Program, method, information processing device, and system
Patent Information
- Application Number
- JP2023186740
- Authority / Receiving Office
- JP · JP
- Patent Type
- Applications
- Current Assignee / Owner
- Filing Date
- 2023-10-31
- Publication Date
- 2025-02-06
- Estimated Expiration
- 2042-07-01
AI Technical Summary
Existing document management systems require manual registration of documents, which is burdensome for users.
A system that automatically searches for and manages files to be stored on a server, reducing the effort required for document registration by utilizing a terminal device, management server, and storage server to automate the process.
Reduces the effort needed for document registration by automating the file management process, including file selection, classification, and storage, thereby enhancing efficiency.
Smart Images

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Abstract
Description
[Technical field]
[0001] The present invention relates to a program, a method, an information processing device, and a system. [Background technology]
[0002] In recent years, in order to improve the efficiency of business operations, an increasing number of companies are introducing document management services realized by SaaS (Software as a Service) etc. For example, Patent Document 1 proposes a technology for storing operation rules for registering and / or updating documents in a server, and for making the workflow of document management more efficient. [Prior art documents] [Patent documents]
[0003] [Patent Document 1] JP 2010-049426 A Summary of the Invention [Problem to be solved by the invention]
[0004] However, in the technology described in the above-mentioned patent document, in the document management service, the registration of documents to be managed is done manually, and the registration work is a burden on the person in charge.
[0005] An object of the present disclosure is to reduce the effort required by a user to register a document in a document management service. [Means for solving the problem]
[0006] In the present disclosure, a program is provided that causes a computer having a processor to execute the steps of obtaining a file to be managed in a service that manages specified files from a file stored in a terminal device used by a user, and storing the obtained file so that the file is managed by the service. Effect of the Invention
[0007] The above configuration can reduce the effort required to register a document in a document management service. [Brief description of the drawings]
[0008] [Figure 1] 1 is a block diagram showing a hardware configuration of a document management system 1 according to a first embodiment. [Diagram 2] 2 is a block diagram showing the functional configuration of the terminal device 10. FIG. [Diagram 3] 2 is a block diagram showing the functional configuration of a management server 20. FIG. [Figure 4] FIG. 2 is a block diagram showing the functional configuration of the storage server 30. [Diagram 5] 2 is a diagram illustrating an example of a database stored in a storage unit 202 of a management server 20. FIG. [Figure 6] 2 is a diagram showing an example of a database stored in a storage unit 302 of a storage server 30. FIG. [Figure 7] FIG. 2 is a diagram illustrating the first half of the process flow of the document management system 1. [Figure 8] 13 is a diagram illustrating the latter half of the processing flow of the document management system 1. FIG. [Figure 9] FIG. 11 is a diagram illustrating the flow of the file selection process (step S200). [Figure 10] FIG. 11 is a diagram illustrating the flow of the transfer process (step S300). [Figure 11] FIG. 11 is a diagram illustrating the first half of a process flow of a document management system 1 according to a second embodiment. [Figure 12] FIG. 11 is a diagram illustrating the flow of the email analysis process (step S400). DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS
[0009] Hereinafter, an embodiment of the present invention will be described in detail with reference to the drawings. In the drawings for explaining the embodiment, the same components are generally designated by the same reference numerals, and the repeated description will be omitted.
[0010] <1. First embodiment> (1-1. Overview) In the document management system 1 according to the present embodiment, a terminal device such as a PC used by a user automatically searches for files to be stored in a server that stores specified document files, and when the file is found, it is sent to the server and automatically stored. This reduces the effort required to register documents. Each component will be described in detail below.
[0011] (1-2. Hardware configuration) FIG. 1 is a diagram showing the overall configuration of a document management system 1 of this embodiment. As shown in FIG. 1, the document management system 1 includes a terminal device 10 used by a user, a management server 20, and a storage server 30. The storage server 30 manages a specific file such as a document and stores the file for a service (for example, a contract management service, an accounting management service, etc., hereinafter referred to as an external service). The terminal device 10, the management server 20, and the storage server 30 are connected to each other via a network 40 using a wireless or preferred communication standard so as to be able to communicate with each other. In the illustrated example, one terminal device 10 is included in the document management system 1 in consideration of visibility, but the number of terminal devices 10 can be arbitrarily changed according to the number of users.
