CN115826815A

CN115826815A - Method, computer device and storage medium for processing document online

Info

Publication number: CN115826815A
Application number: CN202211373466.7A
Authority: CN
Inventors: 何青瓦; 黄瑜; 贾凤涛; 罗才洋; 钟子敏
Original assignee: Smart Information Service Shenzhen Co ltd
Current assignee: Smart Information Service Shenzhen Co ltd
Priority date: 2022-07-20
Filing date: 2022-07-20
Publication date: 2023-03-21
Also published as: CN114935996B; CN114935996A

Abstract

The application discloses a method, a computer device and a storage medium for online processing of documents. The method for processing the document online comprises the steps of receiving a first instruction; calling a template in response to a first instruction, wherein the template is provided with an automatic generation area and a manual editing area, the automatic generation area is used for carrying out statistical analysis on selected data or a data set by using a preset method, or capturing data in the data or the data set and filling the data or the data set into a preset position in the automatic generation area, and the preset method is template setting, project requirements, system defaults or conditions preset by a user; and opening the template, performing statistical analysis on the selected data or the data set by using a preset method to obtain an analysis result, or capturing the data or the data in the data set, and filling the analysis result or the captured data into a preset position in the automatic generation area. By the method, the report template is diversified, and the efficiency and the flexibility of report making are improved.

Description

Method, computer device and storage medium for online processing of documents

The application is a divisional application of an invention application with a publication number of CN114935996A, the application date of the original application is 20/7/2022, and the application number is 2022108553799.

Technical Field

The present application relates to the field of document processing technologies, and in particular, to a method, a computer device, and a storage medium for processing a document online.

Background

In daily data analysis work, a report is usually generated according to an analysis result after the step of analysis is completed, and the inventors of the present application found that a fixed-format data analysis report automatic generation function exists at present, but the generated report is not required by a user in many cases.

For example, a data set to be analyzed may be selected and then an analysis function that counts the year data is generated may be triggered. At this time, the computer will select the data sets to be analyzed, and count the number of the data sets generated each year one by one according to the generated year, and then display the data combination number of all the years in the form of a graph or a table. Typically, the displayed graph or table is in a non-editable format. In the report composed of the results of the multi-category chart analysis, the report itself is also not editable. If the report needs to be edited, the user needs to download the report and open the report by using some character editing tools for editing, if the character editing tools cannot be opened, only one file can be additionally opened, and some contents of the report are added into the file in the form of pictures. The operation efficiency is relatively low.

Disclosure of Invention

To solve the above problems, it is a primary object of the present application to provide a method, a computer device, and a storage medium for processing a document online, which can improve efficiency and flexibility of report production.

In order to solve the above technical problem, the first technical solution adopted by the present application is: a method of processing a document online is provided, the method comprising: receiving a first instruction; calling a template in response to the first instruction, wherein the template is provided with an automatic generation area and a manual editing area, the automatic generation area is used for carrying out statistical analysis on selected data or a data set by using a preset method, or capturing data in the data or the data set to fill in a preset position in the automatic generation area, and the preset method is template setting, project requirements, system defaults or conditions preset by a user; and opening the template, performing statistical analysis on the selected data or data set by using the preset method to obtain an analysis result, or capturing the data in the data or data set, and filling the analysis result or the captured data into a preset position in the automatic generation area.

In order to solve the above technical problem, the second technical solution adopted by the present application is: there is provided a computer device comprising a memory and a processor, wherein the memory is connected to the processor, the memory is used for storing a computer program which can be run on the processor, and the processor is used for implementing the method according to any one of the above technical solutions when executing the computer program.

In order to solve the above technical problem, the third technical solution adopted by the present application is: there is provided a computer-readable storage medium storing a computer program for implementing a method according to any one of the above aspects when executed in a computer processor.

The beneficial effect of this application is: different from the prior art, the automatic generation area and the manual editing area are arranged in the template, the automatic generation area can automatically capture and fill the analysis result or data into the template, the manual editing area can be edited by a user according to actual requirements, the arrangement of different areas adapts to complex and changeable application scenes, and the report close to the requirements can be conveniently completed by the user.

On the other hand, the automatic generation area analyzes the data according to a preset method, directly captures an analysis result or accurately fills the target data into a preset position of the report, saves a plurality of filling and checking programs, ensures the accuracy of the content, eliminates mistakes and omissions caused by part of manual work in the report, reduces the workload of the user, and improves the efficiency of the user in completing data analysis report.

Drawings

FIG. 1 is a schematic flow chart diagram illustrating one embodiment of a method for processing documents online;

FIG. 2 is a schematic flow chart of a one-touch report according to an embodiment of the present application;

FIG. 3 is a flowchart illustrating selection of a report browsing mode in an embodiment of a method for processing documents online according to the present application;

FIG. 4 is a flow chart illustrating browsing of reports using a quintessential mode according to an embodiment of the method for processing documents online;

FIG. 5 is a flow chart illustrating entering a third interface in an embodiment of the document online processing method of the present application;

FIG. 6 is a flowchart illustrating editing of a template directory area according to an embodiment of the document online processing method of the present application;

FIG. 7 is a schematic flowchart illustrating editing of a template body region according to an embodiment of the document online processing method of the present application;

FIG. 8 is a flowchart illustrating the operation of the catalog section as essence in an embodiment of the document online processing method of the present application;

FIG. 9 is a schematic flow chart illustrating the setting of a duty symbol in a document according to an embodiment of the document online processing method of the present application;

FIG. 10 is a flowchart illustrating an embodiment of a method for processing documents online;

FIG. 11 is a schematic block diagram of an embodiment of a computer apparatus of the present application;

FIG. 12 is a schematic interface diagram of a first interface in an embodiment of a method for processing documents online according to the present application;

FIG. 13 is a schematic interface diagram of a second interface in an embodiment of a method for processing documents online according to the present application;

FIG. 14 is a schematic interface diagram of a third interface in an embodiment of a method for processing documents online;

FIG. 15 is a schematic interface diagram of a fourth interface in an embodiment of a method for processing documents online according to the present application;

FIG. 16 is a flowchart illustrating an embodiment of a method for processing documents online.

Detailed Description

The technical solutions in the embodiments of the present application will be clearly and completely described below with reference to the drawings in the embodiments of the present application, and it is obvious that the described embodiments are only a part of the embodiments of the present application, and not all of the embodiments. All other embodiments, which can be derived by a person skilled in the art from the embodiments given herein without making any creative effort, shall fall within the protection scope of the present application.

Some embodiments of the present application will be described in detail below with reference to the accompanying drawings. The embodiments described below and the features of the embodiments can be combined with each other without conflict.

The terms "first", "second", etc. in this application are used to distinguish between different objects and not to describe a particular order. Furthermore, the terms "include" and "have," as well as any variations thereof, are intended to cover non-exclusive inclusions. For example, a process, method, system, article, or apparatus that comprises a list of steps or elements is not limited to only those steps or elements listed, but may alternatively include other steps or elements not listed, or inherent to such process, method, article, or apparatus.

Reference herein to "an embodiment" means that a particular feature, structure, or characteristic described in connection with the embodiment can be included in at least one embodiment of the application. The appearances of the phrase in various places in the specification are not necessarily all referring to the same embodiment, nor are separate or alternative embodiments mutually exclusive of other embodiments. It is explicitly and implicitly understood by one skilled in the art that the embodiments described herein can be combined with other embodiments.

