JP7793254B2 - Program, method, information processing device, and system - Google Patents

Description

The present invention relates to a program, a method, an information processing device, and a system.

In recent years, an increasing number of companies are introducing document management services implemented through SaaS (Software as a Service) and other technologies to improve business efficiency. For example, Patent Document 1 proposes technology that stores operational rules for registering and/or updating documents on a server, thereby streamlining document management workflows.

JP 2010-049426 A

However, in the technology described in the above patent document, the documents to be managed in the document management service are registered manually, and the registration work is a burden on the person in charge.

The purpose of this disclosure is to reduce the effort required for users to register documents in a document management service.

The present disclosure provides a program that causes a computer having a processor to execute the steps of: acquiring files to be managed in a service that manages specified files from files stored in a terminal device used by a user; and storing the acquired files so that they are managed by the service.

The above configuration reduces the effort required to register documents in a document management service.

1 is a block diagram showing a hardware configuration of a document management system 1 according to a first embodiment. FIG. 2 is a block diagram showing the functional configuration of the terminal device 10. FIG. 2 is a block diagram showing the functional configuration of a management server 20. FIG. 2 is a block diagram showing the functional configuration of a storage server 30. 2 is a diagram illustrating an example of a database stored in a storage unit 202 of a management server 20. FIG. FIG. 2 is a diagram illustrating an example of a database stored in a storage unit 302 of a storage server 30. FIG. 2 is a diagram illustrating the first half of the processing flow of the document management system 1. FIG. 10 is a diagram illustrating the latter half of the processing flow of the document management system 1. FIG. 10 is a diagram illustrating the flow of a file selection process (step S200). FIG. 10 is a diagram illustrating the flow of the transfer process (step S300). FIG. 11 is a diagram illustrating the first half of the processing flow of the document management system 1 according to the second embodiment. FIG. 10 is a diagram illustrating the flow of email analysis processing (step S400).

One embodiment of the present invention will now be described in detail with reference to the drawings. In the drawings used to explain the embodiment, identical components will generally be assigned the same reference numerals, and repeated explanations will be omitted.

1. First embodiment
(1-1. Overview)
In the document management system 1 according to this embodiment, a terminal device such as a PC used by a user automatically searches for files to be stored on a server that stores specified document files, and when the file is found, it is sent to the server and automatically stored. This reduces the effort required to register documents. Each component will be described in detail below.

(1-2. Hardware configuration)
FIG. 1 is a diagram showing the overall configuration of a document management system 1 according to this embodiment. As shown in FIG. 1, the document management system 1 includes a terminal device 10 used by a user, a management server 20, and a storage server 30. The storage server 30 manages and stores predetermined files, such as documents, for services (e.g., contract management services, accounting management services, etc., hereinafter referred to as external services). The terminal device 10, management server 20, and storage server 30 are interconnected via a network 40 using a wireless or wired communication standard. In the illustrated example, one terminal device 10 is included in the document management system 1 for ease of viewing, but the number of terminal devices 10 can be freely changed depending on the number of users.

The terminal device 10 may be, for example, a desktop personal computer (PC), a laptop PC, a head-mounted display, or other computer. The terminal device 10 may also be implemented as a highly portable computer such as a smartphone or a tablet device.

As shown in FIG. 1, the terminal device 10 includes a communication interface (IF) 12, an input device 13, an output device 14, memory 15, storage 16, and a processor 19.

The communication IF 12 is an interface for sending and receiving signals so that the terminal device 10 can communicate with external devices. The input device 13 is a device for accepting input operations from the user. The input device 13 includes, for example, a touch panel, a touchpad, a pointing device such as a mouse, a keyboard, etc.

The output device 14 is a device for presenting information to the user. The output device 14 includes, for example, a display and a speaker. The memory 15 is used to temporarily store programs and data processed by the programs, and is realized by volatile memory such as DRAM (Dynamic Random Access Memory).

