IP Library Granted Patent US 11,886,810
Granted Patent B2
US 11,886,810 · App. 18/104,510 · Granted Jan 30, 2024

System and method for electronic document interaction with external resources

Inventors: Matthew Roberts (Oxford, GB); Daniel Charles Selman (Winchester, GB); Peter Geoffrey Lerato Hunn (Irving, TX); Jerome Simeon (New York, NY)
Assignee: DocuSign, Inc.
G06F40/186G06F9/547
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Quick Facts
Patent No.
US 11,886,810
App. No.
18/104,510
Granted
Jan 30, 2024
Kind
B2
Abstract

A system and method for electronic document management including: creating an executable document object, wherein the executable document object comprises at least one programmable element; constructing an interaction schema object, wherein each interaction schema comprises: executable logic and a trigger as part of an inbound interaction schema or an outbound interaction schema that associates an external resource with the executable document object; and bundling the interaction schema object with the executable document object. The method further includes: in response to triggering an inbound interaction schema trigger: activating the executable logic of the inbound interaction schema, initiating at least one programmable element of the executable document object, and updating the state of the executable document object; and in response to triggering an outbound interaction schema trigger: activating the executable logic of the outbound interaction schema, and modifying the associated external resource with respect to the state of the executable document object.

Claims (34)

1. A method comprising:

creating an executable agreement clause by:

generating programmable clauses comprising programmable logic; and

establishing a state for each programmable clause by setting values for one or more variables of each programmable clause; and

constructing one or more logic flows associated with an executable electronic document, wherein each logic flow comprises executable logic and wherein each logic flow, when executed, produces at least one value associated with the one or more variables of a programmable logic clause.

2. The method of claim 1 , wherein at least one logic flow comprises an inbound logic flow triggered by a webhook.

3. The method of claim 1 , wherein at least one logic flow is an outbound logic flow that includes an action trigger that is activated with a state change of a programmable clause.

4. The method of claim 3 , wherein the action trigger comprises execution of the programmable clause.

5. The method of claim 1 , wherein constructing the one or more logic flows further comprises instantiating necessary credentials such that the one or more logic flows can access a resource associated with the at least one value.

6. The method of claim 5 , wherein instantiating the necessary credentials comprises using information from a user profile associated with the credentials to enable access to the resource.

7. The method of claim 1 , wherein creating the executable agreement clause comprises generating an electronic document comprising the executable agreement clause.

8. A non-transitory computer-readable medium storing instructions that, when executed by one or more computer processors, cause a computing platform to perform operations comprising:

creating an executable agreement clause by:

generating programmable clauses comprising programmable logic; and

establishing a state for each programmable clause by setting values for one or more variables of each programmable clause; and

constructing one or more logic flows associated with an executable electronic document, wherein each logic flow comprises executable logic and wherein each logic flow, when executed, produces at least one value associated with the one or more variables of a programmable logic clause.

9. The non-transitory computer-readable medium of claim 8 , wherein at least one logic flow comprises an inbound logic flow triggered by a webhook.

10. The non-transitory computer-readable medium of claim 8 , wherein at least one logic flow is an outbound logic flow that includes an action trigger that is activated with a state change of a programmable clause.

11. The non-transitory computer-readable medium of claim 10 , wherein the action trigger comprises execution of the programmable clause.

12. The non-transitory computer-readable medium of claim 8 , wherein constructing the one or more logic flows further comprises instantiating necessary credentials such that the one or more logic flows can access a resource associated with the at least one value.

13. The non-transitory computer-readable medium of claim 12 , wherein instantiating the necessary credentials comprises using information from a user profile associated with the credentials to enable access to the resource.

14. The non-transitory computer-readable medium of claim 8 , wherein creating the executable agreement clause comprises generating an electronic document comprising the executable agreement clause.

15. A system comprising:

memory with instructions encoded thereon; and

one or more computer processors that, when executing the instructions, are caused to perform operations comprising:

creating an executable agreement clause by:

generating programmable clauses comprising programmable logic; and

establishing a state for each programmable clause by setting values for one or more variables of each programmable clause; and

constructing one or more logic flows associated with an executable electronic document, wherein each logic flow comprises executable logic and wherein each logic flow, when executed, produces at least one value associated with the one or more variables of a programmable logic clause.

16. The system of claim 15 , wherein at least one logic flow comprises an inbound logic flow triggered by a webhook.

17. The system of claim 15 , wherein at least one logic flow is an outbound logic flow that includes an action trigger that is activated with a state change of a programmable clause.

18. The system of claim 17 , wherein the action trigger comprises execution of the programmable clause.

19. The system of claim 15 , wherein constructing the one or more logic flows further comprises instantiating necessary credentials such that the one or more logic flows can access a resource associated with the at least one value.

20. The system of claim 19 , wherein instantiating the necessary credentials comprises using information from a user profile associated with the credentials to enable access to the resource.

Assignments (3)
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 Aug 2, 2024
From: ROBERTS, MATTHEW; SELMAN, DANIEL CHARLES; HUNN, PETER GEOFFREY LERATO; SIMEON, JEROME
To: CLAUSE, INC.
Reel/Frame 068163/0333 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Aug 2, 2024
From: CLAUSE, INC.
To: DOCUSIGN, INC.
Reel/Frame 068163/0439 →