The University of SimpleSoftware is an online course catalog of short video lessons designed to teach the features of the SimpleSoftware 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.
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.
Job Configuration Basics
Selecting an input source; setting the output location; folder/file naming schemes; manual index fields.
Introduces the Pre-Index Batch option and demonstrates its use with manual indexing, barcodes and launching from an icon.
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.
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.
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.
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.
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.
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.
Features and Capabilities of SimpleCoversheet
How SimpleCoversheet can be used to produce barcode separator sheets in a variety of ways including in a batch, manually by a user, on sticky labels, and from a website.
How to create simple barcode coversheets to let you index documents automatically when they are scanned.
A walkthrough of SimpleView demonstrating the commands and shortcuts available to help you quickly browse thumbnails.
An overview of the many powerful features available in SimpleSend and the basics of creating jobs to automatically upload or e-mail your files.
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.
Shows how SimpleIndex can be implemented to scan vendor invoices and create new bill payments in QuickBooks
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.
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.
Checkbox Recognition with OMR
How to recognize check boxes with Optical Mark Recognition. Drawing check box zones and setting pixel thresholds.
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.
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.
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.
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.
Using the Template Field Type
Using the Template field type to require the user to enter values that match a specific pattern.
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.
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.
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.
The File Menu
Each of the options in the File Menu is reviewed, including saving SimpleIndex Job Configurations, running SimpleIndex Job Configurations, and accessing more advanced settings.
The Scan Menu
Each of the options in the Scan Menu is reviewed, including selecting your scanner, configuring your scanner, displaying scan dialogs, and adding new images to a batch.
The Process Menu
Each of the options in the Process Menu is reviewed, including reprocessing images, on the fly OCR, and using the Processing Log to get detailed information about what is running in each batch.
The Index Menu
Each of the options in the Index Menu is reviewed, including saving indexes, manipulating lists, removing images, and adding images.
The View Menu
Each of the options in the View Menu is reviewed, including changing the page viewing size, viewing images as thumbnails, viewing the grid, and access all the folders for the currently open configuration.
The Navigate Menu
Each of the options in the Navigate Menu is reviewed, including how to navigate between images and documents, as well as jumping straight to a specific document.
The Send Menu
Each of the options in the Send Menu is reviewed, including emailing, printing, and exporting files, as well as how to create a searchable CD.
The Help Menu
Each of the options in the Help Menu is reviewed, including opening the manual, activating the software, upgrading, and contacting support.
Advanced SimpleCoversheet Options
Linking coversheet drop-downs to database fields, batch printing coversheets and other database integration techniques.
Advanced SimpleView Options
Details the functions available in SimpleView not covered in SIM-130. Tips and tricks for efficient thumbnail viewing and rescanning.
Advanced SimpleSend Options
How to configure SimpleSend transfers; scheduling transfers; configuring multiple sources and destinations; using the automatic e-mailing functions.
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.
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.
Dynamic OCR Techniques with Dictionary & 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.
The Command Line Interface
Use the command line interface to launch SimpleIndex from another application or run SimpleIndex as an automated background job.
Automatic Processing with Windows Service
How to use the SimpleIndex Service Controls to run a batch job at a specific time or on a regular interval to enable automatic background processing.
Automatic Processing with Schedule Job
How to use the Windows Task Scheduler to run a batch job at a specific time or on a regular interval that will run automatically in the task bar.
Using the Mouse Action box to zoom in on the image, move the image, OCR to an index field, set an automatic zone, and annotate & crop images.
A review of all of the image annotation capabilities to mark images electronically with stamps, highlights, outside images, web links, redactions, and more.
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.
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..
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.
How to enable automatic OCR to Word, HTML or Text during batch processing.
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.
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.
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.
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.
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.
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.
Advanced command line parameters and automation techniques
Covers additional command line processing options not covered in previous courses.
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.
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.
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.
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.
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.
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.