If the technical scheme of the application relates to personal information, a product applying the technical scheme of the application clearly informs personal information processing rules before processing the personal information, and obtains personal independent consent. If the technical scheme of the application relates to sensitive personal information, a product applying the technical scheme of the application obtains individual consent before processing the sensitive personal information, and simultaneously meets the requirement of 'express consent'. For example, at a personal information collection device such as a camera, a clear and significant identifier is set to inform that the personal information collection range is entered, the personal information is collected, and if the person voluntarily enters the collection range, the person is regarded as agreeing to collect the personal information; or on the device for processing personal information, under the condition of using obvious identification/information to inform personal information processing rule, obtaining personal authorization by means of pop-up window information or requesting person to upload personal information of person by oneself; the personal information processing rule may include information such as a personal information processor, a personal information processing purpose, a processing method, and a type of personal information to be processed.

The statistics and organization of analysis results into report documents is a very important link in data analysis work, and this link determines whether problems and important points obtained in early analysis can be accurately and clearly expressed to readers of reports and determines the final effect of one time of data analysis work, so that the time and energy required for processing the report documents are sometimes not inferior to those of the early analysis process. As online office technology has matured, the office platforms and software used by the present inventors have also begun to provide report templates and online editing functions, so that users can populate report templates with analysis results and export the analysis results into offline documents.

From the perspective of the template, the online report template of the office platform and the software is single in form and the user cannot edit the final report, the analysis result and the data are usually imported by the user in the using process, the system generates a chart and a text according to the content imported by the user and fills in the template file, and the user can only export the generated report as an offline document independent of the system. In the face of diversified data and requirements, the exported documents have the problem of 'deviation from reality' and cannot be well close to the requirements of various types of reports. For example, if the analysis result exceeds a preset interval of the template graph, the graph has a problem that the analysis result cannot be normally displayed in the generated report, so that the user cannot know the analysis result according to the report; for another example, the analysis does not require a task to be performed, but a blank space for automatically filling the analysis task result is preset in the template, so that the reserved position in the generated report is displayed as a blank page or a blank table.

From the perspective of system integrity, the current system can provide a report exporting function, but only can export reports independent of the system for offline viewing by a user, and the system does not provide a database for storing the exported reports, so that the user cannot directly look up analysis reports in the system and manage the progress of projects according to the reports, the overall management of work progress is not facilitated, and a lot of troubles are brought to online office.

Based on the problems and inconveniences occurring in the current online report in use, the inventors of the present application have long studied and, in order to improve or solve the above technical problems, the present application proposes at least the following embodiments.

FIG. 1 is a flowchart illustrating an embodiment of a method for processing documents online. It should be noted that the flow sequence shown in fig. 1 is not limited in this embodiment if substantially the same result is obtained. As shown in fig. 1, the present embodiment includes:

s100: a first interface for online editing of a document is displayed.

The embodiment of the method for processing the document online can be operated on a device system of a client. The client can be client software running on a desktop, a mobile terminal or a tablet, a human-computer interaction interface is generated when the client software runs, and a user can operate on the human-computer interaction interface by using a human-computer interface such as a touch screen, a mouse, a keyboard and the like. In this embodiment, the client software is used as an execution main body for running the project management method of the present application.

The first interface for online editing of the document comprises a plurality of first elements capable of displaying selection templates and is used for displaying a plurality of templates selectable by a user and template information thereof, wherein the template information comprises but is not limited to template names, using rights of the templates, items to which the templates belong and template creators, and the user can select the corresponding template by triggering the first elements. The first element may be an interface operation element of the selection template.

Before step S100, a user starts client software through a human-computer interface, and after the client software is started, a first interface for human-computer interaction online document editing can be automatically generated, so that the user can send an instruction conveniently through the interface.

FIG. 12 is a schematic interface diagram of a first interface in an embodiment of a method for processing documents online. It should be noted that, if the result is substantially the same, the interface shown in fig. 12 is not limited in this embodiment. As shown in fig. 12, the present embodiment is a first interface for a user to select a template, and includes a plurality of first elements for selecting the template, a region for adding a new template, a template list, and a page turning tool.

The first element for selecting the template comprises a plurality of input boxes and an inquiry button, a user can input a template name, a project name to which the template belongs, a template creator name, the use authority of the template and the like in the input boxes to serve as inquiry conditions, the inquiry button is clicked after the input is finished, and the template corresponding to the inquiry conditions can be displayed in the lower list.

The template list comprises a header and a template list, wherein the header comprises but is not limited to a serial number, a template name, a use permission, an affiliated item, a creator, a creation time, remarks and operations, a user can operate the template by triggering and operating a 'delta' button under the list, the operations comprise but are not limited to template editing, template selecting, template deleting, template copying, template file downloading and template sharing, and the user can enter a second interface by triggering and select the template and open the template.

The area triggering the newly added template can enter a window of the newly added template, a user can set template attributes including but not limited to name, use authority and belonged items through the window, and upload a template file or directly newly add a blank template.

S200: a first instruction is received that triggers a first element to select a template.

In the first interface, the client software receives a first instruction for selecting a template, which is issued by a user triggering the first element.

S300: the selected template is invoked in response to the first instruction.

In step S200, after the first instruction is generated, the client software is connected to the server software, and the server software obtains the template corresponding to the first instruction, generates the display content, and sends the display content to the client software. The electronic device where the server software is located and the electronic device where the client software is located may complete data transmission through Ethernet (Ethernet), WLAN (wireless local area network), and other means.

Optionally, step S400 may be performed synchronously with step S300, that is, after the server software obtains the template corresponding to the first instruction, while generating the display content, the server software performs statistical analysis on the selected data or data set by using a preset method to obtain an analysis result, or captures data in the data or data set, fills the analysis result or the captured data in a preset position in the automatic generation area, and the server software sends the display content of the template that has been filled in the automatic filling area to the client software for display.

S400: and opening the selected template on the second interface, performing statistical analysis on the selected data or the data set by using a preset method to obtain an analysis result, or capturing the data or the data in the data set, and filling the analysis result or the captured data into a preset position in the automatic generation area.

The client software receives and displays the template corresponding to the first instruction on the second interface, the server software completes automatic filling of the content in the automatic generation area according to the requirements of the template and the project, and the content is sent to the client software and displayed on the second interface by the client software.

The template can be displayed in two areas, namely a catalog and a text, in the second interface, the catalog area is used for displaying the catalog of the template, the text area is used for displaying chapters and sections of the template and content areas of the chapters and sections, the chapter areas in the text correspond to the chapters and sections of the catalog in a one-to-one mode, and at least part of the chapter areas are provided with an automatic generation area and a manual editing area.

Optionally, the user may cause the text displayed in the second interface to jump directly to the chapter triggered by the user by triggering the chapter area in the directory.

The text part of the template is divided into two types of areas, one type is an automatic generation area, and the filling work can be automatically completed in a second interface without user operation, such as a plurality of titles corresponding to a catalog and a chart capable of capturing data to be filled; the other type is a manual editing area, content editing is manually completed by a user in the second interface, and the content editing area is normally displayed as blank in the second interface when no editing operation is performed.

The automatic generation area is used for performing statistical analysis on the selected data or the data set by using a preset method, or capturing the data or the data in the data set and filling the data or the data in the data set into a preset position of the automatic generation area, wherein the preset position can be a preset statistical chart, a preset table or a position where a duty symbol exists in the template.

The predetermined method for statistical analysis of the selected data or data set may be template settings, project requirements, system defaults, user predetermined conditions, etc., e.g., a statistical map of the template auto-edit region settings, and the statistical map content may be set by the user to be calculated according to a specific calculation logic using the data in a specific data set.

The range of data to be automatically captured and filled into the auto-generation region or data in the data set may be determined according to template settings, project requirements, system defaults, conditions preset by the user, and the like, for example, if the user sets the capture range of a form in an auto-editing region of a template as a data set uploaded 15 days per month, the captured data in the form comes from the data set uploaded 15 days per month each time the template is used.

S500: and receiving a second instruction for editing the document in the manual editing area.

The client software receives a second instruction sent by the user to edit the document in the manual editing area, where the second instruction may be sent by the user through triggering a human-machine interface of the electronic device where the client software is located, for example: and clicking the manual editing area by the user by using a mouse to insert the picture so as to generate a second instruction, or inputting characters in the manual editing area by using a keyboard so as to generate the second instruction.

S600: and responding to the second instruction to input the picture/text in the manual editing area.

And responding to the second instruction by the client software, and displaying the graph and/or text input by the user in the manual editing area.

FIG. 13 is a schematic interface diagram of a second interface in an embodiment of a method for processing documents online. It should be noted that, if the result is substantially the same, the interface shown in fig. 13 is not limited in this embodiment. As shown in fig. 13, the present embodiment is a second interface for editing document contents online, and includes a directory area, a body area, an area for previewing a document, an area for saving a document, and an area for exporting a document by one key. The directory area comprises a multi-level chapter list of the document, the chapter list can be folded according to the level and the level of the chapter list, and chapter names correspond to names in the text and can be edited and modified according to user requirements; the text area displays text content, a user can edit, delete, store, upload and other basic modifications to the automatic generation area in the text area, and fills in pictures and/or texts in the manual editing area, so as to form a complete report document; a user can enter a window for previewing a text part by triggering an area pair of a previewing document; the user can locally or send the edited document content to the server software for storage by triggering the area for storing the document, so that the user is prevented from losing the edited content due to fault factors.

Optionally, the manual editing area which is not edited in the preview window is not displayed or is displayed as blank, and the preview style is the style of the offline document after one-key export.

Optionally, after the saving is completed, the last saved content is displayed when the user enters the second interface of the document.

Optionally, the directory area and the text area are displayed in parallel, and when the user does not need to use the menu, the user can fold the directory area to the edge of the second interface by triggering the delta at the upper right corner of the directory area, and the menu area is expanded when the user needs to use the menu.

Optionally, when the user triggers the chapter name in the directory area, the content displayed in the body area may automatically jump to the chapter corresponding to the chapter name triggered by the user.

The method and the device provide diversified templates and a clear selection and editing interface, distinguish the automatic generation area and the manual editing area of the templates, flexibly combine the automatic generation area and the manual editing area in the same interface to form a properly configured template, can well meet the requirements of template users, avoid the condition that useless blank pages or blank tables appear in the report, and ensure the clarity and effectiveness of the report.

In addition, the method provided by the application comprises a first interface for selecting the template on line and a second interface for editing the content on line, the defect that only the template can be uploaded to directly generate and then the template can be modified on line in the prior art is overcome, a user can select a proper template on line and can directly edit the content of the report on line, the previous complicated program of the user is saved due to online operation, the operation can be greatly reduced, the burden on the user is reduced, and the efficiency of making the report is improved.

After the report document is edited online by the template, the user can select the report document to be generated into a report by one key, and the report can be downloaded into an offline document or stored online for the user to look up and use.

FIG. 2 is a flow chart of a one-touch report generated by an embodiment of the document online processing method of the present application. It should be noted that the present embodiment is not limited to the flow sequence shown in fig. 2 if substantially the same result is obtained. As shown in fig. 2, the present embodiment includes:

s610: a third instruction is received to trigger the second element to make a one-touch generated report.

And the client software receives a third instruction of generating a report by triggering a key sent by the second element by the user and sends the third instruction to the server software. The second element may be "a region of a one-key exported document" in the embodiment of fig. 13, and the user may issue the third instruction through a device connected to the human-machine interface of the electronic device where the client software is located, for example, the user may use a mouse to click on the second element "a one-key exported document" in the second interface, so as to issue the third instruction.

S620: and responding to a third instruction to generate a report by the selected template, the analysis result/data and the input graph/text.

The client software responds to the third instruction, the selected template, the analysis result/data and the input image/text are sent to the server software, the server software receives and utilizes the selected template, the analysis result/data and the input image/text to generate a report and sends the generated report to the client software, and a user can download the report to the electronic equipment where the client software is located to perform offline viewing.

FIG. 3 is a flowchart illustrating selection of a report browsing mode according to an embodiment of the document online processing method. It should be noted that the present embodiment is not limited to the flow sequence shown in fig. 3 if substantially the same result is obtained. As shown in fig. 3, the present embodiment includes:

s631: a fourth instruction is received that triggers the third element to select a browsing mode for the report.

After the report is generated, the user may issue a fourth instruction to select a report browsing mode by triggering a third element, where the third element may be located in the second interface and the interface in the system for viewing the items and the reports included therein.

S632: and responding to the fourth instruction to display in the selected browsing mode.

The client software receives the fourth instruction and sends the fourth instruction to the server software, the server software generates display content of a browsing mode corresponding to the fourth instruction and sends the display content to the client software, the client software receives and displays the display content through a display screen linked with the electronic equipment where the client software is located, and a user can view a report in the browsing mode through the display screen.

The browsing mode of the report at least includes a full-text mode and an essence mode, the full-text mode can completely display the full-text content of the report, the browsing mode in the "preview window" in the embodiment of fig. 13 may be the full-text mode, the essence mode is to display only a part of essence content preset by the report, and the setting of the essence content may be completed on the second interface and the fourth interface.

FIG. 4 is a flowchart illustrating browsing of a report using the essence mode according to an embodiment of the present application. It should be noted that, if the result is substantially the same, the flow sequence shown in fig. 4 is not limited in this embodiment. As shown in fig. 4, the present embodiment includes:

s641: a fourth instruction is received that triggers the third element to select a quintessential mode of reporting.

The client software receives a fourth instruction for browsing by the essence mode of the selection report given by the third element triggered by the user and sends the fourth instruction to the server software, and the server software generates display content of the essence mode corresponding to the fourth instruction and sends the display content to the client software.

S642: and displaying the essence mode of the report in the form of PPT in response to a fourth instruction.

The client software receives the display content generated by the server software in response to the fourth instruction and displays the display content in the display screen, and the user can view the report in a PPT (Power Point) or similar form through the display screen.

FIG. 5 is a flow chart illustrating entering a third interface in an embodiment of the document online processing method. It should be noted that, if the result is substantially the same, the flow sequence shown in fig. 5 is not limited in this embodiment. As shown in fig. 5, the present embodiment includes:

s010: and displaying a third interface of the platform operation in the display screen.

The embodiment can be run on a device system of a client. The client can be client software running on a desktop, a mobile terminal or a tablet, a human-computer interaction interface is generated when the client software runs, and a user can operate on the human-computer interaction interface by using a human-computer interface such as a touch screen, a mouse, a keyboard and the like. The client software constitutes an execution subject for executing the embodiments of the project management method of the present application.

Before the step S010, a user starts the client software through the human-computer interface, and a third interface for the operation of the human-computer interaction platform can be automatically generated after the client software is started, so that the user can conveniently send an instruction through the interface.

S020: a fifth instruction to select a selectable item of the first dimension and/or the second dimension is received.

And the client software receives a fifth instruction which is sent by the user through the third interface and used for selecting the selectable items of the first dimension and/or the second dimension, and sends the fifth instruction to the server software.

Optionally, the manner of issuing the fifth instruction by the user may be that the fifth instruction is generated by being triggered through a human-computer interface, for example, a mouse clicks on an area of the selectable item in the first dimension and/or the second dimension, so as to generate the fifth instruction.

S030: and displaying the selectable items corresponding to the first dimension and/or the items corresponding to the selectable items of the second dimension on the third interface in response to the fifth instruction.

The server software acquires the item corresponding to the fifth instruction, generates corresponding display content and sends the corresponding display content to the client software, and the client software receives and responds to the fifth instruction to display the item corresponding to the selectable item with the first dimension and/or the item corresponding to the selectable item with the second dimension on the third interface.

Wherein the third interface is capable of displaying a number of selectable items belonging to the first dimension and a number of selectable items and item lists belonging to the second dimension, as may be seen in particular in the embodiment of fig. 14. The first dimension and the second dimension are definitions of attributes of different dimensions of the reported item, the item is an item which is created on a platform where a user conducts data analysis, the report can be attributed to the item, and the user can view and operate a plurality of reports attributed to the item on an interface for viewing the details of the item.

FIG. 14 is a schematic interface diagram of a third interface in an embodiment of a method for processing documents online. It should be noted that, if the result is substantially the same, the interface shown in fig. 14 is not limited in this embodiment. As shown in fig. 14, the present embodiment includes a first area for screening items and a second area for displaying items. The first area comprises a plurality of selectable item application scenes belonging to a first dimension, a plurality of selectable types belonging to a second dimension and selectable and input conditional queries. The second area includes "+ new additions" for creating items, "visualization scenarios" for entering the visualization interface, and a list of items corresponding to the selected item application scenarios.

The project application scene groups comprise but are not limited to high-value patent cultivation layout, product marketing/export risk control, infringement dispute, patent maintenance right, IPO marketing, patent inventory and operation, science and technology and major standing patent navigation and competitor threat handling, the type groups comprise company investigation, product investigation, technical investigation, infringement risk investigation, infringement comparative analysis, evasion design analysis, patent invalidity/stability analysis, patent value evaluation, industry investigation, policy and market environment division, patent monitoring and patent mining, and the condition query comprises a condition screening box, a query content input box and a query button.

The high-value patent cultivation layout scene is used for helping a user to realize a related solution of high-value patent cultivation and patent layout, a comprehensive strategy scheme of patent excavation, patent application and patent protection is formulated mainly based on multi-dimensional correlation factors such as products/technologies, markets, industries and the like to assist enterprises to obtain maximum commercial benefits in market competition, the high-value patent cultivation layout scene is in a business-war dominant position and is often applied to a patent application stage, reasonable patent layout and reasonable patent combination or patent pool construction are formulated through patent excavation, detailed, comprehensive, systematic and powerful protection is performed on a certain technology or a technical scheme related to products, the strongest protection range is created, and the overall stability of the patent combination is improved; secondly, reasonable patent layout is carried out on the upstream and the downstream of an industrial chain, so that the commercial value of the industry is improved; thirdly, reasonable regional layout is carried out according to business requirements, the protection space of the patent is expanded, and the business value of the patent is increased.

The infringement dispute is applied to a solution for properly solving the infringement dispute by reasonably dealing with the patent infringement warning letter or the patent infringement taken by other people when the patent infringement dispute is encountered. The method mainly comprises the steps of determining whether the own technology/product has the infringement risk or not, analyzing and judging the infringement, and carrying out a coping mechanism of patent invalidation and avoidance design when the infringement behavior exists.

Patent right is aimed at providing the solution that is used for solving in violent trade competition, and the patent of oneself faces when being infringed by other people, through the solution of patent right, can help the enterprise to settle a clear thought, in time discovers the action of infringing self patent right, divides market share, collects infringement compensation expense, carries out the business negotiation to find suitable right mode of maintaining, maintain self interests.

The IPO marketing is used for solving a patent reserve planning and risk coping scheme before enterprise IPO marketing, is used for comprehensively supporting the relevant inquiry and answer debate of intellectual property rights in the IPO process, effectively coping with marketing sniping initiated by a competitor and assisting the enterprise to smoothly market the IPO.

Competitor threat tackling is used for analyzing potential threat enterprises, industries, technical reserves and strength; and checking the own patent. The patent strength which can compete with competitors is formed by searching killer patents, enclosing patents by aiming at product layout of a threat party, confirming the right killer patents of the core of the own party, and optimizing and supplementing the layout of the own patents.

Patent inventory and relevant patent analysis to operate the assessment and operation of patent intangible assets for addressing patent subjects (patentees), including: patent checking and patent operation and maintenance. Patent checking refers to classifying, grading and managing patents and optimizing and analyzing patent layout according to patent writing quality, association degree between patents and products, covering degree of patents to products and the like. The patent layout optimization analysis direction mainly includes the claim optimization/prior art of the prior application whether the whole patent coverage/prior patent is enough to protect the product. The patent operation and maintenance refers to planning a patent operation strategy and a patent maintenance strategy according to a patent checking result, and includes: the method comprises the following steps of establishing a targeted patent layout optimization strategy, judging whether a patent is maintained or abandoned, establishing a permission negotiation strategy, transforming patent results and other business strategies.

The risk control of the product marketing/export aims to solve the problem that whether the product marketing/export has the possibility of infringing the prior intellectual property rights of other people, make a necessary coping plan in advance for the possible subsequent intellectual property risk, and implement the safe driving and protection navigation for the marketing/export of the product. Whether enterprise products can be sold, whether new products developed by enterprises through investing expense establishment can be freely marketed/exported, whether the patent rights of other people can be infringed, and whether huge compensation is involved is a problem concerned by enterprises. Based on the above problems, it is important to develop intellectual property analysis review work before the enterprise products are listed or exported. The system can help enterprises to make various preparations as much as possible, and avoid extreme adverse conditions such as temporary prohibitions, customs mortgages, police action, malicious infringement instruction, infringement litigation and the like. When an extremely unfavorable situation occurs, various plan strategies can be actively adopted, so that the serious situation and more legal expenses are avoided.

The science and technology and important patent program navigation are an information function and patent analysis technical system which applies a patent system, provide decision reference for program establishment and are effective tools for guiding the healthy development of industry. The patent navigation is developed before science and technology and major establishment decisions, and the conditions of policies, market environments, industrial surveys, prior art retrieval and preliminary patent analysis are combined, so that the development status of industries/enterprises is integrated to finally confirm whether to establish the patent or not, and how to the necessity and the feasibility of the patent navigation, and if the establishment is confirmed, suggestions such as a research and development starting point and direction are given, and major errors are avoided. By means of patent navigation, the method can play a role in guiding the industrial operation decision and the enterprise operation decision by patent information analysis, play a role in configuring industrial innovation resources by a patent system, improve industrial innovation efficiency and level, prevent and avoid industrial intellectual property risks, strengthen patent support of industry/enterprise competitiveness and improve industrial innovation driving development capacity.

In the category, company survey is a survey analysis performed on a specific target company, and is a basic analysis module commonly used in analysis and review, and is used for solving reviews such as company marketing, company purchasing, and patent right maintenance and infringement disputes.

The product survey is a survey analysis aiming at a specific product, comprises basic information, market competition and related intellectual property analysis of the product, is a common basic analysis module in an analysis and review, and is used for solving the problems of product marketing or export, overseas and overseas exhibitions and patent right.

The technical survey is survey analysis performed on a specific technology, and may be a technology contained in a specific product or a general technology generally used in a certain field or fields. Technical surveys are basic analysis modules commonly used in analysis and review, and are used when solving problems such as technical introduction, talent introduction, enterprise merger, standard establishment and adoption, and the like.

The infringement risk investigation is also called free To conduct investigation (FTO investigation), and is an investigation and analysis for a specific technology or a specific product, and related technologies or products are determined through the investigation and analysis; whether it falls within the scope of protection of the patent, and thus whether there is a possibility of infringement of patent rights. Infringement investigation is a basic analysis module commonly used in analysis and evaluation, and is used for solving problems such as product marketing or export, overseas and overseas exhibition, technical introduction, talent introduction, enterprise marketing, enterprise co-purchasing and the like.

The infringement comparison analysis refers to comparison analysis of the specified product/technology and the claims of the specified patent, and whether the target product/technology falls into the protection range of the target patent or not is comprehensively analyzed. The method is used for solving specific problem scenes such as risk control of product marketing or export, infringement dispute, patent maintenance right, and competitor threat coping.

Avoidance design analysis refers to modifying existing designs to avoid the scope of patent protection from violating patent rights of others. The avoidance design analysis is a basic analysis module commonly used in analysis and evaluation, and is used for solving problems such as product marketing or export, technology introduction, enterprise marketing, enterprise infringement disputes, standard establishment and standard adoption and the like.

Patent invalidity/stability analysis mainly refers to two aspects, the first is to judge whether the invention creation is the object of patent protection before applying for a patent, and the second is to judge the possibility of the patent being invalid after authorizing the patent, i.e. patent stability analysis, which is collectively called patent analysis. The patent analysis is a basic analysis module commonly used in analysis and evaluation, and is used for solving the problems of product marketing or export, overseas and overseas exhibition, technical introduction, talent introduction, enterprise marketing, enterprise infringement disputes, patent maintenance, patent layout, standard establishment, standard adoption and the like.

Patent value assessment refers to the evaluation of the value of a particular patent or patents, reflecting the inherent value of the patent in a trade or other intellectual property activity. Patent value analysis is a basic analysis module commonly used in analysis and review, and is used for solving problems related to patent transactions, such as technical introduction, talent introduction, enterprise marketing, enterprise merger and the like.

The industry survey needs to perform survey analysis on the industry development conditions of the whole world, various countries and regions, and the specific contents of the industry development condition analysis include industry profiles, market analysis, competition analysis, application trends and technical analysis.

In the analysis of policies and market environments, the policies mainly refer to industrial policies, and the industrial policies are made by the country or the place, so that the industrial development direction is guided, the industrial upgrading is guided, the industrial structure is coordinated, and the national economic health sustainable development policies are led. Mainly investigate the relevant policies, plans, decisions and the like of the target country/region on the development of the industry or the relevant technology. Market environment analysis refers to a series of external factors affecting the production and sale of products, mainly analyzing the relevant market of relevant industries/technologies in major countries/regions.

Patent monitoring refers to real-time monitoring of patents related to specific objects, including patent monitoring of newly published publications, patent legal status monitoring, and the like. Patent monitoring is a basic analysis module commonly used in analysis reviews, and is used when solving problems such as patent layout, threat response of competitors, etc.

Patent mining is to extract technical innovation points and schemes with patent application and protection values from innovation achievements, and to arrange and determine the technical schemes suitable for patent application by combining the relation of middle and downstream of an industrial chain. The method is used for solving the problems of high-value patent breeding layout, enterprise marketing, threat response of competitors and the like.

The nomenclature used herein with respect to the scenarios, types, and components, steps, structures, etc., is exemplary and not limiting in its essential meaning. Other nomenclature may be used as well, with functional, substantive meanings being inconvenient or equivalent. And thus, equivalents of the features of the embodiments are intended to be included within the spirit and scope of the invention as defined by the claims.

In different embodiments, the same or similar functions may also be named differently, for example, a project application scenario may also be named as a scenario, a project may also be named as a topic, and for example, an IPO listing may also be named as a pre-enterprise patent project, a financing patent project, etc.

The first area and the second area are displayed simultaneously, and the display method of the items in the second area is list-type display. The number of the project application scenes or the number of the types of the subjects is marked after the project application scenes and the types, and the sum of the number of the projects of the project application scenes is equal to the sum of the number of the projects of the types. The user can select the type of the key words by using the condition screening box for condition query, the key words are input by the investigation content input box, and the items corresponding to the key words can be queried by clicking the query button after the screening and the input of the key words are finished. And if the item corresponding to the keyword exists in the platform, the client software presents the item to the user in the second area. Keyword types include, but are not limited to, project name, creator name, principal name, creation time, processing status.

When the user selects a project application scene and a type in the client software by using the man-machine interface, the client software provides projects which simultaneously correspond to the project application scene and the type to the user in the second area. Wherein, the project application scenes and types need to meet the following requirements: at least part of the type is related to the process nodes of business development under at least one project application scene.

Optionally, when one project application scenario and one type selected by the user do not satisfy at least part of the flow nodes involved in the business development in the at least one project application scenario, that is, when there is no project belonging to both the project application scenario and the type, the client software does not provide any display of the project to the user.

Optionally, in addition to the project application scenario and type, the selectable items of the first dimension and/or the second dimension include, but are not limited to, a commodity classification, a service classification, and/or a technology classification, and the commodity classification, the service classification, and the technology classification are all tree-shaped or hierarchical classifications, and the specific content of the tree-shaped or hierarchical classifications is related to the user and the industry served by the system platform.

The commodity can be a product structure classification, such as a tree structure classification of a mobile phone, the mobile phone serves as a father node, and a screen component, a circuit board component, a camera component and a communication component serve as a next-layer classification of the father node. The screen components are classified, and then a panel, a driving chip and the like are classified in the next layer, and so on.

The technology classification may be a communication technology classification, such as wireless communication as a parent node, power control, uplink and downlink transmissions, routing, etc. as a next layer classification.

FIG. 6 is a flowchart illustrating editing of a template directory area according to an embodiment of the document online processing method. It should be noted that the present embodiment is not limited to the flow sequence shown in fig. 6 if substantially the same result is obtained. As shown in fig. 6, the present embodiment includes:

s701: and displaying a fourth interface for template editing.

After step S100, the user triggers the area of the newly added template or the area of the edited template in the first interface through the human-computer interface, and the client software responds to the operation of the user to display the fourth interface for template editing. The fourth interface is similar to the second interface and displays a directory area and a text area, and the style of the fourth interface can refer to the embodiment of fig. 15.

S702: a sixth instruction to rename, add, or delete a directory chapter of the directory area is received.

And the client software receives a sixth instruction for renaming, adding or deleting the directory chapters of the directory area by the user and sends the sixth instruction to the server software, wherein the sixth instruction is sent by the user through a human-computer interface of the electronic equipment where the client software is located.

S703: and responding to a sixth instruction to rename, increase, decrease or delete the directory chapters of the directory area, and simultaneously displaying the directory chapters in the text area and automatically generating an area and/or a manual editing area.

And the server software responds to the sixth instruction, generates display contents for renaming, increasing, decreasing or deleting the directory chapters of the directory area and sends the display contents to the client software, the client software displays the display contents in a window form by using a display screen connected with the client software, and the client software simultaneously displays the directory chapters in the text area and automatically generates an area and/or a manual editing area according to the modification of the directory area.

FIG. 7 is a flowchart illustrating editing of a template body region according to an embodiment of the document online processing method. It should be noted that the present embodiment is not limited to the flow sequence shown in fig. 7 if substantially the same result is obtained. As shown in fig. 7, the present embodiment includes:

s711: and displaying a fourth interface for template editing.

After the step S100, the user triggers the area of the newly added template or the area of the edited template in the first interface through the human-computer interface, and the client software responds to the operation of the user to display a fourth interface for template editing, where a text area of the fourth interface is used to display an automatically generated area and/or a manually edited area.

S712: and receiving a seventh instruction for configuring the automatic generation area of the text area.

And the client software receives a seventh instruction sent by the user for configuring the automatic generation area of the text area and sends the seventh instruction to the server software.

S713: setting data statistics in the auto-generation region in response to a seventh instruction to generate configuration information for the chart.

And the server software configures the automatic generation area according to the seventh instruction, generates corresponding display content and sends the corresponding display content to the client software, and the client software receives the display content and responds to the seventh instruction to display data statistics in the automatic generation area so as to generate configuration information of the chart.

Wherein the configuration information includes a selected path of the data set and a type of the icon.

FIG. 15 is a diagram illustrating an interface of a fourth interface in an embodiment of a method for processing documents online. It should be noted that, if the result is substantially the same, the interface shown in fig. 15 is not limited in this embodiment. As shown in fig. 15, the present embodiment is a fourth interface for editing a template, and includes a triggerable area, a directory area, and a text area for operating on the template. The directory area includes a number of hierarchical chapter lists that can be expanded or collapsed by a symbol near the user-triggered chapter area. The body area includes chapters of the template, i.e., an automatically generated area under the chapters and/or a manually edited area. Triggerable regions include, but are not limited to, "add main chapter" for adding a new chapter in a directory, "add sub chapter" for adding a new sub chapter under a selected chapter in a directory, "add analysis graph" for adding a graph in a body auto-generation region, "add table" for adding a table in a body auto-generation region, "save" for saving current changes to an original template, "export as default template" for saving a template being edited to an offline file or system as a new template, and "upload template document" for uploading an offline template file.

Optionally, the chapter area of the user-triggered directory area may cause the text to jump to the chapter triggered by the user.

Optionally, the user may right-click to select a chapter in the directory area, and perform operations such as renaming, setting as essence, deleting, and the like on the chapter.

FIG. 8 is a flowchart illustrating the operation of the catalog section as essence in an embodiment of the document online processing method of the present application. It should be noted that the present embodiment is not limited to the flow sequence shown in fig. 8 if substantially the same result is obtained. As shown in fig. 8, the present embodiment includes:

s721: and displaying a fourth interface for template editing.

After step S100, the user triggers the area of the newly added template or the area of the edited template in the first interface through the human-computer interface, and the client software responds to the operation of the user to display the fourth interface for template editing.

S722: an eighth instruction to set a chapter essence of the catalog area is received.

The client software receives an eighth instruction which is set as essence for the directory chapter of the directory area and is issued by the user, and sends the eighth instruction to the server software, wherein the eighth instruction can be issued by the user through a human-computer interface of the electronic device where the client software is located, for example: the user clicks a certain directory chapter by using a right mouse button and sets the directory chapter as essence.

S723: and responding to an eighth instruction to set the catalogue chapters as essences so as to display only the catalogue contents of the chapters set as essences when browsing the corresponding report of the template.

The server software sets the catalog chapters into essences according to the eighth instruction, generates corresponding display contents and sends the display contents to the client software, the client software displays the corresponding display contents, and the user knows that the catalog chapters are set into essences, so that the user can only display the catalog contents of the chapters set into essences when subsequently browsing reports corresponding to the template.

Optionally, the text and/or the figure of the text area non-essence section can also be set as essence.

FIG. 9 is a flow chart illustrating the setting of the duty symbol in the document according to an embodiment of the document online processing method of the present application. It should be noted that, if the result is substantially the same, the flow sequence shown in fig. 9 is not limited in this embodiment. As shown in fig. 9, the present embodiment includes:

s731: open the document editor and create/open the existing document online.

A user opens a document editor under an online state and newly builds or opens an existing document by using the document editor, the document editor can be Word, WPS Office, laTex, ashampoo Office and the like, and the document can be in various common formats such as doc, docx, txt and the like.

S732: a ninth instruction to set a duty cycle for a selected position of the new/existing document is received.

And receiving a ninth instruction of setting a duty character at a selected position of a new document/an existing document by the document editor software, wherein the duty character can be a section of special characters or symbols, at least two types of the duty character can be selected, the duty character is used for reserving the position of the duty character in the online document, and the duty character can be used by a system for processing the document online to embed target content at the selected position to form 'automatic generation' in a certain sense.

S733: a duty cycle is set at the selected position in response to the ninth instruction.

The document editor software sets the duty cycle at the user selected location in response to the ninth instruction by the user.

S734: a tenth instruction to upload new/existing documents is received.

The client software receives a tenth instruction sent by the user to upload the new document/the existing document, and the tenth instruction can be sent by triggering a window into which the area of the new template enters at the first interface or triggering the area of the template file to upload at the fourth interface.

S735: and responding to a tenth instruction to upload the new document/the existing document carrying the duty character to the server.

And the client software responds to a tenth instruction of uploading the document by the user, uploads the new document/the existing document carrying the duty symbol to the server software, and the server software stores the new document/the existing document to the server to become a selectable template document in subsequent work.

Optionally, when the user selects to export the template document online and download the template document online to the local, the original automatically generated area in the template document may be automatically processed by the system as a duty symbol in the process of exporting, so as to ensure that the format of the template document is not affected when the template document is uploaded to the system again.

FIG. 10 is a flowchart illustrating an embodiment of a method for processing documents online. It should be noted that, if the result is substantially the same, the flow sequence shown in fig. 10 is not limited in this embodiment. As shown in fig. 10, the present embodiment includes:

s801: an eleventh instruction is received that triggers the fourth element.

When a user finishes the editing process of a newly added template, the template is generated and can be displayed on the first interface, the user can trigger a fourth element of the sharing template in a fourth interface or a template operation area of the first interface, an eleventh instruction of the sharing template is issued to the client software, and the client software receives the eleventh instruction and sends the eleventh instruction to the server software.

Optionally, the eleventh instruction may be generated by a manner that the user issues the eleventh instruction by triggering through a human-computer interface, for example, clicking a region of the fourth element with a mouse, and then generating the eleventh instruction.

S802: and responding to the eleventh instruction to share the currently created template to other users through the channel of the server or the client or the third-party program.

The server software acquires the template document corresponding to the eleventh instruction and sends the template document to the client, and the client shares the template document with other users through the client, or the server software directly shares the template document with other users, and the users can share the template document with other users through channels of other third-party programs. The channel of the third-party program can be a mailbox, instant messaging software, network disk software and the like which are externally connected with the system.

S803: a twelfth instruction is received that triggers the fifth element.

The client software receives a twelfth instruction sent by a user triggering a fifth element and sends the twelfth instruction to the server software, wherein the fifth element can be a derived template area of a fourth interface or a derived template area triggered by a template operation area of the first interface, and the twelfth instruction is used for exporting a currently created template in the form of a server or a client or a third-party program or a standalone version and storing the template as an online template or an offline document.

S804: and in response to the twelfth instruction, the currently created template is exported and stored as an online template or an offline document in the form of a server or a client or a third-party program or a stand-alone version.

The server software responds to the twelfth instruction to obtain the template document and sends the template document to the client, the client software exports the template document to be stored as an online template or an offline document through the client, or the server software directly exports the template document to the server to be stored as an online template or an offline document, and the user can also export the template document to be stored as an online template or an offline document through channels of other third-party programs. The channel of the third-party program can be a mailbox, instant messaging software, network disk software and the like which are externally connected with the system.

FIG. 16 is a flowchart illustrating an embodiment of a method for processing documents online. It should be noted that the present embodiment is not limited to the flow sequence shown in fig. 16 if substantially the same result is obtained. As shown in fig. 16, the present embodiment includes:

s901: and displaying a third interface of the platform operation in the display screen.

Before step S901, a user starts client software through a human-computer interface or the client software is automatically started, and a third interface for operating a human-computer interaction platform can be automatically generated after the client software is started, so that the user can send an instruction through the interface conveniently.

S902: a fifth instruction to select a selectable item in the first dimension is received.

And the client software receives a fifth instruction of the selectable item with the selected first dimension, which is transmitted by the human-computer interface, sends the instruction to the server software, and informs the server software to generate display content corresponding to the fifth instruction.

S903: and displaying the items of the selectable items corresponding to the first dimension on the third interface in response to the fifth instruction.

The server software sends the display content of the items corresponding to the selectable items with the first dimension, which is generated in response to the fifth instruction, to the client software, and the client software receives and sends the display content to a display screen to display the items corresponding to the selectable items with the first dimension, so that a user can operate the items. The selectable items in the first dimension are attribute definitions of different dimensions of the item, and the item is a project title created by data analysis on the data set on the platform.

Optionally, the selectable items of the first dimension include, but are not limited to, one of a project application scenario, a topic classification, a product classification, and a technology classification, where the product classification is a classification of a product structure dimension, and the technology classification is a classification of a technology dimension used by the product. The product classification is a structural classification of a product, for example, a tree structure classification of a mobile phone, the mobile phone serves as a father node, a next-layer classification of a screen component, a circuit board component, a camera component and a communication component serving as the father node, a next-layer classification of a panel, a driving chip and the like below the screen component classification, and so on. Technology classes such as communication technology classes, e.g., wireless communication as a parent node, power control, uplink and downlink transmissions, routing, etc. as next layer classes.

Optionally, the first dimension may also be defined according to the requirement of the user.

S904: a first interface is displayed for editing a document under a project online.

The client software collects and displays a first interface of the document under the online editing project on the display screen, and the first interface can display a first element of the selection template.

Optionally, the first interface may be generated in synchronization with the display content corresponding to the fifth instruction and automatically displayed simultaneously with the third interface when the display screen displays the item corresponding to the selectable item in the first dimension; the first interface may also be displayed in step S901 in synchronization with the third interface, but when the selectable item of the first dimension is not selected, no document under any item is displayed, or all items and documents under the items that the user account has right to view are displayed.

S905: a first instruction is received that triggers a first element to select a template.

The client software receives a first instruction which is transmitted by the man-machine interface and triggers a first element to select the template and sends the first instruction to the server software, and the client software displays a window for selecting the template in a display screen, wherein the window comprises an alternative template list and an interactive area for uploading/adding the template.

S906: the selected template is invoked in response to the first instruction.

In response to the first instruction input by the user, the server software calls a template corresponding to the first instruction, generates display content of a second interface, and sends the display content of the second interface to the client software, wherein the template can be generated according to steps S910 to S914.

S907: and opening the selected template on the second interface, performing statistical analysis on the selected data or the data set by using a preset method to obtain an analysis result, or capturing the data or the data in the data set, and filling the analysis result or the captured data into a preset position in the automatic generation area.

The client software displays the second interface and the display content of the selected template in the display screen, performs statistical analysis on the selected data or data set by using a preset method to obtain an analysis result, or captures the data or the data in the data set, and fills the analysis result or the captured data into a preset position in the automatic generation area.

The preset position can be a reserved statistical chart, a reserved table or a position where the duty character exists in the template.

S908: and receiving a second instruction for editing the document in the manual editing area.

S909: and responding to the second instruction to input the picture/text in the manual editing area.

And responding to the second instruction by the client software, and displaying the pictures and/or texts input by the user in the manual editing area.

The template generation method may be: the user triggers the interactive area for uploading/adding the template in the template selection window in step S905, and uploads the template document produced by the line document editor, which includes the following steps.

S910: open the document editor and create/open the existing document online.

S911: a ninth instruction to set a duty cycle for a selected position of the new/existing document is received.

The document editor software receives a ninth instruction from the user to set a duty cycle for the selected location of the new/existing document.

Optionally, at least two types of duty cycles are selectable and can be utilized to embed the target content at selected locations. The space holders can be a special text or symbol that is used to keep the space where the space holders are located in the online document, and the space holders can be used by the system that processes the document online to embed the target content at the selected location, in a manner that is "automatically generated".

S912: a duty cycle is set at the selected position in response to the ninth instruction.

The document editor software sets the duty cycle at the user-selected location in response to a ninth instruction from the user.

S913: a tenth instruction to upload new/existing documents is received.

The client software receives a tenth instruction for uploading the new document/the existing document from the user, and the tenth instruction can trigger the interactive area for uploading/adding the template to be sent out in the template selection window.

S914: and responding to a tenth instruction to upload the new document/the existing document carrying the duty character to the server.

Optionally, when the user selects to export the template document on line and download the template document to the local, the original automatically generated area in the template document may be automatically processed as a duty symbol by the system in the export process, so as to ensure that the format of the template document is not affected when the template document is uploaded to the system again.

FIG. 11 is a schematic structural diagram of an embodiment of a computer apparatus according to the present application. Note that, if the result is substantially the same, the present embodiment is not limited to the structure shown in fig. 11. As shown in fig. 11, the computer apparatus 1 of the present embodiment includes: a processor 11, a computer readable storage medium 12.

Wherein, the processor 11 is connected to the computer-readable storage medium 12, and is configured to execute the program instructions stored in the computer-readable storage medium 12 to perform online processing on the document by the method according to any embodiment of the present application; the computer-readable storage medium 12 stores a program file product for implementing the method for processing documents online according to any embodiment of the present application, and includes several instructions/computer programs for enabling a computer device 1 (which may be a personal computer, a server, or a network device) or a processor 11 (processor) to execute all or part of the steps of the methods according to the embodiments of the present invention. And the aforementioned computer-readable storage medium 12 comprises: various media such as a usb disk, a portable hard disk, a Read-Only Memory (ROM), a Random Access Memory (RAM), a magnetic disk or an optical disk, and electronic devices such as a computer, a mobile phone, a notebook computer, a tablet computer, and a camera having the storage medium.

In the embodiments provided in the present application, it should be understood that the disclosed electronic device and interactive processing method may be implemented in other ways. For example, the above-described embodiments of the electronic device are merely illustrative, and for example, a module or a unit may be divided into only one logic function, and may be implemented in other ways, for example, a plurality of units or components may be combined or integrated into another system, or some features may be omitted or not executed. In addition, the shown or discussed mutual coupling or direct coupling or communication connection may be an indirect coupling or communication connection through some interfaces, devices or units, and may be in an electrical, mechanical or other form.

Units described as separate parts may or may not be physically separate, and parts displayed as units may or may not be physical units, may be located in one place, or may be distributed on a plurality of network units. Some or all of the units can be selected according to actual needs to achieve the purpose of the embodiment.

In addition, functional units in the embodiments of the present application may be integrated into one processing unit, or each unit may exist alone physically, or two or more units are integrated into one unit. The integrated unit can be realized in a form of hardware, and can also be realized in a form of a software functional unit.

Claims

1. A method for processing a document online, comprising:

receiving a first instruction;

calling a template in response to the first instruction, wherein the template is provided with an automatic generation area and a manual editing area, the automatic generation area is used for carrying out statistical analysis on selected data or a data set by using a preset method, or capturing data in the data or the data set to fill in a preset position in the automatic generation area, the preset method is template setting, project requirements, system defaults or user preset conditions, and the range of the data in the data or the data set captured and filled in the automatic generation area is determined according to the template setting, the project requirements, the system defaults or the user preset conditions;

opening the template, performing statistical analysis on the selected data or the data set by using the preset method to obtain an analysis result, or capturing the data in the data or the data set, and filling the analysis result or the captured data into a preset position in the automatic generation area;

receiving a second instruction for editing the document in the manual editing area;

responding to the second instruction to input the image/text in the manual editing area.

2. The method of claim 1,

the responding to the second instruction to include, after the manual edit area enters the drawing/text:

and the client software receives a third instruction for triggering the second element to generate a report by one key, so that the server responds to the third instruction to generate a report by using the selected template, the analysis result/data and the input image/text, and the generated report is sent to the client software, and the user can download the report to the electronic equipment where the client software is located to perform offline viewing.

3. The method of claim 2,

the step of enabling the server to respond to the third instruction to generate a report by utilizing the selected template, the analysis result/data and the input graph/text comprises the following steps:

the client software receives a fourth instruction for triggering a third element to select a browsing mode of the report, wherein the browsing mode of the report at least comprises a full-text mode and a essence mode, the full-text mode can display the full text of the report, and the essence mode only displays part of preset contents of the report;

and the client software responds to the fourth instruction and displays in the selected browsing mode.

4. The method of claim 1,

the opening the template includes:

opening the template, wherein the template is provided with a catalog area and a text area, the catalog area displays the catalog of the template, the text area displays the chapter area of the template, the chapter area corresponds to chapters in the catalog in a one-to-one mode, at least part of the chapter area is provided with the automatic generation area and the manual editing area, and the preset position is a preset statistical chart or a table reserved in the template or a position with a duty character.

5. The method of claim 4,

and directly jumping the text to the triggered chapter by triggering the chapter area in the directory.

6. The method of claim 1,

the receiving of the first instruction comprises:

displaying a third interface of platform operations in a display screen, the third interface capable of displaying a number of selectable items belonging to a first dimension and a number of selectable items belonging to a second dimension;

receiving a fifth instruction to select the selectable item in the first dimension and/or the second dimension;

displaying, in response to the fifth instruction, the selectable items corresponding to the first dimension and/or items corresponding to the selectable items of the second dimension on the third interface, the selectable items of the first dimension and the second dimension being reported item-dimensional attribute definitions, the items being item titles created by data analysis of the data set on a platform.

7. The method of claim 6,

the third interface is used for screening a first area of the item and a second area of the item, wherein the first area comprises a plurality of selectable item application scenes belonging to the first dimension, a plurality of selectable types belonging to the second dimension and selectable and input condition queries, and the second area comprises a 'new adding' for creating an item, a 'visual scene' for entering a visual interface and an item list corresponding to the selected item application scenes.

8. The method of claim 7,

the first area and the second area are displayed simultaneously, the display method of the items in the second area is list-type display, the number of the item application scenes or the number of the topics of the types are marked after a plurality of item application scenes and a plurality of types, and the sum of the number of the items of the item application scenes is equal to the sum of the number of the items of the types;

the user can select a keyword type by using the condition screening box of the condition query, the keyword is input through the survey content input box, the item corresponding to the keyword can be queried by clicking a query button after the screening and the input of the keyword are finished, if the item corresponding to the keyword exists, the client software presents the item to the user in the second area, wherein the keyword type comprises an item name, a creator name, a consignor name, creation time and a processing state.

9. The method of claim 7,

when a user selects one project application scene and one type in client software by using a human-computer interface, the client software provides projects which simultaneously correspond to the project application scene and the type to the user in the second area, wherein the project application scene and the type need to meet the following requirements: at least part of the types are flow nodes involved in business development under at least one project application scene;

when one project application scene and one lock type selected by the user do not meet the condition that the at least partial type is a flow node related to business development under the at least one project application scene, the client software does not provide any project display for the user;

in addition to project application scenarios and types, the selectable items of the first dimension and/or the second dimension include a goods classification, a service classification, and/or a technology classification, and the goods classification, the service classification, and the technology classification are all tree-shaped or hierarchical classifications.

10. The method of claim 1,

the template is generated by adopting the following method:

displaying a fourth interface for template editing, wherein the fourth interface displays a directory area and a text area;

receiving a sixth instruction for renaming, adding or deleting the directory chapters of the directory area;

renaming, adding or deleting the directory chapters of the directory area in response to the sixth instruction, and displaying the directory chapters and the automatic generation area and/or the manual editing area in the text area; or

The template is generated by adopting the following method:

displaying a fourth interface edited by a template, wherein the fourth interface displays a directory area and a text area, and the text area is used for displaying the automatic generation area and/or the manual editing area;

receiving a seventh instruction for configuring the automatic generation area of the text area;

setting data statistics at the automatically generated region in response to the seventh instruction to generate configuration information for a chart, the configuration information including a selected route for the dataset and a type of the chart; or

The template is generated by adopting the following method:

receiving an eighth instruction for setting the catalogue chapters of the catalogue area as essence;

responding to the eighth instruction to set the catalogue chapter as essence so as to display only the catalogue chapter content set as essence when browsing the report corresponding to the template; or

The template is generated by adopting the following method:

opening a document editor and creating a document/opening an existing document online;

receiving a ninth instruction to set a duty cycle for a selected position of the new/existing document, the duty cycle being selectable in at least two types and being capable of being utilized to embed target content at the selected position;

setting the duty cycle at the selected position in response to the ninth instruction;

receiving a tenth instruction for uploading the new document/the existing document;

and responding to the tenth instruction to upload the new document/the existing document carrying the duty symbol to a server.

11. The method according to any one of claims 7-10, wherein after the template is generated, the method comprises:

receiving an eleventh instruction that triggers a fourth element;

responding to the eleventh instruction, and sharing the currently created template to other users through a channel of a server or a client or a third-party program;

receiving a twelfth instruction that triggers a fifth element;

and responding to the twelfth instruction to export the template which is currently created in a form of a server or a client or a third-party program or a standalone version for storing as an online template or an offline document.

12. A computer device comprising a memory, a processor, the memory being coupled to the processor, the memory for storing a computer program executable on the processor, wherein the processor implements the method of any one of claims 1 to 10 when executing the computer program.

13. A computer-readable storage medium, which stores a computer program, characterized in that the computer program realizes the method according to any one of claims 1 to 10 when executed in a computer processor.