Electronic official document signing method and system

Abstract

The invention discloses an electronic official document endorsement method and system. The method comprises the following steps: setting endorsement sheet homepages of fixed standard styles corresponding to different service types and types of the endorsement sheet homepages; setting an endorsement list permission, and associating a workflow engine approval node; displaying the endorsement list at a workflow engine approval node; and receiving an endorsement opinion, automatically positioning the endorsement opinion to a corresponding opinion area according to the approval node, and generating a personal signature. By means of the scheme, the functions of document online signing order opinion input, signing and the like can be optimized and improved, and the signing efficiency is improved.

Description

Technical Field

[0001] The present invention relates to the field of electronic document processing, and in particular to an electronic document signing and approving method and system. Background Art

[0002] Electronic document signing and approval refers to a new process approval management model in which state-owned enterprises fully apply modern information technology, network technology, and office automation technology to carry out office work, management, and provide public services to employees during their work.

[0003] In the prior art, there are mainly two ways to sign and approve electronic documents:

[0004] 1. Through the signature function plug-in, jump to open the handwritten approval page, realize the signing function of the approval form, add signatures to opinions, enter dates and other functions. For example, on the "Approval Form" page, the user operates the "Enter + Sign" button, determines the location where the opinions are to be placed on the approval form, and enters the opinions on the computer keyboard, and attaches a computer font signature or electronic signature. This approval method has the following disadvantages: 1) The signature plug-in needs to be installed; 2) The opinion field needs to be displayed in a pop-up window when entering opinions; 3) It is impossible to limit the number of departments and opinions, and it is impossible to automatically add additional pages to the approval form.

[0005] 2. The "text input" function is implemented through the HTML5 signature method, which is implemented in disguised form as the "signature method", that is, the signature function is implemented through the signature method. When signing, there is a password pop-up window to ensure security, and the password pop-up window can also be customized to cancel. This signature method has the following disadvantages: 1) It only supports PDF format file signing and approval, and a PDF plug-in must be installed; 2) The signature area cannot be fixed, and the signature position is restricted; 3) The original handwriting effect cannot be achieved, and free scaling is not supported after the handwriting is added. Summary of the invention

[0006] The present invention provides an electronic document signing and approval method and system to optimize and improve the functions of online document signing and approval, such as inputting opinions and signing.

[0007] To this end, the present invention provides the following technical solutions:

[0008] The electronic official document signing and approval method and system provided by the present invention automatically extracts structured key elements from traditional official document manuscripts for electronic official document signing and approval, generates a homepage of the signing and approval form for each business type in a fixed standard style, sets the signing and approval form permissions, and associates the workflow engine approval node. The signing and approval form is displayed at the workflow engine approval node, the signing and approval opinions are received and automatically located to the corresponding opinion area according to the approval node, and a personal signature is generated, thereby greatly optimizing and improving the functions of online signing and approval form opinion entry and signature, and improving office efficiency. BRIEF DESCRIPTION OF THE DRAWINGS

[0009] Figure 1 It is a flowchart of an electronic official document approval method provided by the present invention;

[0010] Figure 2 It is a schematic structural diagram of an electronic official document approval system provided by the present invention. Detailed implementation manners

[0011] In order to more clearly illustrate the embodiments of the present invention or the technical solutions in the prior art, the following will briefly introduce the drawings required for the embodiments. Obviously, the drawings in the following description are only some embodiments of the present invention. For those of ordinary skill in the art, without creative efforts, other drawings can be obtained based on these drawings.

[0012] The present invention will be described in detail below in conjunction with the drawings and specific implementation manners. The implementation manners cannot be elaborated one by one here, but the implementation manners of the present invention are not limited to the following implementation manners.

[0013] In the prior art, when approving an electronic official document, usually the approver cannot complete the approval of opinions in a standard format within a fixed area, and cannot automatically expand the opinion approval page when the opinions exceed, and cannot present the opinions flexibly and standardly and smoothly transfer, resulting in the need for the printing room to be specifically responsible for printing the leader's approval page and fixing the approval position, greatly reducing the office efficiency. In addition, when approving an electronic official document, it is impossible to locate the position of the leader's exclusive approval opinion, and it is impossible to sign a true and valid signature. Each time, the leader has to approve the paper document offline, affecting the processing effect of the official document and resulting in untimely handling of urgent electronic official document approvals.

