Implementation method of online endorsement paperless office

Through the online approval paperless office method, matter management, online declaration, online approval and seal management modules are provided, which solves the problem of difficult to change the approval process in the existing technology, and realizes flexible approval process and efficient electronic sealing function.

CN120013486APending Publication Date: 2025-05-16INSPUR SOFTWARE CO LTD
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Patent Information

Application Number
CN202510145191.9
Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
Filing Date
2025-02-10
Publication Date
2025-05-16

AI Technical Summary

Technical Problem

Existing paperless office software cannot flexibly respond to changes in different matters, and its form structure and approval process are fixed, making it difficult to adjust dynamically.

Method used

Provides a method for implementing online signing and approval paperless offices, including matter management, online declaration, online approval and seal management modules, supports custom forms, processes and materials, allows flexible changes to matters, and supports online editing and electronic sealing.

Benefits of technology

It realizes flexible response to different approval processes, supports handwritten approval, signature and electronic seals, and improves approval efficiency and process flexibility.

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Abstract

The invention discloses an implementation method of online endorsement paperless office, and relates to the technical field of application software. Comprising the following steps: step 1, performing office item management: maintaining items which can be declared online, customizing an item filling form, a procedure and required uploading materials, and supporting flexible and dynamic change of the items; step 2, performing item declaration: displaying all declarable items through a front end, performing online declaration and filling of form contents, automatically generating a PDF file of a currently filled form, and uploading the PDF file needing to be signed for approval circulation; step 3, performing item examination and approval: displaying a current item to be examined and approved through a front end, processing form contents and endorsement materials through online examination and approval, and supporting online editing of the endorsement materials, including handwriting endorsement, signature and electronic seal synthesis, inputting examination and approval opinions to agree with examination and approval or returning to any previous examination and approval node; and 4, performing seal management: maintaining relevant information of the seal, supporting entry of a newly-added seal, controlling start and stop of the seal, authorizing addition of a user for the seal, and displaying a seal use record.
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Description

Technical Field

[0001] The invention discloses a method for realizing online signing and approval of paperless office, and relates to the technical field of application software. Background Art

[0002] Paperless office refers to a way of working in a paperless office environment that reduces or eliminates the use of paper documents through digital means, which can improve work efficiency and environmental sustainability. In daily meetings and offices, there are a large number of paper documents, including forms of various structures, which need to be signed, approved or stamped. In order to save resources and facilitate the preservation of documents, paperless office has become the current mainstream office method.

[0003] Existing paperless office software is mainly aimed at matters with fixed document materials and fixed approval processes. Its form structure and approval process are fixed, and it does not support dynamic modification and adjustment, or the modification cost is very high, and it cannot flexibly respond to the change requirements of corresponding matters. Summary of the invention

[0004] In view of the problems of the prior art, the present invention provides a method for realizing online signing and approval of paperless office, which has the characteristics of strong versatility and simple implementation, and has broad application prospects.

[0005] The specific scheme proposed by the present invention is:

[0006] The present invention provides a method for realizing paperless office by online signing and approval, comprising:

[0007] Step 1: Manage office matters: maintain matters that can be reported online, customize the forms, processes and required upload materials for filling in matters, and support flexible and dynamic changes to matters;

[0008] Step 2: Report the items: Display all reportable items through the front end, fill in the form content online, automatically generate a PDF file of the current report form, and upload the PDF file to be signed for approval;

[0009] Step 3: Approve items: Display items to be approved on the front end, process form content and approval materials through online approval, support online editing of approval materials, including handwritten approval, signature and electronic seal synthesis, enter approval opinions to agree to approval or return to any previous approval node;

[0010] Step 4: Perform seal management: maintain seal-related information, support entry of new seals, control seal activation and deactivation, add users to seal authorization, and display seal usage records.

[0011] Furthermore, in step 2 of the method for implementing online approval of paperless office, a PDF file of the current form is automatically generated, including: selecting the direction of PDF file generation, the directions are divided into vertical and horizontal, the vertical direction is to draw the current form on a paper with a length of 297mm and a width of 210mm, and the horizontal direction is to draw the current form on a paper with a length of 210mm and a width of 297mm, and the file name of the PDF file is specified as the generated uuid + suffix.

[0012] Furthermore, in step 3 of the method for implementing online approval of paperless office, the current matters to be approved are displayed through the front end, including: for each approval link, entering the approval page through the online approval button, the approval page is divided into two parts, the left part displays matter information, form information and approval material records, and the right part is displayed as a preview window for the approved PDF file. Enter the online approval page through the approval button below, write in the approval box, click the signature to display the currently selected seal, and after determining the PDF file to be approved, click OK to synthesize the approved PDF file.

