Document management system, server device, document management method, and document management program

Abstract

To make it possible to check who entered what and when into an electronic document.SOLUTION: A transmitting / receiving unit 110 of a management server 100 receives an original file. A PDF file generation unit 131 generates a PDF file from the original file and stores the generated PDF file. The transmitting / receiving unit 110 associates history information based on an input or operation received from an information terminal device 300 with a PDF file ID and stores it in a history information memory unit 123. When receiving an instruction to download the PDF file, the transmitting / receiving unit 110 obtains the history information corresponding to the PDF file ID from the history information memory unit 123. A download PDF file generation unit 134 generates a download PDF file in which input information and operation information based on the history information are added to the PDF file. The transmitting / receiving unit 110 transmits the download PDF file to the information terminal device 300, and the information terminal device 300 stores the download PDF file in a memory unit.SELECTED DRAWING: Figure 1

Description

[Technical Field]

[0001] The present invention relates to a document management system, a server device, a document management method, and a document management program. [Background technology]

[0002] In recent years, digital transformation (DX) has progressed in various industries, and various documents and forms are being digitized through the introduction of business systems, etc. Meanwhile, documents and forms that are not included in the processing of business systems are often created using application programs for document creation or form creation and printed on paper for use. In addition, a technology has been disclosed that extracts item values ​​for each item from electronic documents in order to utilize electronic documents that are not included in business systems (Patent Document 1). [Prior art documents] [Patent documents]

[0003] [Patent Document 1] Patent Publication No. 2024-000690 Summary of the Invention [Problem to be solved by the invention]

[0004] However, while the technology described in Patent Document 1 can extract item values ​​for each item from an electronic document, it has the problem that it cannot confirm who entered what and when into electronic documents such as inspection reports and checklists.

[0005] The present invention has been made in consideration of the above, and aims to provide a document management system, a server device, a document management method, and a document management program that allow users to check who input what into an electronic document and when. [Means for solving the problem]

[0006] In order to solve the above-mentioned problems, the present invention is characterized in that an original file is received from an information terminal device, a PDF file is generated from the received original file, the generated PDF file is stored, input or operations on the PDF file are accepted from the information terminal device, history information based on the accepted input or operation is stored in a history information storage unit, and when an instruction to download the PDF file is accepted from the information terminal device, history information corresponding to a PDF file ID that identifies the PDF file is obtained from the history information storage unit, a download PDF file is generated by adding input information and operation information based on the history information to the PDF file, the generated download PDF file is sent to the information terminal device, and the information terminal device stores the download PDF file in a storage unit. [Effects of the Invention]

[0007] According to the present invention configured as described above, it is possible to confirm who input what to an electronic document and when. [Brief explanation of the drawings]

[0008] [Figure 1] 1 is a block diagram showing a configuration of a document management system 10 according to an embodiment of the present invention. [Figure 2] 1 is an explanatory diagram showing the data configurations of a user information storage unit 121, a PDF file information storage unit 122, and a history information storage unit 123. FIG. [Figure 3] 10 is a flowchart showing the procedure of a PDF file generation process executed by the management server 100 and the information terminal device 200. [Figure 4] 10 is a flowchart showing the procedure of a process for inputting data into a PDF file, which is executed by the management server 100 and the information terminal device 300. [Figure 5] 10 is a flowchart showing the procedure of a process for inputting data into a PDF file, which is executed by the management server 100 and the information terminal device 300. [Figure 6] 10 is an explanatory diagram showing an example of screen data displayed on the information terminal device 300. FIG. [Figure 7]10A and 10B are explanatory diagrams showing an example of a screen for inputting data into a PDF file and an example of a screen for displaying history information of the input data. [Figure 8] FIG. 10 is an explanatory diagram showing an example of a screen for operations on a PDF file. [Figure 9] FIG. 10 is an explanatory diagram showing an example of a screen for operations on a PDF file. [Figure 10] 10 is a flowchart showing the procedure of a PDF file download process executed by the management server 100 and the information terminal device 300. [Figure 11] FIG. 10 is an explanatory diagram showing the relationship between the data of a PDF file, history information, and a downloaded PDF file. [Figure 12] 10 is an explanatory diagram showing an example of a screen displayed on an information terminal device 300 operated by multiple users. FIG. DETAILED DESCRIPTION OF THE INVENTION

[0009] Hereinafter, with reference to the accompanying drawings, examples of embodiments for implementing the document management system, server device, document management method, and document management program according to the present application will be described. The following explanations are examples of embodiments of the present application, and the document management system, server device, document management method, and document management program according to the present application are not limited to these examples.

