locks a clause so that the real time edits to the clause are only visible to users associated with the first entity. This allows all users associated with the first entity to continue to collaborate among themselves on edits to the locked document until it is in a state where they are ready for the rest of the users associated with other entities to view the changes. At the same time, the other users can continue to review, edit, and collaborate on the other clauses in the document. When the permissions are updated, all entities can again view the clauses for negotiation.

Clause control in synchronous multi-party editing system

Automated collaborative document progress interface in an online document system

Edit interface in an online document system

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Iqra Anjum