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.