[0010] FIG. 1 is a block diagram showing the configuration of a document management system 10 according to this embodiment. The document management system 10 includes a management server 100, an information terminal device 200, and information terminal devices 300-1 to 300-n (hereinafter referred to as "information terminal devices 300"). The management server 100, the information terminal devices 200, and the information terminal devices 300 are connected via a network N and transmit and receive data. The network N may be any communication network such as the Internet, an intranet, a local area network (LAN), a virtual private network (VPN), or a mobile communication network, or a combination thereof, and some or all of the network may be wired or wireless. Note that the information terminal device 200 and the information terminal device 300 will be described as separate devices to clearly show the difference in processing, but they may also be the same device.

[0011] The management server 100 is a server device that generates a PDF (Portable Document Format) file from an original file, accepts inputs and operations on the PDF file and manages them as history information, and generates a download PDF file in response to a download request for the PDF file. The management server 100 includes a transmission / reception unit 110, a storage unit 120, and a control unit 130.

[0012] The transmitting / receiving unit 110 is connected to the information terminal device 200 and the information terminal device 300 via the network N so that they can communicate with each other, and transmits and receives data between the information terminal device 200 and the information terminal device 300. The transmitting / receiving unit 110 performs user authentication processing with the information terminal device 200 or the information terminal device 300. The transmitting / receiving unit 110 receives an original file from the information terminal device 200, accepts inputs and operations on the PDF file from the information terminal device 300, and stores history information in the history information storage unit 123. The transmitting / receiving unit 110 transmits a download PDF file in response to a request from the information terminal device 300.

[0013] The storage unit 120 stores PDF files, programs for controlling each unit, application programs, various control information, intermediate files, etc. The storage unit 120 includes a user information storage unit 121, a PDF file information storage unit 122, and a history information storage unit 123.

[0014] FIG. 2 is an explanatory diagram showing the data configuration of the user information storage unit 121, the PDF file information storage unit 122, and the history information storage unit 123. FIG. 2(a) shows the data configuration of the user information storage unit 121. The user information storage unit 121 stores information about users. The user information storage unit 121 stores a user ID for identifying a user, authentication information, authority information, and other information in association with each other. The authentication information is information for authenticating a user, such as a password or biometric information. The authority information is information indicating the operations that each user can perform. For example, the authorization information may include whether or not an original file can be uploaded, whether or not menus such as input, edit, and delete can be executed, whether or not operations such as "CLOSE," "REOPEN," and "Signature" can be performed, and whether or not a PDF file can be downloaded. Other information, such as the user's name and job title, may also be stored. Note that the authorization information may be set for each user, or may be set according to the user, individual PDF files, the type of PDF file, the user's job title, or a combination thereof.

[0015] FIG. 2(b) shows the data configuration of the PDF file information storage unit 122. The PDF file information storage unit 122 stores a PDF file ID, a PDF file name, a storage location of the PDF file, and other information in association with each other. The PDF file ID is information that identifies the PDF file and is assigned to the PDF file when the PDF file is generated from the original file. The PDF file name is the name of the PDF file, and may be the same as the original file name or may be automatically generated by the system. The storage location of the PDF file is stored as the storage location in the storage unit 120 where the PDF file generated from the original file is stored.

[0016] FIG. 2(c) shows the data configuration of the history information storage unit 123. The history information storage unit 123 stores, as history information, input history information and operation history information corresponding to inputs and operations on PDF files received by the information terminal device 300. The history information storage unit 123 stores, in association with each other, a user ID indicating the user who performed the input or operation, a PDF file ID identifying the PDF file for which the input or operation was received, page information indicating the page of the PDF file for which the input or operation was received, input data or operation data, the input date and time or the operation date and time, and other information. The history information storage unit 123 may store each piece of information for each PDF file. The input date and time or the operation date and time is set to be stored as either the date and time measured by the information terminal device 300 or the date and time stored in the history information storage unit 123 of the management server 100.

[0017] Input data refers to input data such as handwritten data, text data, and graphic data, as well as location information for the data in the PDF file. Operation data refers to the operation details. More specifically, operation details include "CLOSE," which locks a PDF file to prevent input; "REOPEN," which unlocks a PDF file that has been closed to allow input; "Signature," which indicates approval, audit, or permission for the PDF file's contents at that time; "Audit Trail," which displays operation history information for the PDF file on the screen; "Close," which terminates the display of the PDF file; and "Download," which indicates a download command from the information terminal device 300. Locking is achieved by disabling input, modification, deletion, etc., for the PDF file in a menu. Alternatively, a master password unknown to the user may be assigned to the PDF file. Unlocking is achieved by enabling input, modification, deletion, etc., for the PDF file in a menu. Alternatively, a master password may be assigned to the PDF file. A master password may also be assigned to the downloaded PDF file to prevent tampering after download.