[0012] The terminal device 10 may be, for example, a computer such as a desktop PC (Personal Computer), a laptop PC, a head-mounted display, etc. The terminal device 10 is also realized by a computer with excellent portability, such as a smartphone or a tablet terminal.
[0013] As shown in FIG. 1, the terminal device 10 includes a communication IF (Interface) 12, an input device 13, an output device 14, a memory 15, a storage 16, and a processor 19.
[0014] The communication IF 12 is an interface for transmitting and receiving signals so that the terminal device 10 can communicate with an external device. The input device 13 is a device for receiving input operations from a user. The input device 13 includes, for example, a touch panel, a touch pad, a pointing device such as a mouse, a keyboard, and the like.
[0015] The output device 14 is a device for presenting information to a user. The output device 14 includes, for example, a display, a speaker, etc. The memory 15 is for temporarily storing programs and data processed by the programs, etc., and is realized by, for example, a volatile memory such as a DRAM (Dynamic Random Access Memory).
[0016] The storage 16 is a storage device for saving data, and is realized by, for example, a flash memory or a hard disk drive (HDD). The processor 19 is hardware for executing an instruction set described in a program, and is composed of an arithmetic unit, a register, a peripheral circuit, etc.
[0017] The management server 20 is a device that executes the processes described below based on information input by a user, and is realized by a computer connected to a network 40 .
[0018] As shown in FIG. 1, the management server 20 includes a communication IF 22, an input / output IF 23, a memory 25, a storage 26, and a processor 29.
[0019] The communication IF 22 is an interface for transmitting and receiving signals so that the management server 20 can communicate with external devices. The input / output IF 23 functions as an interface with an input device for receiving input operations from a user and an output device for presenting information to the user.
[0020] The memory 25 is for temporarily storing programs and data processed by the programs, and is realized by a volatile memory such as a DRAM. The storage 26 is a storage device for saving data, and is realized by a flash memory or HDD. The processor 29 is hardware for executing an instruction set described in a program, and is composed of an arithmetic unit, registers, peripheral circuits, etc.
[0021] Storage server 30 is a device that executes processes described below based on information input by a user, and is realized by a computer connected to network 40. As shown in Fig. 1, storage server 30 is realized by the same hardware configuration as management server 20, and therefore description thereof will not be repeated.
[0022] (1-3. Functional configuration of terminal device 10) Fig. 2 is a block diagram showing a functional configuration of the terminal device 10 included in the document management system 1. As shown in Fig. 2, the terminal device 10 includes a wireless communication unit 120, an operation input unit 130, a voice processing unit 140, a position information sensor 150, a camera 160, a storage unit 170, and a control unit 180.
[0023] The terminal device 10 also includes functions and configurations (such as a battery for storing power, a power supply circuit for controlling the supply of power from the battery to each circuit, etc.) that are not shown in Fig. 2. The blocks included in the terminal device 10 are electrically connected by, for example, a bus or the like.
[0024] The wireless communication unit 120 performs processing for the terminal device 10 to communicate with other devices. The wireless communication unit 120 performs transmission processing on a signal generated by the control unit 180 via the antenna 121 and transmits the signal to the outside (for example, the management server 20). The wireless communication unit 120 performs reception processing on a signal received from the outside and outputs the signal to the control unit 180.
[0025] The operation input unit 130 has a mechanism for receiving an input operation from a user who uses the terminal device 10. Specifically, for example, when the terminal device 10 is a PC, the operation input unit 130 may include a mouse, a keyboard, and the like. In addition, when the operation input unit 130 is a touch screen, it may include a touch-sensitive device 131 and a display 132.
[0026] Touch-sensitive device 131 detects a user's touch position on display 132 by using, for example, a capacitive touch panel. Touch-sensitive device 131 outputs a signal indicating the user's touch position detected by the touch panel to control unit 180 as an input operation.
[0027] The display 132 functions as the output device 14 that displays data such as images, videos, and text in response to control by the control unit 180. The display 132 is realized by, for example, an LCD (Liquid Crystal Display) or an organic EL (Electro-Luminescence) display.
[0028] The audio processing unit 140 modulates and demodulates an audio signal. The audio processing unit 140 is realized by, for example, a processor for audio processing. The audio processing unit 140 modulates an audio signal provided from a microphone 141, and outputs the modulated signal to the control unit 180. The audio processing unit 140 also demodulates an audio signal provided from the control unit 180, and provides the demodulated signal to a speaker 142.
