JP2010049426A - Document management system, client terminal, server device, program and computer-readable recording medium - Google Patents

Abstract

<P>PROBLEM TO BE SOLVED: To provide a document management system for reducing an operation burden on a person in charge performing registration or update of a document, and achieving a workflow of efficient document management, and to provide a client terminal and a server device constituting the system. <P>SOLUTION: The document management system has: the client terminal preparing the document; and the server device for registering the prepared document in the client terminal and managing it. The client terminal creates and holds operation rule information comprising processing contents of the registration and/or the update of the prepared document, and an application condition for performing the registration and/or the update of the document by the processing contents, and performs the registration and/or the update of the document to the server device by use of the held operation rule information, and the server device acquires the operation rule information from the client terminal, manages it, and provides the operation rule information in response to a request of the client terminal. <P>COPYRIGHT: (C)2010,JPO&INPIT

Description

  The present invention relates to a document management system, a client terminal, a server device, a program, and a computer-readable recording medium, and particularly suitable for improving the operability of document management in a document management system that manages classified documents. It is about technology.

  Currently, internal control of corporate documents is progressing due to the Japanese version of the SOX laws and regulations, and companies are strengthening document control by using a document management system for each department or company-wide. Individual documents are created by each person in charge, and after proper approval, become official documents. This approval flow generally has a function in the document management system. The person in charge first creates a document file on the personal local PC and registers it in the document management system. After that, it is necessary to define various approval processes such as defining an approval workflow, setting a distribution destination, or converting a document file into a PDF for viewing. A company has a large number of documents to be created, and it is a burden on the person in charge to perform a series of operations for each document. In addition, there are a wide variety of corporate documents, but the documents are almost fixed for each business. For example, there are many cases where additional processing such as subsequent approval workflows is the same for each document such as an estimate, a purchase order, and a contract.

For example, in Patent Document 1, document file attribute information format and attribute contents can be efficiently registered, and document management that can reduce the user's effort even when the registered document file is moved or copied to another category once. A system is disclosed. In the document management system, the type extraction unit that extracts the document type of the document belonging to the folder from the folder type of the specified folder, the document type setting unit that sets the information of the document specified for the extracted document type, the specification A document registration unit for adding and registering the document type set to the registered document as attribute information is provided, and attribute information is added to a newly registered document.
Japanese Patent Laid-Open No. 2002-230010

  The document management system described in Patent Document 1, such as a document manager must be set that either set which document type in advance and stored in which folder. However, in actual operation, it is not always possible to set all of them at first, and it is necessary to change them appropriately while operating. That is, the document management system of Patent Document 1 cannot cope with such a situation.

  SUMMARY OF THE INVENTION Accordingly, an object of the present invention is to provide a document management system capable of realizing an efficient document management workflow for a person in charge of registering or updating a document, a client terminal and a server device constituting the system, and the like. .

  In order to achieve such an object, the present invention is a document management system comprising a client terminal that creates a document and a server device that registers and manages the document created in the client terminal. The client terminal creates and holds operation rule information including registration contents and / or update processing contents of the created document and application conditions for performing registration and / or update of the document with the processing contents, Registering and / or updating a document with respect to the server device using the stored operation rule information, the server device acquires and manages the operation rule information from the client terminal, and responds to the request of the client terminal. The document management system is characterized by providing the operation rule information accordingly.

  According to the present invention, in the document management system, the client terminal includes an operation rule generation unit that generates the operation rule information, an operation rule storage unit that stores the generated operation rule information, and the server device. An operation rule determination unit that determines whether or not the stored operation rule information can be applied to the processing request when a document registration and / or update processing request is made. When it is determined that the document can be applied, the document registration and / or update process may be performed according to the processing content of the applicable operation rule information.

  According to the present invention, in the document management system, the server device includes registration processing and / or update processing contents of the created document and application conditions for registering and / or updating the document with the processing contents. In response to the processing request of the client terminal that has generated the operation rule information, the operation rule management unit that acquires and holds the operation rule information from the client terminal, and causes the client terminal to acquire the held operation rule information; An operation rule holding unit that holds operation rule information acquired from the client terminal.

  As another aspect, the present invention is a client terminal that constitutes a document management system together with a server device and registers and / or updates a document with respect to the server device. An operation rule generation unit that generates operation rule information including processing contents and application conditions for registering and / or updating a document with the processing contents, an operation rule holding unit that holds the generated operation rule information, An operation rule determination unit that determines whether or not the stored operation rule information can be applied to the processing request when a document registration and / or update processing request is made to the server device, and When the operation rule determining unit determines that the document is applicable, the document registration and / or update process is performed according to the processing content of the applicable operation rule information. A client terminal according to claim.

  The present invention further includes a keyword extraction unit that extracts a keyword from the application type, file name, and file content of the document when the document is created in the client terminal, and the operation rule determination unit includes The operation rule holding unit is searched using the extracted keyword, and operation rule information having a keyword that matches the keyword as an application condition is determined as operation rule information applicable to the processing request. But you can.

  In the above client terminal, the processing content of the operation rule information includes an additional process performed at the time of document registration and / or update, and a document registration destination folder. The application condition may include a department to which the user can belong to the application type, keyword, and operation rule information of the document.

  Further, the present invention allows the above client terminal to upload and manage the operation rule information to the server device each time the generated operation rule information is held, and download the operation rule information from the server device to update the latest information. Operation rule information may be retained.

  As another aspect, the present invention is a server device that configures a document management system together with a client terminal and stores and manages documents created at the client terminal, and processing for registration and / or update of the created document The operation rule information is acquired from the client terminal and held in response to the processing request of the client terminal that has generated the operation rule information including the application conditions for registering and / or updating the document with the content and the processing content. A server device comprising: an operation rule management unit that causes the client terminal to acquire the stored operation rule information; and an operation rule storage unit that stores operation rule information acquired from the client terminal. .

  Further, according to the present invention, in the server device, the operation rule management unit causes the client terminal to download the held operation rule information when the processing request of the client terminal is a download of operation rule information. When the processing request of the client terminal is upload of operation rule information, the operation information is uploaded to the client terminal and the held information is updated using the operation rule information. But you can.

  In the server device according to the present invention, the application rule of the operation rule information includes an application type of a document, a keyword, and a user's department to which the operation rule information can be applied. When the operation rule information download processing request is received from the client terminal, the operation rule information is downloaded to all users of the department to which the operation rule information is applied according to the request. Good.

  As another aspect, the present invention provides a program used in a document management system including a client terminal that creates a document and a server device that registers and manages the document created in the client terminal. An operation rule for generating operation rule information including registration contents and / or update processing contents of the created document and application conditions for performing registration and / or update of the document with the processing contents in the client terminal computer The generation rule, the operation rule holding step for holding the generated operation rule information, and the operation rule information held for the processing request when a document registration and / or update processing request is made to the server device. An operation rule determination step for determining whether or not the operation rule can be applied, and the operation rule determination step If it is determined more applicable as a program characterized by causing the registration and / or updating of a document according to the processing content of the applicable operational rule information.

  According to the present invention, in the above program, in the computer of the server device, in response to a processing request of the client terminal that generated the operation rule information, the operation rule information is acquired and held from the client terminal, An operation rule management step for causing the client terminal to obtain retained operation rule information and an operation rule retaining step for retaining operation rule information acquired from the client terminal are executed.

  As another aspect, the present invention is a computer-readable recording medium on which the above program is recorded.

  According to the present invention, a document management system capable of realizing an efficient document management workflow, a client terminal, a server device, and the like constituting the system are provided for a person in charge of registering or updating a document.

  First, an embodiment of the present invention will be described with reference to the drawings. The embodiments described below are preferred embodiments of the present invention, and thus various technically preferable limitations are given. However, the scope of the present invention is particularly limited in the following description. Unless otherwise stated, the present invention is not limited to these embodiments.

  First, the configuration of the document management system according to the embodiment of the present invention will be described.

  FIG. 1 is a diagram showing a system configuration of a document management system according to the present embodiment. The document management system according to the present embodiment includes a document management server 10 and a document management client 20 (in the figure, document client A20a to document client C20c are shown, but the number is not limited to three and the number of installations is arbitrary). These devices are connected via the Internet / intranet 30.

  FIG. 2 is a functional block diagram showing the internal configuration of the document management client of this embodiment. The document management client 20 according to the present embodiment includes a document operation interface unit 21, a message transmission / reception unit 22, an operation rule generation unit 23, an operation rule determination unit 24, a keyword extraction unit 25, and an operation rule list 26.

  The document operation interface unit 21 receives a series of operations for registering a document file created by the document management client 20 in the document management server 10 from a user. The message transmission / reception unit 22 processes a processing request message and a processing result message from the document management server 10 in order to request the document management server 10 for an operation request received by the document operation interface unit 21. The operation rule generation unit 23 uses the operation log (processing sequence) when the document is registered or updated and the contents received by the document operation interface unit 21 to be reused in the next registration / update. Generate operation rules. The operation rule determination unit 24 checks whether or not the message transmission / reception processing unit 22 has performed the same processing before requesting the processing to the document management server. It is determined whether or not the additional processing previously performed in the registration update processing can be used again. The keyword extraction unit 25 extracts keywords from the application type, file name, and file content of the document to be registered. The operation rule list 26 holds the operation rules generated by the operation rule generation unit 23.

  The document management client 20 has the above-described configuration, allocates the created document file to an appropriate document type, registers it in an appropriate folder of the document management server 10, and performs additional processing (display thumbnail creation, approval flow, The distribution destination setting for distribution, etc.) is stored, and the record from the next time onward is used as an operation rule.

  FIG. 3 is a functional block diagram showing the internal configuration of the document management server of this embodiment. The document management server 10 of this embodiment includes a message transmission / reception unit 11, a document management processing unit 12, a document management DB 13, an operation rule management unit 14, an operation rule list 15, and a user table 16.

  The message transmission / reception unit 11 receives a processing request message from the document management client 20 and transmits a processing result message in the document management server 10. The document management processing unit 12 sequentially processes the processing request messages from the document management client 20 received by the message transmission / reception unit 11. The document management DB 13 stores registered document data. The operation rule management unit 14 receives a processing request message from the message transmission / reception unit 11, and when the request is a request for downloading an operation rule list, the operation rule management unit 14 stores an operation rule list (all or only corresponding operation rules) stored in the document management server 10. When the request is downloaded to the requested client and the request is to upload the operation rule list, the operation rule uploaded from the client is reflected in the operation rule list 15 and stored. The operation rule list 15 holds operation rules uploaded from the document management client 20. The user table 16 is a table showing to which department a user of each client belongs.

  The document management server 10 has the above-described configuration, and each client performs a series of registration processing sequences when registering document files of the same type (having the same document type) created by each document management client in the document management server. Is stored as a rule, the operation rule is uploaded to the document management server at an appropriate timing, and the operation rule of each client centrally managed by the document management server at an appropriate timing when each client accesses the document management server. In addition, by having each client download in units of departments to which the user belongs, a series of registration processing sequences operated by one client can be reused by all other clients.

  FIG. 4 is a diagram showing an example of the operation rule list in the present embodiment. The operation rule list is roughly divided into application conditions and actions. The application condition represents information used for determining whether or not the operation rule can be applied. The application type of the document file registered in the document management server 10 (Word, Excel (registered trademark), image data, etc.), the document file The keyword of the user, the department name of the user who executed this rule, the number of registrations using this rule, and the operation type indicating the operation of applying this rule. The action is an actual processing content performed at the time of registration or update in the document management server 10, a document type having a property specific to each document type, a folder for registering this document, an additional process at the time of registration or update ( After registering a document, it consists of creating a thumbnail for display, defining an approval workflow, distributing the document to appropriate members after approval, and converting to PDF data).

  FIG. 5 is a diagram showing an example of a user table in the present embodiment. The user table is information for identifying to which department a user who can access the document management server 10 is, and is composed of a user name and a department name. The creation of this table is set as a pre-setting for using the document management server 10.

  Next, processing in the document management system according to the present embodiment will be described.

  FIG. 6 is a flowchart showing the flow of document registration processing in the present embodiment. First, the document operation interface unit 21 receives an operation request from the user (step S11). Next, the message transmission / reception unit 22 receives an instruction from the document operation interface unit 21 and requests the operation rule determination unit 24 to perform processing when the operation request is “document registration” (step S12). Next, the operation rule determination unit 24 receives the document registration request, requests the keyword extraction processing unit to extract keywords related to the registered document, and acquires keyword information. Then, the rule operation list 26 is referred to search for a rule that matches the registered document information (file type, keyword) (step S13).

  When a matching rule is found (step S14 / YES), the operation rule determination unit 24 reads the action (registered document type, registration folder, additional processing) of the matched rule and returns it to the message transmission / reception unit 22. In addition, the application rule list application count is incremented (step S15). Then, the message transmission / reception unit 22 creates a request message to the document management server 10 based on the information returned from the operation rule determination unit 24 (step S16). Before the creation, the user is requested to confirm the processing contents through the document operation interface unit 21.

  When a matching rule is not found (step S14 / NO), the operation rule generation unit 23 acquires information (file type, keyword, etc.) used at the time of search and adds it to the operation rule as an application condition (step S17). Next, the operation rule generation unit 23 acquires additional information (document type, registration folder, addition processing, etc.) necessary for a series of document registration set by the user through the document operation interface unit 21. Further, the information is added as an action to the operation rule to complete the rule (step S18). Then, the message transmission / reception unit 22 creates a processing request message to the document management server 10 and requests the document management server 10 to perform processing (step S19).

The operation when registering a purchase order in the document management server 10 by the document management client A 20a will be described as an example according to the flow of FIG. First, a purchase order created by WORD is registered in the document operation interface unit 21 of the document management client A 20a. Further, the message transmission / reception unit 22 confirms that the operation request is “document registration”. Next, keyword information is extracted by the keyword extraction unit 25 via the operation rule determination unit 24. In this case, the following information was extracted.
-File type: Word
・ Keyword: Purchase order ・ Operation department: Department A
-Operation type: Document registration

  Next, the operation rule determination unit 24 checks whether or not there is a rule including the above items using the operation rule list (FIG. 4). Since this is a new registration, no matching rule is found. The operation rule generation unit 23 generates an operation rule using the above items as application conditions and stores the operation rule in the operation rule list 26. Then, in the document operation interface unit 21 and the message transmission / reception unit 22, the additional information (assigned document type, registration folder, approval / examination follow, distribution destination, display PDF data creation, thumbnail creation, etc.) of the current registered document is documented. Specify interactively with the user of the management client A. The result is added as an action to the operation rule and registered in the operation rule list 26. Finally, the message transmission / reception unit 22 requests the document management server 10 to register the current document, and performs additional processing (assigned document type, registration folder, approval / examination follow-up, distribution destination, display PFD data creation, thumbnail) on the server side. Document registration processing including creation) is executed.

  Next, the document management client A 20 a considers an operation for registering another purchase order in the document management server 10. Processing is performed according to the flow of FIG. In this case, since the rule registered in the previous operation rule list 26 can be applied, the number of times the rule is applied is incremented, and the user is asked to confirm the additional process of the current document registration process through the document operation interface unit 21. In this way, setting only the first time simplifies the setting work related to document registration from the next time.

  7 and 8 are flowcharts showing the flow of the operation rule upload process in this embodiment. FIG. 7 shows the operation of the document management client, and FIG. 8 shows the operation of the document management server. On the document management client 20 side, first, the message transmission / reception unit 22 starts a process of uploading the operation rule recorded by the own client to the document management server 10 at a certain timing (step S21). Next, the operation rule determination unit 24 receives an upload request from the message transmission / reception unit 22, extracts an operation rule that has not been uploaded, and passes it to the message transmission / reception unit 22 (step S22). Then, the message transmission / reception unit 22 creates an operation rule upload message from the operation rule passed from the operation rule determination unit 24 and transmits it to the document management server 10 (step S23).

  On the other hand, on the document management server 10 side, the message transmission / reception unit 11 accepts a message from the document management client 20 and starts a process of uploading an operation rule from the document management client 20 (step S31). Next, the operation rule management unit 14 receives an upload request from the message transmission / reception unit 11, and adds an operation rule to be reflected in the document management server 10 to the operation rule list 15 (step S32). The message transmission / reception unit 11 receives the completion of the operation rule upload process of the operation rule management unit 14 and returns a completion message to the document management client 20 (step S33).

  9 and 10 are flowcharts showing the flow of operation rule download processing in this embodiment. FIG. 9 shows the operation of the document management server, and FIG. 10 shows the operation of the document management client. On the document management server 10 side, the message transmission / reception unit 11 first receives an operation rule download processing message from the document management client 20, and requests the operation rule management unit 14 to perform processing (step S41). Next, the operation rule management unit 14 extracts an operation rule appropriate for the requested document management client 20 from the operation rule list 15 and passes it to the message transmission / reception unit 11 (step S42). Then, the message transmission / reception unit 11 transmits the operation rule from the operation rule management unit 14 as a download process result message to the requested document management client 20 (step S43).

  On the other hand, on the document management client 20 side, the message transmission / reception unit 22 receives the operation rule download processing message from the document management server 10 and passes the downloaded operation rule to the operation rule determination unit 24 (step S51). Next, the operation rule determination unit 24 saves or overwrites the operation rule received from the message transmission / reception unit 22 in the operation rule list 26 as its own list (step S52). Then, the message transmission / reception unit 22 receives the fact that the operation rule download has been completed from the operation rule determination unit 24, and transmits a processing completion message to the document management server 10 (step S53).

  For example, when uploading the operation rule registered by the document management client B 20 b or the document management client C 20 c to the document management server 10, the operation rule is stored in the operation rule list 15 of the document management server 10 according to the flow of FIG. 7 and FIG. Is done. The upload process in the document management client B 20b or the document management client C 20c follows the flow in FIG. 7, and the upload process in the document management server 10 follows the flow in FIG.

  Further, for example, when the document management client A 20a downloads an operation rule from the document management server 10, it is stored in the operation rule list 26 of the document management client A 20a according to the flow of FIG. 9 and FIG. The download process in the document management server 10 follows the flow in FIG. 9, and the download process in the document management client A 20a follows the flow in FIG. Note that, by downloading the operation rule list, the information on the operation rule list on the document management server 10 side and the information on the operation rule list of the document management client A 20a are merged. In addition, as an operation when merging the downloaded operation list and the operation list of the document management client A 20a, whether the rules of the own client or the server side are prioritized under the same application condition Depends on the settings of the document management system.

  FIG. 11 is a flowchart showing a flow of operation rule download processing according to this embodiment, and shows the operation of the document management server. The flow of FIG. 11 is another operation example of the flow of FIG. 9, and when downloading the operation list to each client, only the rule of the department to which the accessing user belongs is downloaded.

  When the operation type of the document management server 10 is downloaded, the rules belonging to the same department as the user of the document management client 20 that requested the download are set as download targets. In the flow of FIG. 9, based on the client user in the processing message, the user table 16 of the document management server 10 is scanned, and the rule of the same department as that user is the download target.

  Specifically, the message transmission / reception unit 11 receives an operation rule download processing message from the document management client 20. Then, the user name is extracted from the processing message and requested to the operation rule management unit 14 (step S61). Next, the operation rule management unit 14 specifies the affiliation of the user from the user table 16 based on the user name. Then, an operation rule of the same department as the client user is extracted from the operation rule list 15 and passed to the message transmission / reception unit 11 (step S62). Next, the message transmission / reception unit 11 transmits the operation rule from the operation rule management unit 14 as a download process result message to the requested document management client 20 (step S63).

  For example, in the case of a download request from the document management client A 20a, the user A of the client A 20a has a rule that the department to which the department belongs is “department A” and the operation department is “department A” from the user table (FIG. 5). Rules with rule ID = 1, 3 in the rule list (FIG. 4) are to be downloaded. Other processes are the same as those in the flow of FIGS.

  The above-described embodiment is a preferred embodiment of the present invention, and the scope of the present invention is not limited to the above-described embodiment alone, and various modifications are made without departing from the gist of the present invention. Implementation is possible.

  In the above embodiment, the document management server is limited to the PC server. However, a function for improving the operability of registering a document in the document management system is installed in the image forming apparatus (for example, MFP), and the document management server is You may make it comprise.

  A program for realizing the automatic parameter tuning function of the document management system can be one embodiment of the present invention. That is, the program executed by the document management client according to the present embodiment has a module configuration including the above-described units (operation rule generation unit, operation rule determination unit, keyword extraction unit, etc.), and actual hardware A concrete means is realized using. In addition, the program executed by the document management server in the present embodiment has a module configuration including the above-described units (operation rule management unit, document management processing unit, etc.), and is implemented using actual hardware. Realize the right means. As described above, when the computer (CPU) of the document management client or the document management server reads out and executes the program from a predetermined recording medium, the above-described units are loaded onto the main storage device, and each function is realized.

  The program executed in the document management system according to the present embodiment may be configured to be stored on a computer connected to a network such as the Internet and provided by being downloaded via the network. Further, the program may be provided or distributed via a network such as the Internet.

  The program is a file in an installable or executable format, such as a floppy (registered trademark) disk, hard disk, optical disk, magneto-optical disk, CD-ROM, CD-R, DVD, nonvolatile memory card, or the like. It may be configured to be provided by being recorded on a computer-readable recording medium. Further, the program may be provided by being incorporated in advance in a ROM or the like.

  In this case, the program code itself read from the recording medium or loaded and executed through the communication line realizes the functions of the above-described embodiments. And the recording medium which recorded the program code comprises this invention.

  According to the above-described embodiment, in the operation of registering a document file in the document management server, it is necessary to set additional processing such as approval work follow and distribution destination setting for the first document file. When registering a document file of a type, it is possible to save the labor of the person in charge of document registration by executing the previous registration operation sequence.

  In addition, according to the above-described embodiment, a person in charge who registers the same type of document in the document management server can be reused by other persons in charge if one person performs the registration. This saves the labor of the entire person in charge.

  Further, according to the above-described embodiment, the rule reuse rate in the department is increased, and the trouble of document registration operation in the department can be saved.

  Further, according to the above-described embodiment, the operation rule is applied even when the document is revised, and the labor of document management work can be saved.

  Further, according to the above-described embodiment, the effect of the document management system can be expected even inside the MFP, and the program recorded on the recording medium is also effective.

1 is a diagram showing a system configuration of a document management system according to an embodiment of the present invention. It is a functional block diagram showing an internal configuration of a document management client according to an embodiment of the present invention. It is a functional block diagram showing an internal configuration of a document management server according to an embodiment of the present invention. It is a figure showing an example of an operation rule list in an embodiment of the present invention. It is the figure which showed the example of the user table in embodiment of this invention. It is the flowchart which showed the flow of the document registration process in embodiment of this invention. 6 is a flowchart showing a flow of operation rule upload processing (on the document management client side) in the embodiment of the present invention. It is the flowchart which showed the flow of the upload process (document management server side) of the operation rule in embodiment of this invention. It is the flowchart which showed the flow of the download process (document management server side) of the operation rule in embodiment of this invention. 6 is a flowchart showing a flow of operation rule download processing (on the document management client side) in the embodiment of the present invention. It is the flowchart which showed the flow of the download process (document management server side) of the operation rule in embodiment of this invention.

Explanation of symbols

DESCRIPTION OF SYMBOLS 10 Document management server 11, 22 Message transmission / reception part 12 Document management processing part 13 Document management DB
14 Operation Rule Management Unit 15, 26 Operation Rule List 16 User Table 20, 20a to 20c Document Management Client, Document Management Client A to C
21 Document Operation Interface Unit 23 Operation Rule Generation Unit 24 Operation Rule Determination Unit 25 Keyword Extraction Unit 30 Internet / Intranet

Claims (13)

A document management system comprising a client terminal for creating a document and a server device for registering and managing the document created in the client terminal,
The client terminal creates and holds operation rule information including registration contents and / or update processing contents of the created document and application conditions for registering and / or updating the document with the processing contents, and holds the holding information. Register and / or update a document for the server device using the operation rule information,
The server apparatus acquires and manages the operation rule information from the client terminal, and provides the operation rule information in response to a request from the client terminal. The client terminal is
An operation rule generator for generating the operation rule information;
An operation rule holding unit for holding the generated operation rule information;
An operation rule determination unit that determines whether or not the held operation rule information can be applied to the processing request when a document registration and / or update processing request is made to the server device;
Have
2. The document management system according to claim 1, wherein when the operation rule determination unit determines that application is possible, document registration and / or update processing is performed in accordance with processing contents of applicable operation rule information. The server device
In response to a processing request of the client terminal that has generated operation rule information including registration contents and / or update processing contents of the created document and application conditions for registering and / or updating a document with the processing contents, An operation rule management unit that acquires and holds operation rule information from a terminal, and causes the client terminal to acquire the held operation rule information;
An operation rule holding unit for holding operation rule information acquired from the client terminal;
The document management system according to claim 1, further comprising: A client terminal that forms a document management system together with a server device and registers and / or updates a document with respect to the server device,
An operation rule generation unit that generates operation rule information including registration contents and / or update processing contents of the created document and application conditions for registering and / or updating a document with the processing contents;
An operation rule holding unit for holding the generated operation rule information;
An operation rule determination unit that determines whether or not the held operation rule information can be applied to the processing request when a document registration and / or update processing request is made to the server device;
Have
A client terminal that performs document registration and / or update processing according to processing contents of applicable operation rule information when it is determined that the operation rule determination unit can apply. A keyword extracting unit that extracts a keyword from the application type, file name, and file content of the document when the document is created;
The operation rule determination unit searches the operation rule holding unit using the extracted keyword, and the operation rule information having a keyword that matches the keyword as an application condition is applicable to the processing request. The client terminal according to claim 4, wherein the client terminal is determined. The processing content of the operation rule information includes an additional process performed at the time of document registration and / or update, and a document registration destination folder.
6. The client terminal according to claim 4, wherein the application rule of the operation rule information includes an application type of the document, a keyword, and a user department to which the operation rule information can be applied.   The operation rule information is uploaded and managed by the server device each time the generated operation rule information is held, and the operation rule information is downloaded from the server device to hold the latest operation rule information. Item 7. The client terminal according to any one of Items 4 to 6. A server device that configures a document management system together with a client terminal, stores and manages documents created on the client terminal,
In response to a processing request of the client terminal that has generated operation rule information including registration contents and / or update processing contents of the created document and application conditions for registering and / or updating a document with the processing contents, An operation rule management unit that acquires and holds operation rule information from a terminal, and causes the client terminal to acquire the held operation rule information;
An operation rule holding unit for holding operation rule information acquired from the client terminal;
The server apparatus characterized by having.   When the processing request of the client terminal is a download of operation rule information, the operation rule management unit causes the client terminal to download the held operation rule information, and the processing request of the client terminal is an operation rule information 9. The server device according to claim 8, wherein when uploading, operation rule information is uploaded to the client terminal, and the held information is updated using the operation rule information. The application rule of the operation rule information is configured to include the application type of the document, the keyword, the department to which the user can apply the operation rule information,
When receiving an operation rule information download processing request from the client terminal, the operation rule management unit causes all users in a department belonging to the application rule of the operation rule information related to the request to download the operation rule information. 10. The server device according to claim 8 or 9, wherein: A program used in a document management system comprising a client terminal that creates a document and a server device that registers and manages the document created in the client terminal,
In the client terminal computer,
An operation rule generating step for generating operation rule information including registration contents and / or update processing contents of the created document and application conditions for registering and / or updating a document with the processing contents;
An operation rule holding step for holding the generated operation rule information;
An operation rule determination step for determining whether or not the stored operation rule information can be applied to the processing request when a document registration and / or update processing request is made to the server device;
And execute
A program for registering and / or updating a document according to the processing contents of applicable operation rule information when it is determined that the operation rule is determined to be applicable in the operation rule determination step. In the computer of the server device,
An operation rule management step of acquiring and holding operation rule information from the client terminal in response to a processing request of the client terminal that generated the operation rule information, and causing the client terminal to acquire the held operation rule information; ,
An operation rule holding step for holding operation rule information acquired from the client terminal;
The program according to claim 11, wherein:   The computer-readable recording medium which recorded the program of Claim 11 or 12.

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