[0018] The control unit 130 controls the operation of each unit of the management server 100 by expanding and executing various programs and control information stored in the storage unit 120. The control unit 130 includes a PDF file generation unit 131, a display menu generation unit 132, a screen data generation unit 133, a download PDF file generation unit 134, a digital signature unit 135, and a timestamp unit 136.

[0019] The PDF file generation unit 131 generates a PDF file from the original file uploaded from the information terminal device 200 and stores the generated PDF file in a predetermined location in the storage unit 120. The PDF file generation unit 131 assigns a PDF file ID to the PDF file to uniquely identify it, and stores the PDF file ID, PDF file name, and storage location of the PDF file in association with each other in the PDF file information storage unit 122. At this time, the PDF file ID may also be stored in the PDF file. The display menu generation unit 132 generates a display menu based on authorization information corresponding to the user ID and input and operations performed on the PDF file. The screen data generation unit 133 generates screen data from the PDF file and the display menu. The download PDF file generation unit 134 adds the history information and PDF file ID stored in the operation information storage unit 123 to the PDF file and generates a download PDF file that stores an audit trail page. The digital signature unit 135 assigns a digital signature to the PDF file when it is downloaded. The timestamp unit 136 assigns a timestamp indicating the download date and time when the PDF file is downloaded.

[0020] The information terminal device 200 is a computer that creates an original file that is the basis for a PDF file, and uploads the original file created as an electronic document to the management server 100. The information terminal device 200 includes a transmission / reception unit 210, a storage unit 220, a control unit 230, and an operation display unit 240.

[0021] The transmitting / receiving unit 210 is connected to the management server 100 via the network N so that they can communicate with each other, and transmits and receives data to and from the management server 100. The transmitting / receiving unit 210 uploads original files stored in the storage unit 220 or newly created original files to the management server 100. The storage unit 220 stores programs for controlling each unit, application programs, various control information, intermediate files, etc. The storage unit 120 stores original files. The control unit 230 controls the operation of each unit of the information terminal device 200 by deploying and executing various programs and control information stored in the storage unit 120. The control unit 230 creates original files of documents, forms, etc. using application programs for document creation, form creation, etc. in response to inputs and operations received from the operation display unit 240.

[0022] The information terminal device 300 is a computer that accepts input and operations for PDF files stored in the management server 100 and receives downloaded PDF files from the management server 100. The information terminal device 300 includes a transmission / reception unit 310, a storage unit 320, a control unit 330, and an operation display unit 340.

[0023] The transmitting / receiving unit 310 is connected to the management server 100 via the network N so that they can communicate with each other, and transmits and receives data to and from the management server 100. The transmitting / receiving unit 310 transmits inputs and operations for PDF files to the management server 100. The transmitting / receiving unit 310 transmits instructions to the management server 100 for downloading PDF files using the operation display unit 340, and receives downloaded PDF files from the management server 100. The operation display unit 340 accepts inputs of handwritten data, text data, graphic data, etc., and operations such as "CLOSE," "REOPEN," "signature," "close," and download instructions.

[0024] The PDF file generation process executed by the document management system 10 configured as described above will now be described. Fig. 3 is a flowchart showing the procedure of the PDF file generation process executed by the management server 100 and the information terminal device 200.

[0025] User authentication processing is executed between the management server 100 and the information terminal device 200 (step S301). More specifically, the management server 100 authenticates the user who is the operator of the information terminal device 200 using the user ID, password, user biometric information, etc. stored in the user information storage unit 121. The display menu generation unit 132 acquires authority information corresponding to the authenticated user ID from the user information storage unit 121 and generates a display menu (step S302). If the authority information corresponding to the user ID is set to allow uploading of original files, the display menu includes a menu for uploading original files. The transmission / reception unit 110 transmits the display menu to the information terminal device 200 (step S303).

[0026] The transmitting / receiving unit 210 of the information terminal device 200 receives the display menu, and the operation display unit 240 displays the display menu (step S304). The operation display unit 240 accepts an instruction to upload the original file (step S305). The original file is, for example, an electronic document such as an inspection report or checklist created using an application program. The transmitting / receiving unit 210 transmits the original file to the management server 100 (step S306).

[0027] The transmitting / receiving unit 110 of the management server 100 receives the original file, and the PDF file generating unit 131 generates a PDF file from the original file and stores the generated PDF file in a predetermined folder in the storage unit 120 (step S307). The PDF file generating unit 131 assigns a PDF file ID to the PDF file (step S308). The PDF file generating unit 131 associates the PDF file ID, the PDF file name, and the storage location of the PDF file and stores them in the PDF file information storage unit 122 (step S309). When each user operates a folder, the display menu generating unit 132 generates a menu for the folder (for example, a menu that controls so that the folder cannot be deleted according to the user's authority information) according to the authority information stored in the user information storage unit 121.

