Can SimpleQB be used to scan in receipts and invoices which are then matched to the files kept in the QuickBooks System?
Please refer to the Wiki Documentation for the complete SimpleQB reference.
Yes, That is exactly what SimpleQB was designed to do.
SimpleQB uses the information from your QuickBooks documents to file images under the appropriate customer/vendor, document type, document number and date. Simply pull up the corresponding file in QuickBooks and click scan!
- Published in SimpleQB
I have a scanner with Virtual ReScan (VRS) that is not scanning properly. How do I solve this issue?
Please refer to the Wiki Documentation for the complete Scanning reference. Any time that you have a scanner with Virtual ReScan (VRS) you must pick Kofax VRS as the scanner instead of the scanner model itself. With VRS you assign the scanner to VRS and then anytime you pick Kofax VRS as the scanner in your scanning software the assigned scanner will be the scanner that is used. |
- Published in TWAIN & ISIS Scanning
I have a scanner/copier that creates PDF and TIFF files and saves them to my file server. Can I use SimpleIndex to create a searchable CD/DVD from these files?
Please refer to the Wiki Documentation for the complete Wizard Mode reference.
This feature is included in SimpleIndex at no additional cost and is called the Media Wizard.
The Media Wizard is located in the “Send” file menu and is called Media Wizard. It allows you to burn your images, indexes, a database and a free SimpleSearch viewer for just the CD or DVD. It also provides an easy way to get the maximum amount of information on the media that you want it on.
You set up the Media Wizard by pointing it to your image folder and database and you select the media that you would like to put it on. It then saves a file folder with all the files that you would need in the size of the media you are using in the location that you designate. You then burn these files using the burning application of your choice.
- Published in Database & Retrieval, Import
If I have a form which is filled manually by hand, can SimpleIndex read the data from it?
Please refer to the Wiki Documentation for the complete Handprint Recognition reference.
SimpleIndex offers two kinds of ICR (Intelligent Character Recognition) for converting printed and script handwriting to text.
The Cloud OCR feature enables the Amazon AWS Textract OCR engine, that has the ability to read unconstrained print and scripted handwriting with surprisingly good accuracy.
The FineReader OCR engine offers handprint recognition designed for forms processing. it is optimized for hand-filled forms that use letter boxes or combs to ensure each letter is separated. FineReader will also work with underlined text as long as it is printed. For cursive scripts the Cloud OCR option is recommended.
- Published in OCR
How do I connect to an existing Access database?
SimpleIndex has the ability to export, query or autofill from an Access database. This allows you to upload data that is indexed with SimpleIndex to a table or query, search against the database or pull information from the database based on a key value.
Insert New Data
- Open the Job Settings Wizard and go to the Database step
- Set the Database Mode to Insert New Records
- Click the “New Data Source…: button
- Select the Microsoft Access radio button and click Next
- Click “Browse…” button under “Access Database:”, browse to the database file, select it and click Open
- Click the “Load” button under “Table or View:” and then select the Table or Query that needs to be Inserted to
- Link all of the fields in SimpleIndex to the columns in the database that they should Insert to
Search Existing Data
- Open the Job Settings Wizard and go to the Database step
- Set the Database Mode to Retrieve and View Records
- Click the “New Data Source…: button
- Select the Microsoft Access radio button and click Next
- Click “Browse…” button under “Access Database:”, browse to the database file, select it and click Open
- Click the “Load” button under “Table or View:” and then select the Table or Query that needs to be Inserted to
- Link all of the fields in SimpleIndex to the columns in the database that they should Insert to
Autofill Based on Key Values
- Open the Job Settings Wizard and go to the Indexing & File Naming Step
- Click the “Autofill Settings…” button
- Click the “New Data Source…: button
- Select the Microsoft Access radio button and click Next
- Click “Browse…” button under “Access Database:”, browse to the database file, select it and click Open
- Click the “Load” button under “Table or View:” and then select the Table or Query that is being filled from
- Select the key field for the database column in the “Database Key Field 1:”
- Select the key field for the SimpleIndex index field in the “Index Key Field 1:”
- Set-up the Autofill fields that need to be filled in based on the key field
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- Published in Database & Retrieval
I know nothing about databases. Can I still use the database and Retrieval Mode features?
Yes! We’ve made it simple to create a database that you can use to store index information and perform searches with SimpleIndex Retrieval Mode.
Once you have configured a SimpleIndex job to scan and store documents on your network, use these steps to create a database to store index information for searching:
- Go to the Database step in the Job Settings Wizard
- Click “New Data Source…”
- Select Default and then click Next
- Click Yes when asked to “Copy default database to config file folder and configure settings?”
- The database will be copied to the folder that the Job Configuration is saved in and the name of the database will be the same name as the Job Configuration with all of the fields in SimpleIndex
This creates a database and automatically links it to your SimpleIndex Job Configuration for uploading to or searching from.
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- Published in Database & Retrieval
How are Simple Software products licensed?
All Simple Software products are licensed with three different license types:
- Workstation – Per computer license, with one license needed for each computer that runs the software.
- Concurrent – Shared license that can be installed on any number of computers, but only one computer at a time per license can run the software at a time.
- Subscription – Monthly cost with a 6 month minimum that uses the Concurrent license.
The demo version is “activated” online using a serial number generated for your organization. All licenses purchased for each application can be activated with the same serial or separate serials upon request. If there isn’t an internet connection or security blocks connection to the SimpleIndex license server and offline activation can be done.
The license can be transferred to another PC. Check out the FAQ for Activating and Transferring licenses for further details.
A Server Processing Add-on license is required when SimpleIndex is need to run automatically as a background process using the Windows Service. The Server Processing Add-on license can be added to any version of SimpleIndex to enable 1 million pages per year of unattended server processing. Additional server add-ons can be activated to add increments of 1M pages per year. There is also an Advanced Barcode Server Add-on license for running SimpleIndex as a Windows Service with an unlimited page count only for recognizing barcodes.
Click here for a PDF version of the price list and a feature matrix that shows which features are included in each version.
You can learn more about product activation here.
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- Published in Licensing & Installation