Systems and methods for employing document pre-tag auditing in transaction rooms for digital transactions

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United States of America Patent

PATENT NO 9818138
SERIAL NO

14572658

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Abstract

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Embodiments are directed towards employing a transaction room in a digital transaction service to provide participants controlled access and editing of a document. In response to a trigger, a first copy of the document is created. The first copy of the document may be provided to a participant for review such that the first copy is non-editable by the participants, while the document is editable in the transaction room. The document may be prepared for electronic signature such that, when the document has changed after the first copy was provided for review, a second copy of the document is created and tagged for signature; and when the document has not changed after the first copy was provided for review, the first copy may be tagged for signature. Tagging a document copy for signature may include pre-tagging the document for signature based on signing roles of the participants.

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Patent Owner(s)

Patent OwnerAddress
DOCUSIGN INC221 MAIN STREET SUITE 1000 SAN FRANCISCO CA 94105

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Shimkus, Glenn Naperville, US 6 80

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