The
most import part of planning your imaging project is to find the most
efficient way to scan/import documents and associate them with the
correct index field values. Creating an efficient scanning and indexing
process will save you countless hours of labor over the life of your
project.
The two main methods for automating indexing are
Barcode Recognition and
Optical Character Recognition (OCR). Barcode recognition is faster and
more accurate, but your documents must contain a barcode on the document
or a cover page for this to work. OCR is able to read printed data
directly from the page, which means most documents can be processed
as-is. However there are many conditions that can affect the
practicality of OCR that will be discussed in this section.
If your index data already exists in another database, SimpleIndex has
two features that can make use of this data to automate processing. The
Index Autofill feature lets you enter one key field that is used in a
database lookup to retrieve matching values and fill in the remaining
index fields automatically.
Efficiency in SimpleIndex comes not just from automatic indexing
features, but also our streamlined workflow. SimpleIndex is
designed to perform all of the steps necessary to scan, process, verify
and export images in one smooth process. SimpleIndex also has the ability to
pre-set
index values and run jobs using the Command Line Interface.
This cuts down on user training and keystrokes necessary to execute the
steps in the workflow. More on this design feature can be found on
our Getting Started page.
The
Pre-Index Batch feature of SimpleIndex is what enables 1-click scanning
and indexing, as well as command
line processing. Pre-indexing lets you set fixed values for
index fields and apply them to a whole batch. These can be
combined with automatic values from barcode recognition, OCR and
Autofill to create fully automated batch processes that can be launched
from your custom application, a desktop shortcut, scheduled server task
or even linked to the scan button on your scanner.
The
Pre-Index Batch feature of SimpleIndex is what enables 1-click scanning
and indexing, as well as 