JP4125097B2 - Electronic document management apparatus and control method thereof, electronic document management system, and program - Google Patents

Description

[0001]
BACKGROUND OF THE INVENTION
The present invention relates to an electronic document management apparatus that provides a storage sheet for storing an electronic document in a storage destination, a control method thereof, a file management server that functions as the electronic document management apparatus, and an OCR server that executes OCR processing The present invention relates to a computerized manuscript management system and a program in which a manuscript image input apparatus for inputting manuscript images is connected via a network.
[0002]
[Prior art]
2. Description of the Related Art Conventionally, apparatuses such as facsimile machines, digital copying machines, or multifunction machines having these functions have been proposed in which electronic data of an original can be handled by reading the original with the scanner function. In particular, a storage header sheet is added to the head of a document composed of a plurality of pages, and the ADF (Auto Document Feeder) is used to digitize the storage header sheet and the document of a plurality of pages at once with a scanner function. There has been proposed a system for recognizing information described in a header sheet and storing a document composed of a plurality of pages based on the recognized information on the header sheet for storage.
[0003]
For example, in Patent Document 1, index sheets (document storage header sheets) ID1, ID2, ID3,... Are attached to the heads of a plurality of jobs J1, J2, J3,. Then, these are collectively set in the document holding unit, and are continuously read so that the index information carried on the index sheet is recognized, and the index information and the image data storage area designation information And an image output device registered in association with each other. Further, in this image output apparatus, an operation relating to printing of an index sheet is disclosed, and if the number of copies is specified, an index sheet having different index information for the number of copies is created.
[0004]
Patent Document 2 proposes a system for storing and retrieving documents / images with respect to a storage medium in accordance with the storage and retrieval conditions corresponding to the marked column in the mark sheet. In this system, an operation function that allows the user to set the format of the mark sheet, a registration function for registering the set format in the file management area of the storage medium, and reading the format of the mark sheet from the storage medium, the mark sheet of this format An output function for outputting paper is disclosed.
[0005]
[Patent Document 1]
JP 2001-119540 A
[Patent Document 2]
JP-A-7-175823
[Problems to be solved by the invention]
In the method of creating an index sheet in the image output apparatus described in Patent Document 1, identification information is automatically added to an index sheet for printing, and image information is stored in different storage areas for each job by using the index sheet. Can be saved. However, in this Patent Document 1, when searching and printing a job stored later, the index sheet used at the time of storing the job must be used, and it is difficult to visually find the job and management is difficult. It is.
[0006]
Further, although stored in different storage areas for each job, each storage area or each job is not associated with each other, and therefore, a previously stored job or the like and a newly stored job cannot be stored in association with each other.
[0007]
In addition, the mark sheet creation method in the image forming storage retrieval apparatus described in Patent Document 2 also allows the user to set the mark sheet format, and uses the mark sheet format in the file management area existing in the storage medium. It is possible to provide a mark sheet that facilitates the search. However, this is a mark sheet for simply storing a document / image to be stored in association with index information, and there is no association between stored documents / images, making it difficult to manage information on the stored documents / images. .
[0008]
The present invention has been made to solve the above-described problem, and an electronic document management apparatus and a control method thereof, an electronic document management system, and an electronic document management apparatus capable of efficiently executing an operation for digitizing and storing a document, The purpose is to provide a program.
[0009]
[Means for Solving the Problems]
In order to achieve the above object, an electronic document management apparatus according to the present invention comprises the following arrangement. That is,
An electronic document management apparatus that provides a storage sheet for storing an electronic document in a storage destination,
Determining means for determining an access right for a user of a terminal requesting storage of the electronic document;
A first transmission unit configured to transmit a first operation screen including a storage destination accessible to the user to the terminal based on a determination result of the determination unit;
A second unit including an instruction unit for instructing to output a storage sheet including storage destination information regarding a storage destination of the digitized document based on a determination result by the determination unit when a storage destination is specified in the first operation screen; Second transmission means for transmitting an operation screen to the terminal; and output means for outputting print data of the storage sheet to a printing destination based on an instruction from the instruction unit.
Is provided.
[0010]
Preferably, the first operation screen has a display area for displaying the accessible storage destination and a file stored in the selected storage destination among the accessible storage destinations. ing.
[0011]
Preferably, the first operation screen displays a first display area for displaying the storage destination in a hierarchical structure and a file stored in the storage destination selected in the first display area. A second display area.
[0012]
Preferably, the storage location information includes at least a unique ID that specifies the storage location and a storage location name.
[0013]
Preferably, character recognition means for recognizing a storage sheet image corresponding to the storage sheet associated with the image file of the digitized document,
Generating means for generating the storage destination information based on a character recognition result of the character recognition means;
Storage means for storing the image file in a storage destination indicated by the storage destination information;
Is further provided.
[0014]
Preferably, input means for inputting a document image including the storage sheet;
Conversion means for converting a plurality of document images input by the input means into one image file;
Is further provided.
[0015]
In order to achieve the above object, an electronic document management apparatus according to the present invention comprises the following arrangement. That is,
An electronic document management apparatus that provides a storage sheet for storing an electronic document in a desired storage location,
Obtaining means for obtaining user information using a terminal that requests storage of an electronic document;
First transmission means for transmitting a storage destination designation screen having a plurality of electronic document storage destinations to the terminal;
Receiving means for receiving selection information for selecting a desired storage destination from a terminal requesting storage of the document;
Determination means for determining an access right for the user based on the user information;
A second transmission unit configured to transmit, to the terminal, an operation screen having an instruction unit for instructing to output a storage sheet including storage destination information relating to a storage destination of the selected digitized document based on a determination result of the determination unit; ,
An output unit configured to output print data of the storage sheet to a printing destination based on an instruction by the instruction unit;
Is provided.