[0013] Furthermore, step 4 of the method for implementing online signing and approval of paperless office specifically includes:

[0014] For seal resources, create seals and enter resources, enter seal names and seal IDs;

[0015] Authorize seals: select personnel in the corresponding organizational division according to the organizational division tree, and the authorized personnel use electronic seals to sign and approve;

[0016] Management usage records: The records show the name, ID, user, usage matters, usage status, and usage time of the seal. The usage status includes normal and revoked. The revoked status appears when the approval is rolled back or the approver revokes the approval.

[0017] The present invention also provides a device for realizing online signing and approval of paperless office, including a matter management module, a matter declaration module, a matter approval module and a seal management module.

[0018] The event management module manages office events: maintains events that can be reported online, customizes the form and process for filling in events, and the required uploaded materials, and supports flexible and dynamic changes to events;

[0019] The event declaration module is used to declare events: all declarable events are displayed on the front end, and the form content is filled in online. The PDF file of the current filled-in form is automatically generated, and the PDF file to be signed and approved is uploaded for approval.

[0020] The matter approval module conducts matter approval: the front-end displays the matters to be approved, and the form content and approval materials are processed through online approval. It supports online editing of approval materials, including handwritten approval, signature and electronic seal synthesis, and inputs approval opinions to agree to the approval or return to any previous approval node;

[0021] The seal management module manages seals: maintains seal-related information, supports entry of new seals, controls seal activation and deactivation, adds users to seal authorization, and displays seal usage records.

[0022] Furthermore, the matter declaration module of the device for realizing online approval of paperless office automatically generates a PDF file of the current form, including: selecting the direction of PDF file generation, the directions are divided into vertical and horizontal, the vertical direction is to draw the current form on a paper with a length of 297mm and a width of 210mm, and the horizontal direction is to draw the current form on a paper with a length of 210mm and a width of 297mm, and the file name of the PDF file is specified as the generated uuid+suffix.

[0023] The matter approval module of the device for realizing online approval of paperless office displays the matters to be approved through the front end, including: for each approval link, entering the approval page through the online approval button, the approval page is divided into two parts, the left part displays matter information, form information and approval material records, and the right part is displayed as a preview window for the approval PDF file. Enter the online approval page through the approval button below, write in the approval box, click the signature to display the currently selected seal, and after determining the PDF file to be approved, click OK to synthesize the approved PDF file.

[0024] The seal management module of the device for realizing paperless office online signing and approval performs seal creation and resource entry for seal resources, and enters the seal name and seal ID;

[0025] Authorize seals: select personnel in the corresponding organizational division according to the organizational division tree, and the authorized personnel use electronic seals to sign and approve;

[0026] Management usage records: The records show the name, ID, user, usage matters, usage status, and usage time of the seal. The usage status includes normal and revoked. The revoked status appears when the approval is rolled back or the approver revokes the approval.

[0027] The benefits of the present invention are:

[0028] For different approval processes, the approval documents can be signed by hand, signed and electronically stamped at each approval node, and support approval, return to the previous node or return to any node. For electronic signatures and electronic seals, historical signature records and electronic seal management are provided. BRIEF DESCRIPTION OF THE DRAWINGS

[0029] Figure 1 It is a schematic flow chart of the method of the present invention.

[0030] Figure 2 This is a schematic diagram of the seal management application. DETAILED DESCRIPTION

[0031] The present invention is further described below in conjunction with the accompanying drawings and specific embodiments so that those skilled in the art can better understand the present invention and implement it, but the embodiments are not intended to limit the present invention.

[0032] Example 1

[0033] The present invention provides a method for realizing online signing and approval of paperless office.

[0034] Matters declaration and approval can be carried out based on the visual form designer iss-library-form-renderer and form rendering engine iss-library-form-renderer developed by Inspur Software.

[0035] Specifically include: Step 1: Manage office affairs: maintain matters that can be reported online, customize the forms, processes and required uploaded materials for filling in matters, and support flexible and dynamic changes to matters.

[0036] Step 2: Declare matters: Display all declarable matters through the front end, fill in the form content online, automatically generate a PDF file of the current form, and upload the PDF file that needs to be signed for approval.

[0037] The PDF file of the current filled-in form is automatically generated, including: selecting the direction of PDF file generation, which is divided into vertical and horizontal directions. The vertical direction is to draw the current filled-in form on a paper with a length of 297mm and a width of 210mm, and the horizontal direction is to draw the current filled-in form on a paper with a length of 210mm and a width of 297mm. The file name of the PDF file is specified as the generated uuid + suffix.

[0038] The front end can send a PDF-generating http request to the back end, which splices the URL and uses selenium to simulate browser access. The chrome headless browser corresponding to the selenium version is pre-installed on the server deployed on the back end. The URL page is the form rendering page. When the page is initialized, the interface is called to query the version id to obtain the form structure data. The form content uses the parameters spliced ​​by the URL. After the form rendering is completed, it is converted into PDF data through the component on the front end, and then the interface is called to send the data to the back end and upload it to the file storage server.