[0014] In view of the above problems and application requirements, the present invention provides an electronic official document approval method and device to optimize and improve functions such as opinion entry and signature on the online approval form of official documents. Specifically, for the approval of electronic official documents, structured key elements are automatically extracted from traditional official document manuscript papers to generate the main pages of approval forms of various business types in a fixed standard format, such as the main page of the company's official document approval form, the main page of the company's meeting minutes approval form, the main page of the company's received official document approval form, the main page of the company's signed report approval form, the main page of the department's official document approval form, the main page of the department's received official document approval form, the main page of the department's signed report approval form, the main page of the work committee's official document approval form, the main page of the work committee's received official document approval form, the main page of the work committee's meeting minutes approval form, etc., and standardized approval form management is provided.

[0015] The approval forms in the solution of the present invention are mainly applied to the receipt, issuance, and signed reports of official documents, and can be used for the approval of various official document forms of the headquarters of large enterprises.

[0016] As Figure 1 shown, it is a flowchart of an electronic official document approval method provided by the present invention, including the following steps:

[0017] Step 101: Set the approval form home pages with fixed standard styles corresponding to different business types and their business types.

[0018] Specifically, official document manuscripts for different business types can be collected; structured key elements can be extracted from the official document manuscripts; and approval form home pages with fixed standard styles corresponding to different business types can be generated according to the structured key elements. For example, technologies such as DWR, JQuery, and Html5 can be used to automatically extract structured key elements from traditional official document papers and generate approval form home pages for each business type with fixed standard styles.

[0019] In the embodiments of the present invention, the approval form home pages of each business type can include, for example, but are not limited to any one or more of the following: company document release approval form home page, company meeting minutes approval form home page, company incoming document approval form home page, company report approval form home page, department document release approval form home page, department incoming document approval form home page, department report approval form home page, work committee document release approval form home page, work committee incoming document approval form home page, work committee meeting minutes approval form home page, etc.

[0020] For approval forms of different business types, different approval form management processes can be provided.

[0021] Step 102: Set approval form permissions and associate workflow engine approval nodes.

[0022] RBAC (Role-Based Access Control) is an access control mechanism widely used in the field of computer security. It controls users' access permissions to resources in the system by assigning users to different roles. In RBAC, each role is granted a set of permissions, and users are assigned to one or more roles. Users can access the permissions granted to their related roles. This mechanism makes management and authorization easier because only users need to be assigned to roles, rather than specifying their access permissions individually for each user.

[0023] In the embodiments of the present invention, the approval form permissions can be based on the RBAC permission model, and extended to associate workflow engine approval nodes to enable different role personnel to have different approval form editing and viewing permissions in different official document approval links. For example, when drafting an official document, the "official document paper" and "approval form" tabs are displayed, and the approval form page is displayed by default. The drafter can switch to the official document paper tab during the processes of revising the draft, reviewing by the general management department, document handling, typesetting, proofreading by the drafter, having been proofread, and stamping / distributing, and only view the approval form in other links.

[0024] In the embodiments of the present invention, the approval form permissions can include, for example, but are not limited to: editing permissions, viewing page permissions, approval permissions, etc.

[0025] Among them, the page viewing permission can be configured on the workflow engine web-side visual process design page as needed. The configuration information is hot loaded, and the configuration takes effect immediately without restarting the service. Redis distributed cache is used to ensure performance.

[0026] Step 103: Display the approval form in the workflow engine approval node.

[0027] Specifically, the business type of the approval form homepage is determined; and the approval form is displayed at the workflow engine approval node according to the business type.

[0028] The display method of the approval form can be dynamically displayed according to the type of approval form. For example, if the receiving clerk selects "Leader Handling" or "Department Handling" in the "Handling Form Type" on the manuscript page, the corresponding approval form will be automatically loaded in the "Approval Form". If the "Handling Form Type" of the manuscript is adjusted, the approval form will be automatically adjusted accordingly.