[0029] The microphone 141 receives a voice input and outputs a voice signal corresponding to the voice input to the voice processing unit 140. The speaker 142 converts the voice signal provided from the voice processing unit 140 into a voice and outputs the voice to the outside of the terminal device 10.
[0030] The position information sensor 150 is a sensor that detects the position of the terminal device 10, and is, for example, a GPS (Global Positioning System) module. The GPS module is a receiving device used in a satellite positioning system. In the satellite positioning system, signals are received from at least three or four satellites, and the current position of the terminal device 10 equipped with the GPS module is detected based on the received signals.
[0031] The camera 160 is a device that receives light by an image sensor and outputs the light as an image signal. The camera 160 is disposed, for example, at a position facing the user who uses the terminal device 10.
[0032] The memory unit 170 is configured from the storage 16, and stores data and programs used by the terminal device 10.
[0033] The control unit 180 is realized by the processor 19 reading a program stored in the storage unit 170 and executing instructions included in the program. The control unit 180 controls the operation of the terminal device 10. Specifically, for example, the control unit 180 fulfills the functions of an operation reception module 181, a transmission / reception module 182, a file search module 183, a file extraction module 184, and a display module 185.
[0034] The operation reception module 181 performs processing for receiving a user's operation input from the input device 13. For example, the operation reception module 181 determines the type of operation, such as whether the operation by the operator is a flick operation, a tap operation, or a drag (swipe) operation, based on information on the coordinates where the user touches the touch-sensitive device 131 with a finger or the like, and receives the operation.
[0035] The transmission / reception module 182 performs processing for the terminal device 10 to transmit and receive data to and from external devices such as the management server 20 in accordance with a communication protocol.
[0036] The file search module 183 searches for files to be managed in the external service at a predetermined cycle. The predetermined cycle may be, for example, a regular timing such as daily, weekly, or monthly, or an arbitrary timing set by the user (for example, three times a month on the 1st, 15th, and last day of each month).
[0037] The file search module 183 may search for files to be managed by file name or by file format. For example, the file search module may be configured to search for files in a format whose contents cannot be changed (for example, a PDF file) as files to be managed.
[0038] A file extraction module 184 extracts, from among the files searched by the file search module 183, files to be managed that have been newly stored in the terminal device 10 between the previous search and the current search and that are not managed by an external service in the storage server 30.
[0039] As an example, the file extraction module 184 may be configured to extract files not managed by an external service based on information about files managed by the external service. The files managed by the external service are stored in the storage server 30. The management server 20 stores information about the files stored in the storage server 30 in a selection condition database 2021 described below, and the file extraction module 184 may be configured to extract files not managed by an external service based on the information stored in the selection condition database 2021.
[0040] Alternatively, the file extraction module 184 may be configured to extract a file that has been updated with respect to a file managed by an external service as a file not managed by the external service. In this case, when a file searched for by the file search module 183 is already stored in the storage server 30, the update dates and times of the files are compared, and when the searched file has been updated later than the file stored in the storage server 30, the searched file may be extracted as a file not managed by the external service.
[0041] Alternatively, the file extraction module 184 may be configured to extract files that are not managed by an external service based on a predetermined rule. As an example of the predetermined rule, a file that includes a predetermined keyword in the file name or file content may be extracted as a file that is not managed by an external service. Alternatively, a file having a predetermined attribute may be extracted as a file that is not managed by an external service. Here, the attribute may be, for example, a file format defined by an extension, or an attribute that is classified and assigned based on any criteria such as the creator of the file, the updater, the authority assigned to the file, and the time of updating the file. The rule may be a specification that can be appropriately set by the user, and may be stored in the selection condition database 2021 of the management server 20, for example.
[0042] The display module 185 displays various data on the output device 14, thereby displaying various information to the user.
[0043] (1-4. Functional configuration of management server 20) 3 is a diagram showing the functional configuration of the management server 20. As shown in FIG.
[0044] The communication unit 201 performs processing for the management server 20 to communicate with external devices such as the terminal device 10 .
[0045] The storage unit 202 is realized by the memory 25 or the storage 26, and stores data and programs used by the management server 20. As an example, the storage unit 202 stores a selection condition database 2021. The selection condition database 2021 will be described in detail later.
