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!
FastImport to Disable Automatic Processing During Import
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 needed at all. If these processing functions are causing SimpleIndex to crash or slow down the import processing too much for a particular Job Configuration that can be turned off with a registry setting.
Follow these instructions to add this registry setting:
- Close out of SimpleIndex entirely
- Open the Windows Registry by going to the Windows Search and searching for “RegEdit”
- Go to this location in the Registry Folder Tree: Computer\HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\SimpleIndex\Misc
- In the right section of the Registry window Right Click in the white space and select New>String Value
- Name the new key “FastImport”
- Open the “FastImport” Registry Key, set the value to “1” and then click OK
What is Document Imaging?
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 as the processing of files saved electronically. These files are then named and saved for later searching.
Other document imaging terms include automatic imaging software, best digital imaging software, best imaging software, desktop imaging software, digital document imaging, digital imaging software, document imaging download, document imaging PDF, document imaging processing, document imaging products, document imaging software, document imaging solution, document imaging solutions, document imaging systems, document imaging technologies, document imaging technology, document imaging tools, image to database, imaging resource, imaging scanning software, imaging software companies, imaging software download, imaging software for windows, imaging solution, scanner imaging software, scanning and imaging, scanning imaging, and software for imaging.
Command Line to Auto-close SimpleIndex
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:
- Open the SimpleIndex Job Configuration that you would like to set to auto close when the batch is is complete.
- Open the Job Settings Wizard from the File menu.
- Go to the Advanced Settings step and expand Pre-Process & Post-Process options.
- In the Post-Process field put the following:
taskkill -f -im simpleindex.exe - Save the Job Configuration.
Alternate Intructions:
- Open the Job Options from the File menu
- In the Batch tab put the following in the “Post-Proc” field:
taskkill -f -im simpleindex.exe - Click OK and then Save from the File menu
Advanced Custom Settings
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 if you require the ability to configure any of these settings in the job settings.
To modify any of these settings, first open the registry editor. If you do not know what this means, please contact support and do not continue further. Improperly editing the registry can corrupt your operating system.
These settings are located under HKEY_LOCAL_MACHINE\Software\SimpleIndex\Misc (for 32-systems) and HKEY_LOCAL_MACHINE\Software\Wow6432Node\SimpleIndex\Misc (for 64-systems).
Create a String key using the name given on the first line and the desired value. All settings use String keys. SimpleIndex must be restarted for these changes to take effect.
ScanAdmin
0 (default) – Administrator password is not required to access scanner settings
1 – User must enter Administrator password (if set) to access scanner settings
UpperCaseFileExtensions
0 (default) – File extensions are saved in lower case (*.tif, *.pdf, etc.)
1 – File extensions are saved in upper case (*.TIF, *.PDF, etc.)
DisableMaxRecs
Some databases (such as FileMaker) do not support the MaxRecs property which limits the number of rows returned in a query.
0 (default) – Queries are limited by the value specified in Max Files/Batch
1 – All matching records will be returned by the query
StopFile
Filename for the “stop file” created during import and export process to prevent other Simple Software or custom processes from attempting to read or write to these folders at the same time. Can be modified to meet the requirements of other applications or to allow for processing a file that happens to be called “STOPFILE.TXT”.
STOPFILE.TXT (default)
StopFileAge
If a process terminates abnormally during the import or export steps, the stop file may remain in the input or output folder, preventing future batches from being processed. Value may need to be increased if processing very large batches, or it can be decreased to restart terminated jobs more quickly.
120 (default) – Stop file will be removed automatically if it is more than 120 minutes old
PDFWaitTime
Number of CPU cycles to wait before returning the cursor to the default field after loading a PDF file. Acrobat and other PDF readers automatically place the cursor in the PDF document after opening. In order to place the cursor in the default index field, the application must wait until the PDF file finishes rendering and then place the cursor back in the field. Since the load time varies based on the size of the file, network speed, etc., this value can be increased to ensure the default field is always selected after navigating PDF files.
10000 (default)
UseDBQuotes
Substitutes quotes for brackets to indicate field or table names that contain spaces when formatting queries. For compatibility with some database systems.
