How do I limit the number of files pulled from the input folder?
Please refer to the Wiki Documentation for the complete batch processing reference.
The Max File/Batch setting on the Batch Options tab lets you limit the number of files to process in each batch.
In the wizard it can be found under the Advanced File Input Settings section.
- Published in Import
What scanners does SimpleIndex work with?
Please refer to the Wiki Documentation for the complete Scanning reference.
SimpleIndex will work with both TWAIN and ISIS scanner drivers. TWAIN is more common and works with virtually all scanner models. ISIS is designed for high speed document scanners. Most sheetfed scanners support ISIS.
ISIS is much faster and has more features than TWAIN, and is the preferred way to scan documents. ISIS scanning is included with SimpleIndex Full or is available as an add-on for other versions.
- Published in TWAIN & ISIS Scanning
How much do Simple Software products cost?
Click here for the latest pricing and online ordering information. You can also purchase full service solutions from one of our Authorized Dealers.
Click here for a PDF version of the price list and a feature matrix that shows which features are included in each version.
All applications are activated online by entering a serial number in the demo. The serial is emailed to you once your order is processed.
- Published in Licensing & Installation, LoanStacker, SimpleCoversheet, SimpleExport, SimpleQB, SimpleSend, SimpleView
How do I export index data to a database?
Please refer to the Wiki Documentation for the complete Export reference.
There are a variety of ways to connect to your database. Detailed instructions are provided in the Manual (check the Help menu). Here is a brief overview of the steps involved:
-Create a job configuration to scan and index files
-On the database tab, set the “Database Mode” to “Insert New Records”
-To use ODBC, enter the data source name or file in Data Source
-To connect directly, select your database type under “Select a Data Source” and click Start. A series of dialogs will prompt you for database connection information.
-Select destination Table or View and click Reload
-For each index field, select the corresponding database field that will receive that field value
-The “Output File Field” will receive the path to the exported file
Once you have created records in your database in “Insert” mode, you can change to “Retrieve and View Records” and use SimpleIndex or SimpleSearch to search and view the files.
- Published in Database & Retrieval, Export
On what versions of Windows does SimpleIndex run?
SimpleIndex will run on Windows 11, 10, 8, 7, Vista, 2008 editions.
It would not run on Windows ME or NT.
SimpleIndex 8.3 and below are compatible with Windows XP, Server 2003 and Windows 2000.
- Published in Licensing & Installation
When I click Media Wizard, an error comes up saying “Installer Not detected in C:\Program Files\SimpleIndex\CDFiles\setup.exe” How do I fix this?
Please refer to the Wiki Documentation for the complete Wizard Mode reference.
You must include the latest SimpleIndex Standalone or Imaging Suite installer with your CDs to enable the search function. Download this file to “C:\ProgramFiles\SimpleIndex\CDFiles\setup.exe” to enable the Media Wizard or update it to the latest version.
- Published in Database & Retrieval
Can I scan with a Kofax Adrenaline based scanner interface?
Please refer to the Wiki Documentation for the complete Scanning reference.
Yes it is possible to scan with Kofax Adrenaline based scanners using the Adrenaline TWAIN or ISIS data source.
To configure ISIS, you may need to select one of the general Kofax drivers such as “Any Fujitsu Scanner with Adrenaline” or “Kofax Arenaline Scanner”.
To configure the TWAIN data source:
1. Download the Kofax Adrenaline TWAIN Data Source from Kofax Adrenaline Patches
2. Configure a scan source in KSM (in your computer’s Control Panel) called TWAIN SOURCE
3. Select the Kofax Adrenaline TWAIN driver from the Select Scanner dialog in SimpleIndex
There should be little difference in performance due to using the TWAIN interface, and all the Kofax image processing controls will still be available.
- Published in TWAIN & ISIS Scanning
What scanners are compatible with SimpleIndex? How do I find a list?
Please refer to the Wiki Documentation for the complete Scanning reference.
SimpleIndex is compatible with any device that has a TWAIN or ISIS driver. This includes virtually all makes and models of scanner, as well as many specialty scanners, digital cameras and other devices.
In the few instances when a scanner has a proprietary driver, it can still be used with SimpleIndex by first scanning to a folder and setting SimpleIndex‘s input to “From Folder” on the Input tab.
For many high-speed scanners (over 50 pages/minute), ISIS drivers provide improved throughput versus TWAIN. It is recommended you purchase the ISIS driver option with these scanners.
ISIS drivers also let you save your scanner settings to a file that can be distributed with your SimpleIndex configuration.
