Automatic Indexing Using Existing Data
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 database. Autofill uses a database lookup to retrieve records that match a key value entered by the user. 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.
The key field may be typed by the user, or it may be read from the document automatically using barcode recognition or OCR. The lookup is performed either when the user changes this field or when the index values are saved. If the lookup finds multiple matching records, the user will be notified and the first set of values will be used by default.
When used with pre-index batches, key information can be read automatically from barcodes or OCR and matched to database records with a single click. Search on up to 99 index fields without a single keystroke!
Use SQL Server, MS Access, Oracle, MySQL, Excel and other databases to match documents with existing data to organize files and assign metadata fields.
Take control of Sales Tax exemption forms
Monday, 14 November 2022
Automatically fill and file sales tax forms Ben Franklin once noted, “…nothing is certain except death and taxes.” In the case of state sales taxes, they may be unavoidable, but managing your customers’ sales tax exemption forms and making sure you’ve sent current exemption certificates to your vendors doesn’t have to feel like a terminal
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Database Integration
Monday, 07 November 2022
Unprecedented Control of Database Interactions Open database integration is a powerful feature of SimpleIndex® that furthers interoperability with custom programs. Instead of using a proprietary database, SimpleIndex allows you to map index fields to cells in any database table. It can be configured to create new records, update existing ones, or retrieve them for viewing.
Using alternate database schemas
Monday, 29 July 2019
Please refer to the Wiki Documentation for the complete Database reference. In SQL Server, Oracle and MySQL (among others) user logons are associated with a default “schema” that determines which tables and views they can see. Users may have access to other tables and views that aren’t in their schema. When connecting to the database these tables will show up in the
Access Database Connection String
Monday, 29 July 2019
Please refer to the Wiki Documentation for the complete Access reference. If you would like to create a database string for an Access database that includes a password use this format: Provider=Microsoft.Jet.OLEDB.4.0;Data Source=path\database.mdb;Jet OLEDB:Database Password=db_password;
How do i setup Simpleindex to use a Database table field as a list file when the table is not the same as the table i am using on the Database Tab.
Wednesday, 28 February 2018
Please refer to the Wiki Documentation for the complete Database reference. All you will need to do is put the table and field name you want to pull from in the Dictionary Matching & List Fields Box. It should be formatted just like the example below. Example: Table Name|Field Name
- Published in Licensing & Installation
What is “Match & Attach” mode?
Wednesday, 28 February 2018
if you have a large backfile of documents that you want to scan and link to records in an existing database
- Published in Database & Retrieval, Export
How do you configure the Autofill feature?
Wednesday, 28 February 2018
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
- Published in Database & Retrieval, Indexing & UI
How do I connect to an SQL Server database?
Wednesday, 28 February 2018
SimpleIndex has the ability to export, query or autofill from an SQL database. This allows you to upload data that is indexed with SimpleIndex to a table or view, search against the database or pull information from the database based on a key value. Insert New Data Search Existing Data Autofill Based on Key Values
- Published in Database & Retrieval
How do I connect to an existing Access database?
Wednesday, 28 February 2018
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
- Published in Database & Retrieval
Indexing from Applications with Screen OCR
Monday, 29 January 2018
Some documents are difficult or impossible to automate with OCR. For example, documents with non-standard layouts, unconstrained handwriting or very poor scan quality. In applications like invoice processing, fully automating the data entry can require expensive software and weeks of consulting. Even after all that expense, many users miss the interface and data validations that
SimpleInvoice Invoice Processing Solution
Wednesday, 17 January 2018
SimpleInvoice is a preconfigured solution that uses the OCR and dictionary matching functionality of the SimpleIndex scanning and indexing software to automatically capture key information from invoices needed for Accounts Payable processing. SimpleInvoice requires minimal configuration to get started, and comes with everything you need to capture most common invoice styles. Use SimpleInvoice to: Capture
Compare Leading Solutions
Tuesday, 07 November 2017
The best way to see how the SimpleIndex processing workflow compares to other leading desktop scanning solutions is to see the same process performed side-by-side in each program. Below are videos we recorded of the same batch of documents being scanned and indexed in Kofax Express™, Kodak Capture Pro™, PaperVision™ Capture Express and Office Gemini
