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

Abstract

A document management system, method, and program for easily creating documents using document templates is provided. [Solution] A document management system for managing documents used in business operations in an organization, the document management device includes a memory unit, a reception unit, a display unit, and a document generation unit. The memory unit stores one or more document templates including document elements. The document elements are constituent elements of a document and include sample content, which is an example of content for each item. The reception unit receives a specification of a document template, the display unit displays items related to the document elements included in the specified document template in a selectable manner, the reception unit receives a selection of items of one or more of the document elements to be included in the document, the document generation unit generates a document including the document elements related to the selected one or more items, and the display unit displays the sample content included in the document elements of the document in an editable manner.

Description

[Technical Field]

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

[0002] In recent years, there has been an increasing demand for tools that support document creation in order to improve work efficiency. Since business operations, particularly in companies, tend to follow a certain degree of regularity, document formats and content also tend to follow a certain degree of regularity. When creating such documents, using predefined formats and wordings can be expected to improve work efficiency and make document creation easier.

[0003] Patent document 1 discloses a formatted document creation system that can create various formatted documents, such as medical-related documents such as referral letters between hospitals and insurance certificates, where the desired or required document format is determined for each hospital or doctor. [Prior art documents] [Patent documents]

[0004] [Patent Document 1] Japanese Patent Application Laid-Open No. 2006-59371 Summary of the Invention [Problem to be solved by the invention]

[0005] However, while the invention described in Patent Document 1 makes it possible to create formatted documents that include input fields, it is not easy to create documents without examples of content such as text to use as reference.

[0006] Therefore, an object of the present invention is to provide a new technique that allows documents to be easily created using document templates. [Means for solving the problem]

[0007] [1] A document management system for managing documents used in business operations in an organization, The device includes a storage unit, a reception unit, a display unit, and a document generation unit, the storage unit stores one or more document templates; The document template is a document template and includes two or more document elements for each item; The document elements are components of a document, and each of the document elements includes sample content that is an example of content; the receiving unit receives a designation of the document template; the display unit displays, based on the specified document template, items related to the document elements included in the document template in a selectable manner; the receiving unit receives a selection of one or more items of the document element to be included in the document; the document generation unit generates a document including the selected one or more document elements; the display unit displays the sample content included in the document element of the document in an editable manner. Document management system. [2] the receiving unit receives a setting of a user range that can be viewed for each document element; the display unit displays, on a user terminal, document elements viewable by the user based on the viewable user range; [1] The document management system according to the present invention. [3] The document management system further includes an invitation information generation unit, The setting of the range of users who can view the document element is a setting related to the type of users and / or individual users who can view the document element, the invitation information generation unit generates invitation information for each user type and / or for each individual user based on the setting of the viewable user range, and provides the invitation information to the user; the display unit displays, on the user terminal, the document including document elements set as viewable by the user type of the user operating the user terminal and / or the individual user, based on the invitation information received from the user terminal. [2] The document management system according to [2]. [4] The users include organization users who belong to any organization and document management users who manage documents provided to the organization, organizational information relating to an organization to which the organizational user belongs is registered in association with any one of the document management users; the receiving unit receives a document template, associates it with a document management user, and stores it in the storage unit; when the display unit receives a document creation request from the organization user, the display unit displays a selectable document template stored in association with the document management user associated with the organization user; A document management system according to any one of [1] to [3]. [5] When the receiving unit receives an element addition request from a document template, the element addition request includes a specification of the document template and a selection of a document element, the document generation unit adds the document elements in the specified document template to the document; A document management system according to any one of [1] to [4]. [6] The storage unit stores document designs including page layouts for each element type for each design type; The document element has an element type set, the receiving unit receives a selection of a design type; the document generation unit changes the layout of the document elements included in the document to a layout of the corresponding element type in a document design of the selected design type based on the design type and the element type of each document element; A document management system according to any one of [1] to [5]. [7] The display unit displays a screen on which the element type, the user range that can be viewed, and the content included in the document element can be input for each document element. A document management system according to any one of [1] to [6]. [8] A document management method for managing documents used in business in an organization, the method being executed by a computer that includes a storage unit or is configured to be connectable to the storage unit, The method includes a receiving step, a display step, and a document generating step, the storage unit stores one or more document templates; The document template is a document template and includes two or more document elements for each item; The document elements are components of a document, and each of the document elements includes sample content that is an example of content; In the receiving step, a designation of the document template is received; In the display step, items related to the document elements included in the document template are displayed in a selectable manner based on the specified document template; In the receiving step, a selection of one or more items of the document element to be included in the document is received; In the document generation step, a document including the selected one or more document elements is generated; In the display step, the sample content included in the document element of the document is displayed in an editable manner. Document management methods. [9] A document management program that causes the computer to execute the document management method described in [8].

