Patent Document ID: 9967103
Application ID: 14975515

Base Claim:
1. A computer-implemented system for implementing an electronic signing workflow comprising: an electronic signature platform that maintains a plurality of predefined roles comprising a signer role and an advisor role, each role having a different set of permitted job functions enforced in electronic signing workflows, the electronic signature platform comprising one or more processors and memory, coupled with the one or more processors, having executable instructions embodied thereon, which, when executed by the one or more processors cause the electronic signature platform to: receive, from a signer device, annotations made by a first user identity based on the first user identify having the signer role, the annotations made to an electronic document in response to a request to sign the electronic document, the response corresponding to a user selection by the first user identity of an option in an electronic signing application to request review by the advisor role prior to the first user identity responding to the request with an electronic signature; receive a user made assignment of a second user identity to the advisor role; receive, from an advisor device, a reply made by the second user identity that is responsive to the annotations and the requested review, the annotations provided to the advisor device based on the user selection of the option and based on the second user identity having the advisor role; based on providing the reply to the first user identity, receive the electronic signature provided by the first user identity using the electronic signing application in response to the request to sign the electronic document; and maintain an audit trail comprising descriptions for a plurality of events associated with the electronic signature, and a plurality of timestamps associated with the plurality of events, one or more of the plurality of events recording the annotations made by first user identity and the reply made by the second user identity based on the receiving of the annotations and the receiving of the reply, wherein the electronic signature platform is further caused to: receive, from a third user identity, the request to sign the electronic document based on the third user identity having the sender role; based on the third user identity having the sender role, receive, a request from the third user identity to remind the first user identity of the request to sign the electronic document; and automatically transmit a reminder notification to the second user identity based on determining that the second user identity has failed to provide the reply, based on the second user identity having the advisor role, and further based on the user selection of the option.

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Claim 2:
2. The computer-implemented system of claim 1 , wherein the electronic signature platform is further caused to receive, from a third user identity having a sender role, the request to sign the electronic document, the third user identity assigning the first user identity to the sender role based on the third user identity having the sender role.