Automatic generation method and device for document delivery complex veneer page

Abstract

The invention belongs to the technical field of document delivery leather pasting, and provides a document delivery complex leather pasting page automatic generation method and device. The method comprises the following steps: creating a data sending list, filling in a receiver and associating a to-be-sent document; a data sending approval process is initiated, and the sender and receiver personnel execute approval; when a receiver interface person carries out examination and approval, affirming and filling veneer pasting information; the receiver interface person previews the veneer document and checks the veneer effect; and the receiver interface person submits examination and approval, and the program automatically executes veneer pasting operation and transmits the delivery document subjected to veneer pasting to a receiver data management area. According to the method, the veneer pasting page can be automatically generated in the document delivery process, the veneer pasting efficiency and accuracy are improved, and convenience is brought to data delivery work between the upstream and the downstream.

Description

Technical Field

[0001] The present invention relates to the technical field of document delivery veneering, and particularly relates to a method and device for automatically generating complex veneering pages for document delivery. Background Art

[0002] When a downstream supporting unit delivers a document to an upstream unit, usually the upstream unit needs to perform a veneering operation on the document and reflect the information given by the upstream unit in the veneering page to meet the copyright requirements.

[0003] Currently, in the case of a relatively simple veneering scenario, the existing veneering technology is relatively mature. For example, in the case of only needing to veneer the cover page, the basic information of the delivered document can be automatically captured by a program to achieve automatic veneering of the cover page. However, for complex veneering scenarios, such as a scenario where the veneering page includes a cover page, a signing page, and a version record page, the existing veneering technology cannot meet the requirements of complex scenarios. For complex veneering scenarios, there are two common veneering operations. First, after the receiving party receives the document delivered by the downstream, a special person manually prepares the veneering page, where the signing page is signed offline, and finally the veneering page and the delivered document are manually merged. Second, the receiving party uploads the manually prepared veneering page in the data sending approval process, and the program merges the veneering page and the delivered document.

[0004] It can be seen that for complex veneering scenarios, the existing veneering technology cannot achieve full electronicization, requires manual preparation of veneering pages, has a low degree of automation, and there are also situations where the information filled in by manual participation is inaccurate. Summary of the Invention

[0005] In view of the deficiencies in the prior art, embodiments of the present invention provide a method and device for automatically generating complex veneering pages for document delivery to solve or partially solve the above problems.

[0006] In a first aspect, an embodiment of the present invention provides a method for automatically generating complex veneering pages for document delivery, based on a product data management system, including the following steps: S1: In the data sending module of the product data management system, create a data sending form, fill in the receiving party, and associate the document to be sent; S2: Initiate a data sending approval process, and relevant personnel of the sending party and the receiving party perform the approval; S3: When the receiving party interface person conducts the approval, confirm and fill in the veneering information; S4: The receiving party interface person previews the veneered document to view the veneering effect; S5: The receiving party interface person submits the approval, and the program automatically performs the veneering operation and automatically creates a PDF file containing the veneering page in the receiving party data management area.

[0007] The above embodiments have at least the following beneficial effects: The method for automatically generating complex veneer pages is fully electronic in the product data management system, eliminating the need for manual preparation of veneer pages and having a high degree of automation, thereby improving the veneering efficiency and information accuracy and facilitating data delivery between upstream and downstream parties.

[0008] According to a specific implementation manner of an embodiment of the present invention, in step S3, the veneer information to be confirmed and filled is divided into four categories. The first category is the information obtained from the document to be sent, such as basic information like document name, number, version, confidentiality level, etc.; the second category is the information obtained from the approval process, such as the approver and approval date, etc.; the third category is the information obtained from the historical veneering records. For example, for the same document, the version record page of the current veneering should include the version information of the previous veneering; the fourth category is the information manually filled by the receiving party interface person, such as the version information of the current veneering. By classifying and integrating multi-source information (document metadata, approval process data, historical version data, and manually input data), the integrity and accuracy of the veneer page information are ensured, and manual omissions or errors are reduced.

[0009] According to a specific implementation manner of an embodiment of the present invention, in step S4, based on the information obtained in step S3, the program automatically generates a veneer page in PDF format and supports preview and viewing by the receiving party interface person. The preview function of the veneer page is supported to achieve "what you see is what you get", which is convenient for timely error correction, reducing the rework rate and improving the user experience.

