A document delivery complex skinning page automatic generation method and device

Abstract

The present application belongs to the technical field of document delivery skinning, and provides a document delivery complex skinning page automatic generation method and device. The method comprises the following steps: creating a data sending form, filling in the receiver and associating the to-be-sent document; initiating a data sending approval process, and performing approval by the sender and the receiver personnel; confirming and filling in the skinning information when the receiver interface person carries out the approval; previewing the skinning document by the receiver interface person, and checking the skinning effect; submitting the approval by the receiver interface person, and automatically performing the skinning operation by the program, and delivering the completed skinning delivery document to the receiver data management area. The method can automatically generate a skinning page in the document delivery process, improve the efficiency and accuracy of skinning, and bring convenience to the data delivery work between the upstream and downstream.

Description

Technical Field

[0001] This invention relates to the field of document delivery cover technology, specifically to a method and apparatus for automatically generating complex cover pages for document delivery. Background Technology

[0002] When downstream suppliers deliver documents to upstream suppliers, the upstream suppliers usually need to add a cover page to the document, which includes the information provided by the upstream supplier to meet copyright requirements.

[0003] Currently, for simple document wrapping scenarios, existing wrapping technologies are quite mature. For example, if only a cover page is needed, the program can automatically extract basic information from the delivery document and automatically wrap the cover page. However, for complex wrapping scenarios, such as when the wrapping page includes a cover page, a signature page, and a version history page, existing wrapping technologies cannot meet the needs of complex scenarios. For complex wrapping scenarios, there are two common wrapping operations: First, after receiving the downstream delivery documents, the recipient manually creates the wrapping page, with the signature page signed offline, and then manually merges the wrapping page and the delivery document. Second, the recipient uploads the manually created wrapping page during the data transmission approval process, and the program merges the wrapping page and the delivery document.

[0004] Therefore, it is evident that existing skin application technologies cannot achieve full electronic processing for complex skin application scenarios. They still require manual creation of skin application pages, resulting in a low degree of automation. Furthermore, the manual involvement in the process can easily lead to inaccurate information entry. Summary of the Invention

[0005] To address the shortcomings of existing technologies, embodiments of the present invention provide a method and apparatus for automatically generating complex cover pages for document delivery, thereby solving or partially solving the aforementioned problems.

[0006] In a first aspect, embodiments of the present invention provide a method for automatically generating complex cover pages for document delivery, based on a product data management system, including the following steps:

[0007] 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;

[0008] S2: Initiate a data transmission approval process, and relevant personnel from the sender and receiver perform the approval;

[0009] S3: When the recipient's contact person conducts the approval process, they confirm and fill in the sticker information;

[0010] S4: The recipient's interface person previews the skinning document and views the skinning effect;

[0011] S5: The receiving side interface person submits the approval, the program automatically performs the skinning operation, and a PDF file containing the skinning page is automatically created in the receiving side data management area.

[0012] The above embodiment has at least the following beneficial effects: the complex skinning page automatic generation method is fully electronic in the product data management system, manual preparation of the skinning page is not required, the degree of automation is high, the skinning efficiency and information accuracy are improved, and convenience is brought to data delivery work between upstream and downstream.

[0013] According to a specific implementation manner of the embodiment of the application, in the step S3, the confirmed and filled skinning information is classified into four categories. The first category is information obtained from the to-be-sent document, such as basic information such as a document name, a number, a version, and a classified level. The second category is information obtained from an approval process, such as an approver and an approval date. The third category is information obtained from historical skinning records, such as a version record page of this skinning of the same document, which should contain the version information of the last skinning. The fourth category is information manually filled by the receiving side interface person, such as version information of this skinning. Through classified integration of multi-source information (document metadata, approval process data, historical version data, and manually input data), the integrity and accuracy of the skinning page information are ensured, and manual omission or errors are reduced.

[0014] According to a specific implementation manner of the embodiment of the application, in the step S4, a PDF format skinning page is automatically generated according to the information obtained in the step S3, and preview viewing by the receiving side interface person is supported. The skinning page preview function is supported, a "what you see is what you get" is realized, errors can be corrected in time, the rework rate is reduced, and user experience is improved.

