SimpleIndex v9.0
SimpleIndex v9.0
Simple Software is pleased to announce the latest iteration of our easy-to-use scanning and indexing flagship product. This latest revision adds a host of new features both user-facing and behind-the-scenes.
- Additional language support for Tesseract OCR: includes Chinese, Arabic, Hindi and other languages. Installing the language pack will enable recognition in all available languages for Tesseract 3.02 Full list of supported languages.
- Automatic routing: documents with missing index fields directed to the Backup folder on export for manual review.
- PDF Forms Automation: Read data from filled in PDF forms and send it to a spreadsheet or database, or reverse the process and fill in blank forms with existing data.
- Integrated document separation: combines pages into multi-page documents without the need for a 2-step configuration.
- Automatic forwarding of a copy of the first page: from each exported file a first page is forwarded to a separate folder for data processing. Improves performance and reduces click charges for multi-page documents where data is only extracted from the first page.
- Image-based semi-transparent watermarking support: adding logos, trademarks or backgrounds for PDF files.
- Page Order Validation: read the page number from each page with OCR and compare it to the scanned page order. Automatically flags any pages where the page number doesn’t match the expected value, allowing the operator to make corrections before the document is saved.
- Double-Index Validation: compare the value of two fields during unattended processing and automatically route documents to exceptions when the values don’t match. Use for unattended page order validation, backup zonal OCR when a value appears multiple times on the page, or comparing documents to expected values from a database.
- Updated imaging components: improvements to image processing performance and compatibility.
- .NET platform upgrade from 4.0 to 4.5.2: As a result Windows XP is no longer supported. Please use previous versions of SimpleIndex
- Updated licensing process: Streamlined activation using installer, improving virtualization compatibility and prevent activation issues during major Windows updates. Removed page per year limits on Advanced Barcode Server license.
- Improved SharePoint performance: much faster uploads, automatically match metadata fields.
- Third Autofill key field: When you can’t match on just 2 fields.
- Published in Release Notes
SimpleIndex v8.4
SimpleIndex v8.4
Simple Software is pleased to announce the latest iteration of our easy-to-use scanning and indexing flagship product. SimpleIndex v8.4
This iteration is all about more flexibility with file types, both those coming in and what gets saved out.
- MS Office Files Available Directly in SimpleView SimpleIndex has always been able to handle Office files, but in past versions we had to load the particular office application into SimpleIndex‘s viewing window. That is no longer the case as SimpleView (both standalone and inside SimpleIndex) can display Office files. This gives you a faster workflow without having to call up the external apps and keeps a single interface for all the different Office formats.
Excel file displayed natively in SimpleView - Support for JPEG 2000 Using a sophisticated encoding method, JPEG 2000 files can compress files with less loss of information. In addition, the file format is less likely to be affected by bit errors and other file system errors due to its more efficient coding structure.
- PDF Linearization Also known as Fast Web View, linearizing a pdf allows it to be displayed across an internet connection one page at a time versus the entire file having to be downloaded before it can be displayed. This saves time especially with large documents and is well suited to web-accessed document management systems.
- Improved Support for Office 365 Authentication Methods Particularly useful with SharePoint, this ability allows SimpleIndex to access online Office 365 shares without repeated login screens.
- Split Document by Selected Pages in SimpleView Multi-page documents can be broken apart on the fly for separate indexing while working through a batch.
- Published in Release Notes
SimpleIndex v8.2
SimpleIndex v8.2
Refining and expanding the enhancements of SimpleIndex v8.1, we’ve put more power in the hands of the user.
- Better selection controls
- Multiple matches on Autofill generates a selection window
- Lists can now cascade based on earlier selections
- List entries can be limited for improved performance
- Improved SharePoint Integration
- Better handling of custom column values
- Support for Managed Metadata columns
- Support for SharePoint Online w/ NTLM authentication
- SP Client is now installed automatically, removing a step from configuration
- Select the OCR Engine in the Wizard
- Standard (Tesseract) included in all editions
- Professional (FineReader) included in Enhanced OCR and Pro editions
- Switch between the two to find the most (cost) effective solution
- Updated Output Handling
- Corrupt or invalid pages are replaced with a placeholder instead of dropping them
- Documents can now be exported as database objects AND files
- Published in Release Notes
SimpleIndex v8.0
SimpleIndex v8.0
There are hundreds of changes, both big and small, in the version of SimpleIndex 8.0.
