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.

Database integration in SimpleIndex →

SimpleIndex Tips & Tricks – Database Integration – Unprecedented Control of Database Interactions

SimpleIndex built-in Database Autofill – Automatic Indexing Using Existing Data Did you know SimpleIndex offers Unprecedented Control of Database Interactions? Unlike “closed” systems that trap your data in a proprietary silo, SimpleIndex was built for open interoperability. It doesn’t just scan files; it talks directly to your custom programs and existing workflows. By mapping index fields directly
Read more
No Comments

Take control of Sales Tax exemption forms

Exemption certificates, filed and sent.
No Comments

Database Integration

One key fills every field.
No Comments

Using alternate database schemas

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
Read more
No Comments

Access Database Connection String

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;
Read more
No Comments

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.

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
Read more
No Comments

How do you configure a field to select from a list of possible values?

Please refer to the Wiki Documentation for the complete Index & Batch Logging reference. List fields are populated using a text file or database field containing the values for that list. The text file scenario will be described first. To configure a list field, go to the Index tab in the Job Options. Create a list field
Read more
No Comments

What is “Match & Attach” mode?

if you have a large backfile of documents that you want to scan and link to records in an existing database
Read more
No Comments

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
Read more
No Comments

How do I connect to an SQL Server database?

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
Read more
No Comments

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
Read more
No Comments

Indexing from Applications with Screen OCR

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
Read more
No Comments

Automatic Indexing Using Existing Data

Automatic Indexing Using Existing Data Autofill, writing new records and attaching scans to existing ones are covered for SimpleIndex 12 on the Database integration page. 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
Read more
No Comments

SimpleInvoice Invoice Processing Solution

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
Read more
No Comments