[0028] In this way, the document management system 10 generates a PDF file based on the original file simply by instructing the information terminal device 200 to upload the original file to the management server 100, and stores the PDF file in the management server 100. This allows previously used electronic documents to be used as PDF files (originals) in this system without any work burden. Also, by generating a PDF file from the original file, the content written in the original file can be managed as an unaltered document.

[0029] Next, a description will be given of the data input process executed by the document management system 10. Figures 4 and 5 are flowcharts showing the procedure of the process executed by the management server 100 and the information terminal device 300 to input data into a PDF file.

[0030] User authentication processing is executed between the management server 100 and the information terminal device 300 (step S401). The display menu generation unit 132 of the management server 100 generates a display menu based on the authority information corresponding to the user ID acquired in the user authentication processing (step S402). The transmission / reception unit 110 transmits the display menu to the information terminal device 300 (step S403).

[0031] The transmitting / receiving unit 310 of the information terminal device 300 receives the display menu, and the operation display unit 340 displays the display menu (step S404). The operation display unit 340 accepts an instruction for a PDF file (step S405). More specifically, the operation display unit 340 selects one PDF file from the PDF files stored in the storage unit 120 of the management server 100 and displayed in the display menu. The transmitting / receiving unit 310 transmits the instruction for the PDF file to the management server 100 (step S406). Note that instead of selecting a PDF file from the display menu, a URL indicating the storage location of the PDF file described in an email, message, or the like may be specified. In this case, user authentication processing is performed before the PDF file is displayed, and the PDF file is displayed together with a display menu according to the authorization information of the user ID.

[0032] The transmitting / receiving unit 110 of the management server 100 receives the instruction for the PDF file from the information terminal device 300, and acquires the PDF file corresponding to the received instruction for the PDF file from the storage unit 120 (step S407). The display menu generating unit 132 generates a display menu corresponding to the authority information of the user ID of the information terminal device 300 (step S408). More specifically, the display menu generating unit 132 generates a display menu that combines an input menu for the PDF file (including edit, delete, etc.), an operation menu for the PDF file, etc., according to the authority information set for the target PDF file and the user ID.

[0033] The screen data generating unit 133 generates screen data to be displayed on the information terminal device 300 (step S409). More specifically, the screen data generating unit 133 generates screen data for displaying a display menu and a PDF file. The transmitting / receiving unit 110 transmits the screen data to the information terminal device 300 (step S410).

[0034] The transmitting / receiving unit 310 of the information terminal device 300 receives the screen data from the management server 100, and the operation display unit 340 displays the screen data on the display screen (step S411). FIG. 6 is an explanatory diagram showing an example of screen data displayed on the information terminal device 300. In FIG. 6, a display screen 61 includes a PDF file 62, an input menu 63, and an operation menu 64, and also displays information related to the PDF file and information related to other users who are displaying the same PDF file. The PDF file 62 displays a PDF file generated from an original file (hereinafter referred to as the original PDF file) or a PDF file into which data has been input into the original PDF file. The input menu 63 displays a menu for executing processing on the PDF file 62 according to the user's authority information. A menu with a prohibition mark indicates that the user cannot operate the PDF file 62. The input menu 63 may be displayed superimposed on the PDF file 62 as a pop-up menu. The user uses the available input menus to input data into the PDF file 62 by handwriting, text boxes, graphic input, etc. The operation menu 64 is a menu for executing operations on the entire PDF file or on individual pages of the PDF file, and can be instructed if the operation is permitted according to the user's authority information. When "Close" is instructed, the display screen 61 is closed and processing of the PDF file is terminated.

[0035] The operation display unit 340 accepts input for the PDF file from the display screen (step S412). FIG. 7 is an explanatory diagram showing an example of a screen for inputting data into a PDF file and an example of a screen for displaying history information of the input data. FIG. 7(a) shows an example in which a user has input handwritten characters 71 into a PDF file on the display screen of the information terminal device 300 using an input device such as a stylus pen. FIG. 7(b) shows an example in which, when an instruction for data in a PDF file is accepted by the operation display unit 340, history information corresponding to the accepted data is obtained from the management server 100 and history information 72 is displayed.

[0036] FIG. 8 is an explanatory diagram showing an example of a screen for operations on a PDF file. FIG. 8(a) shows an example of a display screen 81 displayed when the operation display unit 340 accepts input of the operation menu "CLOSE." After instructing the operation menu "CLOSE," input of a user ID and password, and if necessary, a comment, is accepted on the display screen 81, thereby disabling further input to the PDF file. FIG. 8(b) shows an example of a display screen 82 displayed when the operation display unit 340 accepts input of the operation menu "REOPEN." After setting "CLOSE," input of "REOPEN," which is displayed in place of "CLOSE," is accepted on the display screen 82, thereby enabling further input to the PDF file.