Storage 16 is a storage device for saving data, and is realized, for example, by flash memory or a hard disk drive (HDD). Processor 19 is hardware for executing the instruction set written in the program, and is composed of an arithmetic unit, registers, peripheral circuits, etc.

The management server 20 is a device that executes the processing described below based on information input by the user, and is realized by a computer connected to the network 40.

As shown in FIG. 1, the management server 20 includes a communication IF 22, an input/output IF 23, memory 25, storage 26, and a processor 29.

The communication IF 22 is an interface for sending and receiving signals so that the management server 20 can communicate with external devices. The input/output IF 23 functions as an interface with an input device for accepting input operations from the user and an output device for presenting information to the user.

Memory 25 is used to temporarily store programs and data processed by the programs, and is realized by volatile memory such as DRAM. Storage 26 is a storage device for saving data, and is realized by flash memory or a HDD, for example. Processor 29 is hardware for executing the instruction set written in the program, and is made up of an arithmetic unit, registers, peripheral circuits, etc.

The storage server 30 is a device that executes the processing described below based on information input by the user, and is implemented as a computer connected to the network 40. As shown in Figure 1, the storage server 30 is implemented with the same hardware configuration as the management server 20, so its description will not be repeated.

(1-3. Functional configuration of terminal device 10)
2 is a block diagram showing the functional configuration of the terminal device 10 included in the document management system 1. As shown in FIG. 2, the terminal device 10 includes a wireless communication unit 120, an operation input unit 130, a voice processing unit 140, a position information sensor 150, a camera 160, a storage unit 170, and a control unit 180.

The terminal device 10 also has functions and configurations not shown in FIG. 2 (e.g., a battery for storing power, a power supply circuit that controls the supply of power from the battery to each circuit, etc.). The blocks included in the terminal device 10 are electrically connected, for example, by a bus or the like.

The wireless communication unit 120 performs processing to enable the terminal device 10 to communicate with other devices. The wireless communication unit 120 performs transmission processing on signals generated by the control unit 180 via the antenna 121 and transmits the signals to an external device (e.g., the management server 20). The wireless communication unit 120 performs reception processing on signals received from an external device and outputs the signals to the control unit 180.

The operation input unit 130 has a mechanism for accepting input operations from a user using the terminal device 10. Specifically, for example, if the terminal device 10 is a PC, the operation input unit 130 may include a mouse, keyboard, etc. Furthermore, if the operation input unit 130 is a touchscreen, it may include a touch-sensitive device 131 and a display 132.

Touch-sensitive device 131 detects the user's touch position on display 132, for example, by using a capacitive touch panel. Touch-sensitive device 131 outputs a signal indicating the user's touch position detected by the touch panel to control unit 180 as an input operation.

The display 132 functions as an output device 14 that displays data such as images, videos, and text in accordance with the control of the control unit 180. The display 132 is realized, for example, by an LCD (Liquid Crystal Display) or an organic EL (Electro-Luminescence) display.

The audio processing unit 140 modulates and demodulates audio signals. The audio processing unit 140 is realized, for example, by an audio processing processor. The audio processing unit 140 modulates the audio signal provided by the microphone 141 and outputs the modulated signal to the control unit 180. The audio processing unit 140 also demodulates the audio signal provided by the control unit 180 and provides the demodulated signal to the speaker 142.

The microphone 141 accepts audio input and outputs an audio signal corresponding to the audio input to the audio processing unit 140. The speaker 142 converts the audio signal provided by the audio processing unit 140 into audio and outputs the audio externally from the terminal device 10.

The location information sensor 150 is a sensor that detects the location of the terminal device 10, and is, for example, a GPS (Global Positioning System) module. A GPS module is a receiving device used in a satellite positioning system. A satellite positioning system receives signals from at least three or four satellites and detects the current location of the terminal device 10 equipped with the GPS module based on the received signals.

Camera 160 is a device that receives light using an imaging element and outputs it as an image signal. Camera 160 is placed, for example, in a position facing the user of terminal device 10.

The memory unit 170 is composed of storage 16 and stores data and programs used by the terminal device 10.

