Docusign, Inc.

Madhubala Rawat

Mangesh Bhandarkar

Iqra Anjum

David Minoru Hirotsu

Saul Adams Aguilar

Marshall Nam

Dia A Abulzahab

Caitlan Corbin

Stanislav Gurenkov

Michael Wayne Fountain

Andrew Weaver

Isaac John Steiner

William Gerard Wetherell

Christina Silva Hamlin

Yiting Zheng

Celine Beck

Thierry Bonfante

Robert Michael Johnson

Samuel J Cicero

Kiah Jones

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that can perform one or more predictive operations based on characteristics of a user, a document, a user account, or historical document activity.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 automatic template system can allow users to create automatic templates and use the automatic templates to generate documents using data from a linked CRM system. To facilitate the generation of automatic templates, the automatic template system can provide a template creation interface allowing a user to generate an automatic template (including setting up template logic). The template creation interface can include a CRM integration area with a set of tagged data fields representing relevant data from a linked CRM database and a document editing area allowing a user to edit document content, insert merge fields linked to tagged data fields, and edit template logic via an inline logic interface for adding and modifying template logic.

Automatic template generation with inbuilt template logic interface

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San Francisco, CA, United States of America

Madhubala Rawat