[0029] The approval form of the present invention adopts HTML5 fragmentation design, and a specified HTML5 fragment can be inserted into the electronic approval of the official document through technical instructions. For example, an insert control button for inserting HTML5 fragments is set on the approval form page. Accordingly, the drafter or clerk can click the "Insert Document Handling Instructions" button on the approval form page to insert the "Document Handling Instructions" page to the front of the approval form.

[0030] When the approval form includes a leader's approval area, the content of the leader's approval area can be highlighted to facilitate the leader to focus on the approval when approving. For example, the headquarters leader's instructions are used for company leaders to give comments and instructions. The leader's instructions are automatically highlighted, and the signature and date are automatically added after the instructions are filled in. For details on the order and style of leader instructions, please refer to the "Input + Signature" section.

[0031] The approval area for the approval form in the present invention can be automatically positioned according to the role of the approval node, that is, according to the different roles of the approval node, the current focus will be positioned at different approval areas for opinions. For example, in the leader's instruction link, the approval form page will be entered by default, and the area where opinions can be entered will be automatically positioned. At the same time, the opinion column where opinions can be entered will be highlighted, and a prompt "Please enter your opinion" will be displayed.

[0032] Furthermore, when displaying the approval form, common phrases for approval can also be provided to facilitate the approval person to enter the approval opinions. In addition, after the approval common phrases selected by the approval person are displayed in the opinion input column, a function of continuing to edit can also be provided; at the same time, the currently written content can also be saved as common phrases.

[0033] For commonly used phrases for signing and approving, functional interfaces such as selection, creation, deletion, and sorting can be provided to facilitate the management of commonly used phrases for signing and approving.

[0034] Furthermore, when displaying the commonly used approval terms, the commonly used approval terms can be sorted according to the frequency of use.

[0035] Step 104, receiving the approval opinion and automatically locating the approval opinion to the corresponding opinion area according to the approval node, and generating a personal signature.

[0036] In some approval areas, multiple roles may be required to approve opinions in the same approval area. In view of this situation, the weight of each approval opinion can be determined, and the multiple approval opinions can be sorted according to the weight, and the multiple approval opinions can be displayed in sequence.

[0037] The weight of the approval opinions can be determined according to the role weight of the corresponding approval node and / or the order of approval time; or first sort them in ascending order by role weight and then in descending order by time.

[0038] When there are multiple approval opinions from different approval roles in the approval area, these approval opinions can be sorted automatically or manually dragged and sorted. When manually dragging and sorting, the weight of each approval opinion can also be adjusted, for example, the weight of the approval opinion can be adjusted in the following way, namely:

[0039] Current opinion weight = current opinion weight + current opinion weight / 2

[0040] Of course, in a specific application, multiple approval opinions in the same approval area may also be sorted in other ways, such as random sorting, which is not limited in this embodiment of the present invention.

[0041] It should be noted that after entering the approval opinions, the opinions and personal signatures will be automatically generated on the approval form according to the set format.

[0042] In a non-limiting embodiment, the approval form may include a document issuance approval form and a document receipt approval form; the document receipt approval form is provided with a stamp button for stamping at a designated position in the document receipt approval form.

[0043] During the stage of leader signing off on documents and company leaders giving instructions on documents, the approval form can be opened by default to only display functions such as "Collapse / Expand", "Fill in comments", "Complete", and "Save temporarily".

[0044] In a non-limiting embodiment, the approval form may include a counter-signature column for multiple departments to fill in their opinions.

[0045] Furthermore, when the number of words of the co-signed opinions of a single department in the co-signed column exceeds one line, the opinions can be displayed in the manuscript paper and the co-signed opinions of the department can be displayed in the co-signed sheet attachment; for example,

[0046] Further, when the number of countersigning departments for document issuance or countersigning departments for signed reports exceeds the set number (such as 2), it is possible to display in the manuscript paper that other countersigning departments can refer to the attachment, and display the countersigning opinions of other departments on the attached page of the countersigning form.

