US 12,333,242 B2
Embedded tag interface for document generation 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-Ryan William 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. 17/710,707.
Prior Publication US 2023/0315977 A1, Oct. 5, 2023
Int. Cl. G06F 40/186 (2020.01); G06F 16/93 (2019.01); G06F 40/169 (2020.01); G06F 40/174 (2020.01)
CPC G06F 40/186 (2020.01) [G06F 16/93 (2019.01); G06F 40/169 (2020.01); G06F 40/174 (2020.01)] 20 Claims
OG exemplary drawing
 
1. A computer-implemented method, comprising:
generating, using at least one processor, a document template based on a training document;
displaying, using the at least one processor, the document template in a first interface portion and a set of candidate document tags in a second interface portion, the document template displayed according to one or more document formatting rules, the set of candidate tags is determined based on a type of the training document using a machine learning model, the displaying including displaying a list of suggested terms, corresponding to one or more candidate document tags in the set of candidate tags, that have not been embedded into the document template;
receiving, using the at least one processor, a selection of at least one of: a candidate document tag and at least one suggested term in the list of suggested terms, and any combination thereof, and an identification of a location within the displayed document template;
modifying, using the at least one processor, the document template by including a text representation of the selection within a text of the displayed document template at the identified location; and
in response to receiving a request to generate a document using the modified document template:
accessing, using the at least one processor, a data value corresponding to the text representation of the selection; and
generating, using the at least one processor, a document using the modified document template such that the accessed data value is included in place of the text representation of the selection and subject to the one or more document formatting rules.