[0008] The invention of [1] makes it possible to easily create documents by using templates and content examples and referring to examples without using reference documents, etc.

[0009] According to the invention of [2], it is possible to create a document that is configured to display content appropriate for the user by setting a viewing range for each element.

[0010] According to the invention of [3], by providing invitation information according to the range of users who can view the document, it is possible to display documents in a range appropriate for the user using the invitation information.

[0011] According to the invention of [4], users who belong to an organization managed by a specific document management user can use templates created by that document management user.

[0012] The invention of [5] allows adding pages to a document using a template.

[0013] The invention according to [6] makes it possible to change the layout of a document by utilizing the type of elements.

[0014] According to the invention of [7], a document can be generated using an editing screen that allows the user range that can be viewed, and the element type and element content to be edited. [Effects of the Invention]

[0015] The present invention can provide a novel technique that allows documents to be easily created using document templates. [Brief explanation of the drawings]

[0016] [Figure 1] System configuration block diagram [Figure 2] Hardware configuration diagram [Figure 3] Diagram showing an example of data structure [Figure 4] Process flow diagram [Figure 5] A diagram showing an example of a screen display [Figure 6] A diagram showing an example of a screen display [Figure 7] A diagram showing an example of a screen display [Figure 8] A diagram showing an example of a screen display DETAILED DESCRIPTION OF THE INVENTION

[0017] DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS The present invention will now be described in detail with reference to the accompanying drawings, in which preferred embodiments are shown, but which should not be construed as limiting the scope of the present invention, as they may be embodied in many different forms.

[0018] For example, in this embodiment, the configuration, operation, etc. of the document management system will be described, but similar effects can be achieved by the executed method, device, computer program, etc. The program may be provided as a non-transitory computer-readable recording medium, or may be provided so as to be downloadable from an external server device.

[0019] In this embodiment, an example will be described in which a user (document management user) who works for a company such as a consultant or corporate advisor provides a document created by the user to a user (organization user) who belongs to the organization such as the company for which the user is an advisor. The document provided to the organization user may be created by the document management user, the organization user, or both.

[0020] Users of the system (document management users, organization users) generate documents using document templates registered in advance. A document template is a document template that includes one or more (two or more in this embodiment) document elements, which are the elements that make up a document, for each item. The document elements included in the document template also include sample content (e.g., an example of a company profile) that is an example of content corresponding to the item. Therefore, a user of the system selects a document template that corresponds to the document they want to create, and then selects and combines the document components (document elements) included in the selected document template to generate a document that includes the example. They can then edit the document to check the example and create a document suitable for their own use.

[0021] In this embodiment, users (particularly organizational users) who use the system can understand the management philosophy, vision, etc. of the organization they belong to by viewing documents that describe these. Furthermore, in this embodiment, documents generated using document templates are provided to users (organization users) who belong to the organization, but documents generated by the system may also be provided to users other than those who belong to the organization as tools for recruitment, such as employee orientation.

[0022] In this embodiment, the documents generated and managed are documents related to the work of document management users and / or organizational users, and in this embodiment, these are company rulebooks and company explanatory materials, but the content of the documents is not limited to these. Documents generated using this system can be any documents that can be divided into several components (document elements) and have a certain degree of regularity.

[0023] In this embodiment, users of the system include document management users who are in charge of a company and perform work for that company, and organization users who belong to the organization for which the document management user is in charge. Since the organization to which an organization user belongs is registered in association with the document management user in charge of that organization, the organization user is registered indirectly in association with the document management user in charge of the organization to which the organization user belongs. Furthermore, users of the system can be identified by performing a prior login operation, such as entering user identification information (such as an ID or email address) and a password.

[0024] <System configuration> Fig. 1 is a block diagram showing the configuration of a document management system according to an embodiment. As shown in Fig. 1, the document management system 0 includes a document management device 1, a document management user terminal 2, and an organization user terminal 3, which are configured to be able to communicate with each other via a network NW. In this embodiment, there are multiple terminal devices 20, each including the document management user terminal 2 and the organization user terminal 3. The document management system 0 may also be configured so that other users' terminal devices 20 can connect to the document management device 1 via the network NW.

[0025] As the document management device 1, one or more general-purpose server devices or computer devices such as personal computers can be used.

[0026] The document management user terminal 2 is a terminal device 20 operated by a document management user who is in charge of a certain organization and performs work. The document management user terminal 2 is used for creating documents, managing information related to organizational users, and the like. The organization user terminal 3 is a terminal device 20 operated by an organization user who belongs to one of the organizations. The organization user terminal 3 is used for viewing created documents, etc.