[0037] FIG. 9 is an explanatory diagram showing an example of a screen for operations on a PDF file. FIG. 9(a) shows an example of a display screen 91 displayed when the operation display unit 340 receives an instruction for the operation menu "Signature." After the operation menu "Signature" is instructed, the action on the PDF file (e.g., approval) is recorded by receiving input of the action, user ID, password, and, if necessary, a comment from the display screen 91. FIG. 9(b) shows an example of a display screen 92 displayed when the operation display unit 340 receives an instruction for the operation menu "Audit Trail." When the operation display unit 340 receives an instruction for the "Audit Trail," it obtains data operation information from the management server 100 and displays the display screen 92, which is a list of audit trails.

[0038] The transmitting / receiving unit 310 transmits the received input / operation to the management server 100 (step S413). The operation display unit 340 determines whether the received input / operation is "close" (step S414). If it is determined that the input / operation is "close" (step S414: Yes), the process ends.

[0039] The transmitting / receiving unit 110 of the management server 100 receives the input / operation accepted by the information terminal device 300, and stores the input history information / operation history information based on the received input / operation as history information in the history information storage unit 123 (step S415). The transmitting / receiving unit 110 determines whether the received input / operation is "close" (step S416). If it is determined that the input / operation is "close" (step S416: Yes), the processing ends.

[0040] If it is determined that the input / operation is not "close" (step S416: No), the display menu generation unit 132 generates a display menu according to the authorization information of the user ID of the information terminal device 300 and the input / operation (step S417). If a certain menu cannot be executed according to the user's authorization information, the display menu does not display the certain menu or displays a prohibition mark on the certain menu. The processing of each menu may also be changed according to the data type, etc. If a certain type of data (e.g., handwritten data) is set as non-deletable and the data specified for deletion is handwritten data, the data is prevented from being deleted. If data of a certain color (e.g., data of a background color) is set as non-inputable, the background color is prevented from being selected. This is to prevent the characters, etc., from being hidden by filling in the background color. Furthermore, if a user selects and displays a PDF file again after inputting by instructing "close" on the display screen, the previously input data is prevented from being deleted or changed.

[0041] The screen data generating unit 133 generates screen data to be displayed on the information terminal device 300 (step S418). The transmitting / receiving unit 110 transmits the screen data to the information terminal device 300 (step S419).

[0042] The transmitting / receiving unit 310 of the information terminal device 300 receives the screen data, and the operation display unit 340 displays the screen data on the display screen (step S420). Next, the process proceeds to step S412, where input for the PDF file is accepted from the display screen.

[0043] In this way, by storing the inputs and operations performed on the PDF files stored in the management server 100 separately from the PDF files in the history information storage unit 123 as history information including the person who inputted / operated the data and the date and time of input / operation, it is possible to record who input data into the PDF file and when they performed the operations on the PDF file, and anyone can check this at any time.

[0044] In addition, by changing the menu display and menu processing depending on the user's authority information for the PDF file and the input and operation for the PDF file, it is possible to control the input, editing, deletion, etc. of data in the PDF file and operations on the PDF file, and it is possible to prevent tampering with data entered into the PDF file.

[0045] Next, a description will be given of the PDF file download process executed by the document management system 10. Fig. 10 is a flowchart showing the procedure of the PDF file download process executed by the management server 100 and the information terminal device 300.

[0046] User authentication processing is executed between the management server 100 and the information terminal device 300 (step S1001). The display menu generation unit 132 of the management server 100 generates a display menu based on the authority information corresponding to the authenticated user ID (step S1002). The transmission / reception unit 110 transmits the display menu to the information terminal device 300 (step S1003).

[0047] The transmitting / receiving unit 310 of the information terminal device 300 receives the display menu, and the operation display unit 340 displays the display menu (step S1004). The operation display unit 340 accepts an instruction to download the PDF file (step S1005). More specifically, the operation display unit 340 accepts an instruction to download one or more PDF files from among the PDF files stored in the storage unit 120 of the management server 100 as download targets. The PDF file may be specified by its URL. The transmitting / receiving unit 310 transmits the instruction to download the PDF file to the management server 100 (step S1006).

[0048] The transmitting / receiving unit 110 of the management server 100 receives the instruction to download the PDF file from the information terminal device 300 and stores the received instruction to download the PDF file in the history information storage unit 123 (step S1007). The download PDF file generation unit 134 acquires the PDF file instructed to be downloaded from the storage unit 120 (step S1008).

