Document workflows in a document management system
Through a workflow interface, a document management system enables a user to establish a document workflow. The document workflow establishes a set of document actions for the document management system to perform automatically in response to a request from the user. The user defines the document workflow by selecting from a set of workflow operations and specifying parameters for the selected workflow operation. The user additionally defines an approval workflow operation and a rejection workflow operation that designate document actions in the event that a document is approved or rejected, respectively. The document management system performs at least a portion of the document workflow in an order determined from the workflow interface.
1 . A computer-implemented method, comprising:
generating, using at least one processor, a document template using a training document and displaying, in an interface, the document template and one or more candidate document tags associated with the document template, wherein the displaying includes displaying, in the interface, one or more suggested terms corresponding to at least one of the one or more candidate document tags, wherein the one or more suggested terms are not embedded into the document template;
receiving, using the at least one processor, a selection of a candidate document tag in the one or more candidate document tags and an identification of a location within the document template;
modifying, using the at least one processor, the document template using a text representation of the selected candidate document tag within a text of the document template at the location;
retrieving, using the at least one processor, a data value corresponding to the selected candidate document tag; and
generating, using the at least one processor, a document using the modified document template, wherein the document includes the data value in place of the text representation of the selected candidate document tag.
2 . The method of claim 1 , wherein document template is displayed in the interface in accordance with one or more document formatting rules.
3 . The method of claim 2 , further comprising formatting the document using the one or more document formatting rules.
4 . The method of claim 2 , further comprising
modifying the interface to include an interface element corresponding to a selection of at least one suggested term in the one or more suggested terms.
5 . The method of claim 4 , further comprising modifying the document template to include text and a new candidate document tag corresponding to the selection of the at least one suggested term.
6 . The method of claim 5 , wherein the interface element includes a field in the document template, wherein the new candidate tag is associated with a list of suggested field values.
7 . The method of claim 6 , wherein at least one of the suggested field values corresponds to one or more secondary tags that have not been applied to the document template, wherein the document includes selected one or more field values in place of each of the one or more tags applied to the document template and one or more field values corresponding to at least one of the one or more secondary tags.
8 . A non-transitory computer-readable storage medium storing executable instructions that, when executed by a hardware processor, cause the hardware processor to:
select a candidate document tag in one or more candidate document tags and an identification of a location within a document template, wherein the document template is generated using a training document;
display, in an interface, the document template and the one or more candidate document tags associated with the document template, wherein displaying of the document template includes displaying, in the interface, one or more suggested terms corresponding to at least one of the one or more candidate document tags, wherein the one or more suggested terms are not embedded into the document template;
modify the document template using a text representation of the selected candidate document tag within a text of the document template at the location;
retrieve a data value corresponding to the selected candidate document tag; and
generate a document using the modified document template, wherein the document includes the data value in place of the text representation of the selected candidate document tag.
9 . The non-transitory computer-readable storage medium of claim 8 , wherein document template is displayed in the interface in accordance with one or more document formatting rules.
10 . The non-transitory computer-readable storage medium of claim 9 , wherein the hardware processor is configured to format the document using the one or more document formatting rules.
11 . The non-transitory computer-readable storage medium of claim 8 , wherein the hardware processor is configured to modify the interface to include an interface element corresponding to a selection of at least one suggested term in the one or more suggested terms.
12 . The non-transitory computer-readable storage medium of claim 11 , wherein the hardware processor is configured to modify the document template to include text and a new candidate document tag corresponding to the selection of the at least one suggested term.
13 . The non-transitory computer-readable storage medium of claim 12 , wherein the interface element includes a field in the document template, wherein the new candidate tag is associated with a list of suggested field values.
14 . The non-transitory computer-readable storage medium of claim 13 , wherein at least one of the suggested field values corresponds to one or more secondary tags that have not been applied to the document template, wherein the document includes selected one or more field values in place of each of the one or more tags applied to the document template and one or more field values corresponding to at least one of the one or more secondary tags.
15 . A system, comprising:
a hardware processor; and
a non-transitory computer-readable storage medium storing executable instructions that, when executed, cause the hardware processor to:
generate a document template using a training document and display, in an interface, the document template and one or more candidate document tags associated with the document template and display, in the interface, one or more suggested terms corresponding to at least one of the one or more candidate document tags, wherein the one or more suggested terms are not embedded into the document template;
modify the document template using a text representation of a selected candidate document tag in the one or more candidate document tags within a text of the document template at a location within the document template;
retrieve a data value corresponding to the selected candidate document tag; and
generate a document using the modified document template, wherein the document includes the data value in place of the text representation of the selected candidate document tag.
16 . The system of claim 15 , wherein the hardware processor is configured to
modify the interface to include an interface element corresponding to a selection of at least one suggested term in the one or more suggested terms; and
modify the document template to include text and a new candidate document tag corresponding to the selection of the at least one suggested term.
17 . The system of claim 16 , wherein
the interface element includes a field in the document template, wherein the new candidate tag is associated with a list of suggested field values; and
at least one of the suggested field values corresponds to one or more secondary tags that have not been applied to the document template, wherein the document includes selected one or more field values in place of each of the one or more tags applied to the document template and one or more field values corresponding to at least one of the one or more secondary tags.
18 . The system of claim 15 , wherein document template is displayed in the interface in accordance with one or more document formatting rules.