[0027] The document management user terminal 2 and the organization user terminal 3 can be terminal devices 20 such as personal computers and tablet terminals. In this embodiment, the document management user terminal 2 and the organization user terminal 3 connect to the document management device 1 by using a document management device utilization program such as a browser application, and execute the document management process described below. The document management device utilization program used to implement the process described below may be a browser application pre-installed or downloaded in advance to the terminal device 20 (document management user terminal 2, organization user terminal 3), or may be a client application provided and downloaded by a program provider (not shown). Furthermore, a terminal device 20 having a certain function may execute part or all of the process described below as another terminal device 20, such as when the document management user terminal 2 is used as the organization user terminal 3.

[0028] The network NW is an IP (Internet Protocol) network, but there are no restrictions on the type of communication protocol, the type of network, etc.

[0029] <Hardware configuration> FIG. 2 is a hardware configuration diagram of the document management device 1 and the terminal device 20 (document management user terminal 2, organization user terminal 3) in one embodiment.

[0030] Fig. 2(a) is a hardware configuration diagram of the document management device 1. As shown in Fig. 2(a), the document management device 1 includes a processing unit 101, a storage unit 102, and a communication unit 103, which are used to perform the functions of each unit and each process.

[0031] The processing unit 101 has a processor such as a CPU that can execute an instruction set, and executes an OS, a document management program, and the like. The storage unit 102 includes a volatile memory such as a RAM capable of storing an instruction set, and a non-volatile recording medium such as an HDD or SSD capable of recording an OS, a document management program, and the like. The communication unit 103 has an interface for connecting to the network NW, and controls communication with the network NW to input and output information.

[0032] Fig. 2(b) is a hardware configuration diagram of the terminal device 20 (document management user terminal 2, organization user terminal 3). As shown in Fig. 2(b), the terminal device 20 has a processing unit 201, a storage unit 202, a communication unit 203, an input unit 204, and an output unit 205, which are used to perform the functions of each unit and each process.

[0033] The processing unit 201 has a processor such as a CPU that can execute an instruction set, and executes programs such as an OS and a document management device utilization program. The storage unit 202 has a volatile memory such as RAM capable of storing an instruction set, an OS, and a non-volatile recording medium such as an HDD or SSD capable of recording application programs (document management device utilization programs, etc.) that can use the document management device. The communication unit 203 has an interface for connecting to the network NW, and controls communication with the network NW to input and output information. The input unit 204 has input devices such as an operation input device capable of input processing, such as a touch panel or keyboard, and an image input device capable of image input, such as a camera. The output unit 205 has an output device such as a display device capable of display processing, such as a display.

[0034] <Data structure in Document Management System 0> An example of the data configuration of data used in the document management system 0 in one embodiment will be described below with reference to FIG. 3. The storage unit 102 stores various data necessary for the processes described below, including user information and document information. Note that the storage unit 102 may be configured by multiple computer devices, and various necessary data may be stored in a distributed manner across multiple devices. In this embodiment, the storage unit 102 stores user information (document management user information, organization user information), organization information, document templates, document design information, document information related to generated documents, and invitation information for viewing documents, but other information may also be stored. Furthermore, in the example shown in FIG. 3, the document management user information and the organization user information are managed separately, but they may also be managed together as user information, and the user type may be identified by information related to items such as the user type.

[0035] 3(a) is particularly document management user information that is user information of a document management user, and in this embodiment, includes identification information (document management user ID), a user name, and an email address of the document management user. Note that the document management user information may also include other information about the document management user, such as a telephone number.

[0036] The organizational information shown in Fig. 3(b) is information about the organization for which the document management user is responsible, and in this embodiment, includes the organization's identification information (organization ID), the organization's name, and the organization's email address. Note that the organizational information may also include other information about the organization, such as an address or telephone number. In this embodiment, the organizational information is stored in association with the document management user information of the document management user in charge of the organization, using identification information such as the document management user ID.

[0037] The user information shown in FIG. 3(c) is particularly organizational user information, which is user information of organizational users belonging to an organization, and includes identification information of the organizational user (organization user ID), a user name, an email address, and a user type. In this embodiment, the user type is the user's job title, but it may also be a user type determined by the department to which the user belongs or other factors. Furthermore, a user type relating to multiple items may be set for one user, such as both a job title and a department to which the user belongs. Note that the organizational user information may also include other information about the organizational user, such as a telephone number. In this embodiment, the organizational user information is stored in association with the organizational information of the organization to which the organizational user belongs, using identification information such as an organization ID.

[0038] A document template is a document template used in the work of a document management user or an organizational user, and includes two or more document elements. In this embodiment, the document template is a document template registered in advance according to the purpose, document content, industry, or field in which the document will be used, such as a "rule book" used by the organization. The document template may be registered in advance by a system administrator, or may be registered by a user of the system, such as a document management user or organizational user. In this embodiment, a document template registered by a document management user is stored in association with the document management user information of the document management user who registered the document template or the organizational information of the organization in charge, so that only the document management user or users belonging to the organization in charge of the document management user can use the document template. Furthermore, a document template registered by an organizational user belonging to a specific organization is registered in association with the organizational information or organizational user information so that only users of the specific organization or the document management user in charge of the organization can use the document template.