[0039] Step 3: Approve matters: Display matters to be approved on the front end, process form content and approval materials through online approval, support online editing of approval materials, including handwritten approval, signature and electronic seal synthesis, enter approval opinions to agree to approval or return to any previous approval node.

[0040] The front-end displays the current items to be approved, including: for each approval link, enter the approval page through the online approval button. The approval page is divided into two parts, the left part displays the item information, form information and approval material records, and the right part displays a preview window for the approved PDF file. Enter the online approval page through the approval button below, write in the approval box, click the signature to display the currently selected seal, and after determining the PDF file to be approved, click OK to synthesize the approved PDF file.

[0041] When calling the back-end interface to realize the synthesis of PDF files and approval elements, receive the PDF file path and the list of image files to be synthesized, first load the PDF file, then traverse and add images, for each image to be added, specify the PDF page number to add the image, obtain the image byte array, create the image data, obtain or calculate the scaling ratio in the agreed order, and finally add the image to the PDF to obtain the synthesized PDF file data.

[0042] Step 4: Perform seal management: maintain seal-related information, support entry of new seals, control seal activation and deactivation, add users to seal authorization, and display seal usage records.

[0043] Specifically, they include:

[0044] For seal resources, create seals and enter resources, enter seal names and seal IDs;

[0045] Authorize seals: select personnel in the corresponding organizational division according to the organizational division tree, and the authorized personnel use electronic seals to sign and approve;

[0046] Management usage records: The records show the name, ID, user, usage matters, usage status, and usage time of the seal. The usage status includes normal and revoked. The revoked status appears when the approval is rolled back or the approver revokes the approval.

[0047] For example, you can refer to Figure 2 , seal management mainly consists of seal resources, seal authorization, and usage records. In the initial state, add a new seal to the seal resources, enter the basic attribute information related to the seal, and display it in a list after entering, including the seal name, seal id, enabled status, and added time. Each resource record corresponds to the enable / disable button operation. When the enabled status is enabled, the operation is disabled, and when the enabled status is disabled, the operation is enabled. Each seal resource record corresponds to a seal authorization record on the seal authorization page, which displays the seal name, seal id, enabled status, and user in a list. Each authorization record corresponds to the add user button operation. Click the add user button to pop up a tree selection structure. Click the node to select the organization division and personnel. The selected personnel will be displayed in the user column, showing the user's name and department. The electronic seals used on the approval page will be recorded and displayed on the usage record page. The display content includes the seal name, seal id, user, usage items, status, and usage time.

[0048] In the embodiment, the method of the present invention can realize the online approval link, perform arbitrary handwritten approval and signature input on PDF, select the seal to synthesize the electronic seal at any position, and obtain a PDF file containing handwritten approval and electronic seal, which can flow along the approval process. The current approver can see the PDF file approved by the previous approver. At the same time, it supports the return operation, returning to the previous node or any node, and the approved document will also change with the approval process.

[0049] Example 2

[0050] The present invention also provides a device for realizing online signing and approval of paperless office, including a matter management module, a matter declaration module, a matter approval module and a seal management module.

[0051] The event management module manages office events: maintains events that can be reported online, customizes the form and process for filling in events, and the required uploaded materials, and supports flexible and dynamic changes to events;

[0052] The event declaration module is used to declare events: all declarable events are displayed on the front end, and the form content is filled in online. The PDF file of the current filled-in form is automatically generated, and the PDF file to be signed and approved is uploaded for approval.

[0053] The matter approval module conducts matter approval: the front-end displays the matters to be approved, and the form content and approval materials are processed through online approval. It supports online editing of approval materials, including handwritten approval, signature and electronic seal synthesis, and inputs approval opinions to agree to the approval or return to any previous approval node;

[0054] The seal management module manages seals: maintains seal-related information, supports entry of new seals, controls seal activation and deactivation, adds users to seal authorization, and displays seal usage records.

[0055] As the information interaction and execution process between the modules in the above-mentioned device are based on the same concept as the embodiment of the method of the present invention, the specific contents can be found in the description of the embodiment of the method of the present invention and will not be repeated here.

[0056] Similarly, for different approval processes, the device of the present invention can implement handwritten approval, signature and electronic seal for approval materials at each approval node, and support approval, return to the previous node or return to any node. For electronic signatures and electronic seals, historical signature records and electronic seal management are provided.

[0057] It should be noted that not all steps and modules in the above-mentioned processes and device structures are necessary, and some steps or modules can be ignored according to actual needs. The execution order of each step is not fixed and can be adjusted as needed. The system structure described in the above-mentioned embodiments can be a physical structure or a logical structure, that is, some modules may be implemented by the same physical entity, or some modules may be implemented by multiple physical entities, or some components in multiple independent devices may be implemented together.