[0010] According to a specific implementation manner of an embodiment of the present invention, in step S5, the information obtained in step S3 is filled into the corresponding positions of the veneer page template in doc / docx format according to rules. The veneer page includes a cover page, a signature page, and a version record page. For example, basic information such as document name, number, version, confidentiality level, etc. is filled into the cover page; the approver and approval date in the approval process are filled into the signature page; the version information of the previous veneer obtained automatically and the version information filled manually this time are filled into the version record page. By automatically filling the template according to preset rules, format chaos caused by manual operations is avoided, ensuring the standardized output of the cover page, signature page, and version record page.

[0011] According to a specific implementation manner of an embodiment of the present invention, in step S5, the document to be sent (if not in PDF format) and the veneer page in doc / docx format are converted into PDF format, and then the two are merged to form the final document. The whole process is automated for document conversion and merging, reducing manual intervention, improving the veneering efficiency, and at the same time ensuring the unity of the finally delivered document.

[0012] According to a specific implementation manner of an embodiment of the present invention, in step S5, the program automatically stores the document to be sent and the finally formed combined document in the data management area of the recipient, and stores the version record information filled in by the recipient in step S3 for use in the next version's skin pasting. Automatically storing the version record information provides historical data support for subsequent version updates, avoids repeated input, and improves the coherence and reliability of version management.

[0013] In a second aspect, an embodiment of the present invention provides an automatic generation device for complex skin pasting pages of document delivery, including: A skin pasting information filling module, where the recipient interface person confirms and fills in the skin pasting information; A skin pasting information processing module, which supports calling a document generation module to fill the skin pasting information into the corresponding positions of the skin pasting page template to form a skin pasting page in doc / docx format; supports calling a PDF processing module to convert the doc / docx format skin pasting page and the document to be sent (if not in PDF format) into PDF format, and combines the PDF format document to be sent and the skin pasting page to form a final document; A document generation module, which supports writing text to the corresponding positions of the document to generate a document in doc / docx format; A PDF processing module, which supports previewing PDF format files; supports converting doc / docx format documents into PDF format; supports combining two / multiple PDF format documents into one document.

[0014] In addition, this device is a plug-in program dependent on the product data management system and its data sending module. The product data management system is a software system for managing product data, and its main functions include data management, version control, process management, etc. The data sending module supports downstream units to create data sending forms, associate documents to be sent, fill in approvers and initiate approval processes, and execute approvals. In the data sending process, this device will be called to achieve automatic skin pasting, and finally the skinned document will be stored in the recipient's product data management area of the product data management system.

[0015] The embodiments of the present invention at least have the following technical effects: First, the skin pasting of this automatic generation method for complex skin pasting pages is accompanied by the delivery process. As the delivery process ends, the skinned document is automatically generated in the data management work area of the recipient, greatly improving the skin pasting efficiency.

[0016] Second, this automatic generation method for complex skin pasting pages avoids errors introduced by manually preparing skin pasting files through automatic skin pasting, and improves the accuracy of skin pasting.

[0017] Thirdly, the automatic generation method of this complex veneer page supports the preview of veneer files, where what you see is what you get, enabling timely detection of veneer problems and improving the fault tolerance of veneer information filling.

[0018] Fourthly, the automatic generation method of this complex veneer page realizes automatic signing during the delivery process, avoiding offline paper signing and improving the degree of electronization. Description of the Drawings

[0019] In order to more clearly illustrate the specific embodiments of the present invention or the technical solutions in the prior art, the following will briefly introduce the drawings required for use in the description of the specific embodiments or the prior art. In all the drawings, similar elements or parts are generally identified by similar reference numerals. In the drawings, the elements or parts are not necessarily drawn to scale.

[0020] Figure 1 Shows the flowchart of an automatic generation method for a complex veneer page in document delivery provided by an embodiment of the present invention; Figure 2 Shows the schematic diagram of the interface for creating a data sending form in step S1 of an embodiment of the present invention; Figure 3 Shows an example of a data sending approval process described in step S2 of an embodiment of the present invention; Figure 4 Shows an example of a receiving party approval record of the data sending approval process described in step S2 of an embodiment of the present invention; Figure 5 Shows the schematic diagram of the interface of the veneer information received for the first time in step S3 of an embodiment of the present invention; Figure 6 Shows the schematic diagram of the interface of the veneer information received for the second time in step S3 of an embodiment of the present invention; Figure 7 shows an example of the generated veneer page in step S5 of an embodiment of the present invention, where Figure 7(a) is the veneer cover page, Figure 7(b) is the veneer signing page, and Figure 7(c) is the veneer version record page; Figure 8 Shows the schematic interaction diagram of an automatic generation device for a complex veneer page in document delivery provided by an embodiment of the present invention and a product data management system. Detailed Embodiments

[0021] The following will describe in detail the embodiments of the technical solutions of the present invention in conjunction with the drawings. The following embodiments are only used to more clearly illustrate the technical solutions of the present invention, and thus are only examples and cannot be used to limit the protection scope of the present invention.

