Document workflows in a document management system
Summary
USPTO granted Patent US12596978B2 to DocuSign, Inc. covering a document workflow management system enabling users to establish automated document actions through a workflow interface. The system performs approval and rejection workflows with configurable parameters. The patent contains 18 claims and lists 19 inventors.
What changed
USPTO granted Patent US12596978B2 to DocuSign, Inc. for a document workflow management system that allows users to establish automated document actions through a workflow interface. The system enables users to define workflows by selecting operations and specifying parameters, including approval and rejection workflow operations designating actions for approved or rejected documents. The document management system performs workflows in an order determined from the workflow interface.\n\nThis patent grant affects technology companies developing or using document management and workflow automation systems. DocuSign receives exclusive rights to this workflow automation technology in the United States, which may impact competitors in the electronic signature and document management space. No immediate compliance actions are required, but companies offering similar workflow solutions should review the patent scope.
What to do next
- Monitor for updates
Archived snapshot
Apr 7, 2026GovPing captured this document from the original source. If the source has since changed or been removed, this is the text as it existed at that time.
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
Related changes
Get daily alerts for ChangeBridge: Patent Grants - Business Methods (G06Q)
Daily digest delivered to your inbox.
Free. Unsubscribe anytime.
Source
About this page
Every important government, regulator, and court update from around the world. One place. Real-time. Free. Our mission
Source document text, dates, docket IDs, and authority are extracted directly from USPTO.
The plain-English summary, classification, and "what to do next" steps are AI-generated from the original text. Cite the source document, not the AI analysis.
Classification
Who this affects
Taxonomy
Browse Categories
Get alerts for this source
We'll email you when ChangeBridge: Patent Grants - Business Methods (G06Q) publishes new changes.