[0046] The control unit 203 performs functions shown as various modules as follows, by the processor 29 performing processes according to the programs.
[0047] The transmission / reception module 2031 controls the processing in which the management server 20 transmits and receives signals from external devices in accordance with a communication protocol.
[0048] The selection instruction module 2032 transmits an instruction for file selection to the terminal device 10 at a predetermined timing stored in a selection condition database 2021, which will be described later.
[0049] The file classification module 2033 classifies the files selected by the terminal device 10 according to their attributes. The attributes may be, for example, a file format defined by an extension, or attributes classified and assigned according to any criteria, such as the creator or updater of the file, the authority assigned to the file, or the time of updating the file.
[0050] As an example, when there are multiple storage servers 30, the file classification module 2033 refers to the item "storage server ID" in the selection condition database 2021 to identify the storage server 30 in which the selected files are to be stored, and classifies the files in association with each other. As a result, the transmission / reception module 2031 transmits the classified files to the associated storage servers 30 so that the files are registered in different cloud services.
[0051] The file determination module 2034 determines whether the file transmitted to and stored in the storage server 30 is an invoice. Specifically, the file determination module 2034 analyzes text information in the file. The file determination module 2034 performs, for example, text mining processing on the text information to determine whether there is information that can acquire a specified file.
[0052] In text mining processing, the file determination module 2034 divides the text of the file into words and phrases, and analyzes the frequency of their occurrence, the correlation of their co-occurrence, the tendency of occurrence, and the time series, to determine whether the file is an invoice or not.
[0053] The transfer procedure module 2035 executes a transfer process when the file stored in the storage server 30 is an invoice. Specifically, it transmits a transfer instruction request from the user to the terminal device 10, and when a transfer instruction is received from the user, it executes the transfer process by linking with Internet banking systems provided by various financial institutions.
[0054] (1-5. Functional configuration of storage server 30) Fig. 4 is a diagram showing the functional configuration of the storage server 30. As shown in Fig. 4, the storage server 30 includes a communication unit 301, a storage unit 302, and a control unit 303. The following description will focus on the differences from the configuration of the management server 20.
[0055] As an example, a file database 3021 is stored in the storage unit 302. The file database 3021 will be described in detail later.
[0056] A file registration module 3032 of the control unit 303 executes registration of the file in the external service by storing the file received from the management server 20 in a file database 3021 (to be described later).
[0057] (1-6. Data Structure) 5 and 6, a description will be given of an example of a database used in the document management system 1. Note that the database described below is merely an example, and does not exclude data that is not described.
[0058] 5 is a diagram showing an example of a data structure of the selection condition database 2021 stored in the storage unit 202 of the management server 20. The records of the selection condition database 2021 include an item "condition ID", an item "selection timing", an item "storage server ID", an item "file type", an item "selection condition", and the like.
[0059] The item "condition ID" is information serving as an identifier for identifying a condition for selecting a file (hereinafter, referred to as a file selection condition).
[0060] The item "selection timing" is information about the timing of file selection. The timing of file selection may be set to a predetermined cycle, or may be set to an arbitrary timing desired by the user. For example, if file selection is performed as a daily process, time information (e.g., 0:00 am every day) may be set as the item "selection timing".
[0061] Furthermore, when file selection is performed as a weekly process, information on the day of the week (e.g., every Saturday) may be set as the item "selection timing."When file selection is performed as a monthly process, information on the date (e.g., the last day of each month) may be set as the item "selection timing."
[0062] The item "storage server ID" is information serving as an identifier for identifying the storage server 30 in which the file selected based on the file selection condition is to be stored.
[0063] The item "file type" is information about the type of file selected based on the file selection condition. Here, the type may be information indicating a classification according to the purpose of the document, such as an invoice, a contract, or a presentation document.
[0064] The item "selection conditions" is information about the details of the file selection conditions. The user may set the desired file selection conditions as appropriate. As the file selection conditions, a file that includes a predetermined keyword in the file name or file contents may be set as the selection condition. Alternatively, a file that has a predetermined attribute may be set as the selection condition.
[0065] 6 is a diagram showing an example of the data structure of file database 3021 stored in memory unit 302 of storage server 30. A record of file database 3021 includes an item "file ID", an item "file name", an item "file type", an item "file format", an item "storage server ID", an item "registration date", an item "update date", etc.
