The Autofill feature of SimpleIndex is an easy way to associate many index fields with one document without retyping data that already exists in another database. Autofill uses a database lookup to retrieve records that match a key value entered by the user. Blank index fields are then filled in automatically with the data from this lookup. The result is a document database with many different possible search fields, of which only one needed to be entered during scanning.
The key field may be typed by the user, or it may be read from the document automatically using barcode recognition or OCR. The lookup is performed either when the user changes this field or when the index values are saved. If the lookup finds multiple matching records, the user will be notified and the first set of values will be used by default.
When used with pre-index batches, key information can be read automatically from barcodes or OCR and matched to database records with a single click. Search on up to 99 index fields without a single keystroke!
|How do you configure the Autofill feature?|
|What is "Match & Attach" mode?|
|How do you configure a field to select from a list of possible values?|
|I know nothing about databases. Can I still use the database and Retrieval Mode features?|
|How do you configure full text searching in Retrieval mode?|
|Is SimpleIndex for Windows only? I'm a Mac user.|
|Does SimpleQB access or modify my QuickBooks database in any way?|
|How do I connect to an SQL Server database?|
|Are installation and training options available for SimpleIndex?|
|Is it possible to have the scanned image itself added to a database and not just the image path?|