[0039] Document elements are elements that make up a document and include content such as text, but may also include non-text content such as images, figures, and tables. In this embodiment, document elements are assigned element types such as "title" and "normal." In this embodiment, a document element with the "title" element type includes only the title (item name) as content, while a document element with the "normal" element type includes the title (item name) and text, figures, tables, and other content related to the item as content. In this embodiment, a document element is a page of a document, but it may also be a section or other element or part of a document. In particular, a document element included in a document template is an element of a document (e.g., a sample page) that includes sample content corresponding to an item, such as a "company profile" item, including a sample company profile description. Sample content is an example of content, and in this embodiment, it includes example content such as item names written in text, document description examples, figures, and tables. In this embodiment, the sample content included in a document element whose element type is "title" includes only example item names, while the sample content included in a document element whose element type is "normal" includes, in addition to example item names, example text descriptions, figures, tables, etc.

[0040] The document design information is information about the document design for each design type, and includes the layout of document elements for each element type. The design type is the type of design of the entire document, and in this embodiment, the document design themes include "simple," "soft," and "sharp." However, multiple design types may be set for the same theme, such as "simple 1" and "simple 2." In this embodiment, the document elements are document pages, so the storage unit 102 stores, for example, page layouts such as a normal page layout for the "simple" design type and a heading page layout for the "simple" design type as layouts for each element type included in the document design information. However, the layouts for each element type are not limited to page layouts.

[0041] The document information is information about a document generated and managed by the document management system 0, and includes the document title, the design type related to the design of the document, disclosure settings, one or more document elements, and the order of the document elements. The document elements related to the generated document included in the document information include items and content such as text and images. In this embodiment, the content such as text included in the document elements related to the generated document is content created by modifying a sample description or by a user entering new content. However, the content may also be the same as the sample description. In this embodiment, the data related to a document registered as a sample, such as the document template and document information, and the document elements included in the document template and the document elements included in the document information, have similar or corresponding data structures to the data in a document created by the user. However, the data may also be written in a language for creating web pages, such as HTML (HyperText Markup Language).

[0042] The invitation information is information for displaying a document display screen that displays a document. In this embodiment, the invitation information is a uniform resource locator (URL) of a web page that displays the document. However, it may also be information indicating the storage location of the document or identification information of the document. In this embodiment, the invitation information is issued for each user type or each individual user to display documents according to the user's viewable range, which is set for each user type or individual user. In this case, the invitation information is a URL for each user type. However, the invitation information may include any type of information, such as the storage location of the document, identification information that can identify the individual user, or information that can identify the user type, as long as it is information for identifying the document to be viewed and information that can identify the individual user accessing the site or the attributes of that user. In addition, the invitation information is stored in the storage unit 102 in association with document information of documents that can be displayed using the invitation information.

[0043] <Functional configuration> The following describes the functional configuration of the document management device 1 in one embodiment. As shown in Fig. 1, the document management device 1 includes a reception unit 11, a display unit 12, a document generation unit 13, and an invitation information generation unit 14. Note that the functional configuration described below may be realized by executing part of the processing of the functional configuration described below in another computer device such as a terminal device 20 or a server device.

[0044] <Reception Section 11> The reception unit 11 receives various data input to the terminal device 20 (document management user terminal 2, organization user terminal 3), and stores the received data in the storage unit 102 or transfers the data to other functional components. In this embodiment, the reception unit 11 receives the selection of a template, the selection of a document element, etc. input to the terminal device 20.

[0045] <Display section 12> The display unit 12 performs processing to display various screens, such as an editing screen, on the terminal device 20 (document management user terminal 2, organization user terminal 3) based on various necessary data. In this embodiment, the display unit 12 displays an editing screen for editing a document, a document display screen for displaying a document, etc. Note that the display unit 12 may perform processing related to document display so as to display only document elements that can be viewed by a user type or individual user identified based on a document viewing request.

[0046] <Document Generation Unit 13> The document generation unit 13 generates a document based on a template and document elements selected on the terminal device 20 operated by the user, and stores information about the generated document as document information in the storage unit 102. At this time, the document generation unit 13 may create a web page on which the document can be viewed based on the registered document information.

[0047] <Invitation information generation unit 14> The invitation information generation unit 14 generates invitation information for viewing the generated document. In this embodiment, the invitation information generation unit 14 issues, as invitation information for each user type (general user, managerial employee in this embodiment) or for each user type, a URL of a web page where a document with a different range of document elements that can be viewed by each user can be viewed. However, information including the user type and / or personal identification information of the user may be issued as invitation information as long as the information is capable of identifying the range of document elements that can be viewed by the user. Note that, in this embodiment, the display unit 12 provides the generated invitation information to the terminal device 20 by displaying the generated invitation information in a URL format. However, the invitation information may also be provided by outputting it in a format other than a URL, such as a two-dimensional code, for example, by displaying it as a QR code (registered trademark).

