Docusign, Inc.

Megan Elizabeth Schwarz

Aylin Selcukoglu

Mangesh Bhandarkar

Iqra Anjum

David Minoru Hirotsu

Saul Adams Aguilar

Jacob Scott Mitchell

Dia A Abulzahab

Carlos Manuel Garrido

Christina Silva Hamlin

William Gerard Wetherell

Michael Wayne Fountain

Eric M Zenz

Isaac John Steiner

Deepinder Badesha

Hailey Veronica Dhanens

Reetika Jain

John Jason Leahy

Mohamed Gomaa

Andre Makram

Praveen Alluri

Sedine Jei San Agustin

Dania Michele Marinshaw

Jeremy Michael Turinetti

Chadwick Taylor Roffey

Michelle Lam

Kyle Anthony Uhelski

Ikwuagwu Emole

Dunja Hadzimusic

Sean Smith

Sean-Ryan William Smith

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that can perform one or more predictive operations based on characteristics of a user, a document, a user account, or historical document activity.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

Automatic revisions to document clauses based on clause type

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

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Chicago, IL, United States of America

Megan Elizabeth Schwarz