University of Simple Software
Classes are Always in Session!  
The University of Simple Software is an online course catalog of short video lessons designed to teach the features of the Simple Software applications.  This lets you quickly learn how to implement the features you need for your application, without sitting through long explanations of functions you will never use.

Want a live instructor?  Any of the courses in our catalog can be taken live via GotoMeeting.  Up to 10 people may attend an online class, and a knowledgeable instructor will answer any questions you have.  Please Contact Us to schedule a live classroom session.

Please Note: the videos were recorded with SimpleIndex 5 and will differ slightly from SimpleIndex 6.  Updated and expanded training videos for SimpleIndex 6 will be made available during fall of 2008.

  
College of Scanning & Indexing  

Click the Course Number to watch online.
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If a course video is not yet available, please Contact Us to request it or schedule a live classroom session.

Download all class videos in 1 file:

Number Time Title Description
SIM-001 18:31 Beginners Guide to Batch Scanning and Indexing Students who are new to document scanning should take this class to familiarize themselves with terms and concepts that will be used throughout the other courses.
SIM-101 7:57 Getting Started with SimpleIndex The SimpleIndex approach to batch scanning; installing and running for the first time; using the sample jobs; options available to operator during processing.
SIM-102 10:37 Job Configuration Basics Selecting an input source; setting the output location; folder/file naming schemes; manual index fields.
SIM-103 5:07 One-Click Processing Introduces the Pre-Index Batch option and demonstrates its use with manual indexing, barcodes and launching from an icon.
SIM-104 19:32 Operator Training: Scanning and Indexing with SimpleIndex Focuses on how to use SimpleIndex from the operator's point of view.  Navigating the SimpleIndex application.  Options available during batch processing.  Shortcuts for efficient scanning and indexing.
SIM-105 10:23 Introduction to OCR and Barcode Recognition Demonstrates the use of OCR and Barcode Recognition to automate the indexing of scanned images. Overview of OCR and Barcode terminology, uses and limitations.
SIM-106 7:58 Processing Existing Files with SimpleIndex This course will show you the variety of ways to process existing single and multi-page TIFF and PDF files with SimpleIndex, and which import settings are required for other features like OCR and Barcode Recognition to work.
SIM-107 5:34 Deleting Blank Pages and Improving the Quality of Scanned Images Demonstrates the use of Blank Page Removal, Automatic Rotation, Deskew, Despeckle and Invert image processing functions used to improve the legibility of images.
SIM-108 12:02 Output Options: Getting the format, folder and filename you want Provides a detailed look at output file formats, single versus multi-page files, page numbering, folder and file naming schemes.
SIM-109 4:25 How to Activate and Transfer Simple Software Licenses How to activate your Simple Software serial number(s), transferring a license to another computer, performing an offline activation.
SIM-120   Introduction to SimpleCoversheet How to create simple barcode coversheets to let you index documents automatically when they are scanned.
SIM-130   Introduction to SimpleQC A walkthrough of SimpleQC demonstrating the commands and shortcuts available to help you quickly browse thumbnails.
SIM-140   Introduction to SimpleSend An overview of the many powerful features available in SimpleSend and the basics of creating jobs to automatically upload or e-mail your files.
SIM-150   Introduction to SimpleSearch SimpleSearch is an inexpensive, view-only license for SimpleIndex that lets you search and view documents.  This course shows the searching and viewing options available to SimpleSearch users.
SIM-160   Introduction to SimpleQB Shows how SimpleIndex jobs can be integrated with QuickBooks to provide an integrated menu that scans documents and links them to QuickBooks Customers, Vendors or Transactions.
Number Time Title Description
SIM-201 8:08 Creating OCR Configurations Takes a look under the hood of the Zone OCR sample job to see how it is configured.  Learn to draw OCR zones and create basic templates.
SIM-202 6:49 Creating Barcode Configurations Takes a look under the hood of the Barcode sample job to see how it is configured.  Learn to configure Barcode fields.  Tips on how to use templates and zones to eliminate stray barcodes.
