DocuSign, Inc.
MODIFYING ELEMENTS OF A SECURE DOCUMENT WORKFLOW BASED ON CHANGE IN PROFILE OF RECIPIENT

Abstract:

A system and a method are disclosed for receiving a request for a user to perform a plurality of activities with respect to a secure document, a given activity of the plurality activities being assigned based on a known parameter of the user. The system transmits the request to the user, and responsive to detecting an interaction with the request, determines that the known parameter has changed. The system responsively determines requirements for performing the plurality of activities based on a replacement parameter of the user, determines a replacement activity based on the requirements, and transmits a new request to the user, the new request replacing the given activity with the replacement activity.