US 12,008,501 B2
Document workflows in a document management system
Carlos Manuel Garrido, Geneva, IL (US); Andre Makram, Newcastle, WA (US); Mohamed Gomaa, Seattle, WA (US); John Jason Leahy, Chicago, IL (US); Reetika Jain, Chicago, IL (US); Hailey Veronica Dhanens, San Antonio, TX (US); Praveen Alluri, Aurora, IL (US); Sean Smith, Foster City, CA (US); Jeremy Michael Turinetti, Chicago, IL (US); Dunja Hadzimusic, Chicago, IL (US); Ikwuagwu Emole, Seattle, WA (US); Deepinder Badesha, Union City, CA (US); Dania Michele Marinshaw, Chicago, IL (US); Megan Elizabeth Schwarz, Chicago, IL (US); Michelle Lam, Los Angeles, CA (US); Chadwick Taylor Roffey, Pacifica, CA (US); Kyle Anthony Uhelski, Soquel, CA (US); Iqra Anjum, San Francisco, CA (US); and Aylin Selcukoglu, Chicago, IL (US)
Assigned to DocuSign, Inc., San Francisco, CA (US)
Filed by DocuSign, Inc., San Francisco, CA (US)
Filed on Mar. 31, 2022, as Appl. No. 17/710,712.
Prior Publication US 2023/0316190 A1, Oct. 5, 2023
Int. Cl. G06Q 10/0633 (2023.01)
CPC G06Q 10/0633 (2013.01) 20 Claims
OG exemplary drawing
 
1. A computer-implemented method, comprising:
generating, using at least one processor, a document workflow interface comprising one or more workflow interface elements, each workflow interface element in the one or more workflow interface elements includes a field;
presenting one or more workflow operations in response to a selection of at least one workflow interface element in the one or more workflow interface elements;
modifying, using the at least one processor, the document workflow interface by
modifying the at least one workflow interface element based on a selected workflow operation in the one or more workflow operations, the modified at least one workflow interface element includes a field having a field value in a plurality of field values populated based on a tag in the plurality of tags associated with the at least one workflow interface element;
including a first workflow branch corresponding to an approval workflow operation; and
including a second workflow branch corresponding to a rejection workflow operation;
generating, using the at least one processor, based on the approval workflow operation and the rejection workflow operation, a document workflow defining an ordered set of operations including the selected workflow operation, the approval workflow operation, and the rejection workflow operation; and
executing, using the at least one processor, at least a portion of the ordered set of operations on a target document.