DocuSign had 22 patents in digitalization during Q1 2024. DocuSign Inc’s patents in Q1 2024 focus on enhancing online document collaboration and management. The patents cover features such as per-clause control over document access, automatic content upload and processing, machine learning for feature recommendations, application of entity-specific policies to documents, and machine learning for identifying legal obligations within contract documents. These innovations aim to streamline document workflows and improve efficiency in document management processes. GlobalData’s report on DocuSign gives a 360-degree view of the company including its patenting strategy. Buy the report here.

DocuSign grant share with digitalization as a theme is 27% in Q1 2024. Grant share is based on the ratio of number of grants to total number of patents.

Recent Patents

Application: Edit interface in an online document system (Patent ID: US20240104060A1)

The patent filed by DocuSign Inc. describes an online document system that enables collaborative negotiation of documents by multiple entities with different roles. The system includes a permissions system for per-clause control over user access to propose and approve changes, as well as user interfaces tailored to the user's role and the negotiation stage. Additionally, the system tracks agreement on a per-clause basis to facilitate document negotiation.

The method and system outlined in the patent involve detecting user selections in edit interfaces, receiving approvals for edits, and modifying document portions accordingly. The system retrieves permission definitions, presents user identifiers for approval permissions, and provides indicators for negotiation status and edit history. The patent also covers a computer-readable storage medium containing instructions for executing the document negotiation process, including detecting selections, receiving approvals, and modifying document portions based on user interactions. Overall, the patent details a comprehensive system for efficient and structured collaborative document negotiation within an online platform.

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GlobalData Patent Analytics tracks bibliographic data, legal events data, point in time patent ownerships, and backward and forward citations from global patenting offices. Textual analysis and official patent classifications are used to group patents into key thematic areas and link them to specific companies across the world’s largest industries.