[0058] The above-described embodiments are only preferred embodiments for fully illustrating the present invention, and the protection scope of the present invention is not limited thereto. Equivalent substitutions or changes made by those skilled in the art based on the present invention are within the protection scope of the present invention. The protection scope of the present invention shall be subject to the claims.

Claims

1. A method for realizing paperless office by online signing and approval, characterized in that include: Step 1: Manage office matters: maintain matters that can be reported online, customize the forms, processes and required upload materials for filling in matters, and support flexible and dynamic changes to matters; Step 2: Report the items: Display all reportable items through the front end, fill in the form content online, automatically generate a PDF file of the current report form, and upload the PDF file to be signed for approval; Step 3: Approve items: Display items to be approved on the front end, process form content and approval materials through online approval, support online editing of approval materials, including handwritten approval, signature and electronic seal synthesis, enter approval opinions to agree to approval or return to any previous approval node; Step 4: Perform seal management: maintain seal-related information, support entry of new seals, control seal activation and deactivation, add users to seal authorization, and display seal usage records.

2. According to claim 1, a method for realizing paperless office by online signing and approval, characterized in that In step 2, a PDF file of the current form is automatically generated, including: selecting the direction of PDF file generation, which is divided into vertical and horizontal directions. The vertical direction is to draw the current form on a paper with a length of 297mm and a width of 210mm, and the horizontal direction is to draw the current form on a paper with a length of 210mm and a width of 297mm. The file name of the PDF file is set to the generated uuid + suffix.

3. According to claim 1, a method for realizing paperless office by online signing and approval, characterized in that In step 3, the current items to be approved are displayed through the front end, including: for each approval link, enter the approval page through the online approval button. The approval page is divided into two parts, the left part displays the item information, form information and approval material records, and the right part is displayed as a preview window for the approved PDF file. Enter the online approval page through the approval button below, write in the approval box, click the signature to display the currently selected seal, and after determining the PDF file to be approved, click OK to synthesize the approved PDF file.

4. According to claim 1, a method for realizing paperless office by online signing and approval, The method is characterized in that step 4 specifically includes: For seal resources, create seals and enter resources, enter seal names and seal IDs; Authorize seals: select personnel in the corresponding organizational division according to the organizational division tree, and the authorized personnel use electronic seals to sign and approve; Management usage records: The records show the name, ID, user, usage matters, usage status, and usage time of the seal. The usage status includes normal and revoked. The revoked status appears when the approval is rolled back or the approver revokes the approval.

5. A device for realizing paperless office by online signing and approval, characterized in that It includes the matters management module, matters declaration module, matters approval module and seal management module. The event management module manages office events: maintains events that can be reported online, customizes the form and process for filling in events, and the required uploaded materials, and supports flexible and dynamic changes to events; The event declaration module is used to declare events: all declarable events are displayed on the front end, and the form content is filled in online. The PDF file of the current filled-in form is automatically generated, and the PDF file to be signed and approved is uploaded for approval. The matter approval module conducts matter approval: the front-end displays the matters to be approved, and the form content and approval materials are processed through online approval. It supports online editing of approval materials, including handwritten approval, signature and electronic seal synthesis, and inputs approval opinions to agree to the approval or return to any previous approval node; The seal management module manages seals: maintains seal-related information, supports entry of new seals, controls seal activation and deactivation, adds users to seal authorization, and displays seal usage records.

6. The device for realizing online signing and approval of paperless office according to claim 5, characterized in that The matters declaration module automatically generates a PDF file of the current form, including: selecting the direction of PDF file generation, which is divided into vertical and horizontal directions. The vertical direction is to draw the current form on a paper with a length of 297mm and a width of 210mm, and the horizontal direction is to draw the current form on a paper with a length of 210mm and a width of 297mm. The file name of the PDF file is specified as the generated uuid + suffix.

7. The device for realizing online signing and approval of paperless office according to claim 5, characterized in that The matter approval module displays the matters currently awaiting approval through the front end, including: for each approval link, enter the approval page through the online approval button. The approval page is divided into two parts, the left part displays matter information, form information and approval material records, and the right part displays a preview window for the approved PDF file. Enter the online approval page through the approval button below, write in the approval box, click the signature to display the currently selected seal, and after determining the PDF file to be approved, click OK to synthesize the approved PDF file.

8. The device for realizing online signing and approval of paperless office according to claim 5, characterized in that The seal management module creates seals and enters resources, including seal names and seal IDs. Authorize seals: select personnel in the corresponding organizational division according to the organizational division tree, and the authorized personnel use electronic seals to sign and approve; Management usage records: The records show the name, ID, user, usage matters, usage status, and usage time of the seal. The usage status includes normal and revoked. The revoked status appears when the approval is rolled back or the approver revokes the approval.