IP Library Granted Patent US 9,953,019
Granted Patent B2
US 9,953,019 · App. 15/141,154 · Granted Apr 24, 2018

Document signing using action responsive secure document generation

Inventor: Glenn Shimkus (Naperville, IL)
Assignee: DocuSign, Inc.
G06F17/24G06F3/0482G06F3/04842G06F17/218G06F17/2235G06F17/2288G06F21/64G06Q10/10G06Q30/0609G06Q30/0613G06Q40/12H04L9/3247
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Quick Facts
Patent No.
US 9,953,019
App. No.
15/141,154
Filed
Apr 28, 2016
Granted
Apr 24, 2018
Kind
B2
Art Unit
2144
USPC
715/256
Abstract

A system, computer-readable storage medium, and computer-implemented method for improved document signing involving generating secure document copies of a document to be signed in response to receiving actions to perform on the document. In particular, a web service can transmit a document for signing to a plurality of client devices such that the document is viewable through a graphical user interface while the underlying content of the document remains non-editable. Responsive to receiving actions from different client devices, secure document copies of the document can be generated that include additional content form the different client devices.

Claims (47)

1. A method comprising:

storing, by a web service executed by at least one processor of a machine, a document for signing, the document comprising content data displayable on a graphical user interface (GUI);

tagging the document with one or more signature tags including a signature tag for a first user that corresponds to a first client device and including a second signature tag for a second user that corresponds to a second client device;

transmitting, by the web service to a plurality of client devices including at least the first client device and the second client device, the document for display such that the content data of the document is viewable through GUIs of the plurality of client devices, and such that the content data of the document is non-editable by the plurality of client devices through the web service;

receiving, at the web service from the first client device, a first action to add first signature data to the document;

responsive to receiving the first action, generating, by the web service, a first secure document comprising the content data and the first signature data;

receiving, by the web service from the second client device, a second action to add second signature data to the document; and

based on receiving the second action, generating, by the web service, a second secure document that comprises the content data, the first signature data, and the second signature data.

2. The method of claim 1 , wherein the document for signing is stored at an initial point in time, and generating the second secure document is further based on determining that the document has been altered after the initial point in time.

3. The method of claim 1 , wherein the document for signing is stored at an initial point in time, the first secure document is generated at a first point in time after the initial point in time, and the second secure document is generated at a second point in time after the first point in time.

4. The method of claim 1 , wherein the first secure document and the second secure document are cryptographically generated.

5. The method of claim 1 , wherein the first secure document and the second secure document are cryptographically generated by generating at least one of: one or more hashes or one or more message digests.

6. The method of claim 1 , further comprising:

determining that at least one of the one or more signature tags that corresponds to a signing role is unassociated with a participant; and

providing a report identifying a determination that the at least one of the one or more signature tags corresponding to the signing role is unassociated with the participant.

7. The method of claim 1 , further comprising:

generating, by the web service, a history document comprising a list of a plurality of actions on the document, the list comprising links to respective copies of the document, including a link to the first secure document and a second link to the second secure document.

8. A system, the system comprising:

one or more processors of a machine; and

a memory storing instructions that, when executed by the one or more processors, cause the machine to at least:

store, by a web service executed by at least one processor of a machine, a document for signing, the document comprising content data displayable on a graphical user interface (GUI);

tag the document with one or more signature tags including a first signature tag for a first user that corresponds to a first client device and including a second signature tag for a second user that corresponds to a second client device;

transmit, by the web service to a plurality of client devices including at least the first client device and the second client device, the document for display such that the content data of the document is viewable through GUIs of the plurality of client devices, and such that the content data of the document is non-editable by the plurality of client devices through the web service;

receive, at the web service from the first client device, a first action to add first signature data to the document;

responsive to receiving the first action, generating, by the web service, a first secure document comprising the content data and the first signature data;

receive, by the web service from the second client device, a second action to add second signature data to the document; and

based on receiving the second action, generating, by the web service, a second secure document that comprises the content data, the first signature data, and the second signature data.

9. The system of claim 8 , wherein the document for signing is stored at an initial point in time, and the second secure document is generated based on a determination that the document has been altered after the initial point in time.

10. The system of claim 8 , wherein the document for signing is stored at an initial point in time, the first secure document is generated at a first point in time after the initial point in time, and the second secure document is generated at a second point in time after the first point in time.

11. The system of claim 8 , wherein the first secure document and the second secure document are cryptographically generated.

12. The system of claim 8 , wherein the first secure document and the second secure document are cryptographically generated by generating at least one of: one or more hashes or one or more message digests.

13. The system of claim 8 , wherein the instructions further cause the machine to:

determine that at least one of the one or more signature tags that corresponds to a signing role is unassociated with a participant; and

provide a report identifying a determination that the at least one of the one or more signature tags corresponding to the signing role is unassociated with the participant.

14. The system of claim 8 , wherein the instructions further cause the machine to:

generating, by the web service, a history document comprising a list of a plurality of actions on the document, the list comprising links to respective copies of the document, include a link to the first secure document and a second link to the second secure document.

15. A non-transitory machine-readable storage medium embodying instructions that, when executed by a machine, cause the machine to perform operations comprising:

store, by a web service executed by at least one processor of a machine, a document for signing, the document comprising content data displayable on a graphical user interface (GUI);

tag the document with one or more signature tags including a first signature tag for a first user that corresponds to a first client device and including a second signature tag for a second user that corresponds to a second client device;

transmit, by the web service to a plurality of client devices including at least the first client device and the second client device, the document for display such that the content data of the document is viewable through GUIs of the plurality of client devices, and such that the content data of the document is non-editable by the plurality of client devices through the web service;

receive, at the web service from the first client device, a first action to add first signature data to the document;

responsive to receiving the first action, generating, by the web service, a first secure document comprising the content data and the first signature data;

receive, by the web service from the second client device, a second action to add second signature data to the document; and

based on receiving the second action, generating, by the web service, a second secure document that comprises the content data, the first signature data, and the second signature data.

16. The computer-readable storage medium of claim 15 , wherein the document for signing is stored at an initial point in time, and the second secure document is generated based on a determination that the document has been altered after the initial point in time.

17. The computer-readable storage medium of claim 15 , wherein the first secure document and the second secure document are cryptographically generated by generating at least one of: one or more hashes or one or more message digests.

18. The computer-readable storage medium of claim 15 , wherein the instructions further cause the machine to perform operations comprising: generating, by the web service, a history document comprising a list of a plurality of actions on the document, the list comprising links to respective copies of the document, include a link to the first secure document and a second link to the second secure document.

Assignments (4)
PATENT SECURITY AGREEMENT Recorded May 23, 2025
From: DOCUSIGN, INC.
To: BANK OF AMERICA, N.A.
Reel/Frame 071337/0240 →
RELEASE OF SECURITY INTEREST IN PATENTS (054943/0358) Recorded May 22, 2025
From: BANK OF AMERICA, N.A.
To: DOCUSIGN, INC.
Reel/Frame 071337/0148 →
SECURITY INTEREST Recorded Jan 11, 2021
From: DOCUSIGN, INC.
To: BANK OF AMERICA, N.A., AS ADMINISTRATIVE AGENT
Reel/Frame 054943/0358 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Oct 26, 2016
From: SHIMKUS, GLENN
To: DOCUSIGN, INC.
Reel/Frame 040141/0398 →
Continuity (3)
Continuation 15076320 · Mar 21, 2016
Continuation 14572644 · Dec 16, 2014
Related Publication 20160239471A1 · Aug 18, 2016