[0049] The download PDF file generation unit 134 acquires the input history information and operation history information of the PDF file from the history information storage unit 123, and adds input information and operation information based on the input history information and operation history information to the PDF file (step S1009). The PDF file generation unit 134 adds the PDF file ID acquired from the PDF file information storage unit 122 to the PDF file. The download PDF file generation unit 134 generates an audit trail page from the operation history information (step S1010) and stores the audit trail page in the PDF file (step S1011). The digital signature assignment unit 135 assigns a digital signature to the PDF file (step S1012). Note that the digital signature assignment unit 135 may assign a digital signature to the PDF file only when the digital signature is accepted. The timestamp unit 136 assigns a timestamp to the PDF file (step S1013). Note that the timestamp unit 136 may assign a timestamp to the PDF file only when the timestamp is accepted. Furthermore, the download PDF file generation unit 134 sets a master password in the download PDF file. The transmission / reception unit 110 transmits the download PDF file to the information terminal device 300 (step S1014).

[0050] FIG. 11 is an explanatory diagram showing the relationship between a PDF file, history information, and data in a downloaded PDF file. FIG. 11(a) shows the data structure of a PDF file stored in the storage unit 120. A PDF file consists of data related to the entire file and data for each page. The data related to the entire file includes data to be displayed on the screen and data not to be displayed on the screen. FIG. 11(b) shows history information stored in the history information storage unit 123, which stores input history information and operation history information for a PDF file. The input history information includes a user ID, a PDF file ID, page information for the PDF file, input data consisting of handwritten data, text data, graphic data, etc. and data position information, and the input date and time. The operation history information includes a user ID, a PDF file ID, page information for the PDF file, operation data such as "CLOSE," "REOPEN," "signature," and "audit trail," and the operation date and time.

[0051] Figure 11(c) shows the data structure of a downloaded PDF file. The downloaded PDF file includes a PDF file ID and input and operation information for each page. Input information includes the user ID, input data, input date and time, etc. Operation information includes the user ID, operation data, operation date and time, etc. The input and operation information may also include the user name corresponding to the user ID. The final page (page 3) of the downloaded PDF file stores the page of the audit trail generated from the operation history information. Furthermore, if a digital signature or timestamp was added when the downloaded PDF file was generated, the digital signature and timestamp will also be added to the downloaded PDF file.

[0052] The transmitting / receiving unit 310 of the information terminal device 300 receives the downloaded PDF file, and stores the downloaded PDF file in the storage unit 320 (step S1015). Furthermore, the operation display unit 340 may display the downloaded PDF file.

[0053] In this way, when a PDF file stored in the storage unit 120 is downloaded in response to a user instruction, input information, operation information, and an audit trail page are added to the PDF file. As a result, when a download instruction is issued for a PDF file stored in the storage unit 120 of the management server 100, a download PDF file that can be proven not to have been tampered with after the PDF file is closed is generated, downloaded, and stored at the source of the download instruction. Furthermore, because the original PDF file and the added input information are in standard PDF format, they can be displayed with a standard PDF viewer. Therefore, the data entered into the PDF file can be confirmed with a standard PDF viewer, and the operations performed on the PDF file can be confirmed using the audit trail page.

[0054] In the above-described embodiment, the management server 100 stores the input and operations on the PDF file received by the information terminal device 300 as history information in the history information storage unit 123, but instead of storing the information in the history information storage unit 123, it may also be possible to add the input information and operation information to the PDF file each time the input and operations on the PDF file are received.

[0055] Next, we will explain the process when data is input to the same PDF file from multiple information terminal devices 300. The process in which information terminal devices 300 operated by multiple users, for example information terminal device 300A operated by user A and information terminal device 300B operated by user B, display the same PDF file and input data will be explained using the flowcharts in Figures 4 and 5 mentioned above.

[0056] In step S401 of FIG. 4, management server 100 and information terminal device 300A, and management server 100 and information terminal device 300B each perform user authentication. In step S405, if the same PDF file is selected, the authority information for the PDF file indicates that both user A and user B can input data, and exclusive control is set, information terminal device 300B can display the PDF file but cannot accept input or operate it until information terminal device 300A, operated by the user who authenticated first (e.g., user A), closes the PDF file. In other words, management server 100 does not execute the processes of steps S412 to S415 for information terminal device 300B. When information terminal device 300A accepts data input or an operation, management server 100 executes the processes of steps S417 to S420 for information terminal device 300B, thereby displaying the data or operation accepted by information terminal device 300A on the screen of information terminal device 300B.

[0057] Furthermore, if both user A and user B's authority information for the PDF file is inputtable and exclusive control is not set, input and operation can be performed on both information terminal device 300A and information terminal device 300B. That is, management server 100 executes the processes of steps S412 to S420 for both information terminal device 300A and information terminal device 300B.