[0047] Further, when it comes to the need for countersigning departments to fill in both internal department opinions and department leader opinions simultaneously, it is also possible to fill in the internal department opinions in the opinion area on the right side of the countersigning area, and fill in the department leader opinions on the attached page of the countersigning form. Of course, it is also possible to divide the countersigning area into left and right sides, with the right side as the input area for internal department opinions and the left side as the input area for department leader opinions. The embodiments of the present invention do not make any limitations in this regard.

[0048] In the present invention, the approval form can, through JQuery technology, automatically adapt to the content of the opinion dynamic area in the approval form according to the standard fixed printing style, and can also generate the attached page information of the approval form, such as the "Explanation of Document Handling Situation" for document issuance, the main page of the approval form for received documents, and when the "Headquarters Leader's Approval" opinion in the main page of the approval form for signed reports exceeds the opinion approval area, an "Attached Page of Explanation of Document Handling Situation" will be automatically added, and the leader's approval opinion can continue to be filled in. The content of the additional page automatically added after the opinion exceeds, includes basic information such as submission, title, and review opinions.

[0049] When the opinions of received documents and signed reports exceed the limit, the exceeding content can be presented through inserted pages.

[0050] In another non - restrictive embodiment of the method of the present invention, it is also possible to set the proxy recording permission, and the proxy recording permission includes: the permission to proxy record to the approval form and the manuscript paper, the permission to proxy record to the manuscript paper, and the permission to proxy record to the document handling situation form. Among them:

[0051] The permission to proxy record to the manuscript paper means that only the proxy - recorded opinions are displayed on the manuscript paper page.

[0052] The permission to proxy record to the approval form and the manuscript paper means that the input opinions are simultaneously displayed in the standard format on the main page of the approval form and the manuscript paper page, and are displayed as "Proxy Recorded by XXX".

[0053] The permission to proxy record to the document handling situation form means that the proxy - recorded opinions can be displayed on the manuscript paper page and the document handling situation explanation page.

[0054] For example, in the approval form for document issuance, a button for proxy recording to the document handling situation form is set. After clicking this button, the proxy - recorded opinions can be displayed on the manuscript paper page and the document handling situation explanation page of this document issuance approval form.

[0055] Correspondingly, in step 104 above, receive the proxy - recorded opinions input by users with proxy recording permission, and automatically position the proxy - recorded opinions to the corresponding area according to the proxy recording permission, and display the proxy recording identifier in the corresponding approval form.

[0056] It should be noted that, in specific applications, the proxy recording permission is not a permission that needs to be configured for each sign-and-approval form. For example, the proxy recording function is only set for the document signing-and-approval form, while other types of sign-and-approval forms do not support the proxy recording function. Accordingly, the above button is only set in the document signing-and-approval form. Of course, it can be set according to user needs during application, and this embodiment of the present invention does not limit this.

[0057] Accordingly, the present invention also provides an electronic document signing and approval system, such as Figure 2 As shown, the electronic document signing and approval system 200 includes:

[0058] The setting module 201 is used to set the homepage of the approval form and its type in a fixed standard style corresponding to different business types, set the approval form authority, and associate the approval node of the workflow engine;

[0059] A presentation module 202, used to present the approval form at the workflow engine approval node;

[0060] The approval module 203 is used to receive the approval opinions and automatically locate the approval opinions to the corresponding opinion area according to the approval node, and generate a personal signature.

[0061] The specific functions and implementation methods of each module in the electronic document signing and approval system can be found in the description of the various embodiments of the electronic document signing and approval method of the present invention, which will not be repeated here.

[0062] The electronic official document signing and approval method and system provided by the present invention automatically extracts structured key elements from traditional official document manuscripts for electronic official document signing and approval, generates a homepage of the signing and approval form for each business type in a fixed standard style, sets the signing and approval form permissions, and associates the workflow engine approval node. The signing and approval form is displayed at the workflow engine approval node, the signing and approval opinions are received and automatically located to the corresponding opinion area according to the approval node, and a personal signature is generated, thereby greatly optimizing and improving the functions of online signing and approval form opinion entry and signature, and improving office efficiency.