A few of the more notable changes are listed below:
- Published in Release Notes
SimpleIndex v7.5
SimpleIndex v7.5
Enhancements to Server, Export Top New Features List
Simple Software is pleased to announce the latest iteration of our
easy-to-use scanning and indexing flagship product. This latest revision
includes an enhanced server processing module with a web services interface, integrated export function with built-in templates for several popular document management solutions, and free versions of our Imaging Suite applications.
New Server Manager & Web Services Interface
The server configuration tool is much more intuitive and now
lets you monitor batch processing in real time. Similarly, the redesigned server module is faster, more reliable and uses fewer system resources.
The web service interface lets you submit job files on demand for processing on the server. This lets you run any job you want any time you want, provides tight integration with third party applications, and avoids having to configure each job in the manager.
New Integrated Export
We’ve integrated our SimpleExport functionality right into SimpleIndex and improved integration with web services and SharePoint. Templates for
several popular document management applications are included, and new templates can be developed quickly for a nominal charge. But the best part is that you no longer need to purchase a SimpleExport license to use custom exports!
SharePoint 2010 users can upload documents, organize folders and set custom field data directly from SimpleIndex. Users who have developed custom web services can have documents and data published directly to their website with HTTP POST and web services file uploads.
Other Enhancements in SimpleIndex 7.5
Current users will also notice background enhancements such as
improved handling with variations in TIFF, PDF, and JPEG files.
Likewise the ability to process on-the-fly during scanning has
been ramped up and if you work in virtual environments, there’s
enhanced support for VMWare.
A new Global Settings Wizard makes initial setup easier than ever,
and adds the option to associate SimpleIndex job files with the right-click menu in Windows Explorer. You can perform OCR operations on the clipboard or from screen shots, not just scanned pages. A new Long Text Editor lets you manually select, extract and format paragraphs of text. Like
using barcodes? Barcode accuracy has been improved and you can even extract specific characters from within a barcode value.
Because we have not upgraded licensed technologies like OCR and barcode recognition, we have been able to provide this update free of charge for any version 7 user regardless of annual maintenance!
Under the Hood
We’ve turned up the dial on the performance and added some behind-the-scenes enhancements that you have been asking for.
- New, faster imaging libraries with better support for variations in TIFF/PDF/JPEG formats
- New Regular Expressions implementation allows advanced features like look-ahead and look-behind
- Improved VMWare support
- Improved support for mouse wheel actions
- Improved on-the-fly processing during scanning
- Better barcode accuracy through improved barcode checksum support
Other New Features
From the moment you run SimpleIndex 7.5 for the first time, you’ll find new tools and options to help you get more done faster. The following lists all new features added since the 7.2 release.
- New Global Settings Wizard streamlines initial setup process
- Clipboard and screen shot OCR captures data from application screens
- Multi-crop lets you draw several zones on the page and
extract them to separate files automatically - Display converted index log report after batch with
clickable links to exported files - Process any folder with any SimpleIndex job by
right-clicking the folder in Windows Explorer - Pages are displayed while rescanning or scanning to a single file
- Extract characters from a barcode using %[start,length]% in template
- Simplified compression options screen
- Insert files into batch
- Long text editor for capturing large blocks of text; quickly
copy/paste and reformat text from searchable PDFs - Add new records to database when no match is found on export
- Sort input by modified date instead of filename
- Test Barcodes option reads all barcodes on the page and
gives coordinates, type and other stats - Find in Lists option helps you find values in a long list
when you don’t know the starting characters
Improved Integration with Servers and Databases
From launching jobs via the web to saving index data directly in a DMS friendly format, SimpleIndex 7.5 steps it up from start to finish.