[0016]
In order to achieve the above object, an electronic document management system according to the present invention comprises the following arrangement. That is,
A file management server that manages a computerized document that provides a storage sheet for storing a computerized document in a storage destination, an OCR server that executes OCR processing, and an image input device that inputs a document image via a network An electronic manuscript management system configured to be connected,
The file management server
Determining means for determining an access right for a user of a terminal requesting storage of the electronic document;
First transmission for transmitting to the terminal a first operation screen including a storage destination list accessible by the user and a designation unit for designating a desired storage destination from the storage destination list based on a determination result of the determination unit Means and
A second operation screen including an instruction unit for instructing output of a storage sheet including storage destination information related to a storage destination of the digitized document based on a determination result by the determination unit when the specification unit specifies; A second transmission means for transmitting to,
Output means for outputting print data of the storage sheet to a printing destination based on an instruction by the instruction unit;
The image input device includes:
Input means for inputting a document image including the storage sheet;
Conversion means for converting a plurality of document images input by the input means into one image file,
The OCR server
Character recognition means for recognizing characters of a storage sheet image corresponding to the storage sheet in the image file;
Generating means for generating the storage destination information based on a character recognition result of the character recognition means;
Is provided.
[0017]
In order to achieve the above object, a method for controlling an electronic document management apparatus according to the present invention comprises the following arrangement. That is,
A method for controlling an electronic manuscript management apparatus that provides a storage sheet for storing an electronic manuscript in a storage destination,
A determination step of determining an access right for a user of a terminal requesting storage of the electronic document;
First transmission for transmitting to the terminal a first operation screen including a storage destination list accessible by the user and a designating unit for designating a desired storage destination from the storage destination list based on the determination result of the determination step Process and
A second operation screen including an instruction unit for instructing output of a storage sheet including storage destination information on a storage destination of the digitized document based on a determination result of the determination step when the specification unit specifies; A second transmission step of transmitting to
An output step of outputting print data of the storage sheet to a printing destination based on an instruction by the instruction unit;
Is provided.
[0018]
In order to achieve the above object, a program according to the present invention comprises the following arrangement. That is,
A program that realizes control of an electronic document management apparatus that provides a storage sheet for storing an electronic document in a storage destination,
A program code of a determination step of determining an access right for a user of a terminal requesting storage of the electronic document;
First transmission for transmitting to the terminal a first operation screen including a storage destination list accessible by the user and a designating unit for designating a desired storage destination from the storage destination list based on the determination result of the determination step Process program code and
A second operation screen including an instruction unit for instructing output of a storage sheet including storage destination information on a storage destination of the digitized document based on a determination result of the determination step when the specification unit specifies; A program code of the second transmission step to be transmitted to
Based on an instruction from the instruction unit, a program code of an output process for outputting print data of the storage sheet to a printing destination;
Is provided.
[0019]
DETAILED DESCRIPTION OF THE INVENTION
Hereinafter, embodiments of the present invention will be described in detail with reference to the drawings.
[0020]
In the following description, a “server” stores information such as HTML documents and images in the WWW system, and transmits information through a network such as the Internet in response to a request from client software such as a Web browser. It means a Web server (Web server) or an application server (or Web application server) having a function of receiving a request from a user through a network and bridging a process such as a database system.
[0021]
The “client” means a computer and software that use functions and data provided by a server in a network. In this embodiment, the client corresponds to, for example, the client 500 connected to the network 600 in FIG. 1, a Web browser that operates on various computers connected to the network 600, a viewer, and the like.
[0022]
In the embodiment of the present invention described below, an example of management of an electronic document realized between the client 500, the image input apparatus 100, the OCR server 200, and the file management server 300 in a Web environment via the network 600. Although described with reference, the present invention is not limited to such a configuration. In other words, the present invention can be applied to any computer network environment in which various operation screens for executing processing related to services provided by the server can provide a form that can be displayed on the browser (viewer) of the client. it can.
[0023]
<Embodiment 1>
FIG. 1 is a diagram showing the configuration of an electronic document management system according to an embodiment of the present invention.
[0024]
The computerized document management system according to the present embodiment digitizes a document composed of a recording medium such as paper or a transparent document, and efficiently manages the computerized document.
[0025]
Note that the configuration of various terminals connected to the network 600 in FIG. 1 is merely an example, and it goes without saying that there are various configuration examples depending on applications and purposes.
[0026]
Reference numeral 100 denotes an image input apparatus having a network function, and examples thereof include a network scanner, a multifunction machine having both a facsimile function and a scanner function, and a network facsimile. This network function is a function capable of exchanging data by communicating with each terminal such as the client 500, the OCR server 200, the file management server 300, etc. connected on the network 600.
[0027]
The image input apparatus 100 scans a plurality of originals mounted on the ADF, and designates the scanned images (digitized originals) as designated storage locations (for example, local folders in the apparatus, OCR server on the network 600) 200, file management server 300, etc.).
[0028]
Further, a file storage sheet including file management information for storing the digitized document after digitization of the document on the file management server 300 is placed on the first page of the document to be stored, and the file is stored. An image file having a file storage sheet image can be generated in the image input apparatus 100 by causing the image input apparatus 100 to scan a document with a sheet for use.
[0029]
The image input apparatus 100 has a file conversion function for generating a scanned image in various file formats such as bitmap, JPEG, TIFF, and GIF. In addition to this, the image input apparatus 100 can output a plurality of scan images as one image file. Examples of the file format of the image file include MTIFF (Multipaged TIFF). However, the file format is not limited to this as long as the file format is similar (for example, PDF).
[0030]
Reference numeral 200 denotes an OCR server, which executes character recognition (OCR) processing on a character image portion in an image file received via the network 600, and manages the image file and character recognition results. In particular, when the processing target is an image file with a file storage sheet image (MTIFF format), the OCR process is executed on the file storage sheet image. If the image file is a document image file, the OCR process may be executed on the image file to generate text data for the document image file.
[0031]
In particular, in the present embodiment, file management information (for example, text data in CSV format) for managing the corresponding image file on the file management server 300 is generated based on the character recognition result of the file storage sheet image. Then, the image file (TIFF) corresponding to the file management information (CSV) is transmitted to the file management server 300. Details of the file management information will be described later.
[0032]
Reference numeral 300 denotes a file management server that manages an image file received via the network 600 and its file management information in association with each other. In addition, the file management server 300 has access rights to each folder for saving files for each user or client (folder visibility / invisible display setting on the operation screen, whether to refer to the contents of the folder, whether to save the electronic document, etc.) Is granted.
[0033]
Furthermore, the file management server 300 designates a folder group list screen managed by itself and a folder that is a storage destination of an electronic document output from the image input apparatus 100 based on a request from the client 500. Various operation screens for realizing various processes of the present embodiment described below, such as a generation screen for generating a file storage sheet for the above, are provided. Needless to say, the operation on the operation screen can be realized by a keyboard or a mouse which is the input unit 209 of each terminal.
[0034]
In the present embodiment, the image input device 100, the OCR server 200, and the file management server 300 are configured separately. However, as long as the functions of each other can be realized, the image input is not integrated but integrated. It may be a server with a function.
[0035]
A printing apparatus 400 has a network function, and outputs various print data transmitted via the network 600. As a printing format of the printing apparatus 400, for example, various printing methods such as an ink jet method, a laser beam method, and a thermal transfer method can be used.
[0036]
Reference numeral 500 denotes a client, which is a terminal such as a personal computer. Each client 500 is set with an access right for a folder managed by the file management server 300. Various operation screens for operating folders managed by the file management server 300 are displayed on the display unit of the client 500 in accordance with the contents of the access right.
[0037]
In particular, in the case where the client 500 has an access right to save a file in a folder managed by the file management server 300, a file saving sheet for saving an electronic document generated by the image input apparatus 100 in the folder is displayed. The data can be output from the printing apparatus 400 via an operation screen provided by the file management server 300.
[0038]
Reference numeral 600 denotes a network, which is typically the Internet, a LAN, a WAN, a telephone line, a dedicated digital line, an ATM, a frame relay line, a communication satellite line, a cable TV line, a data broadcasting radio line, or the like. It is a so-called communication network realized by a combination, and it is sufficient if data can be transmitted and received.
[0039]
Next, the hardware configuration of various terminals of the image input apparatus 100, the OCR server 200, the file management server 300, the printing apparatus 400, and the client 500 in FIG. 1 will be described with reference to FIG.
[0040]
FIG. 2 is a diagram showing a hardware configuration of various terminals according to the embodiment of the present invention.
[0041]
In FIG. 2, the CPU 201 comprehensively controls each device connected to the system bus 204. The ROM 203 or the external memory 211 stores an operating system (OS) that is a control program of the CPU 201 and programs for realizing various functions of each server or each client.
[0042]
The RAM 202 functions as a main memory, work area, temporary save area, and the like for the CPU 201.
[0043]
The input controller 205 controls input from the input unit 209. Examples of the input unit 209 include a pointing device such as a keyboard and a mouse in a terminal such as a server or a client. Moreover, in an image input device, a printing device, etc., a touch panel, a button, a switch, etc. are mentioned.
[0044]
The display controller 206 controls display on the display unit 210. Examples of the display unit 210 include a CRT and a liquid crystal.
[0045]
An external memory controller (MC) 207 controls access to an external memory 211 that stores a boot program, various applications, font data, user files, edit files, printer drivers, and the like. In addition, various tables and parameters for realizing various functions of each server or each client are stored. Examples of the external memory 211 include a hard disk (HD), a floppy (registered trademark) disk (FD), a compact flash (registered trademark) connected to a PCMCIA card slot via an adapter, and smart media.
[0046]
The communication I / F controller 208 executes communication control processing with an external device via the network 600.
[0047]
Next, an outline of processing executed by the electronic document management system of this embodiment will be described with reference to FIGS. 3A to 3C.
[0048]
3A to 3C are flowcharts showing an outline of processing executed in the computerized document management system according to the embodiment of the present invention.
[0049]
First, processing executed by the image input apparatus 100 will be described with reference to FIG. 3A.
[0050]
In step S101, the image input apparatus 100 determines whether there is a document to be scanned. If there is no document (NO in step S101), the process waits until the document is placed on the ADF. On the other hand, if there is a document (YES in step S101), the process proceeds to step S102.
[0051]
In step S102, it is determined whether or not there is an image transfer instruction via the operation unit of the image input apparatus 100. If there is no image transfer instruction (NO in step S102), the process advances to step S108 to determine whether there is another instruction via the operation unit. If there is no other instruction (NO in step S108), the process returns to step S102. On the other hand, if there is another instruction (YES in step S108), the process proceeds to step S109, and processing (for example, copy processing, facsimile transmission processing, etc.) corresponding to the instruction is executed.
[0052]
If there is an image transfer instruction in step S102 (YES in step S102), the process proceeds to step S103, and the document placed on the ADF is scanned. In step S104, scan image data generated by the scan is created and temporarily stored in the external memory 211. In step S105, it is determined whether or not there is a document placed on the ADF. If there is a document (NO in step S105), the process returns to step S103. On the other hand, if there is no document (YES in step S105), the process proceeds to step S106.
[0053]
In step S106, a series of scan image data stored in the external memory 211 is converted into an image file in the MTIFF format. In step S107, the image file is transmitted to the processing folder of the OCR server 200.
[0054]
Next, processing executed by the OCR server 200 will be described with reference to FIG. 3B.
[0055]
In step S201, the OCR server 200 determines whether or not an image file to be processed has been received. If there is no reception (NO in step S201), the process waits until reception. On the other hand, if there is reception (YES in step S201), the process proceeds to step S202.
[0056]
In step S202, the received image file is stored in a processing folder. In step S203, an image file in the MTIFF format in the processing folder is selected as an image file to be processed.
[0057]
In step S204, the presence / absence of a file storage sheet image in the processing target image file is determined. If there is a file storage sheet image (YES in step S204), the process proceeds to step S205. On the other hand, if there is no file storage sheet image (NO in step S204), the process proceeds to step S210.
[0058]
The determination of the presence / absence of the file storage sheet image is made based on the presence / absence of a feature amount (sheet frame image) indicating the image and the character recognition result of an image in a predetermined area in the image. A specific example of the file storage sheet image will be described later.
[0059]
If there is a file storage sheet image in step S204, OCR processing is executed on the file storage sheet image in step S205. In step S 206, text data (file management information) obtained as a result of the OCR process is converted into CSV format, and the CSV data is stored in the RAM 202. Here, the file saving sheet image may be stored in the RAM 202 or may be discarded if unnecessary.
[0060]
On the other hand, if there is no sheet image for file storage in step S204, the process proceeds to step S210, the processing target image file is associated with the CSV data for the immediately previous file storage sheet image, and temporarily stored in the RAM 202.
[0061]
Next, in step S207, it is determined whether or not the OCR processing of the processing target image file has been completed. If not completed (NO in step S207), the process returns to step S204. On the other hand, if it is completed (YES in step S207), the process proceeds to step S208.
[0062]
In step S208, the CSV data and the corresponding MTIFF format image file are stored in a specific folder.
[0063]
In step S209, it is determined whether or not the processing for the MTIFF format image file in the processing folder has been completed. If not completed (NO in step S209), the process returns to step S203. On the other hand, if it is completed (YES in step S209), the process ends.
[0064]
Next, processing executed by the file management server 300 will be described with reference to FIG. 3C.
[0065]
In step S301, an image file (CSV data and a corresponding MTIFF format image file) stored in a specific folder of the OCR server 200 is acquired.
[0066]
In step S302, the content of the acquired CSV data is analyzed. In step S303, user information in the CSV data is acquired, and folder information related to the folder where the image file is stored is acquired.
[0067]
In step S304, the acquired user information is compared with the folder information, and it is determined whether or not the user indicated by the user information has a storage right for the storage destination folder. If there is no save authority (NO in step S304), the process proceeds to step S306, and an error process for notifying that there is no authority to save the image file to be processed in the designated folder is executed. This notification may be sent by e-mail to the client 500 used by the user, or a message such as a dialog may be displayed. Alternatively, log data that can be referred to from the client 500 may be generated without specifically performing notification at that time.
[0068]
On the other hand, if there is a save authority (YES in step S304), the process proceeds to step S305, and the MTIFF format image file is saved in the save destination folder in the CSV data.
[0069]
Next, processing when the file management server 300 generates a file storage sheet based on a request from the client 500 will be described with reference to FIG.
[0070]
FIG. 4 is a flowchart showing processing for generating a file storage sheet according to the embodiment of the present invention.
[0071]
In step S <b> 201, the file management server 300 determines whether or not there is a login from the client 500. If there is no login (NO in step S201), the process waits until there is a login. On the other hand, if there is a login (YES in step S201), the process proceeds to step S202.
[0072]
In step S <b> 202, user information of the client 500 is acquired by a login operation from the client 500.
[0073]
In step S 203, an initial screen for accessing the folder of the file management server 300 is generated and presented to the client 500.
[0074]
Here, an example of the initial screen will be described with reference to FIG.
[0075]
FIG. 5 is a diagram showing an example of an initial screen according to the embodiment of the present invention.
[0076]
An initial screen 500 in FIG. 5 is a screen for displaying a list of folders managed by the file management server 300 based on the access right of the client 500, and a display field 501 is a tree view (hierarchical structure display) of folders. A folder 502 is a current folder that is currently selected. Here, in order to show the selected state, the current folder 502 is displayed in a different form (an icon indicating that the folder is open) from other folders, but the selected state / non-selected state can be displayed separately. It is not limited to this as long as it is a display form (for example, blink display, reverse display, change of icon shape, size, etc.). A display field 503 is a list display of file groups stored in the current folder 502. The display form of the list display of the file group is an example, and for example, list display, thumbnail image display, or the like can be selectively switched and displayed.
[0077]
In the initial screen 500, a characteristic configuration is that the display / non-display of the folder displayed in the tree view of the display field 501 is controlled based on the access right of the client 500. As a specific example, the current folder 502 is not displayed in the tree view of the display field 501 on the initial screen 500 displayed on the client 500 that does not have access rights to the current folder 502.
[0078]
In other words, in the initial screen 500 displayed on the client 500, only the tree view of the folder accessible by itself is always displayed in the display field 501. Therefore, the user of the client 500 can visually recognize only the folders that can be accessed by the client 500 on the initial screen, and can therefore perform operations on the folders without being aware of the access right to the folder.
[0079]
On the other hand, a designation button 504 is a button for designating a folder as a save destination of the image file to be saved. This designation is realized by pressing the designation button 504 after selecting a desired folder on the tree view of the display field 501. When the designation button 504 is pressed, the file management server 300 generates a setting screen 650 (FIG. 6) for the current folder 502 in the selected state based on the access right of the client 500.
[0080]
The initial screen 500 is an example. In particular, when a list of folder groups accessible by the user is confirmed, it is effective to configure a display field 501 including a tree view of the folder. However, as the number of folders increases, if the structure of the tree view increases, an operation for searching for and specifying a folder to be specified from the tree view may be troublesome.
[0081]
Therefore, as another example of the initial screen 500, for example, the user operation history is separately managed by the file management server 300, and the operation history (for example, access frequency, use frequency, date order) or folder category is stored. Based on this, a group of folders accessible to the user may be displayed as a list above the display field 503. In this case, the display field 501 having a tree view is not displayed, and a designation button 504 is configured for each folder group accessible by the user displayed in the display field 503.
[0082]
Accordingly, the user can select, for example, a frequently used folder group or a folder group arranged in order of date and time from the display field 503, and can more easily specify a folder intended by the user. Become.
[0083]
Furthermore, a switching button for switching the display between the initial screen of such a display form and the initial screen 500 of FIG. 5 may be configured on the screen so that it can be selectively switched according to a user operation. .
[0084]
A configuration screen 605 shown in FIG. 6 may be displayed at the same time as displaying the contents of the current folder 502. For example, the display button 504 shown in FIG. 5 is not displayed, and icons for realizing various functions to be described later using FIG. 6 are displayed on the upper part of the already saved file list. In this case, it is not necessary to press the designation button 504. When the current folder 502 is selected and specified from a plurality of displayed folders for confirmation of the folder contents, it is determined that “folder designation = save destination designation”, and the determination in step S205 described later is performed. . That is, the next step S204 can be omitted.
[0085]
Returning to the description of FIG.
[0086]
In step S204, the client 500 determines whether or not a storage destination folder for the image file to be stored is specified via the initial screen. This determination is made based on whether or not the designation button 504 on the initial screen 500 is pressed. If the result of determination is that there is no designation (NO in step S204), the process waits until it is designated. On the other hand, if there is designation (YES in step S204), the process proceeds to step S205.
[0087]
In step S205, the access right of the login user is confirmed. In step S206, it is determined whether or not there is a file storage right for the access right of the login user. If there is a file storage right (YES in step S206), a first setting screen for the designated folder is generated and presented to the client 500. On the other hand, if there is no file storage right (NO in step S206), the process proceeds to step S207, and a second setting screen for the designated folder is generated and presented to the client 500.
[0088]
Here, an example of the first and second setting screens will be described with reference to FIG.
[0089]
FIG. 6 is a diagram showing an example of a setting screen according to the embodiment of the present invention.
[0090]
The basic configuration of the first and second setting screens is the same, but the difference is that each component (icon, control, etc.) in the setting screen is displayed / hidden based on the access right of the login user. This is where control is done.
[0091]
Here, the setting screen 650 of FIG. 6 shows a setting screen (first setting screen) for the designated folder when the logged-in user has the file storage right.
[0092]
In the setting screen 650, the display field 660 displays a group of function button icons for executing various processes for the designated folder. In particular, the icon 661 is a button icon for generating a file storage sheet for storing an image file in the designated folder. The icon 661 can also instruct to store the image file to be saved as a file that can be searched in full text. However, this icon 661 is not displayed for a logged-in user who does not have the right to save files in this folder, and this state corresponds to the second setting screen described above.
[0093]
The functions of various icons other than the icon 661 will be briefly described below. Further, in the following description, the expression “item” indicates at least one of a folder and an image file. In the description using this “item”, a folder, an image file, or It will refer to both of them.
[0094]
<Create alias>
A button icon for creating a shortcut (alias) for the specified item.
[0095]
<Add to Favorites>
This is a button for adding a specified item to a predetermined menu (for example, a favorite menu). Items added to the predetermined menu can be accessed from the predetermined menu.
[0096]
<Copy>
A button for copying a specified item. This copy may be copied to the clipboard, or a dialog for designating a copy destination may be displayed to allow the user to select.
[0097]
<Display tree view>
This button is used to display a tree view that includes the specified item. For example, the display field 501 of the initial screen in FIG. 5 is displayed on the left side of the setting screen 650. At this time, the folder group under the designated item (folder) is expanded, and the designated folder is displayed with an indicator of a predetermined color (for example, red) for a certain period of time.
[0098]
<Create news>
A button for creating a new news with a specified item attached.
[0099]
<Move>
A button for moving the specified item. This movement is realized, for example, by displaying a dialog for designating a movement destination and allowing the user to select.
[0100]
<Select related items>
A button for associating a specified item with another item. By performing this association, access to both sides can be facilitated.
[0101]
<Authority>
It is a button for setting user and group access authority for a specified item. This access authority can be set on an access item setting screen 1100 shown in FIG.
[0102]
<Delete>
A button for deleting a specified item.
[0103]
<Reference>
This is a button for referring to a file group stored in a specified item (folder).
[0104]
<Setting>
This is a button for setting the contents of a specified item (folder). This content setting includes, for example, a display format of a file group stored in the item (folder).
[0105]
<Notification settings>
It is a button for setting notification for a specified item. With this notification setting, a notification of the access contents can be obtained by e-mail or dialog for each event such as access to the designated item.
[0106]
The display field 670 displays information related to the storage destination folder, for example, the folder name, creation date, creation date, size, and the like.
[0107]
When the icon 661 is pressed, the file management server 300 generates a form selection screen 700 (FIG. 7) for designating the form of the file storage sheet.
[0108]
Returning to the description of FIG.
[0109]
In step S208, it is determined whether there is an instruction to create a file storage sheet from the client 500 via the first setting screen. If there is no instruction to create a file storage sheet (NO in step S209), the process advances to step S215 to execute processing according to the operation of the client 500 via the first / second setting screen. On the other hand, if there is an instruction to create a file storage sheet (YES in step S209), the process proceeds to step S210, and a file storage sheet form is selected based on the instruction from the client 500. In practice, a form selection screen 700 for selecting a file storage sheet form is generated, presented to the client 500, and a file storage sheet form is selected based on an operation via the form selection screen 700. To do.
[0110]
Here, an example of the form selection screen 700 will be described with reference to FIG.
[0111]
FIG. 7 is a diagram illustrating an example of a form selection screen according to the embodiment of this invention.
[0112]
In the form selection screen 700 of FIG. 7, a pull-down menu 701 is a control for selecting a file storage sheet form. Here, there are two types of file storage sheet forms: general “paper document” and “contract” as the type of form. However, the form is not limited to this, and there are various forms depending on the purpose and purpose. Needless to say, you can prepare a simple form. An image 702 is an image corresponding to the file storage sheet of the form selected from the pull-down menu 701.
[0113]
The execution button 703 is pressed when the currently selected file storage sheet is actually created. When the execution button 703 is pressed, the file management server 300 generates a selected file storage sheet screen 800 (FIG. 8) and presents it to the client 500.
[0114]
A cancel button 704 is pressed to cancel the display of the form selection screen 700.
[0115]
Returning to the description of FIG.
[0116]
In step S211, when the execution button 703 of the form selection screen 700 is pressed, the folder information of the storage destination folder designated by the client 500 is acquired, and a file storage sheet screen 800 including the folder information is generated. To the client 500.
[0117]
Here, an example of the file storage sheet screen 800 will be described with reference to FIG.
[0118]
FIG. 8 is a diagram showing an example of a file storage sheet screen according to the embodiment of the present invention.
[0119]
In the file storage sheet screen 800 of FIG. 8, reference numeral 801 denotes a folder name display field. Reference numeral 802 denotes a folder ID display field for specifying the folder.
[0120]
In particular, this folder ID is uniquely assigned to each folder managed by the file management server 300. The folder ID is managed in association with the actual storage address (path to the folder) in the file management server 300. Furthermore, even if the storage destination of this folder is changed, the change contents are dynamically updated, so that the folder ID and the actual storage destination of the folder are always associated one-to-one.
[0121]
As a result, the client 500 can reliably save the image file to be saved in a desired folder by using the folder ID 802 without being aware of the storage address of the folder that is the save destination of the image file to be saved. Can do.
[0122]
Note that the folder information such as the folder name, the folder ID, the storage address, and the access right for each user or client set in the folder corresponds to the folder information described with reference to FIGS. Then, when an instruction to create a file creation / saving sheet screen is transmitted from the client 500, the file management server 300 arranges necessary information from the folder information in the display fields 801 and 802.
[0123]
Reference numerals 803 and 804 denote text input fields for inputting a file name of an image file to be saved and a comment for the file. In addition, a handwriting area is prepared below each of the text input fields 803 and 804, and the file name of the image file to be saved and a comment on the file are described even after the file saving sheet is printed. Can be done.
[0124]
Reference numeral 805 denotes a display field for a user ID (user information). Specifically, the user information corresponds to an identification number for identifying the user of the client 500, a user name, a network user name, a password thereof, and the like, and when the client 500 logs into the file management server 300, This user information is transmitted from the client 500 to the file management server 300. Then, when an instruction to create a file creation / saving sheet screen is transmitted from the client 500, the file management server 300 places the user ID in this user information in the display field 805.
[0125]
Reference numeral 806 denotes a display field for the category name of the form selected on the form selection screen 700, and reference numeral 807 denotes a display field for the category ID.
[0126]
Reference numeral 808 denotes a check box for PDF conversion instruction. When this check box is checked and the OCR server 200 recognizes the check, the image file in the MTIFF format is converted to PDF. Specifically, when the OCR server 200 recognizes this check after the OCR in step S205 described above, the OCR server 200 converts the MTIFF format image file to be processed into a PDF format image file.
[0127]
Reference numeral 809 denotes a print button. When the print button 809 is pressed, the file management server 300 generates print data by combining various information input to the file storage sheet screen 800 and the file storage sheet image, and sends the print data to the printing apparatus 400. Output.
[0128]
Returning to the description of FIG.
[0129]
In step S212, the acquired folder information and user information are combined with the selected file storage sheet image.
[0130]
In step S213, it is determined whether there is a print instruction from the client 500. If there is no print instruction (NO in step S213), the process waits until there is a print instruction. On the other hand, if there is a print instruction (YES in step S213), that is, if the print button 809 on the file storage sheet screen 800 is pressed, the process proceeds to step S214, and the file storage sheet generated in step S212 is sent to the printing apparatus 400. Send image print data. As a result, the file storage sheet image is printed from the printing apparatus 400.
[0131]
Next, a configuration example of the CSV data (file management information) generated by the OCR server 200 in step S206 of FIG. 3 will be described with reference to FIG.
[0132]
FIG. 9 is a diagram showing a configuration example of CSV data according to the embodiment of the present invention.
[0133]
As described above, the CSV data is CSV format text data obtained as a result of the OCR processing on the file storage sheet image.
[0134]
In FIG. 9, from the top, the folder ID of the save destination (802 in FIG. 8), the name of the image file to be saved (803 in FIG. 8), the comment (804 in FIG. 8) for the image file, and the user ID (in FIG. 8) 805), and the registration date.
[0135]
Note that the order of arrangement of these pieces of information and the type of information are not limited to this, and any configuration can be used as long as the file management server 300 is composed of a group of information that can save an image file to be saved in a specified folder. It may be.
[0136]
Next, a management table for managing image files in each folder of the file management server 300 based on the CSV data will be described with reference to FIG.
[0137]
FIG. 10 is a diagram showing a management table according to the embodiment of this invention.
[0138]
This management table is managed by the external memory 211 of the file management server 300, for example.
[0139]
In the management table of FIG. 10, the folder ID of the folder that is the storage destination, the registration date of the image file, the user ID that is the registrant, the size, and the like are managed for each image file. In particular, when registering a record for a new image file in the management table, the file management server 300 generates a file ID for uniquely identifying the new image file, and various information groups corresponding to the file ID. Is registered in the management table. Here, each folder is also handled in the same way as a file. Each folder has an ID, and the storage destination is designated in the same manner, thereby forming a hierarchical structure.
[0140]
Then, the file management server provides the client 500 with a file search screen using various information managed in these management tables as a search condition, so that the client 500 can perform a file search by a normal file name, A file search using information such as a file ID, a folder ID, and a registrant ID can be executed.
[0141]
Next, an example of an access right to a folder that can be set by the user and an example of the access right setting screen will be described with reference to FIG.
[0142]
FIG. 11 is a diagram showing an example of an access right setting screen according to the embodiment of this invention.
[0143]
For example, only the administrator of the file management server 300 can access the access right setting screen 1100 in FIG. 11, and the administrator can set the access right for each user of each folder.
[0144]
A display field 1101 is a list of users for the processing target folder, and this list is managed in units of user groups (1102) in which a plurality of users are grouped or in units of users. Thus, the access right to the folder can be set for each user group or each user.
[0145]
A display field 1103 indicates the access setting target user group or the user access setting status. In this embodiment, as the type of access right, referring to a folder, referencing its contents (image file in a folder), modifying its contents, editing attributes, adding an item (folder / image file), deleting a version, Nine types of deletion, reservation, and authority editing are prepared. Of course, the present invention is not limited to this type, and it goes without saying that various access rights may be set according to the application and purpose.
[0146]
Here, the contents of each access right are briefly described below.
[0147]
Reference: Referencing items displayed in the tree view
Contents reference: Item contents reference (list of items in folder, file display and acquisition, etc.)
Fixed: Item name and description changed
Edit attributes: Edit item attributes
Add item: Add another item (for example, it may be valid only for folders and specified files)
Delete Version: Delete item version, for folders, this permission is the default setting for items added to the folder
Delete: Delete item
Reservation: Reserving an item, which allows you to create a new version by checking in and out. For folders, this right is the default setting for items added to this folder.
[0148]
Edit permissions: Set access control rights for other users and groups
Each access right displayed in the display field 1103 is provided with a check box, and each access right can be set by checking this check box. When the update button 1104 is pressed, the user group or the access right for the user with respect to the processing target folder is updated.
[0149]
Although not shown in the present embodiment, the file management server 300 stores various tables and data for realizing the various processes described above in the external memory 211 in addition to the management table illustrated in FIG. ing.
[0150]
For example, in order to realize the determination in step S304 of FIG. 3, a table managing users and user groups and their access rights for each folder managed by the file management server 300 is stored. Further, template data of a file storage sheet corresponding to a plurality of types of forms is stored.
[0151]
In the above embodiment, the display form of the initial screen 500 in FIG. 5 and the setting screen 650 in FIG. 6 is changed based on whether or not the client 500 has access rights to the user's folder (especially, save authority in this embodiment). Although control is performed for each user of the client 500, the display form may be switched in stages based on the type of access right.
[0152]
In the above embodiment, the storage destination of the image file is a folder managed by the file management server 300. However, when a plurality of logical drives are configured in the file management server 300, these logical drives are stored in the folder. It may be a storage location for image files.
[0153]
In the above embodiment, the file storage sheet and the document to be stored are scanned by the image input device 100. However, an image input device having the same function as the image input device 100 is directly connected to the client 500. In this case, the file storage sheet and the document to be stored may be scanned from the image input device, and the scanned image may be transmitted from the client 500 to the OCR server 200 to implement the above-described processing.
[0154]
Further, with respect to the file storage sheet image selected by the file management server 300, only the corresponding document to be stored is scanned by the image input device 100 or an image input device connected to the client, and the scanned image is scanned. A configuration may be adopted in which the file is transmitted to the file management server 300 and associated with the selected file storage sheet image.
[0155]
As described above, according to the present embodiment, when a document such as paper is digitized and stored in a specified folder on the file management server 300, an operation for creating a file storage sheet for specifying the storage destination is performed. A screen is provided to the client 500. Then, the user of the client 500 digitizes the created file storage sheet and the document to be stored together, and converts the digitized document based on the file management information recognized from the digitized file storage sheet. It can be stored in a specified folder of the file management server 300.
[0156]
As a result, the user can efficiently execute a series of processes for digitizing a document such as paper and saving it in a designated folder of the file management server.
[0157]
In addition, for each folder managed by the file management server, an access right is set for each client 500, and the display form of the operation screen presented to the client 500 is controlled based on the access right. Display control such as display / non-display of function buttons and display / non-display of function buttons is executed.
[0158]
As a result, an operation screen having an appropriate display form corresponding to the access right of the client 500 can be provided, and not only illegal operations, erroneous operations, and useless operations can be eliminated, but also folders managed by the file management server 300 Security and manageability can be improved.
[0159]
Although the embodiments have been described in detail above, the present invention can take an embodiment as, for example, a system, an apparatus, a method, a program, or a storage medium, and specifically includes a plurality of devices. The present invention may be applied to a system that is configured, or may be applied to an apparatus that includes a single device.
[0160]
In the present invention, a software program (in the embodiment, a program corresponding to the flowchart shown in the figure) that realizes the functions of the above-described embodiment is directly or remotely supplied to the system or apparatus, and the computer of the system or apparatus Is also achieved by reading and executing the supplied program code.
[0161]
Accordingly, since the functions of the present invention are implemented by computer, the program code installed in the computer also implements the present invention. In other words, the present invention includes a computer program itself for realizing the functional processing of the present invention.
[0162]
In that case, as long as it has the function of a program, it may be in the form of object code, a program executed by an interpreter, script data supplied to the OS, or the like.
[0163]
As a recording medium for supplying the program, for example, floppy (registered trademark) disk, hard disk, optical disk, magneto-optical disk, MO, CD-ROM, CD-R, CD-RW, magnetic tape, nonvolatile memory card ROM, DVD (DVD-ROM, DVD-R) and the like.
[0164]
As another program supply method, a client computer browser is used to connect to an Internet homepage, and the computer program of the present invention itself or a compressed file including an automatic installation function is downloaded from the homepage to a recording medium such as a hard disk. Can also be supplied. It can also be realized by dividing the program code constituting the program of the present invention into a plurality of files and downloading each file from a different homepage. That is, a WWW server that allows a plurality of users to download a program file for realizing the functional processing of the present invention on a computer is also included in the present invention.
[0165]
In addition, the program of the present invention is encrypted, stored in a storage medium such as a CD-ROM, distributed to users, and key information for decryption is downloaded from a homepage via the Internet to users who have cleared predetermined conditions. It is also possible to execute the encrypted program by using the key information and install the program on a computer.
[0166]
In addition to the functions of the above-described embodiments being realized by the computer executing the read program, the OS running on the computer based on the instruction of the program is a part of the actual processing. Alternatively, the functions of the above-described embodiment can be realized by performing all of them and performing the processing.
[0167]
Furthermore, after the program read from the recording medium is written in a memory provided in a function expansion board inserted into the computer or a function expansion unit connected to the computer, the function expansion board or The CPU or the like provided in the function expansion unit performs part or all of the actual processing, and the functions of the above-described embodiments are realized by the processing.
[0168]
【The invention's effect】
As described above, according to the present invention, it is possible to provide an electronic manuscript management apparatus and a control method thereof, an electronic manuscript management system, and a program capable of efficiently executing an operation for digitizing and storing a manuscript.
[0169]
Accordingly, in the present invention, it is possible to create a file storage sheet for the confirmed storage destination after the user confirms the storage destination, and it is possible to create a file storage sheet with high operability. . Further, in the present invention, since the user who has the authority to save data to the save destination is not instructed to create a file save sheet, data that is not intended by the administrator is not saved. It has the advantage of easy management.
[Brief description of the drawings]
FIG. 1 is a diagram showing a configuration of an electronic document management system according to an embodiment of the present invention.
FIG. 2 is a diagram illustrating a hardware configuration of various terminals according to the embodiment of this invention.
FIG. 3A is a flowchart showing an outline of processing executed in the electronic document management system according to the embodiment of the present invention;
FIG. 3B is a flowchart showing an outline of processing executed in the electronic document management system according to the embodiment of this invention.
FIG. 3C is a flowchart showing an outline of processing executed in the electronic document management system according to the embodiment of this invention.
FIG. 4 is a flowchart showing processing for generating a file storage sheet according to the embodiment of the present invention.
FIG. 5 is a diagram showing an example of an initial screen according to the embodiment of the present invention.
FIG. 6 is a diagram illustrating an example of a setting screen according to the embodiment of this invention.
FIG. 7 is a diagram illustrating an example of a form selection screen according to the embodiment of this invention.
FIG. 8 is a diagram showing an example of a file storage sheet screen according to the embodiment of the present invention.
FIG. 9 is a diagram showing a configuration example of CSV data according to the embodiment of the present invention.
FIG. 10 illustrates a management table according to the embodiment of this invention.
FIG. 11 is a diagram illustrating an example of an access right setting screen according to the embodiment of this invention.
[Explanation of symbols]
100 Image input device
200 OCR server
300 File management server
400 printing device
500 clients
600 network

Claims (10)

An electronic document management apparatus that provides a storage sheet for storing an electronic document in a storage destination,
Determining means for determining an access right for a user of a terminal requesting storage of the electronic document;
Based on the determination result of the determination unit, when there is a first transmission unit that transmits a first operation screen including a storage destination accessible to the user to the terminal and a storage destination in the first operation screen, Second transmission means for transmitting to the terminal a second operation screen including an instruction unit for instructing output of a storage sheet including storage destination information relating to a storage destination of the electronic document based on a determination result by the determination unit;
An electronic document management apparatus comprising: output means for outputting print data of the storage sheet to a printing destination based on an instruction from the instruction unit. The first operation screen has a display area for displaying the accessible storage destination and a file stored in the selected storage destination among the accessible storage destinations. The electronic document management apparatus according to claim 1. The first operation screen includes a first display area for displaying the storage destination in a hierarchical structure, and a second display area for displaying a file stored in the storage destination selected in the first display area. The electronic document management apparatus according to claim 1, wherein: The electronic document management apparatus according to claim 1, wherein the storage destination information includes at least a unique ID that specifies the storage destination and a storage destination name. Character recognition means for recognizing a storage sheet image corresponding to the storage sheet associated with the image file of the digitized document;
Generating means for generating the storage destination information based on a character recognition result of the character recognition means;
The electronic document management apparatus according to claim 1, further comprising a storage unit that stores the image file in a storage destination indicated by the storage destination information. Input means for inputting a document image including the storage sheet;
2. The computerized document management apparatus according to claim 1, further comprising conversion means for converting a plurality of document images input by the input means into one image file. An electronic document management apparatus that provides a storage sheet for storing an electronic document in a desired storage location,
Obtaining means for obtaining user information using a terminal that requests storage of an electronic document;
First transmission means for transmitting a storage destination designation screen having a plurality of electronic document storage destinations to the terminal;
Receiving means for receiving selection information for selecting a desired storage destination from a terminal requesting storage of the document;
Determination means for determining an access right for the user based on the user information;
A second transmission unit configured to transmit, to the terminal, an operation screen having an instruction unit for instructing to output a storage sheet including storage destination information relating to a storage destination of the selected digitized document based on a determination result of the determination unit; ,
An electronic document management apparatus comprising: output means for outputting print data of the storage sheet to a printing destination based on an instruction from the instruction unit. A file management server that manages a computerized document that provides a storage sheet for storing a computerized document in a storage destination, an OCR server that executes OCR processing, and an image input device that inputs a document image via a network An electronic manuscript management system configured to be connected,
The file management server
Determining means for determining an access right for a user of a terminal requesting storage of the electronic document;
First transmission for transmitting to the terminal a first operation screen including a storage destination list accessible by the user and a designation unit for designating a desired storage destination from the storage destination list based on a determination result of the determination unit And a second operation screen including an instruction unit for instructing to output a storage sheet including storage destination information regarding the storage destination of the digitized document, based on a determination result by the determination unit, Second transmitting means for transmitting to the terminal;
Output means for outputting print data of the storage sheet to a printing destination based on an instruction by the instruction unit;
The image input device includes:
Input means for inputting a document image including the storage sheet;
Conversion means for converting a plurality of document images input by the input means into one image file,
The OCR server
Character recognition means for recognizing characters of a storage sheet image corresponding to the storage sheet in the image file;
A digitized manuscript management system comprising: generating means for generating the storage destination information based on a character recognition result of the character recognition means. A method for controlling an electronic manuscript management apparatus that provides a storage sheet for storing an electronic manuscript in a storage destination,
A determination step of determining an access right for a user of a terminal requesting storage of the electronic document;
First transmission for transmitting to the terminal a first operation screen including a storage destination list accessible by the user and a designating unit for designating a desired storage destination from the storage destination list based on the determination result of the determination step A second operation screen including an instruction unit for instructing to output a storage sheet including storage destination information regarding a storage destination of the digitized document, based on a determination result of the determination step when there is a process and a specification by the specifying unit; A second transmission step of transmitting to the terminal;
A control method of the electronic document management apparatus, comprising: an output step of outputting print data of the storage sheet to a printing destination based on an instruction by the instruction unit. A program that realizes control of an electronic document management apparatus that provides a storage sheet for storing an electronic document in a storage destination,
A program code of a determination step of determining an access right for a user of a terminal requesting storage of the electronic document;
First transmission for transmitting to the terminal a first operation screen including a storage destination list accessible by the user and a designating unit for designating a desired storage destination from the storage destination list based on the determination result of the determination step A second operation including an instruction unit for instructing to output a storage sheet including storage destination information relating to a storage destination of the digitized document based on a determination result of the determination step when there is a process program code and a specification by the specification unit; A program code of a second transmission step for transmitting a screen to the terminal;
And a program code of an output process for outputting print data of the storage sheet to a printing destination based on an instruction by the instruction unit.

Images