[0063] The solution of the present invention can form a document signing and approval function with the characteristics of a large enterprise through the signing and approval form opinion signing control and the signing and approval form opinion display control, which solves the technical problems of concurrent reading by leaders, standardization of signatures when signing and approving, automatic sorting of leaders' approval opinions, automatic positioning of signatures, etc. in the document signing and approval scenario. At the same time, in response to file modifications during the approval process, an "opinion and approval processing page" can be automatically or through simple operations added to the end of the signing and approval form to fill in the leaders' opinions, leaving a trace of "opinions on the attached page" in the original signing and approval area, thereby leaving traces of modifications and ensuring the integrity of the opinions.

[0064] Accordingly, the present invention further provides a computer-readable storage medium, on which a computer program is stored. When the computer program is run by a processor, the steps of the electronic official document signing and approval method of the present invention are executed.

[0065] In the embodiments of the present invention, the term "a plurality of" refers to two or more.

[0066] It should be noted that the terms "comprising" and "having" in the description and claims of the present invention and any variations thereof are intended to cover non-exclusive inclusion. For example, a process, method, system, product or device comprising a series of steps or units does not necessarily have to be limited to those steps or units clearly listed, but may include other steps or units not clearly listed or inherent to these processes, methods, products or devices.

[0067] Each embodiment in this specification is described in a progressive manner. For the same or similar parts among the embodiments, reference can be made to each other. Each embodiment focuses on the differences from other embodiments. Moreover, the system embodiments described above are merely illustrative. The modules and units described as separate components may or may not be physically separated, that is, they may be located on one network unit or distributed to multiple network units. Some or all of the modules can be selected according to actual needs to achieve the purpose of the solution of this embodiment. Those of ordinary skill in the art can understand and implement it without creative efforts.

[0068] In specific implementation, regarding the various modules / units included in the various devices and products described in the above embodiments, they can be software modules / units, hardware modules / units, or partially software modules / units and partially hardware modules / units.

[0069] For example, for each device or product applied to or integrated into a chip, each module / unit included therein can be implemented in the form of hardware such as a circuit. Alternatively, at least some of the modules / units can be implemented in the form of a software program that runs on a processor integrated inside the chip, and the remaining (if any) modules / units can be implemented in the form of hardware such as a circuit. For each device or product applied to or integrated into a chip module, each module / unit included therein can be implemented in the form of hardware such as a circuit. Different modules / units can be located in the same component (such as a chip, a circuit module, etc.) or different components of the chip module. Alternatively, at least some of the modules / units can be implemented in the form of a software program that runs on a processor integrated inside the chip module, and the remaining (if any) modules / units can be implemented in the form of hardware such as a circuit. For each device or product applied to or integrated into a terminal, each module / unit included therein can be implemented in the form of hardware such as a circuit. Different modules / units can be located in the same component (such as a chip, a circuit module, etc.) or different components inside the terminal. Alternatively, at least some of the modules / units can be implemented in the form of a software program that runs on a processor integrated inside the terminal, and the remaining (if any) modules / units can be implemented in the form of hardware such as a circuit.

[0070] In addition, in each embodiment of the present application, each functional unit can be integrated into one processing unit, or each unit can be physically arranged separately, or two or more units can be integrated into one unit. The above-mentioned integrated unit can be implemented in the form of hardware or in the form of a hardware plus software functional unit.

[0071] The above-mentioned integrated unit implemented in the form of a software functional unit can be stored in a computer-readable storage medium. The above-mentioned software functional unit stored in a storage medium includes several instructions for causing a computer device (which can be a personal computer, a server, or a network device, etc.) to execute some steps of the methods described in each embodiment of the present application.

[0072] The above has introduced the embodiments of the present invention in detail. In this article, specific implementation manners are used to describe the present invention. The descriptions of the above embodiments are only used to help understand the method and system of the present invention. They are only some embodiments of the present invention, rather than all embodiments. Based on the embodiments of the present invention, all other embodiments obtained by those of ordinary skill in the art without making creative efforts shall fall within the protection scope of the present invention. The content of this specification should not be construed as a limitation of the present invention. Therefore, any modification, equivalent replacement, improvement, etc. made within the spirit and principle of the present invention shall be included in the protection scope of the present invention.