SIM-203   Checkbox Recognition with OMR How to recognize check boxes with Optical Mark Recognition.  Drawing check box zones and setting pixel thresholds.
SIM-204 9:40 Index and Batch Logs Introduces the Index log which can be used to import your files into a variety of document management systems, and the Batch log used to track productivity.
SIM-205 8:54 Using the Fixed Field Type The Fixed field can be used to automatically index using a variety of pre-set values such as the job name, computer ID, user ID, etc..  Fixed fields can also be used to combine values from other fields.
SIM-206 8:05 Using the Autonumber Field Type A variety of document separation and numbering tasks are performed using the Autonumber field.  This course will show the use of blank page and barcode separator sheets as well as possible numbering available with the Autonumber field.
SIM-207 4:06 Using the List Field Type How to create a drop-down list for the user to select a field value from.  Populating the list using a text file or database field.
SIM-208 2:47 Using the Template Field Type Using the Template field type to require the user to enter values that match a specific pattern.
SIM-209   Database Basics Gives an overview of the Database options, which can be used to export this information directly to any database.  How to use the default database to store index information.
SIM-210   Configuring Index Autofill Autofill is one of the most powerful automation features in SimpleIndex.  It uses your existing database to find the matching record and populate your index fields automatically.  This course shows how to configure Autofill to work with your database.
SIM-211 6:37 Imprinting and Bates Stamping Imprinting can be used to stamp images with a uniform label on every page.  This is commonly used in Legal environments for Bates Stamping, where a sequential number is printed on every page.
SIM-212   Advanced Operator Options Overview of additional options available to the operator during indexing, including annotations, redaction, cropping, OCR, rescanning and image processing.
SIM-213   Advanced Scanning Techniques Configuring scanner settings; options for streamlining the scanning process; manual duplexing; automatic formatting for books and magazines; ISIS scanning
SIM-220   Advanced SimpleCoversheet Options Linking coversheet drop-downs to database fields, batch printing coversheets and other database integration techniques.
SIM-230   Advanced SimpleQC Options Details the functions available in SimpleQC not covered in SIM-130.  Tips and tricks for efficient thumbnail viewing and rescanning.
SIM-240   Advanced SimpleSend Options How to configure SimpleSend transfers; scheduling transfers; configuring multiple sources and destinations; using the automatic e-mailing functions.
SIM-250   Advanced SimpleSearch Options Course explains how to configure SimpleIndex jobs in Retrieval Mode for use with SimpleSearch and how to populate list fields from your search database.
SIM-260   Advanced SimpleQB Options How to configure the SimpleQB QuickBooks interface.  Populating SimpleIndex List fields with QuickBooks.  Advanced settings, tips and tricks for using SimpleIndex with QuickBooks.
Number Time Title Description
SIM-301   Dynamic OCR Techniques using Dictionary and Template Matching Using the advanced OCR options like Strip Fixed Characters, find and replace characters, multiple template formats and Thesaurus Matching to standardize variations in spelling and correct common OCR errors.
SIM-302   The Command Line Interface Use the command line interface to launch SimpleIndex from another application or run SimpleIndex as an automated background job.
SIM-303 4:47 Automatic Processing with Schedule Job How to use the Schedule Job screen to run a batch job at a specific time or on a regular interval to enable automatic background processing.
SIM-304   Using Windows Explorer Right-Click Menu Integration Configure a job file to appear when you right-click on a folder in Windows Explorer, allowing you to process the files in that folder with the selected job.
SIM-305   Integrating Custom Applications with Pre-Processing and Post-Processing The Pre-Process and Post-Process settings let you launch any application or script automatically at the start or end of a batch.  A wide range of custom functions can be implemented, such as format conversions, automatic QC or uploading, etc..
SIM-306   Advanced Features for Automatic Processing Configurations A variety of advanced features are available to handle exceptions during automatic processing.  These include missing fields, invalid file formats, unrecognized barcodes and other events.