[0015] According to a specific implementation manner of the embodiment of the application, in the step S5, the program fills the information obtained in the step S3 into corresponding positions of a skinning page template in a doc / docx format according to a rule, and the skinning page includes a cover page, a signature page, and a version record page. For example, basic information such as a document name, a number, a version, and a classified level is filled into the cover page, approvers and approval dates in the approval process are filled into the signature page, and automatically obtained last skinning version information and manually filled version information of this time are filled into the version record page. The template is automatically filled according to the preset rule, format confusion caused by manual operation is avoided, and standardized output of the cover page, the signature page, and the version record page is ensured.

[0016] According to a specific implementation manner of the embodiment of the application, in the step S5, the to-be-sent document (if not in a PDF format) and the skinning page in the doc / docx format are converted into a PDF format, and then the two are merged to form a final document. The whole process is automatically converted and merged, manual intervention is reduced, the skinning efficiency is improved, and the uniformity of the final delivered document is ensured.

[0017] According to a specific implementation of an embodiment of the present application, in the step S5, the program automatically stores the to-be-sent document and the final document formed by merging into the data management area of the receiver, and stores the version record information filled in by the receiver in the step S3 for use in the next version skinning.

[0018] In a second aspect, an embodiment of the present application provides a document delivery complex skinning page automatic generation device, comprising:

[0019] A skinning information filling module, in which a receiver interface person confirms and fills in the skinning information;

[0020] A skinning information processing module, which supports calling the document generation module to fill the skinning information into the corresponding position of the skinning page template to form a doc / docx format skinning page, and supports calling the PDF processing module to convert the doc / docx format skinning page and the to-be-sent document (if not in PDF format) into PDF format, and merge the PDF format to-be-sent document and the skinning page to form a final document;

[0021] A document generation module, which supports writing text into the corresponding position of a document to generate a doc / docx format document;

[0022] A PDF processing module, which supports previewing a PDF format file, converting a doc / docx format document into a PDF format, and merging two / multiple PDF format documents into one document.

[0023] In addition, the device is a plug-in program dependent on a product data management system and a data sending module thereof. The product data management system is a software system for managing product data, and the main functions thereof include data management, version control, process management, etc. The data sending module supports the downstream unit to create a data sending sheet, associate a to-be-sent document, fill in an approver and initiate an approval process, and perform approval. In the data sending process, the device is called to realize automatic skinning, and finally the document after skinning is stored in the receiver product data management area of the product data management system.

[0024] The embodiments of the present application have at least the following technical effects:

[0025] Firstly, the skinning of the complex skinning page automatic generation method is accompanied by the delivery process, and after the end of the delivery process, the skinning document is automatically generated in the data management work area of the receiver, which greatly improves the skinning efficiency.

[0026] Secondly, the complex skinning page automatic generation method avoids the errors introduced by manual preparation of skinning files, and improves the accuracy of skinning.

[0027] Thirdly, the complex skinning page automatic generation method supports skinning file preview, what you see is what you get, and timely discovery of skinning problems, and improves the fault tolerance of skinning information filling.

[0028] Fourthly, the complex skinning page automatic generation method realizes automatic signing along with the delivery process, avoids offline paper signing, and improves the degree of electronic. BRIEF DESCRIPTION OF DRAWINGS

[0029] In order to more clearly illustrate the technical solutions in the specific embodiments or prior art of the present application, the drawings needed to be used in the specific embodiments or prior art description will be briefly introduced below. In all the drawings, similar elements or parts are generally identified by similar reference numerals. In the drawings, each element or part is not necessarily drawn according to the actual proportion.

[0030] Figure 1 A flowchart of a document delivery complex skinning page automatic generation method provided by an embodiment of the present application is shown;

[0031] Figure 2 An interface schematic diagram of a data sending form created in step S1 of the embodiment of the present application is shown;

[0032] Figure 3 A data sending approval process instance described in step S2 of the embodiment of the present application is shown;

[0033] Figure 4 A receiver approval record instance of the data sending approval process described in step S2 of the embodiment of the present application is shown;

[0034] Figure 5 An interface schematic diagram of the first received skinning information in step S3 of the embodiment of the present application is shown;

[0035] Figure 6 An interface schematic diagram of the second received skinning information in step S3 of the embodiment of the present application is shown;

[0036] Figure 7 shows a skinning page example generated in step S5 of the embodiment of the present application, wherein Figure 7(a) is a skinning cover page, Figure 7(b) is a skinning signature page, and Figure 7(c) is a skinning version record page;

[0037] Figure 8 A document delivery complex skinning page automatic generation device provided by an embodiment of the present application and an interaction schematic diagram with a product data management system are shown. DETAILED DESCRIPTION

[0038] The embodiments of the technical solution of the present invention will now be described in detail with reference to the accompanying drawings. These embodiments are only used to more clearly illustrate the technical solution of the present invention and are therefore merely examples, and should not be construed as limiting the scope of protection of the present invention.