[0058] FIG. 12 is an explanatory diagram showing an example of a screen displayed on an information terminal device 300 operated by multiple users. Display screen 21 is a screen displayed on information terminal device 300A operated by user A, and PDF file 22 indicates the PDF file displayed on the screen. Display screen 25 is a screen displayed on information terminal device 300B operated by user B, and PDF file 26 indicates the PDF file displayed on the screen. PDF files 22 and 26 are "*** inspection sheet," and it is assumed that users A and B are simultaneously inspecting (double-checking) at a manufacturing site or the like. User A uses stylus pen 23 to write his / her handwritten name 24 in PDF file 22 displayed on screen 21 of information terminal device 300A. At this time, information terminal device 300A transmits the handwritten name 24, which is input data, to management server 100 (step S412). Meanwhile, information terminal device 300B operated by inspector User B accepts an instruction to display the same PDF file as the PDF file displayed on information terminal device 300A (step S405) and displays the same PDF file (step S411). Management server 100 stores handwritten name 24 transmitted from information terminal device 300A as history information in history information storage unit 123 (step S415) and transmits handwritten name 24, which is data for displaying the contents of an input or operation, to information terminal device 300B. As a result, handwritten name 27 written by User A is displayed in PDF file 26 displayed on screen 25 of information terminal device 300B.

[0059] In this way, even when multiple people input and operate the same PDF file, the PDF file is displayed on the information terminal device 300 operated by each user, and data can be input and operated on the PDF file according to the user's authority information. Furthermore, because data input by one user is displayed on each information terminal device 300 other than the information terminal device 300 that accepted the input, multiple people can work seamlessly when inputting and operating the same PDF file.

[0060] Furthermore, PDF files, information about PDF files, and input and operation history information are stored and centrally managed in the storage unit 120, PDF file information storage unit 122, and history information storage unit 123 of the management server 100, so there are no different versions for each operator, and they are not lost like paper. Furthermore, even when multiple people input and operate the same PDF file, it is possible to record and confirm who input what data and when.

[0061] The hardware configuration of the management server 100, information terminal device 200, and information terminal device 300 according to the above-described embodiments is a typical computer including one or more processors such as a CPU (Central Processing Unit), MPU (Micro-Processing Unit), or GPU (Graphics Processing Unit), and equipped with external storage devices such as ROM (Read Only Memory), RAM (Random Access Memory), HDD (Hard Disk Drive), flash memory, and SSD (Solid State Drive), and a communication control device, etc. The above-described configuration and functions are realized by the CPU or the like reading and running programs stored in the ROM, RAM, HDD, etc. The control unit may be an electronic circuit such as an ASIC (Application Specific Integrated Circuit) or PLD (Programmable Logic Device).

[0062] The programs that run on the management server 100, the information terminal device 200, and the information terminal device 300 may be stored on a computer connected to a network such as the Internet and provided by downloading via the network, or may be recorded in an installable or executable file format on a computer-readable recording medium such as a CD-ROM, DVD, USB memory, or SD card. The programs that realize the above-mentioned functions and processes may also be provided in the form of an API (Application Programming Interface), SaaS (Software as a Service), or cloud computing.

[0063] In the above-described embodiment, the management server 100, the information terminal device 200, and the information terminal device 300 are described as separate devices, but the functions of the management server 100, the information terminal device 200, and the information terminal device 300 may be configured as a single device, or the functions of each device may be combined. Also, each of the management server 100, the information terminal device 200, and the information terminal device 300 may be configured as multiple devices.

[0064] The present invention is not limited to the above-described embodiments, and does not necessarily have to be physically configured as shown in the drawings. Furthermore, the present invention can be configured by functionally or physically dividing, integrating, replacing, modifying, or deleting all or part of the components described in the embodiments in any unit depending on various loads, usage conditions, etc. [Explanation of symbols]

[0065] 100... Management server, 110... Transmitting / receiving unit, 120... Memory unit, 121... User information memory unit, 122... PDF file information memory unit, 123... History information memory unit, 130... Control unit, 131... PDF file generation unit, 132... Display menu generation unit, 133... Screen data generation unit, 134... Download PDF file generation unit, 135... Electronic signature unit, 136... Time stamp unit, 200... Information terminal device, 210... Transmitting / receiving unit, 220... Memory unit, 230... Control unit, 240... Operation display unit, 300... Information terminal device, 310... Transmitting / receiving unit, 320... Memory unit, 330... Control unit, 340... Operation display unit, N... Network