SIM-307   Full-Page OCR and Interactive Training How to enable automatic OCR to Word, HTML or Text during batch processing.  Using Interactive Training to improve OCR accuracy.
SIM-308   Advanced Log Formatting Options The log file can be configured to output the field values in any order and in any delimited text file format.  This allows SimpleIndex to create index files that are compatible with most document management systems.
SIM-309   Securing Access to Documents You can use the security access settings in your database to force users to authenticate when logging on to SimpleIndex.  Administrators may also set a password to prevent users from changing settings, as well as force non-admins to view redactions.
SIM-310   Creating Custom CD/DVDs with the Media Wizard Using the Media Wizard to create searchable CD/DVDs using SimpleSearch.  How to customize the Media Wizard disc layout and start page.
SIM-311   Required Documents Auditing Many scanning tasks, such as front desk applications, require that several documents exist in each batch.  This course shows how to configure SimpleIndex to prevent the release of a batch unless all required documents are present.
Number Time Title Description
SIM-401   Automatic Indexing of MS Office and PDF files using Dynamic OCR How to configure OCR coordinates when using existing document text from MS Office or PDF files or full-page OCR results.  Extracting index values from the input file path.  Tips and tricks for processing MS Office and PDF files.
SIM-402   Advanced Pattern Matching using Regular Expressions Introduction to Regular Expressions, which provide a standard language for performing advanced pattern matching.  How to find more information on regular expressions, as well as hundreds of examples of regular expressions for common index types.
SIM-403   Advanced command line parameters and automation techniques Covers additional command line processing options not covered in previous courses.
SIM-404   Automating multi-step jobs using Pre-Processing and Post-Processing SimpleIndex jobs can be launched using the Pre-Process and Post-Process options, allowing you to fully automate jobs that require a 2-step indexing process.  A common example uses separator pages to create multi-page files, then a second job to OCR the first page of each file.
SIM-405   Configuring multi-user scanning and indexing environments How to use Database Update Mode to allow multiple scanning and indexing operators to process documents using a shared database.  How to create multi-step workflows, including double-key verification.
SIM-406   Implementing Distributed Capture with SimpleIndex and SimpleSend Options available to assist in the installation and configuration of multiple decentralized workstations.  How to create a configuration package to install job files, dictionaries, default folders, security settings and scanner drivers on destination workstation.
SIM-407   Using Match and Attach Mode to perform batch updates on existing data Existing database records can be linked to scanned images by populating the image file field with Match and Attach.  This unique feature allows this process to take place in a single step with no custom import scripts to design.
SIM-408   Configuring jobs dynamically using XML configuration files Takes you behind the scenes into the XML formatting of the SimpleIndex Configuration File.  How to set job settings with XML configurations your application can generate dynamically.
SIM-409   Configuring your web server to host SimpleIndex configuration files How to configure the MIME settings on your web server to recognize the SimpleIndex SIC file extension.  This lets you centrally manage job settings on your server and launch them from a web link or URL.
 
 
College of Business  
Courses in the College of Business are available for Simple Software Authorized Dealers only.  Please contact your Simple Software representative for more information on these courses.
Find Out More    
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How to Buy    
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Online Support Options    
Simple Software provides an interactive Frequently Asked Questions database and Live Support chat system, as well as free Training Videos.

QuickBooks Users    
SimpleQB lets you scan and view documents from QuickBooks and import transaction data from OCR, barcodes or a database.  More on SimpleQB.

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Affordable Forms Processing - Automatic Data Capture - Barcode Recognition - Batch Scanning - Bates Stamping - Distributed Document Capture - Document Imaging - Document Indexing - Inexpensive Document Management - OCR - PDF Conversion - Scanning Software - Zone OCR