- SimpleExport functions integrated directly into SimpleIndex;
output index data to any XML/HTML/Text format - New server configuration tool is more intuitive and lets you
monitor batch processing in real time - Redesigned server module is faster, more reliable and uses
fewer system resources - Web service interface lets you remotely control server
processing - HTTP Post file upload support for integration with custom
web applications - SharePoint 2010 integration — export images and index data
to document libraries
- Published in Release Notes
SimpleIndex v7.4
SimpleIndex v7.4
Simple Software is pleased to announce the latest iteration of our
easy-to-use scanning and indexing flagship product. This latest revision
adds a host of new features both user-facing and behind-the-scenes.
Introducing SimpleIndex 7.4
Current users will notice background enhancments such as improved handling with variations in TIFF, PDF, and JPEG files. Likewise the ability to process on-the-fly during scanning has been ramped up and if you work in virtual environments, there’s enhanced support for VMWare.
The improvements don’t stop under the hood. Users will notice a new Global Settings Wizard that ensures everything is in place before you get to work. You can perform OCR operations on the clipboard or from screen shots, not just scanned pages and if you need to touch up an OCR capture, there is now a long text editor that lets you type or copy/paste at length. Like using barcodes? Barcode accuracy has been improved and you can even extract specific characters from within a barcode value.
And those of you that integrate SimpleIndex with backend server or
database systems, we haven’t forgotten you. The new server configuration
tool is more intuitive and lets you monitor batch processing in real time.
Similarly, the redesigned server module is faster, more reliable and uses
fewer system resources. There’s even a web service interface so all of this
can be controlled remotely. We’ve even integrated our SimpleExport functionality right into SimpleIndex and added the ability to export images
and index data right to a SharePoint 2010 library.
- Published in Release Notes
Will your SimpleQB allow me to scan in old invoices or bank statements directly into QuickBooks?
SimpleQB enables you to scan and link documents to QuickBooks transactions through a custom menu. When you have an invoice, purchase order, work order, bank reconciliation or other transaction open, simply click the Scan menu to scan a document and save it with that transaction.
To view the documents for a transaction, just click the View menu.
You can also use SimpleSearch to find and view documents scanned with SimpleQB without the QuickBooks interface.
- Published in Database & Retrieval, SimpleQB
I have a duplex scanner how do I set up SimpleIndex to scan 2 sided documents automatically?
Simplex versus Duplex scanning is a function of your scanner driver. SimpleIndex uses both TWAIN and ISIS drivers. ISIS drivers are faster for high-speed scanners and are preferred.
To configure duplex on an ISIS scanner:
1 Select “Use ISIS Driver” from the Scan menu if it is not selected
2 If this is your first time using ISIS, click “Select a Scanner” to select the driver for your scanner
3 Click Display Scanner Settings to display the ISIS driver settings
4 Find the setting for Simplex/Duplex and set appropriately. Each scanner model has a different driver interface. Refer to your scanner’s documentation if you cannot find the duplex setting.
To set the scanner settings using TWAIN:
1 Select “Use TWAIN Driver” from the Scan menu
2 If this is your first time scanning with TWAIN, click “Select a Scanner” and select your scanner
3 If “Display Scanner Settings” is not checked in the Scan menu, click it to select it
4 When you run the job, the scanner settings will be displayed prior to scanning. Find and select the duplex setting there. If you cannot find it, refer to your scanner’s documentation.
When scanning in duplex, you will want to enable automatic blank page deletion. Many scanners have this feature built-in, so check your driver settings to see if there is a blank page deletion option.
If your scanner doesn’t have blank page deletion, use the “Min File Size” setting on the Batch tab of the Options screen to enable it in SimpleIndex. This setting refers to the minimum file size (in bytes) for a page to be considered non-blank. Any file under that size will be deleted. This value varies depending on scan resolution, and does not work with uncompressed files.
- Published in TWAIN & ISIS Scanning
In the middle of a batch that was scanned our computer is receiving an error, from that point to the end of the batch it’s not saved. Is this a SimpleIndex problem or windows?
This usually indicates an overload of the memory of the computer, which causes an error. The usual solution to this issue is to scan batches with a fewer number of pages.