[0022] It should be noted that unless otherwise specified, the technical terms or scientific terms used in this application should have the ordinary meaning understood by those skilled in the art to which the present invention belongs.

[0023] Figure 1 This is a flowchart of a method for automatically generating complex veneer pages for document delivery provided by an embodiment of the present invention. Refer to Figure 1 , this method, based on the product data management system, includes the following steps: S1: In the data sending module of the product data management system, create a data sending form, fill in the recipient and associate the document to be sent; Create a data sending form in the product data management system, fill in the basic information of the sending form, including the name of the sending form, the number of the sending form, the name of the recipient, and associate the document to be sent. Among them, the document to be sent contains attributes such as name, number, version, and confidentiality level. The schematic diagram of the sending form creation interface is shown in Figure 2 .

[0024] S2: Initiate a data sending approval process, and relevant personnel of the sender and recipient perform the approval; After the sender completes filling in the sending form, create a data sending approval process in the product data management system, Figure 3 is an example of an approval process for data sending, including a sending approval, a receiving approval, and a recipient interface person handling node. Among them, the receiving approval is divided into recipient drafting, proofreading, review, countersigning, and approval, Figure 4 is an example of a recipient approval record.

[0025] S3: When the recipient interface person conducts the approval, confirm and fill in the veneer information; When, as Figure 3 shown, the data sending approval process reaches the recipient interface person handling node, the recipient interface person confirms and fills in the information, Figure 5 is the schematic diagram of the first reception interface, Figure 6 is the schematic diagram of the second reception interface of the same document.

[0026] The veneer information is divided into four categories. The first category is the information obtained from the document to be sent, such as Figure 5 and Figure 6 the document name, number, version, and confidentiality level in, which are derived from Figure 2 the information of the document to be sent in the sending form; The second category is the information obtained from the approval process, such as Figure 4 the recipient approver and approval date in, and Figure 3 the recipient name in; The third category is the information obtained from the historical veneer records, such as Figure 6 the version record information of, the first line is automatically read (after receiving version A, the version record will be stored); The fourth category is the information manually filled in by the recipient interface person, such as Figure 6 the version record information of, the information of version B in the second line needs to be filled in manually.

[0027] S4: The recipient interface person previews the skinned document to check the skinned effect; After the recipient interface person completes step S3, they can click the preview button to call Figure 8 the preview function of the PDF processing module in

[0028] to achieve the online preview of the skinned page. If it is found that the skinning is incorrect, step S3 can be repeated.

[0029] After the recipient interface person submits for approval, the program fills the information obtained in step S3 into the corresponding positions of the skinned page template in doc / docx format according to the mapping rules. For example, fill Figure 6 the basic information document name, number, version, confidentiality level, and receiving unit in Figure 4 into the cover page, and the skinned effect is shown in Figure 7 (a); fill the approver and approval date in the approval process shown in Figure 6 into the signature page, and the skinned effect is shown in Figure 7 (b); fill the automatically obtained previous skinned version information and the manually filled version information this time into the version record page (see

[0030] Figure 8 Figure 8 the version information), and the skinned effect is shown in Figure 7 (c). Then, call

[0031] the PDF conversion function of the PDF processing module in to convert the document to be sent (if not in PDF format) and the skinned page in doc / docx format into PDF format. Next, call the PDF merging function of the PDF processing module in

[0032] and merge the skinned page and the document to be sent to form the final document. Finally, as the data sending process ends, the program automatically stores the final document in the data management area of the recipient. At the same time, store the B version record information in step S3 and automatically read it when skinning the C version of the same document.

[0033] The embodiments of the present invention have the following technical effects: First, the skinning of this complex skinned page automatic generation method is accompanied by the delivery process. As the delivery process ends, the skinned document is automatically generated in the data management work area of the recipient, greatly improving the skinning efficiency; and the automatic generation method avoids errors introduced by manual preparation of skinned files through automatic skinning, improving the accuracy of skinned information.

[0032] Second, this complex skinned page automatic generation method supports the preview of skinned files, what you see is what you get, timely discovers skinned problems, and improves the fault tolerance of skinned information filling.

[0033] Thirdly, the automatic generation method of this complex sticker page realizes automatic signing along with the delivery process, avoiding offline paper signing and enhancing the degree of electronization.