The control unit 180 is realized when the processor 19 reads a program stored in the storage unit 170 and executes the instructions contained in the program. The control unit 180 controls the operation of the terminal device 10. Specifically, for example, the control unit 180 performs the functions of an operation reception module 181, a transmission/reception module 182, a file search module 183, a file extraction module 184, and a display module 185.

The operation reception module 181 performs processing to receive user operations input from the input device 13. For example, the operation reception module 181 determines the type of operation, such as whether the operator's operation is a flick operation, a tap operation, or a drag (swipe) operation, based on information about the coordinates where the user has touched the touch-sensitive device 131 with a finger or the like, and receives the operation.

The transmission/reception module 182 performs processing to enable the terminal device 10 to send and receive data to and from external devices such as the management server 20 in accordance with a communication protocol.

The file search module 183 searches for files to be managed in external services at a predetermined interval. The predetermined interval may be, for example, a regular interval such as daily, weekly, or monthly, or an arbitrary interval set by the user (for example, three times a month on the 1st, 15th, and last day of each month).

The file search module 183 may search for files to be managed by file name or by file format. For example, the file search module may be configured to search for files in a format whose contents cannot be changed (e.g., PDF format files) as files to be managed.

The file extraction module 184 extracts, from the files searched by the file search module 183, files to be managed that were newly saved on the terminal device 10 between the previous search and the current search, but are not managed by an external service on the storage server 30.

As an example, the file extraction module 184 may be configured to extract files that are not managed by an external service based on information about files that are managed by the external service. The files managed by the external service are stored in the storage server 30. The management server 20 stores information about the files stored on the storage server 30 in a selection condition database 2021 (described below), and the file extraction module 184 may be configured to extract files that are not managed by an external service based on the information stored in the selection condition database 2021.

Alternatively, the file extraction module 184 may be configured to extract files that have been updated relative to files managed by an external service as files not managed by an external service. In this case, if the file searched for by the file search module 183 is already stored on the storage server 30, the update dates and times of the files may be compared, and if the searched file has been updated more recently than the file stored on the storage server 30, the searched file may be extracted as a file not managed by an external service.

Alternatively, the file extraction module 184 may be configured to extract files not managed by an external service based on predetermined rules. One example of a predetermined rule is to extract files that contain a predetermined keyword in the file name or file content as files not managed by an external service. Alternatively, the file extraction module 184 may be configured to extract files with predetermined attributes as files not managed by an external service. Here, the attributes may be, for example, a file format defined by an extension, or attributes that are classified and assigned based on arbitrary criteria such as the file creator, updater, permissions granted to the file, or when the file was updated. The rules can be configured as appropriate by the user and may be stored, for example, in the selection condition database 2021 of the management server 20.

The display module 185 displays various information to the user by displaying various data on the output device 14.

(1-4. Functional configuration of management server 20)
3 is a diagram showing the functional configuration of the management server 20. As shown in FIG. 3, the management server 20 includes a communication unit 201, a storage unit 202, and a control unit 203.

The communication unit 201 performs processing that enables the management server 20 to communicate with external devices such as the terminal device 10.

The memory unit 202 is realized by the memory 25 or storage 26, and stores data and programs used by the management server 20. As an example, the memory unit 202 stores a selection condition database 2021. Details of the selection condition database 2021 will be described later.

The control unit 203 performs the functions shown as various modules below by the processor 29 performing processing according to the program.

The transmission/reception module 2031 controls the processing by which the management server 20 transmits and receives signals from external devices in accordance with a communication protocol.

The selection instruction module 2032 sends a file selection instruction to the terminal device 10 at a predetermined timing stored in the selection condition database 2021 described below.

The file classification module 2033 classifies files selected by the terminal device 10 according to their attributes. Attributes may be, for example, a file format defined by an extension, or attributes that are classified and assigned based on arbitrary criteria, such as the file creator, updater, permissions granted to the file, or when the file was updated.

