Document workflows in a document management system

US12008501B2 · kind B2 · utility

Assignee

• Docusign, Inc. · US

Inventors

• Carlos Manuel Garrido · Geneva, US
• Andre Makram · Newcastle, US
• Mohamed Gomaa · Seattle, US
• John Jason Leahy · Chicago, US
• Reetika Jain · Chicago, US
• Hailey Veronica Dhanens · San Antonio, US
• Praveen Alluri · Aurora, US
• Sean Smith · Foster City, US
• Jeremy Michael Turinetti · Chicago, US
• Dunja Hadzimusic · Chicago, US
• Ikwuagwu Emole · Seattle, US
• Deepinder Badesha · San Francisco, US
• Dania Michele Marinshaw · Chicago, US
• Megan Elizabeth Schwarz · Chicago, US
• Michelle Lam · Los Angeles, US
• Chadwick Taylor Roffey · Pacifica, US
• Kyle Anthony Uhelski · Soquel, US
• Iqra Anjum · San Francisco, US
• Aylin Selcukoglu · Chicago, US

Key dates

• Filing date: Mar 31, 2022
• Grant date: Jun 11, 2024
• Expiry date: Apr 3, 2042

Classification

• Technology area (CPC G): Physics
• CPC primary: G06Q10/0633
• WIPO field: IT methods for management
• WIPO sector: Electrical engineering

Abstract

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.