Docusign, Inc.

Jacob Scott Mitchell

Saul Adams Aguilar

Mangesh Bhandarkar

Duane Robert Wald

David Minoru Hirotsu

Andrew James Ashlock

Dia A Abulzahab

Megan Elizabeth Schwarz

Aylin Selcukoglu

William Gerard Wetherell

Christina Silva Hamlin

Eric M Zenz

Michael Wayne Fountain

Isaac John Steiner

Sedine Jei San Agustin

Christopher Shane Durham

Marguerite Bouscaren

Li Xu

Nipun Dureja

Ellis David Berner

Jun Gao

Brent Weston Robinett

Jerome Levadoux

Robert Sherwin

Vasudevan Sampath

Gustavo Both Bitdinger

Mark Spencer Seabourne

Claire Marie Small

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that can perform one or more predictive operations based on characteristics of a user, a document, a user account, or historical document activity.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

A centralized document system receives a request to merge a first document package associated with a first party and a second document package associated with a second party. The first document package includes a first set of documents and the second document package includes a second set of documents. In response to the request, the centralized document system identifies a first subset of documents included in both the first and second sets of documents and identifies a second subset of documents with conflicts between the first and second sets of documents. The centralized document system rectifies the second subset of documents to cure the conflicts between the first and second sets of documents. The centralized document system generates a merged document package including the first subset of documents and the rectified second subset of documents for execution by the first and second parties.

Document package merge in 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

Richmond, VA, United States of America

Jacob Scott Mitchell