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Document workflows in a document management system

Grant US12596978B2 Kind: B2 Apr 07, 2026

Assignee

Docusign, Inc.

Inventors

Carlos Manuel Garrido, Andre Makram, Mohamed Gomaa, John Jason Leahy, Reetika Jain, Hailey Veronica Dhanens, Praveen Alluri, Sean Smith, Jeremy Michael Turinetti, Dunja Hadzimusic, Ikwuagwu Emole, Deepinder Badesha, Dania Michele Marinshaw, Megan Elizabeth Schwarz, Michelle Lam, Chadwick Taylor Roffey, Kyle Anthony Uhelski, Iqra Anjum, Aylin Selcukoglu

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.

CPC Classifications

G06Q 10/00-50/00

Filing Date

2024-05-03

Application No.

18654891

Claims

18