Docusign, Inc.

Parsa Pezeshki

Peter Geoffrey Lerato Hunn

Michael Grover

Brandon Scott Somers

David Gonzalez

Diana R Lease

Techniques are described for a system document management comprising one or more processors having access to a memory. The system is configured to open an electronic document that is to be electronically signed, the electronic document having an active component connected to an external data source. The system is further configured to, while the electronic document is open, execute the active component to retrieve data from the external data source. The system is further configured to insert the data retrieved from the external data source into a field of the electronic document. The system is further configured to output, for display, a graphical user interface that presents the content of the electronic document to a user device.

Active agreement components

A system, for example, a document management system stores documents and manages workflows associated with documents. The document management system allows discovery of templates based on explicit searches performed by users or automatic searches performed based on a context. The document management system allows generating new document templates based on selected versions of document component templates. The generated document template may be stored as a new version. The document management system instantiates documents based on templates by predicting values of variables used in the template based on various factors that describe the context in which the template is being used. The values used for instantiating variables may be generated using machine learning models that may be trained using historical data stored in the document management system.

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Brooklyn, NY, United States of America

Parsa Pezeshki