0 (default) – place brackets [] around field or table names with spaces
1 – place “quotes” around field or table names with spaces ResampleTIFF
0 (default) – Imported TIFFs keep their original resolution
1 – Imported TIFFs are resampled using the PDF X and Y resolution setting
DBTimeout
Allows you to modify the amount of time to wait for a database transaction before timing out. Useful when dealing with large data sets or slow network connections where the timeout occurs before the transaction is complete.
30 (default) – timeout after 30 seconds
ConvertWithXFI
Some format conversions may fail during the import step. Use this option to switch to the alternate import SDK (slightly slower) that is used when running as a server to resolve these issues.
0 (default) – Use default method for importing files
1 – Use the XFI imaging engine when importing files
UseMSWMVParser
Use this to fix issues with WMV video playback on some systems.
0 (default) – Use the default WMV playback method
1 – Use the Microsoft WMV playback method
AnnotationFont
Change the default font used for imprinting and other annotations. Indicate the font name as it appears in font selectors like the one in MS Word.
Arial (default) – Use the Arial font when imprinting or annotating
BarcodeHeight
Mimimum distance relative to height between 1D barcodes (1-10). Lower the value to find barcodes that are very narrow relative to their height.
4 (default)
DilateBarcodes
Performs a dilate on the images before attempting to read barcodes with the DTK engine. This can help with detection of barcodes when scans are very light.
0 (default) – Read original image
1 – Read original image; if no barcodes are found, dilate the imate and read again
DeleteBlankPDF
Blank page deletion does not work with PDF files that have been converted from electronic documents instead of scans. Black & White scans saved as PDF files have roughly the same file size as comparable TIFF images and the same blank page thresholds will work. If all PDFs being imported are from B&W scans, you can set this value to 1 to enable blank page deletion for these.
0 (default) – Blank page deletion will be ignored for PDF files
1 – Use the Min File Size threshold for PDF files as well as TIFF images
AutoSaveFiles
Automatically save annotations, cropping and other changes to image files when you click “Save Index”, avoiding the extra prompt.
0 (default) – Changes to files will prompt the user asking whether to save changes or not
1 – Changes to files will be saved automatically when the user clicks “Save Index”
GUIDBatchNames
When running several jobs on the same computer with a short timer interval, the date/time format of the batch names is not always unique. Use this setting to generate a GUID for the batch names that will always be unique.
0 (default) – Batch names will be formatted YYYY-MM-DD@HHMMSS
1 – Batch names will be generated with a GUID
UnsavedIndexColor
Allows you to change the default color for unsaved field values from Blue to any color you like. To set this you must get the Hexadecimal RGB value for the color you want and convert it to an Integer.
16711680 (default) – Unsaved index values will appear in Blue
Workstation Activation in the Concurrent Serial Number Field
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 the key called Serial
How do you configure a field to select from a list of possible values?
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 by selecting “List” for the field type and give it a name. In the “List File/Field” setting for this field, put the full path or UNC to the text file containing the list or click “Set” to browse to the file. If you have not created a file, you can put the path where you want the file stored here and click the “Edit” button. This will open the file in Notepad; new files will prompt you to create them.
On each line of the text file you will put one of the possible values that you want to be able to select from while you are indexing with SimpleIndex. You can copy this information from another source and paste it into the text file.
Save the file in Notepad and close it. The List field is now configured!
To use a database field, your configuration must be connected to a database using the settings on the Database tab. Any fields defined as “List” on the Index tab that have a corresponding field mapped on the Database tab will use the unique values from that field to populate the list.
You can check “Only allow values in list” to disallow users from entering a value not in the list.
Once the List index field is configured properly you can select the values from a drop down after scanning that appear in the main SimpleIndex window while indexing. It also makes the field autofill the closest match from the list based on the characters that you type in that field.
- Published in Indexing & UI
What is “Match & Attach” mode?
Match & Attach mode lets you batch update multiple records in a database using the index data from your SimpleIndex job. For example, if you have a large backfile of documents that you want to scan and link to records in an existing database, you can use Match & Attach to find the corresponding record and set the Image Path field to the newly scanned file.
This allows documents to be indexed with a variety of information and then have it find a particular record based on up to three different key indexes in a data source. It can then fill in additional data columns with indexed information along with the full text information, page count, batch ID and image path.
