Per-Clause Document Negotiation Interface

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Solution Overview

Problem

Existing document negotiation systems are prone to user errors and confusion due to manual upload and editing processes, leading to delays and unnecessary complications in multi-party negotiations, as users must navigate complex procedures and permissions within document editing software.

Innovation Solution

An online document system with a permissions system for per-clause control and user interfaces tailored to user roles, allowing collaborative negotiation and tracking of agreements on a per-clause basis, facilitating document creation, editing, and management among multiple entities with varying permissions.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If manual upload and editing processes are used in existing document negotiation systems, then users can independently work on documents using familiar editing software, but user errors and confusion increase leading to delays and complications in multi-party negotiations

Engineering Contradiction:
Improveuser independence in document editingVSAvoidnegotiation process accuracy
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The patent introduces an intermediary system that sits between users and document editing software. This system provides automated version control, upload management, and negotiation workflow orchestration, mediating between user actions and the final document state to prevent errors while maintaining user independence.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The system implements self-service mechanisms where the negotiation platform automatically tracks versions, manages uploads, and coordinates multi-party negotiations without requiring users to manually coordinate these administrative tasks, reducing human error while preserving ease of use.

Inventive Principle:
Principle #25Self-service

2Reliability

If complex procedures and permissions are implemented within document editing software for multi-party negotiation, then document security and control are improved, but user confusion and operational difficulty increase

Engineering Contradiction:
Improvedocument security and controlVSAvoiduser interface simplicity
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The patent segments the complex permission system into role-based templates (e.g., negotiator, reviewer, approver) with pre-defined capabilities. Users select roles rather than configuring individual permissions, which maintains security and control while dramatically simplifying the user interface and reducing operational complexity.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system changes the parameter of permission management from granular individual settings to role-based categories. This parameter transformation allows the system to maintain comprehensive security controls while presenting a simplified interface where users only need to assign roles rather than configure detailed permissions.

Inventive Principle:
Principle #35Parameter changes

3Measurement precision

If automated tracking and per-clause control are implemented in the online document system, then negotiation accuracy and agreement tracking are improved, but system complexity increases

Engineering Contradiction:
Improveagreement tracking accuracyVSAvoidsystem architecture complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The patent segments the document into clause-level units, each with independent tracking, version history, and permission settings. This segmentation enables precise measurement and tracking of agreements at the clause level while managing complexity through modular architecture where each clause is an independent manageable unit.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system implements universal permission templates and tracking mechanisms that work across all clauses and negotiation scenarios. This multi-functionality allows the same core infrastructure to handle diverse negotiation requirements, improving measurement precision without proportionally increasing system complexity.

Inventive Principle:
Principle #6Universality (Multi-functionality)

Data Source

PatentUS11593762B2Automated collaborative document progress interface in an online document system
Publication Date: 2023.02.28 DOCUSIGN INC
  • US11593762B2 patent drawing
  • US11593762B2 patent drawing
  • US11593762B2 patent drawing

AI summary

An online document system can allow users to participate in collaborative negotiation of documents stored with in the online document system. To facilitate negotiations between multiple entities (each potentially including multiple users with different roles in the negotiation), the online document system includes a permissions system that allows per-clause control over user's access to propose and approve changes to a negotiated document. Similarly, the user interfaces for viewing a negotiated document provided by the online document system to users can depend on the role of that user in editing the document and the current stage of the negotiation of the document. Finally, the online document system can track agreement between sides in a negotiation on a per-clause basis and can otherwise help facilitate the negotiation of the document.