IP Library Granted Patent US 11,379,424
Granted Patent B2
US 11,379,424 · App. 17/085,980 · Granted Jul 5, 2022

Edit interface in an online document system

Inventors: Iqra Anjum (San Francisco, CA); Marshall Nam (San Francisco, CA); Caitlan Corbin (San Francisco, CA); Chad Roffey (San Francisco, CA)
Assignee: DOCUSIGN, INC.
G06F16/1774G06F40/166G06Q50/188G06F16/168
View Patent ↗
Loading inventors, assignments & file history…
Monitor This Case
Get email alerts when status or documents change.
Order Certified Copies
Most orders are placed with the USPTO same day — all within 24 business hours.
Order via The Patent Place →
Pre-filled with this patent's details
Quick Facts
Patent No.
US 11,379,424
App. No.
17/085,980
Granted
Jul 5, 2022
Kind
B2
Abstract

An online document system can allow users to participate in collaborative negotiation of documents stored with in the online document system. To facilitate negotiations between multiple entities (each potentially including multiple users with different roles in the negotiation), the online document system includes a permissions system that allows per-clause control over user's access to propose and approve changes to a negotiated document. Similarly, the user interfaces for viewing a negotiated document provided by the online document system to users can depend on the role of that user in editing the document and the current stage of the negotiation of the document. Finally, the online document system can track agreement between sides in a negotiation on a per-clause basis and can otherwise help facilitate the negotiation of the document.

Claims (39)

1. A method of managing edits within a document in an online document system, comprising:

generating, by the online document system, a first edit interface for display to a first user, the first edit interface displaying contents of a document;

receiving, by the online document system, a first edit to a portion of a document via the first edit interface, the portion being of a plurality of portions of the document, each portion of the plurality of portions having separate permissions, the separate permissions comprising at least edit and approval permissions;

receiving, by the online document system, an interaction with a first interface element displayed within the first edit interface by the first user, the first interface element configured to, when interacted with, require explicit approval of the first edit by a second user indicated by the separate permissions before the first edit is committed to the portion of the document;

generating, by the online document system, a second edit interface for display to the second user, the second edit interface displaying the contents of the document and displaying an indication of the first edit to the portion of the document;

generating, by the online document system, a second interface element for display within the second edit interface, the second interface element requesting explicit approval of the first edit by the second user; and

in response to and only after receiving an interaction with the second interface element by the second user indicating explicit approval of the first edit, modifying, by the online document system, the portion of the document based on the first edit.

2. The method of claim 1 , wherein the first interface element allows the first user to identify a set of one or more users who can approve the first edit and wherein the second user is a member of the set of one or more users who can approve the first edit.

3. The method of claim 2 , wherein the second edit interface for display to the second user is generated responsive to the second user being identified as a member of the set of one or more users who can approve the first edit.

4. The method of claim 1 , wherein contents of the document stored by the online document system are not immediately modified in response to receiving the first edit.

5. The method of claim 1 , wherein the second interface element comprises disclaimer language clarifying implications of the first edit.

6. The method of claim 1 , wherein the second edit interface further displays an unedited version of the portion of the document.

7. The method of claim 1 , further comprising:

in response to and only after receiving an interaction with the second interface element by the second entity indicating a rejection of the first edit, generating, by the online document system, a third interface element for display within the first edit interface, the third interface element notifying the first user of the rejection of the first edit.

8. A method of managing edits within a document in an online document system, comprising:

generating, by the online document system, a first edit interface for display to a first user, the first edit interface displaying contents of a document;

receiving, by the online document system, an edit to a portion of a document via the first edit interface, the portion being of a plurality of portions of the document, each portion of the plurality of portions having separate permissions, the separate permissions comprising at least edit and approval permissions;

determining, based on one or more permission definitions associated with the document, that the online document system requires explicit approval of the received edit by a second user indicated by the separate permissions before the received edit is committed to the portion of the document;

generating, by the online document system, a second edit interface for display to the second user, the second edit interface displaying the contents of the document and displaying an indication of the received edit to the portion of the document;

generating, by the online document system, a second interface element for display within the second edit interface, the second interface element requesting explicit approval of the received edit by the second user; and

in response to and only after receiving an interaction with the second interface element by the second entity indicating explicit approval of the received edit, modifying, by the online document system, the portion of the document based on the received edit.