- Published in Indexing & UI
When exporting to a database, I get the error “Multi-step operation generated errors”
This error is usually caused when the data you are trying to insert does not match the data type of the database field. This could be a text value being inserted into a number or date field, or a text value that is longer than the maximum length of the field.
To avoid this error, be sure to use the correct Field Type and/or Template on the Index tab to force the user to enter data in the correct format. You may also need to adjust the data types or lengths for your database fields.
- Published in Database & Retrieval
When I use an Autonumber with single-page files, only the page number is shown in the filename and not the Autonumber.
This happens when the autonumber is in the same format as file page numbers. By default, page numbers have 4 digits–0001, 0002, etc. If you need to use an autonumber with 4 digits, you should set the FILE_NUMBER_LENGTH setting in the INI file to 5 (accessed from the Advanced tab).
- Published in Export
Acrobat PDF files will not display in SimpleIndex, and when I exit the program it crashes.
This is a known compatibility issue between the browser plug-ins for Acrobat 6 (Full) and Acrobat 7 (Reader). When both programs are installed on the same machine, and automatic updates are applied, registration for the browser plug-in is corrupted.
This problem affects any application using the Acrobat browser plug-in, including Internet Explorer and other web browsers.
The short-term solution is to uninstall and reinstall Acrobat 7. It is recommended you download the latest version from Adobe to prevent the problem from recurring when the next update is installed.
The long-term solution is to upgrade to Acrobat 7 Standard or Pro and uninstall Acrobat 6.
- Published in Indexing & UI
How do I burn a CD or DVD of images from SimpleIndex, and have my users be able to view them? Is that functionality available from a full SimpleIndex license or do I need to buy additional software?
This feature is included in SimpleIndex at no additional cost and is called the Media Wizard.
The Media Wizard is located in the “Scan” 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 Licensing & Installation
I accidentally clicked something and now I can’t see my image in SimpleIndex. What did I do and how can I fix it?
In the main SimpleIndex window you will see a sidebar on the right side, and in the middle of that sidebar are buttons that control the Mouse Action. By default the Mouse Action is set to Zoom In on the image so when you need to magnify something on an image you can quickly and easily do that.
If you clicked and dragged your mouse accidentally over the image you zoomed in on it, so to return the image to full size click on the View menu at the top of the window, then click on Full Page. The keyboard shortcut to do this is also listed beside the menu command, in this case it is Ctrl + F.
- Published in Fixes for Common Problems, Indexing & UI
Why are the Image File Name, Mouse Action and/or Save Index buttons are not visible on the main window?
There are 2 possible causes for this.
First, if your screen is set to a low resolution (less than 1024×768) there is not enough room on the screen to display all the controls. A high resolution display is recommended for scanning because it lets you see more of the page at once. Use the Display Settings in your Control Panel to adjust your screen resolution.
The second cause for this problem is if the Display Fields setting on the Index tab is set too high. SimpleIndex will attempt to display the number of fields set here, even if they do not fit on the screen. Lower this number until all the controls you need are displayed.
- Published in Indexing & UI
When I move to another page and move back, the information I typed is lost. What is happening?
This behavior is by design. You must click the “Save Index” button in order to save the changes you make to index fields. This allows you to easily undo mistakes.
The “Save Index” button can be hit by simply pressing Enter on your keyboard while indexing. This will save your index data and advance to the next page automatically. This is the most efficient way to perform key indexing since the hands don’t have to leave the keyboard.
The “Save All” button can be used to save all the files in the batch with their current index values. This is the equivalent of clicking “Save Index” over and over until the last page is reached.
- Published in Indexing & UI
What is “Match & Attach” mode?
Match & Attach mode lets you batch update multiple records in a database using the index data from your SimpleIndex job. For example, if you have a large backfile of documents that you want to scan and link to records in an existing database, you can use Match & Attach to find the corresponding record and set the Image Path field to the newly scanned file.
For details on how to configure Match & Attach mode, please refer to the manual.
- Published in Database & Retrieval, Export
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