The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.
The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.
Patent No.:
Date of Patent:
May. 24, 2022
Filed:
Nov. 18, 2019
Docusign, Inc., San Francisco, CA (US);
Marshall Nam, San Francisco, CA (US);
Caitlan Corbin, San Francisco, CA (US);
Stanislav Gurenkov, San Francisco, CA (US);
Andrew Weaver, Seattle, WA (US);
Kiah Jones, Seattle, WA (US);
Madhubala Rawat, San Francisco, CA (US);
DocuSign, Inc., San Francisco, CA (US);
Abstract
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.