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Ensures All Required Documents are Scanned

Some applications have a set of standard documents that are required to be present in each batch. SimpleIndex has the ability to specify a list of required values for a field then audit each batch at the end to ensure all are present. Any missing pages may be scanned and indexed automatically from this screen as well. This feature may also be configured to allow exceptions and log a valid justification for the absent document.

This feature makes SimpleIndex the perfect front desk scanning application For example, a health care chain may have a list of documents they must collect from each patient in order to bill the insurance company With SimpleIndex they can image these documents at the front desk, and audit the batch automatically to ensure all the required pages are there.

Doing this not only eliminates the need for a dedicated, central scanning department to image these files, it also greatly decreases the error rate and improves collections turnaround for our example company.

Learn More:

Scan, file, and process document data quickly and efficiently with Simple Software's tailored OCR automation and one-click processing that fits your unique business needs
Use SimpleIndex OCR to convert scanned and digital images to searchable PDF files for automated sorting, filing, and export to applications such as Word, Excel, PowerPoint, etc.
Automatically and accurately convert scanned and digital documents with simple and complicated tables to PDF files, Excel, Google Sheets, CVS, and other spreadsheet formats with Simple Software's advanced document management suite including Abbyy FineReader, Simple Index, SimpleView, SimpleSearch, SimpleSend, SimpleExport, SimpleCoversheet, and AI components
SimpleIndex OCR automation analyzes, classifies, verifies, and exports digital data into searchable documents that can be stored and processed in a variety of SQL applications
Simple Software's Document management OCR (Optical Character Recognition)  uses smart machine-learning and AI (artificial intelligence) methods to convert handwritten and digital text and image data into machine-readable text, allowing users to search, index, and organize large volumes of document data
Simultaneously recognize, analyze, and export large volumes of documents and digital data with SimpleIndex batch OCR (Optical Character Recognition) for processes  dealing with large volumes of documents, such as digitizing paper and scanned archives or processing document data in a document management system
SimpleIndex Server enterprise OCR lets users automatically perform optical character recognition on thousands of documents at a time, scaling to meet the demands of the large volumes of document conversions and processes tailored to the user's specifications
SimpleIndex OCR data capture technology and page layout analysis automatically identifies common invoice data elements (vendor, date, amount, invoice number, line item data, etc.) to automate data entry, eliminate errors, automate retrieval, match POs (Purchase Orders), validate quantities and prices, automate electronic document management and storage

KB Articles for Document Management

  • Clear Recent Jobs List
  • I have a duplex scanner. How to set up SimpleIndex to scan two sided documents automatically?
  • Exclude Index Field from Index Log
  • Turn Off Prompts and Pop Ups on Job Configurations
  • Change the Font Size of Index Fields
  • Large Documents (>500 pages) are Slow to Process
  • Regular Expression (RegEx) - Syntax or Type
  • Index With Non-Latin Character Sets
  • Skip to Blank Index on Save Index
  • Stop Autorun When Double Clicking Configuration
Distributed Scanning, Document Imaging, Document Indexing, Front End Scanning, on-prem OCR, on-site OCR, Remote Capture, Required Documents Auditing, Scanning Software, Sunshine OCR (Sunshine Software)

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