[0066] The item “file ID” is information serving as an identifier for identifying a file stored in the storage server 30 .
[0067] The item "file name" is information about the name of the file.
[0068] The item "file type" is information about the type of the file.
[0069] The item "file contents" is information about the contents of the file.
[0070] The item "storage server ID" is information serving as an identifier for identifying the storage server 30 in which the file is stored.
[0071] The item "registration date" is information about the date on which the file was registered in the storage server 30 (that is, first stored).
[0072] The item "Updated Date" is information about the date on which the file was updated.
[0073] (1-7. Processing flow) An example of the process flow of the document management system 1 will be described with reference to FIGS.
[0074] 7, the selection instruction module 2032 of the management server 20 transmits a file selection instruction to the terminal device 10. In step S111, the transmission / reception module 182 of the terminal device 10 receives the selection instruction.
[0075] In step S200, the terminal device 10 executes a file selection process, the details of which will be described later.
[0076] In step S112, the sending and receiving module 182 sends the file selected in the file selection process (step S200) to the management server 20. In step S122, the sending and receiving module 2031 of the management server 20 receives the selected file.
[0077] In step S123, the file classification module 2033 classifies the received selected files according to the attributes of the files.
[0078] In step S124, the transmitting / receiving module 2031 transmits the classified selected files to the storage server 30. In step S132, the transmitting / receiving module 3031 of the storage server 30 receives the selected files.
[0079] In step S132, the file registration module 3032 of the storage server 30 registers the selected file. Specifically, the file registration module 3032 stores information about the selected file in the file database 3021.
[0080] 8, the transmitting / receiving module 3031 of the storage server 30 transmits a registration confirmation notification to the terminal device 10 and the management server 20. In step S113, the transmitting / receiving module 182 of the terminal device 10 receives the registration result. In step S125, the transmitting / receiving module 2031 of the management server 20 receives the registration result.
[0081] In step S114, the display module 185 of the terminal device 10 displays a notification of the registration result on the display 132. Here, the notification may be configured to present information such as the name of the service to be managed, the registered file name, and the date and time of registration.
[0082] The display module 185 may be configured to display, on the display 132, a cancellation instruction acceptance screen for accepting an instruction to cancel the registration from the user together with the notification of the registration result. Here, when an instruction to cancel the registration is accepted from the user, the cancellation instruction is sent to the management server 20, and a record of the cancellation of the registration is stored as a log file in the storage unit 170. The management server 20 sends an instruction to the storage server 30 to cancel the registration of the file based on the cancellation instruction.
[0083] In step S126, the file determination module 2034 of the management server 20 determines whether the selected file sent to the storage server 30 is an unpaid invoice. If the selected file is an unpaid invoice (YES in step S126), the transfer process (step S300) is executed. If the selected file is not an unpaid invoice (NO in step S126), the process ends.
[0084] The file selection process (step S200) will be described with reference to Fig. 9. In step S211, the file search module 183 of the terminal device 10 searches for a file. As an example, the file search module 183 searches for an uneditable file as a file to be managed by an external service.
[0085] In step S212, the file extraction module 184 of the terminal device 10 extracts a file. As an example, the file extraction module 184 refers to the item "selection condition" in the selection condition database 2021 of the management server 20 to extract a file that is not registered in the external service. Note that the information of the item "selection condition" in the selection condition database 2021 may be received together with the selection instruction in the selection instruction transmission process (step S121) by the management server 20.
[0086] The transfer process (step S300) will be described with reference to Fig. 10. In step S321, the sending and receiving module 2031 of the management server 20 sends a request for a transfer instruction to the terminal device 10. In step S311, the sending and receiving module 182 of the terminal device 10 receives the request for a transfer instruction. The display module 185 of the terminal device 10 displays on the display 132 a screen for requesting input of a transfer instruction.
[0087] In step S312, the sending and receiving module 182 of the terminal device 10 sends the transfer instruction accepted from the user to the management server 20. In step S322, the sending and receiving module 2031 of the management server 20 receives the transfer instruction.
[0088] In step S323, the transfer procedure module 2035 of the management server 20 executes the transfer process. The transfer process may be performed in cooperation with Internet banking systems provided by various financial institutions. As an example, the transfer procedure module 2035 causes the Internet banking system to execute the transfer process by linking information required for the procedure, such as the user's account number, PIN number, and transfer amount.