[0039] It should be noted that, unless otherwise stated, the technical or scientific terms used in this application should have the ordinary meaning as understood by one of ordinary skill in the art to which this invention pertains.

[0040] Figure 1 A flowchart illustrating a method for automatically generating complex cover pages for document delivery, as provided in this embodiment of the invention, is shown below. Figure 1 This method, based on a product data management system, includes the following steps:

[0041] 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;

[0042] Create a data delivery order in the product data management system, fill in the basic information, including the order name, order number, recipient name, and associate it with the document to be sent. The document to be sent includes attributes such as name, order number, version, and security classification. The data delivery order creation interface is shown in the image. Figure 2 .

[0043] S2: Initiate a data transmission approval process, and relevant personnel from the sender and receiver perform the approval;

[0044] After the sender completes the data delivery form, a data delivery approval process is created in the product data management system. Figure 3 This is an example of an approval process for data transmission, including sending approval, receiving approval, and processing by the receiving party's contact person. Receiving approval is further divided into the receiving party's drafting, proofreading, review, countersigning, and approval. Figure 4 This is an example of a recipient approval record.

[0045] S3: When the recipient's contact person conducts the approval process, they confirm and fill in the sticker information;

[0046] When Figure 3 When the data transmission approval process shown reaches the receiving interface person's processing node, the receiving interface person confirms and fills in the information. Figure 5 This is a schematic of the interface when receiving the message for the first time. Figure 6 This is a diagram illustrating the interface when receiving the same document for the second time.

[0047] The information in the document to be sent is divided into four categories. The first category is information obtained from the document to be sent, such as... Figure 5 and Figure 6 The document name, number, version, and security classification in the document are derived from... Figure 2The first type is the information of the document to be sent in the sending form; the second type is the information obtained from the approval process, such as the approver and the approval date in Figure 4 , and the receiver name in Figure 3 ; the third type is the information obtained from the historical pasting record, such as the version record information in Figure 6 , the first line of which is automatically read (after receiving the A version, the version record will be stored); and the fourth type is the information manually filled in by the receiver interface person, such as the version record information in Figure 6 , the second line of which needs to be manually filled in.

[0048] S4: The receiver interface person previews the pasted document and checks the pasting effect.

[0049] After completing step S3, the receiver interface person can click the preview button to call the preview function of the PDF processing module in Figure 8 , to realize online preview of the pasted page, and if any mistake is found, step S3 can be repeated.

[0050] S5: The receiver interface person submits the approval, the program automatically performs the pasting operation, and automatically creates a PDF file containing the pasted page in the receiver data management area.

[0051] After the receiver interface person submits the approval, the program fills the information obtained in step S3 into the corresponding positions of the pasted page template in the doc / docx format according to the mapping rules. For example, the basic information document name, number, version, classification, and receiving unit in Figure 6 are filled into the cover page, and the effect is as shown in FIG. 7(a); the approver and the approval date in the approval process shown in Figure 4 are filled into the signature page, and the pasting effect is as shown in FIG. 7(b); and the pasted version information of the previous version and the manually filled version information of this time are filled into the version record page (see the version information in Figure 6 ), and the pasting effect is as shown in FIG. 7(c).

[0052] Then, the PDF conversion function of the PDF processing module in Figure 8 is called to convert the document to be sent (if not in PDF format) and the pasted page in the doc / docx format into the PDF format. Next, the PDF merging function of the PDF processing module in Figure 8 is called, and the pasted page and the document to be sent are merged to form the final document. Finally, with the end of the data sending process, the program automatically stores the final document to the data management area of the receiver. At the same time, the B version record information in step S3 is stored, and is automatically read when pasting the C version of the same document.

[0053] The embodiments of the present application have the following technical effects:

[0054] First, the complex skinning page automatic generation method is accompanied by the delivery process. With the end of the delivery process, the skinned document is automatically generated in the data management workspace of the recipient, greatly improving the skinning efficiency. And the automatic generation method avoids errors introduced by manual preparation of skinning files, improving the accuracy of skinning information.

