US 11,921,901 B2
Delegated document sending and management
Janice Bae, Redwood City, CA (US); Pavel Rebriy, Renton, WA (US); Matthew Ritchie, Walnut Creek, CA (US); and Macklin Douglas Underdown, Detroit, MI (US)
Assigned to DOCUSIGN, INC., San Francisco, CA (US)
Filed by DocuSign, Inc., San Francisco, CA (US)
Filed on Jan. 28, 2022, as Appl. No. 17/587,983.
Prior Publication US 2023/0281341 A1, Sep. 7, 2023
Int. Cl. G06F 21/62 (2013.01); G06F 21/40 (2013.01)
CPC G06F 21/6272 (2013.01) 20 Claims
OG exemplary drawing
 
1. A method comprising:
receiving, by a document management system, a request associated with a first account to delegate, to a second account, authority to send sets of documents stored by the document management system on behalf of the first account, the request identifying one or more sets of requirements that must be satisfied before the second account can send sets of documents on behalf of the first account;
in response to receiving, by the document management system, a request to send a first set of documents to a first entity from the second account and on behalf of the second account, sending the first set of documents to the first entity;
in response to receiving, by the document management system, a request to send a second set of documents to a second entity from the second account and on behalf of the first account:
determining whether the request to send the second set of documents satisfies the one or more set of requirements;
in response to the request not satisfying the one or more sets of requirements, preventing, by the document management system, the second account from sending the second set of documents on behalf of the first account; and
in response to the request satisfying the one or more sets of requirements, sending, by the document management system, the second set of documents to the second entity on behalf of the first account.