Claims

1. A document management system comprising one or more information terminal devices and a server device connected to the information terminal devices via a network, The server device receiving means for receiving the original file from the information terminal device; a PDF file generating means for generating a PDF file from the original file received by the receiving means and storing the generated PDF file; a receiving means for receiving input or operation for the PDF file from the information terminal device; a history information storage means for storing history information based on the input or operation received by the receiving means in a history information storage unit in association with a PDF file ID for identifying the PDF file; a history information acquisition means for acquiring history information corresponding to the PDF file ID from the history information storage unit when a download instruction for the PDF file is received from the information terminal device; a download PDF file generating means for generating a download PDF file by adding input information and operation information based on the history information acquired by the history information acquiring means to the PDF file; a transmitting means for transmitting the download PDF file generated by the download PDF file generating means to the information terminal device, The information terminal device a storage means for storing the downloaded PDF file received from the server device in a storage unit; A document management system comprising:

2. a history information acquiring means for acquiring, when receiving an instruction to download a PDF file from an information terminal device, history information associated with a PDF file ID that identifies the PDF file from a history information storage unit; a download PDF file generating means for generating a download PDF file by adding input information and operation information based on the history information acquired by the history information acquiring means to the PDF file; a transmitting means for transmitting the download PDF file generated by the download PDF file generating means to the information terminal device; A server device comprising:

3. a receiving means for receiving input or operation for a PDF file from the information terminal device; The server device according to claim 2, further comprising a history information storage means for storing history information based on the input or operation received by the reception means in the history information storage unit in association with a PDF file ID that identifies the PDF file.

4. receiving means for receiving the original file from the information terminal device; 3. The server device according to claim 2, further comprising: a PDF file generating unit that generates a PDF file from the original file received by the receiving unit and stores the generated PDF file in a predetermined storage location.

5. 3. The server device according to claim 2, wherein the download PDF file generating means assigns a password to the download PDF file.

6. 3. The server device according to claim 2, wherein the download PDF file generation means generates an audit trail page based on the history information and stores the generated audit trail page in the download PDF file.

7. a user information storage means for storing a user ID for identifying a user and authority information of the user for a PDF file in association with each other; a display menu generating means for generating a display menu based on the authority information associated with the user ID of a user who inputs or operates on a PDF file; a transmitting means for transmitting the display menu generated by the display menu generating means to an information terminal device operated by the user, The display menu generating means generates a display menu for controlling the data input to the PDF file so that predetermined types of data cannot be deleted and / or changed.

8. a receiving means for receiving input or operation on a PDF file by one information terminal device; a history information storage means for storing history information based on the input or operation received by the receiving means in a history information storage unit; a transmitting means for transmitting data for displaying the content of the input or operation to another information terminal device displaying the PDF file.

9. a history information storage means for storing history information based on input or operation on a PDF file; a receiving means for receiving an instruction for the data displayed on the PDF file from an information terminal device; an acquisition means for acquiring, from the history information storage means, the history information associated with the data accepted by the acceptance means; a transmitting means for transmitting the history information acquired by the acquiring means to the information terminal device; A server device comprising:

10. 1. A computer-implemented document management method, comprising: a history information acquisition step of acquiring, when receiving an instruction to download a PDF file from an information terminal device, history information associated with a PDF file ID that identifies the PDF file from a history information storage unit; a download PDF file generating step of generating a download PDF file by adding input information and operation information based on the history information acquired in the history information acquiring step to the PDF file; a transmitting step of transmitting the download PDF file generated by the download PDF file generating step to the information terminal device; A document management method including:

11. A document management method executed by a computer having a user information storage unit that stores a user ID for identifying a user and authority information for the user with respect to a PDF file in association with each other, comprising: a display menu generating step of generating a display menu based on the authority information associated with a user ID of a user who inputs or operates on a PDF file; a transmitting step of transmitting the display menu generated by the display menu generating step to an information terminal device operated by the user, The document management method, wherein the display menu generating step generates a display menu for controlling the data input to the PDF file so that predetermined types of data cannot be deleted and / or changed.

12. 1. A computer-implemented document management method, comprising: a receiving step of receiving input or operation on the PDF file by the information terminal device; a history information storage step of storing history information based on the input or the operation received in the receiving step in a history information storage unit; a transmitting step of transmitting data for displaying the content of the input or operation to another information terminal device displaying the PDF file.

13. A document management method executed by a computer having a history information storage unit that stores history information based on input or operations on a PDF file, comprising: a receiving step of receiving an instruction for the data displayed in the PDF file from an information terminal device; an acquisition step of acquiring, from the history information storage unit, the history information associated with the data received in the receiving step; a transmitting step of transmitting the history information acquired by the acquiring step to the information terminal device; A document management method including:

14. A document management program that causes a computer to execute the document management method according to any one of claims 10 to 13.

Images