[0089] In step S324, the sending and receiving module 2031 of the management server 20 sends the execution result of the transfer process to the terminal device 10 and the storage server 30. In step S313, the sending and receiving module 182 of the terminal device 10 receives the execution result of the transfer process. In step S331, the sending and receiving module 3031 of the storage server 30 receives the execution result of the transfer process.
[0090] In step S314, the display module 185 of the terminal device 10 displays the execution result of the transfer process on the display 132. In step S332, the file registration module 3032 of the storage server 30 stores information about the execution result of the transfer process in the file database 3021. Here, the file registration module 3032 may add the execution result of the transfer process to the item "file contents", or may add an item holding information about the execution result of the transfer process to the file registration module 3032.
[0091] As described above, in the present embodiment, in the document management system 1, the management server 20 acquires a file to be managed in an external service that manages specific files from files stored in the terminal device 10, transmits the acquired file to the storage server 30 so that it is managed in the external service, and the storage server 30 stores the file. This makes it possible to reduce the effort required of the user to register a document in the document management service.
[0092] In the above embodiment, the terminal device 10 that receives the selection instruction from the management server 20 performs the file selection process (step S200), but the present invention is not limited to this example. For example, the control unit 203 of the management server 20 may execute the process of selecting a file in the terminal device 10 at a predetermined period.
[0093] In the above embodiment, the file selection process (step S200) includes a file search process (step S211) and a file extraction process (step S212), but the present invention is not limited to this example. For example, the file extraction process may be omitted in order to directly search for unregistered files (i.e., files to be extracted in the file extraction process (step S212) in the above embodiment) in the file search.
[0094] <2. Second embodiment> The process flow of the document management system 1 in the second embodiment will be described with reference to Fig. 11 and Fig. 12. The second embodiment differs from the first embodiment in that email analysis processing is performed. The following description will focus on the differences from the first embodiment.
[0095] 11, in the second embodiment, after receiving the selection instruction in step S111, the terminal device 10 executes the email analysis process (step S400). The other processes are similar to those in the first embodiment, and therefore the description will not be repeated.
[0096] The flow of the mail analysis process (step S400) will be described with reference to Fig. 12. In step S411, the file search module 183 of the terminal device 10 analyzes the incoming mail received by the user at the terminal device 10.
[0097] Specifically, the file search module 183 analyzes text information in the received email. The file search module 183 performs, for example, text mining processing on the text information to determine whether or not there is information that can acquire a specific file. Note that the information that can acquire a specific file includes information on the attached file when a file is attached to the email, and information on the link when a link that can access the file is included in the email.
[0098] In text mining processing, the file search module 183 divides the text of an email into words and phrases, and analyzes the frequency of their occurrence, correlation between their co-occurrence, appearance trends, time series, etc., to determine whether a specified file is attached to the email, or whether a URL for accessing the specified file is included in the email as a link.
[0099] In step S412, the control unit 180 determines whether or not the file described in the mail has already been downloaded into the terminal device 10. If the file described in the mail has already been downloaded (YES in step S412), step S413 is executed. If the file described in the mail has not been downloaded (NO in step S412), step S414 is executed.
[0100] In step S413, a search for files downloaded in the terminal device 10 is executed. In step S414, a process for acquiring the file described in the e-mail is executed. The process for acquiring the file may involve downloading an attached file from a mail server, or accessing a page linked to in the e-mail and downloading the file.
[0101] As described above, in the second embodiment, the terminal device 10 analyzes the contents of the email received by the user, determines whether there is information that allows a specific file to be acquired, and determines whether the specific file is stored in the terminal device 10 used by the user. If the specific file is not stored in the terminal device 10, the specific file is downloaded, and the downloaded file is transmitted to a server that stores files. This further reduces the effort required for document management when documents are handed over via email.
[0102] <3. Other embodiments> Although the embodiments to which the technical scope of the present application is applied have been described above, the present invention is not limited to the above contents.
[0103] In the above embodiment, the management server 20 and the storage server 30 are realized as cloud servers that communicate with the terminal device 10 via the network 40, but the present invention is not limited to this embodiment. For example, the management server 20 and the storage server 30 may be implemented as so-called on-premise servers that are installed within the premises of the facility where the terminal device 10 is located.