Claims

1. An electronic official document signing and approval method, characterized in that, The method includes: Setting the approval form home page and its type with fixed standard styles corresponding to different business types; Setting the approval form permissions and associating with the approval nodes of the workflow engine; Displaying the approval form at the approval nodes of the workflow engine; Receiving approval opinions and automatically positioning the approval opinions to the corresponding opinion areas according to the approval nodes, and generating personal signatures.

2. The electronic official document signing and approval method according to claim 1, characterized in that The setting of the approval form home page with fixed standard styles corresponding to different business types includes: Collecting official document manuscripts for different business types; Extracting structured key elements from the official document manuscripts; Generating the approval form home page with fixed standard styles corresponding to different business types according to the structured key elements.

3. The electronic official document signing and approval method according to claim 2, characterized in that, The approval form permissions include: editing permission, viewing page permission, and approval permission.

4. The electronic official document signing and approval method according to claim 1, wherein The displaying of the approval form at the approval nodes of the workflow engine includes: Determining the type of the approval form; Displaying the approval form at the approval nodes of the workflow engine according to the type.

5. The electronic official document signing and approval method according to claim 1, characterized in that An insertion control button for inserting html5 fragments is set on the approval form page.

6. The electronic official document signing and approval method according to claim 2, wherein The approval form includes a leadership approval area, and the content of the leadership approval area is highlighted.

7. The electronic official document signing and approval method according to claim 1, characterized in that The receiving of approval opinions and automatically positioning the approval opinions to the corresponding opinion areas according to the approval nodes includes: When there are approval opinions from multiple roles in the same opinion approval area, determining the weights of the approval opinions; Sorting the multiple approval opinions according to the weights and displaying the multiple approval opinions in sequence.

8. The electronic official document signing and approval method according to claim 1, characterized in that, The method further includes: Providing common approval phrases when displaying the approval form.

9. The electronic official document signing and approval method according to claim 8, characterized in that The method further includes: Sorting the common approval phrases according to the usage frequency.

10. The electronic official document signing and approval method according to claim 8, characterized in that, The method further includes: Providing an editing interface for editing the common approval phrases.

11. The electronic official document signing and approval method according to any one of claims 1 to 10, characterized in that, The approval form includes a document-issuing approval form and a document-receiving approval form; a stamping button is set on the document-receiving approval form for stamping at a specified position on the document-receiving approval form.

12. The electronic official document signing and approval method according to claim 11, characterized in that, A countersignature column is included on the approval form; When the countersignature opinions of a single department in the countersignature column exceed one line, "Opinions attached" is displayed in the manuscript paper, and the countersignature opinions of the department are displayed in the attached page of the countersignature form; When there are more than 3 document-issuing countersignature departments or more than 2 countersignature departments for signed reports, "Other countersignature departments see attachment" is displayed in the manuscript paper, and the countersignature opinions of other departments are displayed in the attached page of the countersignature form.

13. The electronic official document signing and approval method according to claim 11, wherein The method further includes: Setting the proxy recording permission, and the proxy recording permission includes: proxy recording to the approval form and manuscript paper permission, proxy recording to the manuscript paper permission, and proxy recording to the document handling situation form permission; Receiving the proxy recording opinions input by users with proxy recording permission, automatically positioning the proxy recording opinions to the corresponding areas according to the proxy recording permission, and displaying a proxy recording mark in the corresponding approval form.

14. The electronic official document signing and approval method according to claim 13, wherein A button for proxy recording to the document handling situation form is set on the document-issuing approval form for displaying the proxy recording opinions in the document handling situation description page of the document-issuing approval form.

15. An electronic official document signing and approval system, characterized in that, The system includes: A setting module for setting the approval form home page and its type with fixed standard styles corresponding to different business types, setting the approval form permissions, and associating with the approval nodes of the workflow engine; A display module for displaying the approval form at the approval nodes of the workflow engine; The approval module is used to receive approval opinions, automatically locate the approval opinions to the corresponding opinion areas according to the approval nodes, and generate personal signatures.

16. A computer-readable storage medium having a computer program stored thereon, characterized in that, When the computer program is run by a processor, it executes the steps of the electronic official document approval method described in any one of claims 1 to 14.

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