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!
SimpleIndex 11.4 Release Notes
Friday, 05 September 2025
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
- Published in Release Notes
Affordable Document Management
Monday, 14 November 2022
SimpleIndex® is a great solution for small businesses and departments that need a quick and affordable way to scan, organize and view documents. SimpleIndex provides a wide variety of retrieval options, many of which require no special software to find and view documents. The most basic solution uses Windows folders and filenames to organize and
Automated Processing & 1-Click Interface
Monday, 14 November 2022
SimpleIndex® 1-click scanning and indexing is enabled with its command line interface. SimpleIndex job files can be saved and opened just like a Word document. When you open a job file, SimpleIndex begins processing a new batch automatically. Scanning, processing (OCR, barcodes, database autofill, etc) and export happen in sequence with no further input from
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.
FastImport to Disable Automatic Processing During Import
Thursday, 27 February 2020
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
What is Document Imaging?
Wednesday, 31 July 2019
Document Imaging was the more commonly used term in the early days of document scanning and OCR and refers to any system used to replicate documents used in business. It evolved from the microfilm days where it was referred to as Document Image Management. Document Imaging allows for the scanning of paper documents, as well
Command Line to Auto-close SimpleIndex
Monday, 29 July 2019
Please refer to the Wiki Documentation for the complete command line interface reference. This is used to closed SimpleIndex after the job has been completed automatically. This can be useful if you only run one batch in SimpleIndex at a time and don’t need it after that batch is complete. Instructions to Auto-close SimpleIndex when Batch is complete: Alternate
Advanced Custom Settings
Monday, 29 July 2019
Please refer to the Wiki Documentation for the complete Advanced Settings reference. The following options have been provided to address specific processing scenarios. Since these are infrequently used, they are set via the registry instead of adding them to the configuration settings. These settings are global and will affect all users and jobs on your workstation. Please contact support
Workstation Activation in the Concurrent Serial Number Field
Monday, 29 July 2019
Please refer to the Wiki Documentation for the Licensing & Activation reference. If you are getting really weird activations errors where it says the license has already been activated the client has probably put the Workstation serial code in the Concurrent spot that is in the Wizard. To fix this go to the registry (regedit) here: HLM\Software\Wow6432Node\SimpleIndex\Registration Then delete
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
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
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