[0048] The invitation information generation unit 14 generates invitation information for displaying a screen on which the document generated by the document generation unit 13 can be viewed for each user type or for each individual user based on the user range set for viewing the document. When a viewing request is sent from the terminal device 20 based on the invitation information, the display unit 12 displays a document display screen that displays a document including document elements viewable by the individual user or user type identified based on the invitation information. In this embodiment, the document generation unit 13 can generate multiple documents for each user type or user depending on the user range for viewing. For example, the document generation unit 13 can generate a document for a "general employee" that includes only document elements viewable by general employees and a document for a "management employee" that includes only document elements viewable by managers. In this embodiment, the document generation unit 13 may also generate a web page for viewing each document, such as a web page for viewing documents for "general employees" and a web page for viewing documents for "management employees." In this case, the invitation information generation unit 14 generates a URL for viewing each web page on which the document can be viewed as invitation information. When a viewing request is sent from the terminal device 20 based on the invitation information, the display unit 12 displays a web page (document display screen) containing only document elements that can be viewed by the user or user type (e.g., "general employee," "management employee," etc.) identified based on the invitation information.

[0049] <Process flow for document generation> The processing flow in this embodiment will be described below with reference to Fig. 4. Note that the processing flow shown here is merely an example, and processing may be executed in a different flow.

[0050] When the start of document creation is selected on the terminal device 20 and a document creation request is transmitted, the display unit 12 displays document templates for each document type on the terminal device 20 (document management user terminal 2, organization user terminal 3) so that the templates can be specified (S101). In this embodiment, the terminal device 20 of the document management user displays one or more selectable document templates created by the document management user himself or by the system administrator. In this embodiment, the display unit 12 displays, on the document management user terminal 2, document templates registered by the system administrator, as well as document templates associated with organization information of the organization the document management user is responsible for and / or document templates registered by the document management user himself and stored in association with his or her own document management user information. In addition, the display unit 12 displays, on the organization user terminal 3, document templates registered by the system administrator, as well as document templates associated with organization information to which the organizational user belongs and / or document templates stored in association with document management user information of the document management user in charge of the organization to which the organizational user belongs.

[0051] When a document template to be used, such as a "rulebook template," is designated on the terminal device 20 (S201), the reception unit 11 receives the designation of the document template (S102). The display unit 12 displays a selectable list of document elements included in the selected document template based on the designation of the document template and the document templates stored in the storage unit 102 (S103). In this embodiment, the display unit 12 displays a document element selection screen W1 as shown in FIG. 5 on the terminal device 20.

[0052] <Document element selection screen W1> An example of the screen display of the document element selection screen W1 for selecting document elements will be described using Fig. 5. In this embodiment, the document element selection screen W1 is configured to allow input of document-related settings such as the document title, but it may also be a screen that allows only document elements to be selected. In addition, the display unit 12 displays the document element selection screen W1 as shown in Fig. 5 based on a document template specified by the user.

[0053] The document element selection screen W1 is a screen for selecting document elements to be included in the document to be generated from among the document elements contained in the document template specified by the user, and includes a document information input area W11, a document element selection area W12, and a document creation button W13.

[0054] The document information input area W11 is an area where settings related to the document can be input, and in the example shown in FIG. 5, it is an area where a title, a subtitle, a document disclosure setting, and a page design (design type) can be input.

[0055] The document element selection area W12 is an area where document elements to be included in the generated document can be selected, and includes the item name of the document element and a selection button for each item. When a selection button for a certain item is pressed in the document element selection area W12, the document element for that item is selected, and the indication of the selection button changes from "Not Selected" to "Selected." The document element selection area W12 may also be configured to allow the order of document elements to be included in the document to be set using operations such as drag and drop. The document element selection area W12 may also be configured to allow settings regarding the user range that can view each document element, such as allowing only "managerial staff" to view it.

[0056] The document creation button W13 is a button for instructing the creation of a document based on various information input in the document element selection screen W1. When the document creation button W13 is pressed, the document creation unit 13 creates a document including document elements related to the selected items based on various document-related settings input in the document information input area W11 and document elements selected in the document element selection area W12. For example, if "Company Philosophy" and "Company Overview" are selected, a document including those pages will be created.

[0057] The document element selection screen W1 also includes a Select All button and a Cancel All button. When the Select All button is pressed, document elements related to all items are selected, and when the Cancel All button is pressed, the selection of document elements related to all selected items is cancelled, and the screen returns to the "unselected" state.

