These videos demonstrate several ways SimpleIndex can automatically index
different types of documents. If you are new to SimpleIndex, watching
these videos is the easiest way to see what it can do. You can
follow along using the sample files included in the SimpleIndex Demo.
The sample files are copied to your Configuration Folder when
you run the SimpleIndex Demo for the first
time. If you can't find the samples, copy them with the Global
Settings Wizard in the File menu.
Custom Solutions for Accounting & Mortgage
SimpleQB
Scan invoices, OCR the key data and automatically receive bills in
QuickBooks accounting software. SimpleQB can transfer transaction data
from SimpleIndex to QuickBooks, automating your scanning and data entry
tasks simultaneously.
More info at SimpleQB.
Extensive online training videos for the Simple Software product line are
available at the University of Simple Software. Live versions of
each class can also be scheduled with our support staff.
This video shows the Zone OCR Invoice Processing sample job.
Zone OCR is the traditional method for extracting index data from printed
text that appears in a fixed location on every page.
The video also shows how Zone OCR is enhanced with SimpleIndex's
Template Matching and
Dictionary Matching features, giving you much more margin for error than
other solutions.
This video shows how barcode recognition can be used with our 1-click processing
feature to index files quickly, easily and accurately.
With a single click a batch of documents is imported, barcodes are recognized
and files are exported to organized folders and filenames as well as a
SimpleSearch document database.
In the second part of the video, a SimpleSearch configuration is used to search
and view the files processed in the first part.
This demonstrates the PDF
OCR text processing capabilities of SimpleIndex by
extracting the Document Number, Date, Document Type, Customer and Total
from a number of Estimates and Invoices.
All of this information
is read automatically using the existing text layer of a computer
generated PDF, such as those created using PDF printer drivers. Template and dictionary matching
algorithms are used to locate and extract the correct data values from
the text.
Since the existing text is being used, OCR is not performed. This makes
processing much faster and 100% accurate. OCR can be used to get text from
scanned PDF files with no existing text.
This job configuration uses a 3-step process to automate the OCR
processing. First, full-page OCR is performed on each image. Field
data is extracted from the full-page OCR using template and dictionary
matching algorithms. This is done in Pre-Index mode to allow
unattended processing. Data is saved to a database so it can be
reviewed and corrected in Step 2.
Step 2 uses Database Update mode to find images
with missing index values and allow the user to manually enter the
correct data.
Step 3 uses a SimpleSearch configuration to search and view the indexed
images, including full text searches.
SimpleQB is able to import QuickBooks
transactions automatically from a database.
When used with SimpleIndex OCR
you are able to fully automate the process of scanning invoices and
receiving them as bills in QuickBooks, as this video demonstrates.
This process automates the filing of scanned invoices and the bill
reconciliation automatically.
One of the most powerful features of SimpleIndex is its ability to be
launched from a command line. This allows you to save job
configurations to an icon that can be launched by double-clicking it.
Processing can be fully automated so that it runs minimized in the
taskbar and requires no user interaction whatsoever.
This video shows
what happens when you run the various sample jobs in this way.