[0034] Figure 8 It is a schematic diagram of the interaction between an automatic generation device for complex sticker pages of document delivery and a product data management system. This device includes: A sticker information filling module, where the recipient interface person confirms and fills in the sticker information; A sticker information processing module, which supports calling the document generation module to fill the sticker information into the corresponding positions of the sticker page template to form a sticker page in doc / docx format; it supports calling the PDF processing module to convert the doc / docx format sticker page and the document to be sent (if not in PDF format) into PDF format, and merge the PDF format document to be sent and the sticker page to form a final document; A document generation module, which supports writing text to the corresponding positions of the document to generate a doc / docx format document; A PDF processing module, which supports previewing PDF format files; supports converting doc / docx format documents into PDF format; supports merging two / multiple PDF format documents into one document.

[0035] In addition, this device is essentially a plug-in program, relying on the product data management system and its data sending module. Sticker information filling, sticker page information display, etc. are all based on the original product data management system. The product data management system is a software system for managing product data, and its main functions include data management, version control, process management, etc. The data sending module supports downstream units to create data sending forms, associate the documents to be sent, fill in approvers and initiate the approval process, and execute the approval. In the data sending process, this device will be called to realize automatic sticking, and finally the document after sticking will be stored in the product data management area of the recipient.

[0036] This device has wide applicability and can rely on most of the current product data management systems on the market, such as Teamcenter of Siemens or Windchill of PTC, etc. As long as the product data management system has the above functions.

[0037] It should be noted that the arrangement of each module is only an embodiment of the present invention, and other arrangements can also be adopted. The present invention does not limit this.

[0038] The above is only the specific implementation manner of the present invention, but the protection scope of the present invention is not limited thereto. Any changes or substitutions that can be easily thought of by those skilled in the art within the technical scope disclosed by the present invention should be covered by the protection scope of the present invention. Therefore, the protection scope of the present invention should be subject to the protection scope of the claims.

Claims

1. A method for automatically generating complex cover pages for document delivery, characterized in that: The following steps are involved: S1: Create a data sending form, fill in the recipient and associate the document to be sent; S2: Initiate the data sending approval process, and the sender and receiver personnel perform the approval; S3: When the receiving party conducts the review and approval, the interface person confirms and fills in the skinning information; S4: The receiving interface person previews the pasting document and checks the pasting effect; S5: The receiving party interface person submits for approval, and the program automatically performs the cover operation and automatically creates a PDF file containing the cover page in the receiving party data management area.

2. The method for automatically generating complex cover pages for document delivery according to claim 1, characterized in that: The cover page includes a cover page, a signature page and a version record page; the program automatically performs the cover operation, specifically: the program automatically collects the cover information and generates the cover page, and merges it with the document to be sent to form a PDF format delivery document.

3. The method for automatically generating complex cover pages for document delivery according to claim 1, characterized in that: In step S3, the skinning information includes: (1) The document name, number, version and confidentiality level obtained from the document to be sent; (2) The name of the approver and the approval date obtained from the approval process; (3) The previous version of the skin obtained from the historical skinning records; (4) The version information of this patch manually filled in by the receiving party’s interface person.

4. The method for automatically generating complex cover pages for document delivery according to claim 1, characterized in that: In the step S4, a PDF-format cover page is automatically generated according to the cover information obtained in the step S3, and the receiving interface person is supported to preview it.

5. The method for automatically generating complex cover pages for document delivery according to claim 3 is characterized by: In step S5, the program fills the cover information obtained in step S3 into the corresponding position of the cover page template in doc / docx format, specifically: the document name, number, version, and confidentiality information are filled into the cover page; the approver's name and approval date are filled into the signature page; the previous cover version information and the current cover version information are filled into the version record page.

6. The method for automatically generating complex cover pages for document delivery according to claim 5, characterized in that: In the step S5, the program converts the document to be sent and the cover page in doc / docx format into PDF format, and merges them to form a final document.

7. The method for automatically generating complex cover pages for document delivery according to claim 6, characterized in that: In step S5, the program stores the final document in the data management area of ​​the recipient, and stores the version information of this pasting as historical data.

8. A device for automatically generating complex cover pages for document delivery, characterized in that: The steps for executing any one of the methods of claims 1 to 7 include: A skinning information filling module is used for the receiving interface person to confirm and fill in the skinning information; A document generation module, used for writing the skinning information into a template to generate a document in doc / docx format; PDF processing module, used for document format conversion, merging and preview; The cover information processing module is used to call the document generation module to generate cover pages in doc / docx format, and call the PDF processing module to convert and merge documents.

9. The device for automatically generating complex cover pages for document delivery according to claim 8, characterized in that: Based on the product data management system, the automatic skinning operation is completed by being called in the data sending process of the product data management system.

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