[0104] In addition, sharing of specific information via communication lines is mainly performed via a WAN such as the Internet, but between information processing devices, communication may also be performed only via short-range wireless communication such as Bluetooth (registered trademark) and infrared communication without using a WAN.
[0105] In addition, in the above embodiment, an example of a form in which each function is provided by the terminal device 10, the management server 20, or the storage server 30 is described, but this is not limited to this form, and some functions may be provided by the terminal device 10, the management server 20, or the storage server 30 in a form different from the above embodiment.
[0106] For example, in the above embodiment, at least some of the steps described as being executed by the terminal device 10 may be executed by the management server 20 or the storage server 30, at least some of the steps described as being executed by the management server 20 may be executed by the terminal device 10 or the storage server 30, and at least some of the steps described as being executed by the storage server 30 may be executed by the terminal device 10 or the management server 20.
[0107] Furthermore, the present invention may be realized as a computer-readable non-transitory recording medium storing the above-mentioned program.
[0108] Various embodiments of the present invention have been described above, but these are presented as examples and are not intended to limit the scope of the invention. The novel embodiments can be implemented in various other forms, and various omissions, substitutions, and modifications can be made without departing from the spirit of the invention. The embodiments and modifications thereof are included in the scope and spirit of the invention, and are included in the scope of the invention and its equivalents described in the claims.
[0109] <Additional Notes> The matters described in the above embodiments will be supplemented below.
[0110] (Appendix 1) A program is provided that causes a computer having a processor to execute the steps of obtaining a file to be managed in a service that manages specified files from a file stored in a terminal device used by a user, and storing the file so that the obtained file is managed by the service. (Appendix 2) In the obtaining step, a file to be managed is selected from files stored in a terminal device used by a user. (Appendix 3) In the obtaining step, there is provided the program according to appendix 1, which transmits an instruction to a terminal device used by a user to select a file, and receives the file selected by the terminal device from the terminal device. (Appendix 4) There is provided a program as described in Appendix 3, which causes a terminal device to execute the steps of searching for managed files at a predetermined interval, and extracting managed files that have been newly stored in the terminal device between the previous search and the current search and that are not managed by the service. (Appendix 5) The program described in Appendix 4 is provided, which searches for files whose contents are in a format that does not allow modification as files to be managed in the searching step. (Appendix 6) A program as described in Appendix 4 or Appendix 5 is provided, which in the extraction step refers to information about files managed by the service stored in a memory unit, and extracts files that are not managed by the service. (Appendix 7) There is provided a program described in any one of Supplementary Note 4 to Supplementary Note 6, which, in the extraction step, extracts a file that has the same name as a file managed in the service and whose contents have been updated as a file not managed by the service. (Appendix 8) There is provided a program according to Supplementary Notes 4 to 7, which causes files to be extracted based on a predetermined rule in the extracting step. (Appendix 9) The program described in Appendix 8 is provided, which, in the extracting step, extracts files whose names or contents include a predetermined keyword as files not managed by the service. (Appendix 10) There is provided a program as described in Appendix 8, which causes a file having a predetermined attribute to be extracted as a file not managed by the service in the extracting step. (Appendix 11) There is provided a program according to any one of appendices 1 to 10, which executes a step of classifying the selected files according to their attributes. (Appendix 12) The program described in Appendix 11 is provided, which causes the classified files to be transmitted to a server associated with the files according to their attributes. (Appendix 13) There is provided a program according to any one of Supplementary Note 1 to Supplementary Note 10, which allows a user to be notified of the result sent from the server after the file has been stored. (Appendix 14) There is provided a program as described in Appendix 13, which allows a cancellation instruction to be received from a user after the file is stored. (Appendix 15) There is provided a program described in any one of Appendices 1 to 14, which executes the steps of: analyzing the contents of an email received by a user and determining whether or not there is information that allows a specified file to be acquired; determining whether or not the specified file is stored in a terminal device used by the user; downloading the specified file if the specified file is not stored in the terminal device; and storing the downloaded file so that the file is managed by the service. (Appendix 16) There is provided a program described in any one of Supplementary Notes 1 to 15, which executes the steps of determining whether the selected file is an invoice, and presenting a request for transfer instructions to the user if the selected file is an invoice. [Explanation of symbols]
[0111] 1: document management system, 10: terminal device, 13: input device, 14: output device, 15: memory, 16: storage, 19: processor, 20: management server, 25: memory, 26: storage, 29: processor, 30: storage server, 40: network, 120: wireless communication unit, 121: antenna, 130: operation input unit, 131: device, 132: display, 140: audio processing unit, 141: microphone, 142: speaker, 150: position information sensor, 160: camera, 170: memory unit, 180: control unit, 181: operation reception module, 182 :Transmission and reception module, 183: file search module, 184: file extraction module, 185: display module, 201: communication unit, 202: memory unit, 203: control unit, 301: communication unit, 302: memory unit, 303: control unit, 2021: selection condition database, 2031: transmission and reception module, 2032: selection instruction module, 2033: file classification module, 2034: file determination module, 2035: transfer procedure module, 3021: file database, 3031: transmission and reception module, 3032: file registration module.
