DocuSign has filed a patent for a document management system that allows users to generate document templates and embed document tags representing terms of the document. The system then accesses data values corresponding to the tags and generates modified documents that adhere to formatting rules. The method involves displaying the template and candidate tags, selecting a tag and location, modifying the template, and generating a document with the accessed data value. GlobalData’s report on DocuSign gives a 360-degree view of the company including its patenting strategy. Buy the report here.
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Document management system with embedded document tags and formatting rules
A recently filed patent (Publication Number: US20230315977A1) describes a method for generating and modifying document templates using a document management system. The method involves generating a document template based on a training document provided by a user. The document template is displayed in a first interface portion, along with a set of candidate document tags in a second interface portion. The user can select a candidate document tag and specify its location within the template. The document management system then modifies the template by including a text representation of the selected tag at the specified location.
When a request is made to generate a document using the modified template, the document management system accesses a data value corresponding to the selected tag and generates the document accordingly. The accessed data value replaces the text representation of the tag in the template, while still adhering to the document formatting rules.
The patent also mentions that some candidate document tags may correspond to text-based objects that change in size based on the length of the accessed data value. This allows for dynamic adjustment of the document layout based on the content.
The document template generation process is facilitated by a machine learned model that identifies the type of the training document and generates relevant terms. The set of candidate document tags displayed in the second interface portion is selected based on the type of the training document.
The document formatting rules include various formatting aspects such as bullet points, indentation, font type, font size, and text style. These rules ensure consistency and uniformity in the generated documents.
The document management system can also receive input from the user specifying the data value corresponding to the selected candidate document tag. Additionally, the data value can be obtained from a database.
The patent further describes a non-transitory computer-readable storage medium that stores executable instructions for performing the method described above. The instructions, when executed by a hardware processor, enable the generation, modification, and generation of documents using document templates.
Overall, this patent presents a method and system for efficient document template generation and modification, allowing for personalized and dynamic document creation based on user input and data values.
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