[0058] When document elements are selected on the terminal device 20 using a document element selection screen W1 as shown in Fig. 5 (S202), the reception unit 11 receives the selection of the document elements (S104). The document generation unit 13 generates a document including the selected document elements based on the selected document template and document elements (S105). In this embodiment, the document generation unit 13 also uses settings such as the title, design type, and order of document elements input on the document element selection screen W1 shown in Fig. 5 to generate the document. The display unit 12 displays an editing screen on which the generated document can be edited (S106).

[0059] <Edit screen W2> 6, an example of the screen display of the editing screen W2 for editing a document generated by the document generation unit 13 will be described. Note that the example shown in FIG. 6 describes an example of the screen display when creating a rule book to be used within a company. Note that in this embodiment, the editing screen W2 allows the order of document elements to be changed by drag-and-drop operation, but does not allow changes to be made to settings related to detailed content (in this embodiment, content, element type, and range of users who can view it). Document elements are edited by transitioning to a document element editing screen W3 as shown in FIG. 7, but the settings related to document elements may also be configured to be editable. Furthermore, by using various settings related to the document input on the editing screen W2, the document generation unit 13 rewrites document information that has been generated using a document template and stored in the storage unit 102.

[0060] The editing screen W2 is a screen for editing a document, and includes a document information input area W21, a document element list W22, a new document element input area W23, an add from document template button W24, a document element edit button W25, and a document element display area W26.

[0061] The document information input area W21 is an area where information about the document can be input, and in the example shown in Fig. 6, it is an area where settings about the title, page design (design type), and logo image can be input. Note that if document-related settings such as the title have already been input in the document information input area W11 shown in Fig. 5, the document information input area W21 displays the settings input in the document information input area W11 in an editable manner.

[0062] The document element list W22 is a list of document elements included in a document and includes the item name and viewing range of each document element. The viewing range is the range of users who can view the document element. In this embodiment, this is the user's job title, such as "general employee" or "managerial employee," but it may also be the department or individual user. In this embodiment, the document element list W22 only displays the user range who can view each document element (user type in the example shown in FIG. 6). However, the document element list W22 may be configured to allow the setting of the user range who can view each document element to be changed by operations such as pressing. In addition, the document element list W22 is configured to allow document elements to be selected. When a document element is selected by pressing any item, the selected document element (a page in this embodiment) is displayed in the document element display area W26.

[0063] The new document element input area W23 is an area where information for adding a new document element (a page in this embodiment) can be entered, and in this embodiment, the item name (page title) of the document element and the element type of the document element can be entered. After the item name and element type of the document element are selected, when the "Add Page" button included in the new document element input area W23 is pressed, an element addition request is sent from the terminal device 20, and the document generation unit 13 adds the new document element to the document and registers it.

[0064] The Add from Template button W24 is a button for adding a new document element to a document from document elements included in a document template. Pressing the Add from Template button W24 displays a screen from which a document template can be selected. When a document template is specified on the screen from which a document template can be selected and the accepting unit 11 accepts the template specification, the display unit 12 displays a screen from which document elements included in the specified document template, such as the document element selection area W12 of the document element selection screen W1, can be selected to add to the document. In this embodiment, the document elements listed as addable document elements include document elements already selected and included in the document when the document was generated, but may also include only document elements that were not selected when the document was generated and were not included in the document at the time the document element was added. When a document element to be added to the document is selected from the list of document elements, the terminal device 20 transmits an element addition request including the specification of the template and the selection of the document element, and the document generation unit 13 adds the specified document element to the document and registers it.

[0065] The Edit Document Element button W25 is a button for editing the selected document element. When a document element is selected in the document element list W22 and displayed in the document element display area W26, pressing the Edit Document Element button W25 causes the display unit 12 to display the Document Element Edit Screen W3 shown in FIG. 7, in which the document element can be edited.

[0066] The document element display area W26 is an area for displaying the contents of a document element selected in the document element list W22. In the example shown in FIG. 6, the document element display area W26 displays the contents of document elements related to the item "Company Overview." Note that since the document displayed in FIG. 6 is a document before it has been edited by the user, the content displayed in the document element display area W26 is an example of a company overview, which is the exact content of the document elements included in the document template. Users of the system (document management users, organization users) create documents by editing the example descriptions of these document elements.

[0067] <Document element editing screen W3> The document element editing screen W3 is a screen for editing a document element selected on the editing screen W2, and includes a document element setting input area W31, a document element editing area W32, and a preview display area W33. The document element setting input area W31 is an area where settings related to the selected document element can be input, and in this embodiment, an item name (page title), element type (page type), and user range that can be viewed (viewing authority) can be input. The document element editing area W32 is an area where content such as text included in the document element can be edited. The preview display area W33 is an area where a preview of the edited document element is displayed. In this embodiment, the preview display area W33 displays the document element that reflects the content input in the document element setting input area W31 and the document element editing area W32.

