IP Library Granted Patent US 12,530,324
Granted Patent B2
US 12,530,324 · App. 18/502,876 · Granted Jan 20, 2026

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
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Quick Facts
Patent No.
US 12,530,324
App. No.
18/502,876
Granted
Jan 20, 2026
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 (31)

1 . A method, comprising:

detecting, by an online document system, a first selection of a first interface element displayed in a first edit interface, the first interface element being configured to, when interacted with, request approval of a first edit inputted via the first edit interface before the first edit is committed to a portion in a plurality of portions of a document, each portion of the plurality of portions having separate permissions associated with one or more logic rules, the one or more logic rules are configured to detect one or more portions having one or more content values exceeding a predetermined threshold content value, the separate permissions including at least one of: an edit permission and an approval permission allowing or prohibiting editing of the portion and approval of the first edit, respectively, based on the one or more content values;

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

modifying, by the online document system, the portion of the document based on the first edit in response to receiving a second selection of the second interface element indicating approval of the first edit corresponding to execution of a logic rule in the one or more logic rules.

2 . The method of claim 1 , further comprising retrieving a permission definition for the portion of the document, the permission definition to define an edit permission definition and an approval permission definition.

3 . The method of claim 1 , wherein the first interface element to present a user identifier associated with an approval permission to approve the first edit to the portion of the document.

4 . The method of claim 1 , further comprising receiving, by the online document system, the second selection of the second interface element from the second edit interface, the second interface element comprising a user identifier associated with an approval permission to approve the first edit to the portion of the document.

5 . The method of claim 1 , further comprising presenting, by the online document system, a clause state indicator for the portion of the document modified based on the first edit by the first edit interface or the second edit interface, the clause state indicator to indicate a negotiation status.

6 . The method of claim 1 , further comprising presenting, by the online document system, an edit indicator for the portion of the document by the first edit interface or the second edit interface, the edit indicator to indicate a number of times the portion of the document was modified.

7 . The method of claim 1 , further comprising presenting, by the online document system, an editable clause indicator for the portion of the document by the first edit interface prior to the input of the first edit for the portion of the document, the editable clause indicator to indicate the portion of the document is editable.

8 . A system, comprising:

at least one circuitry; and

at least one memory operably coupled to the circuitry, the at least one memory to store instructions that when executed by the at least one circuitry causes the at least one circuitry to:

detect a first selection of a first interface element displayed in a first edit interface, the first interface element being configured to, when interacted with, request approval of a first edit inputted via the first edit interface before the first edit is committed to a portion in a plurality of portions of a document, each portion of the plurality of portions having separate permissions associated with one or more logic rules, the one or more logic rules are configured to detect one or more portions having one or more content values exceeding a predetermined threshold content value, the separate permissions including at least one of: an edit permission and an approval permission allowing or prohibiting editing of the portion and approval of the first edit, respectively, based on the one or more content values;

generate a second interface element for display in a second edit interface, the second interface element requesting approval of the first edit; and

modify the portion of the document based on the first edit in response to receiving a second selection of the second interface element indicating approval of the first edit corresponding to execution of a logic rule in the one or more logic rules.

9 . The system of claim 8 , wherein the at least one circuitry is configured to retrieve a permission definition for the portion of the document, the permission definition to define an edit permission definition and an approval permission definition.

10 . The system of claim 8 , wherein the first interface element to present a user identifier associated with an approval permission to approve the first edit to the portion of the document.

11 . The system of claim 8 , wherein the at least one circuitry is configured to receive the second selection of the second interface element from the second edit interface, the second interface element comprising a user identifier associated with an approval permission to approve the first edit to the portion of the document.

12 . The system of claim 8 , wherein the at least one circuitry is configured to present a clause state indicator for the portion of the document modified based on the first edit by the first edit interface or the second edit interface, the clause state indicator to indicate a negotiation status.

13 . The system of claim 8 , wherein the at least one circuitry is configured to present an edit indicator for the portion of the document by the first edit interface or the second edit interface, the edit indicator to indicate a number of times the portion of the document was modified.

14 . The system of claim 8 , wherein the at least one circuitry is configured to present an editable clause indicator for the portion of the document by the first edit interface prior to the first edit inputted for the portion of the document, the editable clause indicator to indicate the portion of the document is editable.

15 . A non-transitory computer readable storage medium comprising instructions which, when executed by one or more processors, cause the one or more processors to:

detect a first selection of a first interface element displayed in a first edit interface, the first interface element being configured to, when interacted with, request approval of a first edit inputted via the first edit interface before the first edit is committed to a portion in a plurality of portions of a document, each portion of the plurality of portions having separate permissions associated with one or more logic rules, the one or more logic rules are configured to detect one or more portions having one or more content values exceeding a predetermined threshold content value, the separate permissions including at least one of: an edit permission and an approval permission allowing or prohibiting editing of the portion and approval of the first edit, respectively, based on the one or more content values;

generate a second interface element for display in a second edit interface, the second interface element requesting approval of the first edit; and

modify the portion of the document based on the first edit in response to receiving a second selection of the second interface element indicating approval of the first edit corresponding to execution of a logic rule in the one or more logic rules.

16 . The computer readable storage medium of claim 15 , wherein the one or more processors are configured to retrieve a permission definition for the portion of the document, the permission definition to define an edit permission definition and an approval permission definition.

17 . The computer readable storage medium of claim 15 , wherein the first interface element to present a user identifier associated with an approval permission to approve the first edit to the portion of the document.

18 . The computer readable storage medium of claim 15 , wherein the one or more processors are configured to receive the second selection of the second interface element from the second edit interface, the second interface element comprising a user identifier associated with an approval permission to approve the first edit to the portion of the document.

19 . The computer readable storage medium of claim 15 , wherein the one or more processors are configured to present a clause state indicator for the portion of the document modified based on the first edit by the first edit interface or the second edit interface, the clause state indicator to indicate a negotiation status.

20 . The computer readable storage medium of claim 15 , wherein the one or more processors are configured to present an edit indicator for the portion of the document by the first edit interface or the second edit interface, the edit indicator to indicate a number of times the portion of the document was modified.

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 Dec 19, 2023
From: ANJUM, IQRA; NAM, MARSHALL; CORBIN, CAITLAN; ROFFEY, CHAD
To: DOCUSIGN, INC.
Reel/Frame 065914/0173 →