[0055] Second, the complex skinning page automatic generation method supports skinning file preview, what you see is what you get, and timely discovery of skinning problems, improving the fault tolerance of skinning information filling.

[0056] Third, the complex skinning page automatic generation method realizes automatic signing accompanied by the delivery process, avoiding offline paper signing and improving the degree of electrification.

[0057] Figure 8 For a document delivery complex skinning page automatic generation device and an interaction diagram with a product data management system, the device comprises:

[0058] A skinning information filling module, the recipient interface person confirms and fills in the skinning information;

[0059] A skinning information processing module supports calling a document generation module to fill the skinning information into the corresponding position of the skinning page template to form a doc / docx format skinning page; supports calling a PDF processing module to convert the doc / docx format skinning page and the to-be-sent document (if not in PDF format) into PDF format, and merge the PDF format to-be-sent document and the skinning page to form the final document;

[0060] A document generation module supports writing text into the corresponding position of the document to generate a doc / docx format document;

[0061] A PDF processing module supports PDF format file preview; supports converting a doc / docx format document into a PDF format; supports merging two / multiple PDF format documents into one document.

[0062] In addition, the device is essentially a plug-in program, which relies on the product data management system and its data sending module. The skinning information filling and skinning page information display 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 sheets, associate to-be-sent documents, fill in and initiate the approval process, and execute the approval. In the data sending process, the device will be called to realize automatic skinning, and finally the skinned document is stored in the product data management area of the recipient.

[0063] The device has wide applicability and can rely on most product data management systems on the market, such as Teamcenter of Siemens Company or Windchill of PTC Company.

[0064] It should be noted that the arrangement of each module is only one embodiment of the present application, and other arrangements can also be used, and the present application does not limit this.

[0065] The above is only a specific implementation of the present application, but the protection scope of the present application is not limited thereto, and any person skilled in the art can easily think of changes or replacements within the technical range disclosed by the present application, which should be covered within the protection scope of the present application. Therefore, the protection scope of the present application should be subject to the protection scope of the claims.

Claims

1. A method for automatically generating complex skin pages for document delivery, characterized by, The method comprises the following steps: S1: creating a data sending form, filling in the recipient and associating the to-be-sent document; S2: initiating a data sending approval process, and performing approval by the sender and the recipient; S3: when the recipient interface person carries out approval, confirming and filling in the skin information, the skin information comprising: (1) document name, number, version and secret level obtained from the to-be-sent document; (2) the names and approval dates of the approvers obtained from the approval process; (3) the previous skin version information obtained from the historical skin record; (4) the current skin version information manually filled in by the recipient interface person; S4: automatically generating a PDF format skin page according to the skin information obtained in step S3, and supporting preview by the recipient interface person, wherein the recipient interface person previews the skin document to check the skin effect; S5: the recipient interface person submits the approval, and the program automatically performs the skin operation and automatically creates a PDF file containing the skin page in the data management area of the recipient, wherein the skin page comprises a cover page, a signature page and a version record page; the program automatically performs the skin operation, specifically: the program automatically collects the skin information and generates the skin page, and merges the to-be-sent document to form a PDF format delivery document; wherein the program fills in the corresponding positions of the doc / docx format skin page template with the skin information obtained in step S3, specifically: filling in the document name, number, version, secret level information into the cover page; filling in the names and approval dates of the approvers into the signature page; filling in the previous skin version information and the current skin version information into the version record page, and the program converts the to-be-sent document and the doc / docx format skin page into PDF format, merges the final document, stores the final document in the data management area of the recipient, and stores the current skin version information as historical data.

2. A document delivery complex skinning page automatic generation apparatus characterized by comprising: The method for performing the steps of claim 1 comprises: a skin information filling module for confirming and filling in the skin information by the recipient interface person; a document generation module for writing the skin information into a template to generate a doc / docx format document; a PDF processing module for document format conversion, merging and previewing; a skin information processing module for calling the document generation module to generate a doc / docx format skin page, and calling the PDF processing module to convert and merge the document.

3. The document delivery complex skinning page automatic generation apparatus according to claim 2, characterized by: Based on a product data management system, the automatic skin operation is completed by being called in a data sending process of the product data management system.

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