You can find more information on selecting the best scanner for your specific requirements on the ScanStore Scanners Guide, as well as a wide assortment of scanners available for purchase.
- Published in TWAIN & ISIS Scanning
Can the original image filename be used as part of the output filename?
Please refer to the Wiki Documentation for the complete File Output Settings reference.
The input filename can be specified automatically by configuring a field of type “Filename”. The input file path may also be parsed by the SimpleIndex dictionary and template matching algorithms to extract data fields from the folder and file names.
- Published in Export, Import, Indexing & UI
Is there a way to save the images when a batch is canceled?
Please refer to the Wiki Documentation for the complete Batch Processing reference.
At certain points a batch will need to be cancelled before it is complete. In this case you can save the images from the batch, but not the indexes that have been done so far in the batch. When cancelling the batch (File>End Job or Ctrl+N) or closing the software in the middle of the batch a prompt will appear asking to Save the images to the Backup Folder. Upon clicking Yes the files will be saved to the Backup Folder.
The Backup Folder is set per Job Configuration by going to the File menu, selecting Job Settings Wizard, going to the File Input step and expanding Advanced File Input Settings. The Backup Folder will allow you to navigate to the folder you would like to use by clicking “Set…” or by typing the path into the field. This is the folder that the files will go when the batch is cancelled. The files will go to a sub-folder with the name of the folder as the date and time the batch was started.
To start a new batch with these files go to the File menu and select Resume Job. Navigate to the Backup Folder and then open the batch folder and select the files.
The “Backup all input files” checkbox will save the files that were imported from the Input folder to the Backup Folder. The “Move invalid files to backup folder” checkbox will move any files with a Missing field to the Backup Folder.
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- Published in Import, Indexing & UI
How do you configure the Autofill feature?
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 application.
Autofill uses a database lookup to retrieve records that match a key value or values entered by the user or extracted with SimpleIndex. 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.
You can use one, two or three index fields as the key values to extract data from your data source. These index fields can be any of the various types of manual and automatic fields. Once the fields are matched the lookup information will get filled in to the Autofill Index fields.
Instructions
- Navigate to the Indexing & File Naming step in the Job Options Wizard under the File menu.
- Create an Index field(s) in SimpleIndex that will be used for the key matching value(s), which will pull the information from the database. This Index field can be any Type other than Autofill.
- Click the “Autofill Settings…” button on the top right.
- Select the “Datasource:” configured in the Database step in the drop down or click the “New Data Source…” button to create a new connection.
- Click the Load button, which loads the data from the database.
- Select the Table or View that the data is in in the “Table or View:” drop down.
- Select the key field from the database that will be used to match against to pull the other data from the other columns in the selected Table or View from the “Database Key Field 1:” drop down. If other index fields are required for matching the correct records select these in “Database Key Field 2:” and “Database Key Field 3:”
- Select the key index field from SimpleIndex that will be entered or extracted and used to match against the database in the “Index Key Field 1:” drop down. If other index fields are required for matching the correct records select these in the “Index Key Field 2:” and “Index Key Field 2:”, making sure that the correct SimpleIndex fields are linked to the correct database columns.
- Click Finish
- Create new Autofill index fields for each piece of additional data needed to be filled in based on the key field(s). The Template for each of the Autofill index fields should be the exact name of the column from the data source that should be filled.
By checking the “Allow manual input in Autofill fields” the users can edit the filled data manually. By checking “Automatically select first matching record” it will select the first record in the table that matches instead of asking which record should be used, when multiple records in the data source have the same data. By checking “Match on single Key Field” it will match on just one of the key fields, instead of requiring all key fields be match, when multiple key matching fields are used. By checking “Cascading List Mode” each autofill field is displayed as a drop down list populated by the records that match the key field(s) and each selection filters the next list for matching values.
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- Published in Database & Retrieval, Indexing & UI
Can I prevent users from changing the Job Options?
In certain cases the SimpleIndex users should not have access to the Job Configuration settings, so the options for the Job Configuration cannot be changed. These Job Settings Wizard options can be locked, so they can only be accessed with the correct password.
Instructions
- Go to the File menu and select Global Settings Wizard
- Select Advanced as the Setup Type
- Click Next to the Security Settings Step
- Enter the desired password under Job Settings Password in both “Password” and “Confirm”
Once set the Job Configuration Wizard can’t be accessed on any Job Configurations on this computer without the password.
Other security options are also available in the Security Settings step such as disabling Print/Email/Export features and making annotations permanent
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- Published in Indexing & UI, Licensing & Installation