The Match & Attach uses the key field in the “Autofill Settings…” in the Indexing & File Naming step of the Job Settings Wizard in the File menu. Then fills the data into any blank columns for the record in the database and also changes any fields that are different.
Related Links
- Published in Database & Retrieval, Export
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 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.
You can use one, two or three index fields as the key values to extract data from your data source. These index fields can be any of the various types of manual and automatic fields. Once the fields are matched the lookup information will get filled in to the Autofill Index fields.
Instructions
- Navigate to the Indexing & File Naming step in the Job Options Wizard under the File menu.
- Create an Index field(s) in SimpleIndex that will be used for the key matching value(s), which will pull the information from the database. This Index field can be any Type other than Autofill.
- Click the “Autofill Settings…” button on the top right.
- Select the “Datasource:” configured in the Database step in the drop down or click the “New Data Source…” button to create a new connection.
- Click the Load button, which loads the data from the database.
- Select the Table or View that the data is in in the “Table or View:” drop down.
- Select the key field from the database that will be used to match against to pull the other data from the other columns in the selected Table or View from the “Database Key Field 1:” drop down. If other index fields are required for matching the correct records select these in “Database Key Field 2:” and “Database Key Field 3:”
- Select the key index field from SimpleIndex that will be entered or extracted and used to match against the database in the “Index Key Field 1:” drop down. If other index fields are required for matching the correct records select these in the “Index Key Field 2:” and “Index Key Field 2:”, making sure that the correct SimpleIndex fields are linked to the correct database columns.
- Click Finish
- Create new Autofill index fields for each piece of additional data needed to be filled in based on the key field(s). The Template for each of the Autofill index fields should be the exact name of the column from the data source that should be filled.
By checking the “Allow manual input in Autofill fields” the users can edit the filled data manually. By checking “Automatically select first matching record” it will select the first record in the table that matches instead of asking which record should be used, when multiple records in the data source have the same data. By checking “Match on single Key Field” it will match on just one of the key fields, instead of requiring all key fields be match, when multiple key matching fields are used. By checking “Cascading List Mode” each autofill field is displayed as a drop down list populated by the records that match the key field(s) and each selection filters the next list for matching values.
Related Links
- Published in Database & Retrieval, Indexing & UI
The All-In-One Scanning & Sorting Tool
SimpleIndex® has the ability to perform a wide variety of scanning and document organization tasks quickly and easily.
This makes it a must-have tool for IT departments and consultants who often need to:
- Scan and store various documents on network shares or cloud storage
- Organize existing MS Office, PDF and other files on your network
- Attach files to records in a custom database
- Integrate scanning into custom business applications
- Add document capture to Robotic Process Automation bots
- Automate data entry from paper or electronic documents
- Reduce click charges for centralized scanning departments
With a cost and setup time that is negligible compared to other enterprise capture platforms, SimpleIndex makes sense even when your company already has one. For example:
- When SimpleIndex has unique features your other software doesn’t, like Office and PDF text parsing, PDF Bookmarking or Electronic Imprinting.
- When setting up a new workflow requires extensive setup time and management approvals to use the central system.
- When click charges make a project prohibitively expensive.
The wide variety of scanning and indexing tasks you can do with SimpleIndex make it an incredibly useful tool to have in your arsenal.
Find Out More
- Download or get an Online Demo
- SimpleIndex Feature Guide
- Wiki Manual Pages
- Compare Versions & Licensing
KB Articles for Document Management
- Oracle database is slow to respond
- What is Document Imaging?
- Using alternate database schemas
- Multiple Sort Fields on Search
- Access Database Connection String
- How do I delete an image and it's database entry?
- Is it possible to search for and retrieve documents with Windows desktop search?
- Will your SimpleQB allow me to scan in old invoices or bank statements directly into QuickBooks?
- How do I use the Media Wizard to create searchable DVDs or thumb drives?
- How do I export index data to a database?
Instant Integration With Any Application
SimpleIndex® provides a great alternative to “reinventing the wheel” using a document imaging SDK to implement scanning in your custom application. SimpleIndex uses a command line interface to enable developers to execute customized scanning workflows from another application. This lets you take advantage of SimpleIndex‘s TWAIN/ISIS scanning, zone OCR, barcode recognition and database export features without having to re-code them all yourself.