As an example, if there are multiple storage servers 30, the file classification module 2033 references the "storage server ID" item in the selection condition database 2021 to identify the storage server 30 on which the selected files will be stored, and classifies them in association with each other. The transmission/reception module 2031 then transmits the classified files to the associated storage servers 30 so that they can be registered in different cloud services.

The file determination module 2034 determines whether the file sent to and stored on the storage server 30 is an invoice. Specifically, the file determination module 2034 analyzes the text information in the file. The file determination module 2034 performs, for example, text mining processing on the text information to determine whether there is information that can be used to obtain the specified file.

In text mining processing, the file determination module 2034 divides the text of the file into words and phrases, and analyzes the frequency of their appearance, correlations between co-appearance, appearance trends, and time series to determine whether the file is an invoice.

The transfer procedure module 2035 executes the transfer process when the file stored in the storage server 30 is an invoice. Specifically, it sends a transfer instruction request from the user to the terminal device 10, and when a transfer instruction is received from the user, it executes the transfer process by linking with Internet banking systems provided by various financial institutions.

(1-5. Functional configuration of storage server 30)
Fig. 4 is a diagram showing the functional configuration of the storage server 30. As shown in Fig. 4, the storage server 30 includes a communication unit 301, a storage unit 302, and a control unit 303. The following description will focus on the differences from the configuration of the management server 20.

The storage unit 302 stores, as an example, a file database 3021. Details of the file database 3021 will be described later.

The file registration module 3032 of the control unit 303 registers files in external services by storing the files received from the management server 20 in the file database 3021 described below.

(1-6. Data Structure)
5 and 6, an example of a database used in the document management system 1 will be described. Note that the database described below is merely an example, and does not exclude data not described.

Figure 5 shows an example of the data structure of the selection condition database 2021 stored in the storage unit 202 of the management server 20. Records in the selection condition database 2021 include the items "Condition ID," "Selection Timing," "Storage Server ID," "File Type," and "Selection Conditions."

The "Condition ID" item is information that serves as an identifier for identifying the conditions for selecting a file (hereinafter referred to as file selection conditions).

The "Selection Timing" item is information about the timing of file selection. The timing of file selection may be set to a predetermined cycle, or may be set to an arbitrary timing desired by the user. For example, if file selection is performed as a daily process, time information (e.g., midnight every day) may be set as the "Selection Timing" item.

If file selection is performed as a weekly process, the "Selection Timing" item may be set to day of the week (e.g., every Saturday). If file selection is performed as a monthly process, the "Selection Timing" item may be set to date (e.g., the last day of each month).

The "Storage Server ID" item is information that serves as an identifier for identifying the storage server 30 on which the files selected based on the file selection conditions are stored.

The "File Type" item is information about the type of file selected based on the file selection criteria. Here, type may be information that represents a classification according to the document's purpose, such as an invoice, contract, or presentation material.

The "Selection Conditions" item contains detailed information about the file selection conditions. The user may set their desired file selection conditions as appropriate. The file selection conditions may be set to files that contain a specified keyword in the file name or file content. Alternatively, the selection conditions may be files that have specified attributes.

Figure 6 shows an example of the data structure of the file database 3021 stored in the memory unit 302 of the storage server 30. Records in the file database 3021 include the following items: "File ID," "File Name," "File Type," "File Format," "Storage Server ID," "Registration Date," and "Update Date."

The "File ID" item is information that serves as an identifier for identifying a file stored on the storage server 30.

The "File Name" item contains information about the name of the file.

The "File Type" item contains information about the type of file in question.

The "File Contents" item contains information about the contents of the file.

The "Storage Server ID" item is information that serves as an identifier for identifying the storage server 30 on which the file is stored.

The "Registration Date" item is information about the date the file was registered (i.e., first saved) on the storage server 30.

The "Update Date" item contains information about the date the file was updated.

(1-7. Processing flow)
An example of the processing flow of the document management system 1 will be described with reference to FIGS.