Claims
1. A computer having a processor, A step of searching for a bill file that has not yet been registered in a service that manages bill files, among the stored bill files, at a predetermined interval; receiving a setting of a condition for the predetermined period; extracting, as invoice files not yet registered in the service, invoice files that have been newly stored between a previous search and the current search and whose names or contents include a predetermined keyword; a step of designating a server that provides the service and transmitting the acquired invoice file so that the extracted invoice file is registered in the service; A program that executes the following.
2. In the searching step, 2. The program according to claim 1, wherein the invoice file is searched for based on a file selection condition.
3. In the searching step, 3. The program according to claim 2, further comprising searching for the invoice file in a format that does not allow the contents to be changed.
4. In the extracting step, 2. The program according to claim 1, further comprising: extracting a bill file having the same name as a bill file registered in said service and whose contents have been updated as a bill file not yet registered in said service.
5. In the extracting step, 2. The program according to claim 1, further comprising: extracting a bill file having a predetermined attribute as a bill file that has not yet been registered with the service.
6. The processor, 6. The program according to claim 1, further comprising a step of classifying the acquired invoice files according to attributes.
7. The processor, 6. The program according to claim 1, further comprising a step of presenting information regarding the registration to a user when the transmitted invoice file is registered with the service.
8. The processor, The program according to any one of claims 1 to 5, further comprising a step of presenting a screen to a user for accepting cancellation of registration when the transmitted invoice file is registered with the service.
9. The processor, A step of analyzing the email received by the user and determining whether the invoice file can be acquired; determining whether the invoice file has been downloaded; if the invoice file has not been downloaded, downloading the invoice file; Run the command, The program according to any one of claims 1 to 8, wherein in the transmitting step, the downloaded invoice file is transmitted by specifying a server that provides the service so that the invoice file is registered with the service.
10. The processor, 2. The program according to claim 1, further comprising a step of presenting to a user information for requesting a transfer instruction when the transmitted invoice file is registered in the service.
11. A method of causing a computer having a processor to function, the method comprising: A step of searching for a bill file that has not yet been registered in a service that manages bill files, among the stored bill files, at a predetermined interval; receiving a setting of a condition for the predetermined period; extracting, as invoice files not yet registered in the service, invoice files that have been newly stored between a previous search and the current search and whose names or contents include a predetermined keyword; a step of designating a server that provides the service and transmitting the acquired invoice file so that the extracted invoice file is registered in the service; How to do it.
12. An information processing device including a processor, the processor comprising: A step of searching for a bill file that has not yet been registered in a service that manages bill files, among the stored bill files, at a predetermined interval; receiving a setting of a condition for the predetermined period; extracting, as invoice files not yet registered in the service, invoice files that have been newly stored between a previous search and the current search and whose names or contents include a predetermined keyword; a step of designating a server that provides the service and transmitting the acquired invoice file so that the extracted invoice file is registered in the service; An information processing device that executes the above.
13. A system comprising a computer having a processor, A means for searching, at a predetermined interval, for invoice files that have not yet been registered in a service that manages invoice files among the stored invoice files; A means for receiving settings of conditions for the predetermined period; A means for extracting invoice files which have been newly stored between a previous search and a current search and which include a predetermined keyword in their name or content as invoice files which have not yet been registered in the service; A means for specifying a server that provides the service and transmitting the acquired invoice file so that the extracted invoice file is registered in the service; A system comprising: