JP2021043623A - Document creation program, document creation method and document creation device - Google Patents

Abstract

To provide a document creation program, a document creation method and a document creation device capable of easily creating a document.SOLUTION: A document creation device being an arbitrary computer causes a computer having an input interface 11 and a display 12 to function as question screen display means 141 for displaying a question screen for receiving setting of information required to create a document from a first user in the display 12, information reception means 142 for receiving the setting of the information required to create a document from the first user through the input interface 11, document creation means 145 for creating a document by using the received information, and document output means 146 for displaying the created document in the display 12.SELECTED DRAWING: Figure 1

Description

The present invention relates to a document preparation program, a document preparation method, and a document preparation device.

It is not easy to prepare documents such as quotations and contracts in a short time.

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An object of the present invention is to provide a document creation program, a document creation method, and a document creation device that can easily create a document.

According to one aspect of the present invention, a question screen display means for causing a computer having an input interface and a display to display a question screen on the display for receiving a setting of information necessary for creating a document from a first user, and the above. An information receiving means for receiving the setting of information necessary for creating the document from the first user via an input interface, and approval by a second user different from the first user according to the received information. The document is made to function as an approval necessity determination means for determining whether or not, a document creation means for creating a document using the received information, and a document output means for displaying the created document on the display. A document preparation program is provided that is either a document for business expansion such as sales, a document for recruitment, a document for purchasing, or a legal document required for accounting.

It is desirable that the document preparation means prepares the document when the approval by the second user is obtained.

It is desirable that the computer function as a notification means for notifying the second user of at least a part of the set information when the approval necessity determination means determines that approval is required.

The information receiving means receives the correction of the information set by the first user from the second user, and the document creating means creates the document using the information corrected by the second user. desirable.

It is desirable that the question screen display means sets the question screen based on an instruction by the user and displays the set question screen.

Further, according to another aspect of the present invention, an input interface, a display, a question screen display means for displaying a question screen for receiving a setting of information necessary for creating a document from a first user, and a question screen display means. An information receiving means for receiving the setting of information necessary for creating the document from the first user via the input interface, and approval by a second user different from the first user according to the received information. The document includes an approval necessity determination means for determining necessity, a document creation means for creating a document using the received information, and a document output means for displaying the created document on the display. , A document preparation device that is either a document for business expansion such as sales, a document for recruitment, a document for purchasing, or a legal document required for accounting is provided.

Further, according to another aspect of the present invention, the step of displaying the question screen on the display for the question screen display means to receive the setting of the information necessary for creating the document from the first user, and the information receiving means. A second step in which the setting of information necessary for creating the document is received from the first user via the input interface and the approval necessity determination means are different from those of the first user according to the received information. A step of determining the necessity of approval by the user, a step of creating a document by the document creating means using the received information, and a step of displaying the created document on the display by the document output means. The document is provided as a document preparation method in any of a document relating to business expansion such as sales, a document relating to recruitment, a document relating to purchasing, and a legal document required for accounting.

You can easily create documents.

The figure which shows the schematic structure of the document preparation apparatus which concerns on one Embodiment. The flowchart which shows an example of the processing operation of a document creation apparatus. The figure which shows an example of the question screen for making a quotation. FIG. 3 is a diagram showing an example of a screen after the document creator inputs an answer to the question screen of FIG. 3A. FIG. 3B is a diagram showing an example of a quotation created based on the input information as shown in FIG. 3B. A diagram showing an example of a question screen for creating documents to be delivered from a department that wants to hire (for example, a business division) to a department that manages hiring (for example, a personnel department or management) when hiring personnel. The figure which shows an example of the question screen for making an offer letter. The figure which shows an example of the question screen for making a business consignment contract. The figure which shows an example of the question screen for making a confidentiality agreement. The figure which shows the screen example for setting a question screen. The figure which shows the screen example for setting a question screen. The figure explaining the information input to the screen of FIG. 10 for setting the question screen (FIG. 3) for making a quotation. The figure explaining the information input to the screen of FIG. 10 for setting the question screen (FIG. 3) for making a quotation.

Hereinafter, embodiments according to the present invention will be specifically described with reference to the drawings.

FIG. 1 is a diagram showing a schematic configuration of a document preparation device according to an embodiment. This document preparation device presents to the document creator in the form of a question the matters necessary to prepare a quotation, contract, and other documents with legal effect, and automatically based on the response from the document creator. It creates documents. The document creation device is an arbitrary computer such as a personal computer or a smartphone, and may be composed of two or more devices. The document creation device includes a known input interface 11 (keyboard, mouse, touch pad, etc.), a display 12, a memory 13, and a control means 14.

The control means 14 includes a question screen display means 141, an information receiving means 142, an approval necessity determination means 143, a notification means 144, a document creation means 145, and a document output means 146. At least a part of each of these means may be realized by the processor (not shown) of the document preparation device executing a predetermined program stored in the memory 13.

The question screen display means 141 causes the display 12 to display a question screen for accepting the setting of the information necessary for creating the document from the document creator (first user). The question screen may be preset or may be user-configurable as described below. In the latter case, the question screen display means 141 sets the question screen based on the instruction by the user.

The information receiving means 142 receives the setting of the information necessary for creating the document from the document creator via the input interface 11. The received information is stored in the memory 13.

The approval necessity determination means 143 determines the necessity of approval by a predetermined approver (second user) different from the document creator according to the set information. An approver is a person who is different from the document creator, such as a superior, an officer, or a manager.

When the approval necessity determination means 143 determines that approval is required, the notification means 144 displays the fact on the display 12 or notifies the approver. When notifying the approver, the notification means 144 may notify the approver of at least a part of the set information so that the approver can easily determine whether or not to approve.

The document creating means 145 creates a document using the information received by the information receiving means 142 and stored in the memory 13.

The document output means 146 displays the created document on the display 12 and sends the created document to a predetermined e-mail address.

FIG. 2 is a flowchart showing an example of the processing operation of the document creation device.

In response to a request from the document creator, the question screen display means 141 causes the question screen to be displayed on the display 12 (step S1). A specific example of the question screen will be described later, but the question screen is in the form of a question so that the document creator can easily set the information necessary for creating the document. The question format is, for example, direct input using a keyboard in the input interface 11, or selection from a predetermined option stored in the memory 13.

The document creator answers each question on the question screen using the input interface 11. As a result, the information receiving means 142 receives the information necessary for creating the document (step S2).

Here, the approval necessity determination means 143 determines whether or not approval by the approver is necessary according to the content of the received information (step S3). The timing of determining the necessity of approval is arbitrary, and it may be when the answer to a specific question is received or after the input of necessary information on the question screen is completed.

When it is determined that approval by the approver is necessary (YES in step S3), the notification means 144 notifies that approval is required (step S4). Specifically, the notification means 144 may notify by displaying on the display 12 that approval is required, or by sending to a predetermined e-mail address of the approver that approval is required. You may notify. In the latter case, it is desirable that the notification means 144 notifies the approver of at least the information necessary for determining approval / disapproval among all the information received by the information receiving means 142.

The approver who received the notification decides whether or not to approve, and sets the judgment result in the document preparation device. Specifically, the approver may input approval or disapproval to the document creation device using the input interface 11 of the document creation device. Alternatively, the approver may be able to input approval or disapproval to the document preparation device via another device. At the time of approval, the approver may modify a part of the information input by the document creator, and the information receiving means 142 may accept the modified content.

When the necessary answers are available for the question screen and it is determined that approval by the approver is unnecessary (NO in step S3), or approval by the approver is required (YES in step S3), and approval (YES in step S5), the document creating means 145 prepares a document according to the information received by the information receiving means 142 (step S6). Then, the document output means 146 displays the created document on the display 12 (step S7). On the other hand, if approval by the approver is not obtained (NO in step S5), the document preparation means 145 does not have to prepare the document.

Hereinafter, the case of creating a quotation will be specifically described.

FIG. 3A is a diagram showing an example of a question screen for creating a quotation. FIG. 3B is a diagram showing an example of a screen after the document creator inputs an answer to the question screen of FIG. 3A.

The question screen of FIG. 3A includes a corporate information input field 31, a service name input field 32, and a destination input field 33. In the corporate information input field 31, the document creator directly inputs the corporate name of the business partner, the location of the head office, the name of the representative director, and the like. In FIG. 3B, "ABC Co., Ltd." is simply entered. Further, the document creator directly inputs the service name and the e-mail address of the business partner in the service name input field 32 and the destination input field 33, respectively. In FIG. 3B, "XYZ set" and "***. ***. Jp" are input. The entered information will be reflected in the quotation. Further, the document output means 146 may send the quotation to the destination entered in the destination input field 33.

Further, the question screen of FIG. 3A includes a discount presence / absence input field 34. In the discount presence / absence input field 34, the document creator selects whether or not there is a discount. Although not shown, if there is a discount, the document creator further chooses whether or not the discount is within his authority. If not authorized, the document creator enters the details of the discount (eg, the discount amount) and the reason for the non-authoritative discount. If it is not within the authority, the approval necessity determination means 143 determines that approval by the approver is required (YES in step S3 of FIG. 2). In step S4, the approver is notified that there is an unauthorized discount, the content and reason for the discount.

Further, the question screen of FIG. 3A includes a service number input field 35 for inputting the number of services, a field 36 for inputting the type of the required target product, and a field 37 for inputting the required number of target products. In FIG. 3B, "3", "terminal P", and "2" are entered in these fields, respectively. The entered information will be reflected in the quotation.

Note that FIG. 3A is merely an example, and some questions may be omitted or other questions may be included. In addition, some questions may be arbitrary answers.

FIG. 4 is a diagram showing an example of a quotation created based on the information input as shown in FIG. 3B. As shown in the figure, the corporate information, service name, destination, number of services, type and number of target products entered in FIG. 3B are reflected in the quotation.

FIG. 5 is a diagram showing an example of a question screen for creating documents to be delivered from a department that wants to hire (for example, a business division) to a department that manages hiring (for example, a personnel department or a management team) when hiring personnel. This question screen accepts input of the department that needs employment, the type of employment that you want to hire, the position / role you want to hire, and the expected description. When all the inputs to each of these items are accepted, the approval necessity determination means 143 determines that approval is required. Then, the notification means 144 notifies the employment management department, and the document preparation means 145 prepares a document describing the employment form and the like to be adopted and sends it to the employment management department. Once approved by the recruitment management department, recruitment activities will begin. When recruitment candidates appear through recruitment activities, an offer letter is created.

FIG. 6 is a diagram showing an example of a question screen for creating an offer letter. The question screen of FIG. 6 accepts input of the employment form and work form of the hiring candidate. Based on the information received (eg, full-time or part-time), document preparation means 145 selects the type of offer letter. In addition, the question screen of FIG. 6 includes a field for inputting a hiring department, etc., a salary amount input field, and a hiring date registration field. The information entered will be included in the offer letter.

When all the inputs to each of these items are accepted, the approval necessity determination means 143 determines that approval is necessary, and the notification means 144 notifies the recruitment management department. The information receiving means 142 may accept corrections such as salary amount and hire date by the recruitment management department, if necessary.

Then, when approved by the recruitment management department, the document preparation means 145 creates an offer letter according to the information entered in the question screen (if any correction is made, according to the corrected information). It is desirable that the offer letter be accompanied by a letter of consent to join the company. This offer letter will be sent to candidates for employment.

FIG. 7 is a diagram showing an example of a question screen for creating a business consignment contract. The question screen of FIG. 7 includes a field for inputting the presence or absence of a deliverable. Based on the information entered in this field, the document preparation means 145 selects the document type. The question screen of FIG. 7 includes a corporate information input field, a field for inputting business consignment contents or attaching specifications, a deadline input field for deliverables (if there is a deliverable), and a business consignment fee input field. The entered information is described in the business consignment contract. In addition, the question screen of FIG. 7 includes a field for inputting the necessity of outsourcing. The entered information is notified to the approver.

FIG. 8 is a diagram showing an example of a question screen for creating a confidentiality agreement. The question screen of FIG. 8 includes a field for inputting whether to mainly disclose information of the company or the other party, and a field for inputting the type of information to be disclosed. Based on the information entered in these fields, the document preparation means 145 selects the document type. Further, the question screen of FIG. 8 includes a field for inputting the purpose of concluding the confidentiality agreement and a field for inputting the date on which the information is disclosed. The entered information will be reflected in the non-disclosure agreement.

By the way, the question screen illustrated in FIG. 3A or the like may be set in advance, or may be set by a user (for example, an administrator). The latter will be described below.

9 and 10 are diagrams showing an example of a screen for setting a question screen.

First, the question screen display means 141 causes the screen shown in FIG. 9 to be displayed on the display 12. On this screen, the type of business partner and template settings are accepted from the user. As a specific example, the question screen display means 141 accepts the user to select either a corporation or an individual as a business partner. Further, the question screen display means 141 accepts from the user the selection of a template of any of the documents such as the quotation, the offer letter, the business consignment contract, and the confidentiality agreement as the template. It is desirable that a plurality of types of templates are prepared in advance for one document (for example, a quotation), and one of them can be selected.

When the "register" button of FIG. 9 is pressed, the question screen display means 141 causes the screen of FIG. 10 to be displayed on the display 12. This screen is a screen for setting one question and the answer format.

The screen of FIG. 10 includes a question text input field 51. The user can input arbitrary text in the question text input field 51 via the input interface 11. The entered text is displayed on the question screen as a question.

The screen of FIG. 10 includes an answer format selection field 52. In the answer format selection field 52, the user can select either "direct input" or "choice input". When "Direct input" is selected, the document creator will directly input the answer on the displayed question screen. On the other hand, when "choice input" is selected, the document creator selects an answer from the choices predetermined in the choice master (described later) on the displayed question screen.

The screen of FIG. 10 includes a field 53 for setting whether or not to use a plurality of answer formats when "direct input" is selected. If the user chooses to allow multiple answer formats, more questions can be added for each answer.

The screen of FIG. 10 includes a field 54 for setting a choice master when "choice input" is selected. The user registers a plurality of options in the memory 13 as an option master in advance, and sets them in this field. When the document creator answers, the option master is read from the memory 13 so that the document creator can select the option.

The screen of FIG. 10 includes a field 55 for setting whether or not to support OCR input. When the user sets that OCR input is possible, the answer can be input by OCR input. For example, when replying to corporate information, it is convenient for the document creator to be able to read and input the business card of the business partner by OCR.

The screen of FIG. 10 includes a column 56 for setting whether or not the answer to the question is an e-mail address. In the case of an e-mail address, the document output means 146 can send the created document by e-mail to the e-mail address.

The screen of FIG. 10 includes a column 57 for setting whether or not to make an approval necessity determination based on the content of the answer. When the user sets that approval necessity judgment is necessary, the user further sets what kind of answer is given to the question when the approval necessity judgment means 143 determines that approval is required. To do.

Since FIG. 10 is a screen for creating one question, when creating another question, the user presses the "save and create next question" button 58. In response to this, the question screen display means 141 displays the screen of FIG. 10 in order to save the contents set in each of the columns 51 to 57 in the memory 13 and to enable the creation of new question items. ..

When all the questions have been created, the user presses the "Save and Exit" button 59. In response to this, the question screen display means 141 confirms the question screen. The confirmed question screen is displayed in step S1 of FIG. Further, the document creation means 145 assigns where in the template selected in FIG. 9 to post the answer input to the question screen.

Hereinafter, a specific example of setting a question screen (FIG. 3) for creating a quotation using the screen of FIG. 10 will be described.

In order to generate the corporate information input field 31 of FIG. 3, the user inputs in each of the fields 51 to 57 on the screen of FIG. 10 as shown in FIG. 11A, and clicks the "Save and create next question" button. Press 58. The same applies to the service name input field 32. The destination input field 33 is the same except that it should be set as "Yes" in the field 56 for setting whether or not it is an e-mail address.

Further, in order to generate the discount presence / absence input field 34 of FIG. 3, the user inputs to each of the fields 51 to 57 on the screen of FIG. 10 as shown in FIG. 11B. Since the field 57 for setting whether or not to perform the approval necessity determination is set to "Yes", the approval necessity determination means 143 determines that approval is required when any answer is given to the question. The user further sets. As a specific example, whether or not the discount is within the authority and the input of the discount amount are accepted, and if the discount is outside the authority and the discount amount is equal to or more than the predetermined value, approval is required. .. When the above input is completed, the user presses the "Save and create next question" button 58.

In the same manner below, in order to generate the service number input field 35 of FIG. 3, the field 36 for inputting the type of the required target product, and the field 37 for inputting the required number of target products, using the screen of FIG. The user sets. When the setting of the field 37 for inputting the required number of terminals is completed, the user presses the "save and exit" button 59. As a result, the question screen for creating the quotation shown in FIG. 3 is generated.

In addition to the quotation, a question screen for creating an offer letter, a business consignment contract, a non-disclosure agreement, or any other document can be set using the screen shown in FIG.

As described above, in the present embodiment, the screen including the questions necessary for creating the document is displayed, and the answer to the question is received from the document creator. Then, based on the received answer, the document creation means 145 automatically creates a document. Therefore, it is possible to reduce the time and effort of the document creator and to create a document in which necessary items are included without omission. In addition, by providing the approval necessity determination means 143, the approver is automatically notified (that is, without the work of the document creator) even when the approval of an approver different from the document creator is required. Because it is done, the trouble of the document creator can be saved.

Documents to be created include documents related to business expansion such as sales such as quotations and terms of use, documents related to adoption of offer letters, documents related to purchasing such as business consignment contracts, and nondisclosure agreements, etc. Legal documents are exemplified, but not limited to these.

The above-described embodiment is described for the purpose of enabling a person having ordinary knowledge in the technical field to which the present invention belongs to carry out the present invention. Various modifications of the above embodiment can be naturally made by those skilled in the art, and the technical idea of the present invention can be applied to other embodiments. Therefore, the present invention is not limited to the described embodiments and should be the broadest scope according to the technical ideas defined by the claims.

11 Input interface 12 Display 13 Memory 14 Control means 141 Question screen display means 142 Information reception means 143 Approval necessity judgment means 144 Notification means 145 Document creation means 146 Document output means

Claims (7)

A computer with an input interface and a display,
A question screen display means for displaying a question screen on the display for accepting the setting of information necessary for creating a document from the first user, and
An information receiving means for receiving settings of information necessary for creating the document from the first user via the input interface, and
Approval necessity determination means for determining the necessity of approval by a second user different from the first user according to the received information, and
Document creation means for creating documents using the received information, and
To function as a document output means for displaying the created document on the display,
The above-mentioned document is a document preparation program that is either a document related to business expansion such as sales, a document related to recruitment, a document related to purchasing, or a legal document required for accounting. The document creation program according to claim 1, wherein the document creation means creates the document when the approval of the second user is obtained. The first or second aspect of the present invention, wherein the computer functions as a notification means for notifying the second user of at least a part of the set information when the approval necessity determination means determines the approval. Document preparation program. The information receiving means receives the correction of the information set by the first user from the second user, and receives the correction.
The document creation program according to any one of claims 1 to 3, wherein the document creation means creates the document using the information modified by the second user. The document creation program according to any one of claims 1 to 4, wherein the question screen display means sets the question screen based on an instruction by the user and displays the set question screen. Input interface, display,
A question screen display means for displaying a question screen on the display for accepting the setting of information necessary for creating a document from the first user, and
An information receiving means for receiving settings of information necessary for creating the document from the first user via the input interface, and
Approval necessity determination means for determining the necessity of approval by a second user different from the first user according to the received information, and
Document creation means for creating documents using the received information, and
A document output means for displaying the created document on the display is provided.
The document preparation device is one of a document related to business expansion such as sales, a document related to recruitment, a document related to purchasing, and a legal document required for accounting. The step that the question screen display means displays the question screen on the display for accepting the setting of the information necessary for creating the document from the first user,
A step in which the information receiving means receives a setting of information necessary for creating the document from the first user via an input interface.
A step in which the approval necessity determination means determines the necessity of approval by a second user different from the first user according to the received information.
The step that the document creation means creates a document using the received information,
The document output means comprises a step of displaying the created document on the display.
The document is a document preparation method that is either a document related to business expansion such as sales, a document related to recruitment, a document related to purchasing, or a legal document required for accounting.

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