In step S121 of FIG. 7, the selection instruction module 2032 of the management server 20 sends a file selection instruction to the terminal device 10. In step S111, the transmission/reception module 182 of the terminal device 10 receives the selection instruction.

In step S200, the terminal device 10 performs a file selection process. Details of the file selection process will be described later.

In step S112, the transmission/reception module 182 transmits the files selected in the file selection process (step S200) to the management server 20. In step S122, the transmission/reception module 2031 of the management server 20 receives the selected files.

In step S123, the file classification module 2033 classifies the received selected files according to their attributes.

In step S124, the transmission/reception module 2031 transmits the classified selected files to the storage server 30. In step S132, the transmission/reception module 3031 of the storage server 30 receives the selected files.

In step S132, the file registration module 3032 of the storage server 30 registers the selected file. Specifically, the file registration module 3032 stores information about the selected file in the file database 3021.

In step S133 of FIG. 8, the transmission/reception module 3031 of the storage server 30 sends a registration confirmation notification to the terminal device 10 and the management server 20. In step S113, the transmission/reception module 182 of the terminal device 10 receives the registration result. In step S125, the transmission/reception module 2031 of the management server 20 receives the registration result.

In step S114, the display module 185 of the terminal device 10 displays a notification of the registration result on the display 132. The notification may include information such as the name of the service to be managed, the registered file name, and the date and time of registration.

The display module 185 may also be configured to display on the display 132 a cancellation instruction acceptance screen for accepting an instruction to cancel the registration from the user, along with notification of the registration result. Here, when an instruction to cancel the registration is accepted from the user, the cancellation instruction is sent to the management server 20, and a record of the cancellation of the registration is stored in the memory unit 170 as a log file. Based on the cancellation instruction, the management server 20 sends an instruction to the storage server 30 to cancel the registration of the file.

In step S126, the file determination module 2034 of the management server 20 determines whether the selected file sent to the storage server 30 is an unpaid invoice. If the selected file is an unpaid invoice (YES in step S126), the transfer process (step S300) is executed. If the selected file is not an unpaid invoice (NO in step S126), the process ends.

The file selection process (step S200) will be described with reference to Figure 9. In step S211, the file search module 183 of the terminal device 10 searches for files. As an example, the file search module 183 searches for uneditable files that are managed by external services.

In step S212, the file extraction module 184 of the terminal device 10 extracts files. As an example, the file extraction module 184 references the "selection conditions" item in the selection condition database 2021 of the management server 20 to extract files that are not registered in the external service. Note that the information in the "selection conditions" item in the selection condition database 2021 may be received together with the selection instruction in the selection instruction transmission process (step S121) by the management server 20.

The transfer process (step S300) will be described with reference to Figure 10. In step S321, the sending and receiving module 2031 of the management server 20 sends a request for a transfer instruction to the terminal device 10. In step S311, the sending and receiving module 182 of the terminal device 10 receives the request for a transfer instruction. The display module 185 of the terminal device 10 displays a screen on the display 132 requesting input of a transfer instruction.

In step S312, the transmission/reception module 182 of the terminal device 10 transmits the transfer instruction received from the user to the management server 20. In step S322, the transmission/reception module 2031 of the management server 20 receives the transfer instruction.

In step S323, the transfer procedure module 2035 of the management server 20 executes the transfer process. This transfer process may be performed in conjunction with Internet banking systems provided by various financial institutions. As an example, the transfer procedure module 2035 executes the transfer process by linking the information required for the procedure, such as the user's account number, PIN number, and transfer amount, to the Internet banking system.

In step S324, the transmission/reception module 2031 of the management server 20 transmits the execution results of the transfer process to the terminal device 10 and the storage server 30. In step S313, the transmission/reception module 182 of the terminal device 10 receives the execution results of the transfer process. In step S331, the transmission/reception module 3031 of the storage server 30 receives the execution results of the transfer process.

In step S314, the display module 185 of the terminal device 10 displays the execution results of the transfer process on the display 132. In step S332, the file registration module 3032 of the storage server 30 stores information about the execution results of the transfer process in the file database 3021. Here, the file registration module 3032 may add the execution results of the transfer process to the item "File Contents," or may add an item to the file registration module 3032 that holds information about the execution results of the transfer process.

As described above, in this embodiment, in the document management system 1, the management server 20 acquires files to be managed in an external service that manages specified files from files stored in the terminal device 10, transmits the acquired files to the storage server 30 so that they can be managed by the external service, and the storage server 30 stores the files. This reduces the effort required by users to register documents in a document management service.

In the above embodiment, the terminal device 10 performs the file selection process (step S200) upon receiving a selection instruction from the management server 20, but this is not limited to this example. For example, the control unit 203 of the management server 20 may perform the process of selecting files on the terminal device 10 at a predetermined interval.

In addition, in the above embodiment, the file selection process (step S200) includes a file search process (step S211) and a file extraction process (step S212), but this is not limited to this example. For example, the file extraction process may be omitted as a specification to directly search for unregistered files (i.e., files to be extracted in the file extraction process (step S212) in the above embodiment) in the file search.

2. Second embodiment
The process flow of the document management system 1 in the second embodiment will be described with reference to Figures 11 and 12. The second embodiment differs from the first embodiment in that email analysis processing is performed. The following description will focus on the differences from the first embodiment.

As shown in FIG. 11, in the second embodiment, after receiving the selection instruction in step S111, the terminal device 10 executes email analysis processing (step S400). The other processing is the same as in the first embodiment, so the description will not be repeated.

The flow of the email analysis process (step S400) will be explained with reference to Figure 12. In step S411, the file search module 183 of the terminal device 10 analyzes the incoming email received by the user on the terminal device 10.

Specifically, the file search module 183 analyzes the text information in the received email. The file search module 183 performs, for example, text mining processing on the text information to determine whether there is information from which a specified file can be obtained. Note that information from which a specified file can be obtained includes information on the attachment if a file is attached to the email, and information on the link if the email contains a link that can access the file.

In text mining processing, the file search module 183 divides the email text into words and phrases, and analyzes their frequency of appearance, correlations between co-appearance, appearance trends, and time series to determine whether a specified file is attached to the email, or whether a URL for accessing the specified file is included as a link in the email.

In step S412, the control unit 180 determines whether the file described in the email has already been downloaded to the terminal device 10. If the file described in the email has already been downloaded (YES in step S412), step S413 is executed. If the file described in the email has not been downloaded (NO in step S412), step S414 is executed.

In step S413, a search is performed for downloaded files within the terminal device 10. In step S414, processing is performed to obtain the file described in the email. The file may be obtained by downloading an attached file from a mail server, or by accessing a page linked to in the email and downloading the file.

As described above, in the second embodiment, the terminal device 10 analyzes the contents of an email received by a user, determines whether there is information that allows a specified file to be acquired, and determines whether the specified file is stored on the terminal device 10 used by the user. If the specified file is not stored on the terminal device 10, the specified file is downloaded and the downloaded file is sent to a server that stores files. This further reduces the effort required for document management when documents are exchanged via email.

3. Other embodiments
Although the embodiments to which the technical scope of the present application is applied have been described above, the present invention is not limited to the above content.

In the above embodiment, the management server 20 and storage server 30 are implemented as cloud servers that communicate with the terminal device 10 via the network 40, but this is not limited to this. For example, the management server 20 and storage server 30 may be implemented as so-called on-premise servers installed on the premises of the facility where the terminal device 10 is located.

In addition, while sharing of specific information via communication lines is primarily performed via a WAN such as the Internet, between information processing devices, it may also be performed via short-range wireless communication such as Bluetooth (registered trademark), infrared communication, etc., without using a WAN.

Furthermore, in the above embodiment, an example of a configuration in which each function is provided by the terminal device 10, management server 20, or storage server 30 is described, but this is not limited to this configuration, and some functions may be provided by the terminal device 10, management server 20, or storage server 30 in a configuration different from that of the above embodiment.

For example, at least some of the steps described in the above embodiments as being executed by the terminal device 10 may be executed by the management server 20 or the storage server 30, at least some of the steps described as being executed by the management server 20 may be executed by the terminal device 10 or the storage server 30, and at least some of the steps described as being executed by the storage server 30 may be executed by the terminal device 10 or the management server 20.

Furthermore, the present invention may be realized as a computer-readable non-transitory recording medium storing the above-mentioned program.

The above describes various embodiments of the present invention, but these are presented as examples and are not intended to limit the scope of the invention. These novel embodiments may be embodied in a variety of other forms, and various omissions, substitutions, and modifications may be made without departing from the spirit of the invention. These embodiments and their variations are within the scope and spirit of the invention, and are also included in the invention and its equivalents as set forth in the claims.

<Additional Notes>
The matters described in the above embodiments will be supplemented below.

(Appendix 1)
A program is provided that causes a computer having a processor to execute the steps of acquiring files to be managed in a service that manages specified files from files stored in a terminal device used by a user, and storing the acquired files so that they are managed by the service.
(Appendix 2)
In the obtaining step, a file to be managed is selected from files stored in a terminal device used by a user.
(Appendix 3)
In the acquiring step, a program as described in Appendix 1 is provided, which sends an instruction to a terminal device used by a user to select a file, and receives the file selected by the terminal device from the terminal device.
(Appendix 4)
A program as described in Appendix 3 is provided that causes a terminal device to execute the steps of searching for managed files at a predetermined interval and extracting managed files that have been newly stored in the terminal device between the previous search and the current search and that are not managed by the service.
(Appendix 5)
In the searching step, a program as described in Supplementary Note 4 is provided, which searches for files whose contents are in a format that cannot be changed as files to be managed.
(Appendix 6)
A program as described in Appendix 4 or Appendix 5 is provided that, in the extraction step, refers to information about files managed by the service stored in the memory unit and extracts files that are not managed by the service.
(Appendix 7)
A program according to any one of Supplementary Notes 4 to 6 is provided, which, in the extraction step, extracts a file that has the same name as a file managed by the service and whose contents have been updated as a file not managed by the service.
(Appendix 8)
There are provided programs according to Supplementary Notes 4 to 7, which extract files based on predetermined rules in the extracting step.
(Appendix 9)
In the extracting step, there is provided a program as described in Appendix 8, which extracts files whose names or contents include a predetermined keyword as files not managed by the service.
(Appendix 10)
The program according to Supplementary Note 8 is provided, which causes files having a predetermined attribute to be extracted as files not managed by the service in the extracting step.
(Appendix 11)
There is provided a program according to any one of Supplementary Notes 1 to 10, which executes a step of classifying the selected files according to their attributes.
(Appendix 12)
The program described in Appendix 11 is provided, which transmits classified files to a server associated with the files according to their attributes.
(Appendix 13)
There is provided a program according to any one of Supplementary Notes 1 to 10, which allows the user to be presented with a notification of the result sent from the server after the file has been stored.
(Appendix 14)
There is provided a program as described in Appendix 13, which allows a cancellation instruction to be received from the user after the file has been stored.
(Appendix 15)
There is provided a program described in any one of Supplementary Notes 1 to 14, which executes the steps of analyzing the contents of an email received by a user and determining whether or not there is information that allows a specified file to be acquired, determining whether or not the specified file is stored in a terminal device used by the user, downloading the specified file if the specified file is not stored in the terminal device, and storing the downloaded file so that the file will be managed by the service.
(Appendix 16)
A program described in any one of Supplementary Notes 1 to 15 is provided that executes the steps of determining whether the selected file is an invoice, and presenting a request for transfer instructions to the user if the selected file is an invoice.

1: Document management system, 10: Terminal device, 13: Input device, 14: Output device, 15: Memory, 16: Storage, 19: Processor, 20: Management server, 25: Memory, 26: Storage, 29: Processor, 30: Storage server, 40: Network, 120: Wireless communication unit, 121: Antenna, 130: Operation input unit, 131: Device, 132: Display, 140: Audio processing unit, 141: Microphone, 142: Speaker, 150: Position information sensor, 160: Camera, 170: Memory unit, 180: Control unit, 181: Operation reception module, 182 : Transmission and reception module, 183: File search module, 184: File extraction module, 185: Display module, 201: Communication unit, 202: Memory unit, 203: Control unit, 301: Communication unit, 302: Memory unit, 303: Control unit, 2021: Selection condition database, 2031: Transmission and reception module, 2032: Selection instruction module, 2033: File classification module, 2034: File determination module, 2035: Transfer procedure module, 3021: File database, 3031: Transmission and reception module, 3032: File registration module.

Claims (13)

A computer having a processor,
A step of searching for invoice files that have not yet been registered in a service that manages invoice files at a predetermined interval from among the stored invoice files;
receiving a setting of a condition for the predetermined period;
extracting bill files that have been newly stored between the previous search and the current search and whose names or contents contain predetermined keywords as bill files that have not yet been registered with the service;
and a step of specifying a server that provides the service and transmitting the acquired invoice file so that the extracted invoice file is registered with the service. In the searching step,
2. The program according to claim 1, wherein the invoice file is searched based on a file selection condition. In the searching step,
3. The program according to claim 2, wherein the invoice file is retrieved in a format that does not allow the contents to be changed. In the extracting step,
2. The program according to claim 1, wherein a bill file having the same name as a bill file registered with the service and whose contents have been updated is extracted as a bill file not yet registered with the service. In the extracting step,
2. The program according to claim 1, wherein a bill file having a predetermined attribute is extracted as a bill file that has not yet been registered with the service. the processor,
6. The program according to claim 1, further comprising a step of classifying the acquired bill files according to their attributes. the processor,
6. The program according to claim 1, further comprising a step of presenting information about the registration to a user when the transmitted bill file is registered with the service. the processor,
A program according to any one of claims 1 to 5, which executes a step of presenting a screen to the user for accepting cancellation of registration when the sent invoice file is registered with the service. the processor,
A step of analyzing the email received by the user and determining whether the invoice file can be acquired;
determining whether the bill file has been downloaded;
If the invoice file has not been downloaded, downloading the invoice file;
2. The program according to claim 1, wherein in said transmitting step, the downloaded bill file is transmitted to a server that provides the service, specifying the server that provides the service, so that the bill file is registered with the service. the processor,
2. The program according to claim 1, further comprising a step of presenting to a user information for requesting a transfer instruction when the transmitted invoice file is registered with the service. 1. A method of causing a computer having a processor to function, the method comprising:
A step of searching for invoice files that have not yet been registered in a service that manages invoice files at a predetermined interval from among the stored invoice files;
receiving a setting of a condition for the predetermined period;
extracting bill files that have been newly stored between the previous search and the current search and whose names or contents contain predetermined keywords as bill files that have not yet been registered with the service;
and a step of designating a server that provides the service and transmitting the acquired invoice file so that the extracted invoice file is registered with the service. An information processing device including a processor, the processor comprising:
A step of searching for invoice files that have not yet been registered in a service that manages invoice files at a predetermined interval from among the stored invoice files;
receiving a setting of a condition for the predetermined period;
extracting bill files that have been newly stored between the previous search and the current search and whose names or contents contain predetermined keywords as bill files that have not yet been registered with the service;
and transmitting the extracted invoice file to a server that provides the service so that the extracted invoice file is registered with the service. 1. A system comprising a computer comprising a processor,
A means for periodically searching for invoice files among the stored invoice files that have not yet been registered in a service that manages invoice files;
means for receiving settings of conditions for the predetermined period;
means for extracting invoice files that have been newly stored between the previous search and the current search and whose names or contents contain predetermined keywords as invoice files that have not yet been registered with the service;
and means for specifying a server that provides the service and transmitting the acquired bill file so that the extracted bill file is registered with the service.