Automatic Indexing Software

Fully automate the process of indexing scanned files or electronic documents with SimpleIndex. Our automatic indexing software uses complex OCR, bar code recognition, and pattern matching to identify relevant index data automatically. Command line interface and unattended server processing enable full automation.

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SimpleIndex Tips & Tricks – Turn Any Smartphone into a Field Scanner for SimpleIndex

Mobile Capture Meets Desktop Power: A SimpleIndex Google Drive Workflow What do you do when field staff, remote workers, or team members on the go need to process paper documents, but don’t have access to a desktop scanner? While SimpleIndex is a desktop powerhouse for batch OCR, indexing, and data extraction, you don’t need a
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SimpleIndex Tips & Tricks – Canvassing and Political Surveys Processing

The Clipboard is Back: Why Paper Canvassing Wins in Local Campaigns (and How to Automate the Data Entry) It’s election season, and campaigns are hitting the pavement. While consultants push for mobile canvassing apps, any field organizer knows the reality: apps crash, devices die, and volunteers – especially older ones – frequently rebel against new
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Health Claims OCR Tips – Elevating Your Health Claims Processing

Health Claims OCR: Mastering Complex Medical & Dental Forms Processing Managing healthcare claims can feel like a constant battle against complex layouts, low-quality scans, and strict data validation requirements. Manual data entry is a massive bottleneck that delays reimbursement, ties up billing staff, and increases costly filing errors. This month, we are focusing on how
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SimpleIndex Tips & Tricks – OCR Document Separation

OCR Document Separation Streamline Your Workflow with OCR Document Separation In a previous newsletter, we shared one of our favorite low-tech, high-efficiency hacks: OMR Document Separation. For teams dealing with highly variable, unstandardized paperwork, making a simple black mark with a felt pen on the first page of a new document is an incredibly fast
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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
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SimpleIndex Tips & Tricks – Creating PDFs from XML or JSON Data

Fill out forms or create human-readable PDFs from electronic transactions More and more transactions that used to be document-centric are now taking place electronically using XML or JSON structured data files. However, the archives for these transactions may still use document management tools. For example, Accounts Payable Invoices may be sent as data files for
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SimpleIndex Tips & Tricks – Document Separation

OMR Document Separation Fast, accurate document separation without barcode separator sheets A unique but lesser-known feature of SimpleIndex is the ability to separate documents with Optical Mark Recognition (OMR). Many document capture applications have OMR, but few use that capability to do document separation. It offers a huge opportunity to save on document preparation costs
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SimpleIndex Tips & Tricks Handprint Recognition

Did you know that SimpleIndex can read handwriting? Now you do! SimpleIndex 11.4 gives you the option to read all kinds of handwriting. This can be done with both the FineReader and the AWS Textract OCR engines. FineReader works best with forms that have letter boxes or combs to ensure that they are filled out
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Automatic Form Alignment

Big improvements to OMR and Zone OCR in SimpleIndex 11.4 If you have tried to do checkbox recognition with scanned forms, you are probably aware of how sensitive they are to any minor differences in the image. This is especially the case if they are not all scanned on the same device. Any shifting or
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SimpleIndex 11 – More Than “Just an Update”

We almost switched to Roman Numerals, it’s that big of a deal The most significant update in years, SimpleIndex 11 introduces major new features like handwriting recognition and email processing, while optimizing existing features to dramatically improve processing speeds for large batches and files. Some more major new features are: Get the full list of new features and fixes on the SimpleIndex Wiki.
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SimpleIndex 11.4 Release Notes

SimpleIndex 11.4 new version, adds major new features like an easy option to customize what emails need to be processed from email boxes by setting dates and subfolders and automatically updating them each time these emails are processed. Additionally, ChatGPT integration was added. This allows you to extract index values and text from any document
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Automatic Image Splitting

Speed up scanning of multi-page layouts and spreads with SimpleIndex’s built-in tools Magazines, pamphlets, booklets and similar documents can be a scanning headache, particularly when you want to capture each page, or even each block of text, as its own separate file. Splitting the pages and cropping each one to its final format adds hours
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SimpleIndex 10.1 with Textract!

SimpleIndex 10.1 is now available, and it adds a huge new feature — Amazon Textract! The Cloud OCR License adds the Amazon AWS Textract Cloud OCR engine to SimpleIndex, unlocking a bunch of great new capabilities: The highest OCR accuracy of any available engine, using Amazon’s massive machine learning model Handprint recognition, including unconstrained and
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Exclude Index Field from Index Log

Please refer to the Wiki Documentation for the complete Index & Batch Logging reference. Many times when outputting a Log file via CSV, XML, TXT, etc. there will be index fields that are required in the Job Configuration, but not desired to be output in the Index Log. In those cases those fields can be excluded from the Index
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Turn Off Prompts and Pop Ups on Job Configurations

Please refer to the Wiki Documentation for the complete Job Configuration Interface reference. SimpleIndex has a variety of prompts and pop ups that must be clicked that come up by default. These are normally needed by most users to set certain options or perform certain tasks based on the Job Configuration settings that have been
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Change the Font Size of Index Fields

Please refer to the Wiki Documentation for the complete Index Fields reference. Index fields have a default 8 point font size, but this can be changed if required for visibility. You can change this by editing a registry file in the Registry Editor and set any font size you would like. To make this change follow these instructions
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Export Issues and Missing Images after Export

Please refer to the Wiki Documentation for the complete Export Settings reference. If you are having issues with the files not exporting properly or you have missing images in the export folder that should have been saved, then a registry key needs to be added to correct this. This registry key changes the export process from the faster process
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FastImport to Disable Automatic Processing During Import

Please refer to the Wiki Documentation for the complete Fast Import Interface reference. SimpleIndex has a variety of processing functions that automatically happen behind the scenes when importing documents to improve the quality and functionality of the images and processing capabilities of the software. On some occasions these extra processing functions cause delays and conflicts or aren’t
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Large Documents (>500 pages) are Slow to Process

When working with PDF image files containing a high number of pages (typically in excess of 500, but can vary by file and PC running the job) SimpleIndex may run into performance issues as it attempts to hold all of those pages in memory and perform the requested operations (full-text OCR in particular can tax
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