[0068] The document content is changed based on various settings entered on the editing screen W2 or the document element editing screen W3, and the document generation unit 13 rewrites the document information according to the changed content. In this embodiment, the document management system 0 is configured to allow any user, including document management users and organization users, to edit documents. However, it may be configured so that only specific users or users of a specific user type (e.g., document management users) can edit documents. It may also be undesirable for organization users to edit documents after they have been edited by a document management user who is an advisor to the organization. To address such situations, the document management system 0 may be configured so that only specific users or users of a specific user type can or cannot edit documents, such as by setting a document as completed so that organization users cannot edit it. Alternatively, it may be configured so that editing can or cannot be performed at specific times. In this case, users who are allowed to edit documents are set for each document, each document element, or all documents registered for an organization, and the display unit 12 may display the editing screen W2 and the document element editing screen W3 only on the terminal devices 20 of users who are allowed to edit. Furthermore, even when the editing screen W2 and the document element editing screen W3 are displayed on the terminal device 20 of a user who is not allowed to edit, the document generation unit 13 may rewrite the document information by adopting only the editing information received from the user who is allowed to edit.

[0069] <Document information display screen W4> An example of the document information display screen W4 will be described with reference to FIG. 8(a). The document information display screen W4 is a screen for displaying information about a generated document and includes a document information input area W41 and an invitation information display area W42. The document information input area W41 is an area where document-related settings can be displayed and input, including areas where a title, subtitle, page design (design type), and document publication settings can be displayed and input. The invitation information display area W42 is an area where invitation information input by the invitation information generation unit 14 can be input. In this embodiment, the invitation information for each user type displays the URL of a webpage for displaying documents for each user type (general employee, managerial employee). The display unit 12 may also display the invitation information in other formats, such as a two-dimensional code like a QR code (registered trademark). The terminal device 20 acquires the invitation information and transmits a request to view the document by receiving the displayed invitation information via email, reading it on the screen, or receiving separate input from the user.

[0070] <Organization User Information Management Screen W5> An example of the screen display of the organizational user information management screen W5 will be described with reference to FIG. 8(b). The organizational user information management screen W5 shown in FIG. 8(b) is a screen that appears after a user logs in via a login screen for a specific organization (C Corporation in the example shown in FIG. 8(b)) and is recognized as an organizational user belonging to the specific organization or a document management user in charge of the organization. The organizational user information management screen W5 is a screen for managing information about organizational users belonging to the organization, and includes a user addition area W51 and a user information display area W52. The user addition area W51 is an area for inputting various settings for adding a new organizational user. In this embodiment, it is an area where a user name, email address, and user type can be input. After information about the organizational user, such as the user name, email address, and user type, is input, when the “Add” button is pressed, the reception unit 11 accepts the registration of organizational user information about the new organizational user. The organizational user information registered here is stored in association with organizational information about the organization to which the organizational user belongs (organization information about C Corporation in the example shown in FIG. 8(b)). The user information display area W52 is an area for displaying information about organizational users who belong to the organization, and in this embodiment, displays the user name, email address, and user type. When the "Edit" button on the right side displayed for each user is pressed, the organizational user information of that organizational user is displayed in an editable format. The organizational user information of organizational users registered via the organizational user information management screen W5 is used as an account when issuing individual invitation information for each user.

[0071] Furthermore, the organizational user information management screen W5 may be configured to allow new user types, such as "sales staff" other than "general employee" or "management staff," to be registered and selected as a range of users who can assign the user type to an organizational user and view documents. In this case, the organizational user information management screen W5 may be configured to allow registration of an item that is higher than the user type to be assigned (for example, "affiliated department" as a higher item than user types such as "sales department" or "administrative department"). Furthermore, organizational users may be assigned multiple user types, such as one user type for each item, such as "sales department" for "affiliated department" and "general employee" for "job type."

[0072] The screen shown in Fig. 8(b) is a screen that can be displayed on the organization user terminal 3 of an organization user who belongs to a specific organization, but in this embodiment, it is also displayed on the document management user terminal 2 of the document management user in charge of that organization. In this embodiment, the display unit 12 displays a list of organizations that the document management user is in charge of based on organization information stored in association with information about the document management user operating the document management user terminal 2 (document management user information). When an organization is selected by pressing the organization name or the like in this list of organizations in charge, a screen for managing information about organization users, generated documents, etc. in the specific organization can be displayed, as shown in Fig. 8(b).

[0073] In this embodiment, the receiving unit 11 can also receive a setting for whether or not a password is required when viewing a document. If a password is required, the display unit 12, upon receiving a document viewing request based on the invitation information, can display a password entry screen for entering a password before displaying the document display screen. The setting for whether or not a password is required may be set on a document-by-document basis, or may be set to apply to all documents registered in a specific organization. The scope within which the same password is used may also be set on a document-by-document basis, or may be set on an individual user basis or on a user type basis (e.g., "general employee," "management position," etc.).