9. The method of claim 8 , wherein determining that the online document system requires explicit approval of the received edit before the received edit is committed to the portion of the document comprises determining that the portion of the document is part of a first clause of a first clause type associated with a permission definition requiring explicit approval of the received edit.

10. The method of claim 8 , wherein determining that the online document system requires explicit approval of the received edit before the received edit is committed to the portion of the document comprises determining that the first user is associated with a permission definition requiring explicit approval of the received edit.

11. The method of claim 8 , wherein determining that the online document system requires explicit approval of the received edit before the received edit is committed to the portion of the document comprises determining that the portion of the document comprises content associated with a permission definition requiring explicit approval of the received edit.

12. The method of claim 8 , wherein the second edit interface for display to the second user is generated based on one or more permission definitions identifying the second user as a member of the set of one or more users who can approve the first edit.

13. The method of claim 8 , wherein contents of the document stored by the online document system are not immediately modified in response to receiving the first edit.

14. The method of claim 8 , wherein the second interface element comprises disclaimer language clarifying implications of the first edit.

15. The method of claim 8 , wherein the second edit interface further displays an unedited version of the portion of the document.

16. A non-transitory computer readable storage medium comprising instructions which, when executed by a processor, cause the processor to perform the steps of:

generating, by the online document system, a first edit interface for display to a first user, the first edit interface displaying contents of a document;

receiving, by the online document system, an edit to a portion of a document via the first edit interface, the portion being of a plurality of portions of the document, each portion of the plurality of portions having separate permissions, the separate permissions comprising at least edit and approval permissions;

determining, based on one or more permission definitions associated with the document, that the online document system requires explicit approval of the received edit by a second user indicated by the separate permissions before the received edit is committed to the portion of the document;

generating, by the online document system, a second edit interface for display to the second user, the second edit interface displaying the contents of the document and displaying an indication of the received edit to the portion of the document;

generating, by the online document system, a second interface element for display within the second edit interface, the second interface element requesting explicit approval of the received edit by the second user; and

in response to and only after receiving an interaction with the second interface element by the second entity indicating explicit approval of the received edit, modifying, by the online document system, the portion of the document based on the received edit.

17. The non-transitory computer readable storage medium of claim 16 , wherein determining that the online document system requires explicit approval of the received edit before the received edit is committed to the portion of the document comprises determining that the portion of the document is part of a first clause of a first clause type associated with a permission definition requiring explicit approval of the received edit.

18. The non-transitory computer readable storage medium of claim 16 , wherein determining that the online document system requires explicit approval of the received edit before the received edit is committed to the portion of the document comprises determining that the first user is associated with a permission definition requiring explicit approval of the received edit.

19. The non-transitory computer readable storage medium of claim 16 , wherein determining that the online document system requires explicit approval of the received edit before the received edit is committed to the portion of the document comprises determining that the portion of the document comprises content associated with a permission definition requiring explicit approval of the received edit.

20. The non-transitory computer readable storage medium of claim 16 , wherein contents of the document stored by the online document system are not immediately modified in response to receiving the first edit.

Assignments (2)
PATENT SECURITY AGREEMENT Recorded May 23, 2025
From: DOCUSIGN, INC.
To: BANK OF AMERICA, N.A.
Reel/Frame 071337/0240 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Nov 19, 2020
From: ANJUM, IQRA; NAM, MARSHALL; CORBIN, CAITLAN; ROFFEY, CHAD
To: DOCUSIGN, INC.
Reel/Frame 054417/0043 →