[0074] <Process flow for displaying documents> When a request to view a document based on the invitation information is transmitted from the terminal device 20 that has acquired the invitation information, the display unit 12 causes the terminal device 20 to display a document display screen for displaying the requested document. Note that the document view request generated based on the invitation information in this embodiment is information for identifying the individual user based on the invitation information or information configured to identify the user's attributes (user type, etc.). Therefore, the display unit 12 displays only document elements that can be viewed by the user operating the terminal device 20 on the document display screen for displaying the document. Note that when invitation information is issued to an individual user and the range of viewing is issued for each user type (for example, job type such as "general employee" or "managerial employee"), the display unit 12 may display a screen including only viewable document elements identified based on the invitation information, document information, and the user type, etc., included in the user information (in this embodiment, organizational user information). Furthermore, the document generation unit 13 may generate a web page including only document elements that are set as viewable by the user type of the user based on the document information and the user type included in the user information (in this embodiment, organizational user information), and the invitation information generation unit 14 may generate a URL for accessing the web page as invitation information. [Explanation of symbols]

[0075] 0 Document Management System 1 Document management device 11 Reception 12 Display section 13 Document Generation Unit 14 Invitation information generation section 2. Document management user terminal 2 3 Organizational user terminals NW Network

Claims

1. A document management system for managing documents used in business operations in an organization, The device includes a storage unit, a reception unit, a display unit, and a document generation unit, the storage unit stores one or more document templates; the document template includes two or more document elements; each of said document elements includes sample content; the receiving unit receives a designation of the document template; the display unit displays a list of two or more of the document elements included in the specified document template; the receiving unit further receives designation of one or more document elements from the list of document elements; the document generation unit generates a document including the selected one or more document elements; the display unit displays a list of the selected document elements; the accepting unit further accepts designation of a document element from the list of selected document elements, and the display unit, upon accepting the designation of the document element, displays the sample content included in the document element in an editable manner; the document generation unit receives an input from a user regarding editing of the sample content, and registers the document including the content edited based on the sample content in the storage unit; Document management system.

2. the receiving unit receives a setting of a user range that can be viewed for each document element; the display unit displays, on a user terminal, document elements viewable by the user based on the viewable user range; The document management system according to claim 1 .

3. The document management system further comprises an invitation information generation unit, The setting of the range of users who can view the document element is a setting related to the type of users and / or individual users who can view the document element, the invitation information generation unit generates invitation information for each user type and / or for each individual user based on the setting of the viewable user range, and provides the invitation information to the user; the display unit displays, on the user terminal, the document including document elements set as viewable by the user type of the user operating the user terminal and / or the individual user, based on the invitation information received from the user terminal. The document management system according to claim 2 .

4. The users include organization users who belong to any organization and document management users who manage documents provided to the organization, The organization user is registered in association with any one of the document management users, the receiving unit receives a document template from a document management user, associates the document template with the document management user, and stores the document template in the storage unit; the display unit, upon receiving a document creation request from the organization user, displays the document template registered by the document management user associated with the organization user in a selectable manner. The document management system according to claim 1 .

5. When the receiving unit receives an element addition request from a document template, the element addition request includes a specification of a document template and a selection of a document element, the document generation unit adds the document elements in the specified document template to the document; The document management system according to claim 1 .

6. the storage unit stores document designs including page layouts for each element type for each design type; The document element has an element type set, the receiving unit receives a selection of a design type; the document generation unit changes the layout of the document elements included in the document to a layout of the corresponding element type in a document design of the selected design type based on the design type and the element type of each document element; The document management system according to claim 1 .

7. the display unit displays a screen on which an element type, a user range that can be viewed, and content included in the document element can be input for each document element; The document management system according to claim 1 .

8. A method for executing a ... A document management method for managing documents used in business operations in an organization, comprising: The method includes a receiving step, a display step, and a document generating step, the document template includes two or more document elements; each of said document elements includes sample content; In the receiving step, a designation of the document template is received; In the display step, a list of two or more of the document elements included in the specified document template is displayed, The receiving step further includes receiving designation of one or more document elements from the list of document elements; In the document generation step, a document including the selected one or more document elements is generated; In the display step, a list of the selected document elements is displayed; The receiving step further receives a designation of a document element from the list of selected document elements, and the display step displays the sample content included in the document element in an editable manner when the designation of the document element is received. the document generating step includes accepting an input from a user regarding editing of the sample content, and registering the document including content edited based on the sample content in the storage unit. Document management methods.

9. 9. A document management program that causes the computer to execute the document management method according to claim 8.

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