Whether you are an IT consultant creating an application for internal company use or a software developer looking to add scanning features to your application, SimpleIndex provides the easiest solution available.
To use SimpleIndex as a scanning front-end for your application, simply:
- Create a SimpleIndex job file configured to scan, index and save files the way you want
- (Optional) configure the database export to create/update document records in your DB
- Use a “Shell” command to execute the job file from your program
When you execute the job file from your program, SimpleIndex will scan, read barcodes, OCR zones, etc. and organize the documents into the folders and filenames your program requires. The database export can be configured to add or update records in your database with information captured from the documents as well as the image file path or binary data. Index values can be passed from your program to SimpleIndex via the command line. The whole process can be configured to run minimized so the user never even sees the SimpleIndex screen.
KB Articles for Integration
- 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 pg) Slow to Process - Workaround
- 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
- Autonumber Increment Value
- Overlap of SimpleView Viewer in SimpleIndex Display
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 their accounting software entry screens provide.
In cases like this, SimpleIndex can help improve data entry efficiency while archiving your scanned originals at the same time. Here’s how it works:
- Scan a batch of documents for data entry
- Place the SimpleIndex window side-by-side with your data entry window
- Enter the data normally, reading from the scanned image in SimpleIndex
- Press the hotkey combo to transfer the data to SimpleIndex
- Save the image and repeat with the next one
In this configuration, SimpleIndex captures an image of the data entry window, then uses OCR to read the data and index the image. Since the data entry screen has a consistent layout and clear, readable fonts, it can be reliably recognized with OCR.
There are several advantages to this approach:
- Configuration and training takes hours not weeks
- Scanned images are indexed with no extra work
- All the advantages of digital docs–security, searching, sharing, etc.
- Use all the data validation features of your software
- No flipping through paper documents
- Operator keeps eyes on the screen and hands on the keyboard
- Data entry can be done remotely
- Data entry performance improves and files are archived at the same time
FAQ Related to Screenshot OCR
Automated Processing & 1-Click Interface
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 the user.
For unattended processing, the command line interface lets you use Windows services and scheduled tasks to automate OCR, barcode recognition and database export tasks.
The Command Line Interface also allows SimpleIndex to be integrated with custom software applications with minimal to no programming required.
- Field values, processing folders and other settings can be passed as command line parameters
- Any SimpleIndex option can be set using XML job files
- Database export links processed files to your app automatically
- Control application behavior (display window, exit after processing, etc.)
- Pre-Process and Post-Process features can execute other command line applications at start and end of batch
Unattended Server-Based Processing
SimpleIndex lets you run any SimpleIndex job as a Windows service for fully unattended processing. This is particularly useful for high-volume, high-demand applications where scanned images are coming from many remote workstations, as well as small and large implementations utilizing network scanners or digital copiers. In server mode, images are saved to a “hot folder” on the server where they are processed automatically. SimpleIndex performs barcode recognition, OCR and other indexing tasks and exports formatted files to storage and database servers.
Server processing licenses may be added to any version of SimpleIndex. Unattended processing is possible without a server license, but a user must be logged on to the workstation for it to execute. Windows services run automatically when the computer is booted up, even if nobody is logged on. You must have a Server license to run SimpleIndex on Windows Server operating systems.
SimpleIndex Servers can run multiple jobs on different schedules on the same server, or run multiple instances of the same job simultaneously to take advantage of multiple CPUs.
Integrate SimpleIndex in your Custom Application
Are you a developer looking for an easy scanning interface to use with your custom database application? Then SimpleIndex is the perfect solution for you!
With SimpleIndex, you can easily package pre-configured scanning and indexing settings for distribution with your application. SimpleIndex‘s command-line interface allows you to pre-set some or all of the index values for each batch, or even to hide the SimpleIndex GUI altogether. SimpleIndex can also interface directly with your database, inserting or updating index values and associating them with the images you scan. With SimpleIndex, you won’t have to write a separate import routine to get the new information into your database.
SimpleIndex is a far better option to developing your own scanning interface from scratch. If your application needs to use advanced features like barcode recognition or dynamic OCR, SimpleIndex saves you hundreds of hours of development time. If you need to let users preview each image, rotate, clean-up, rescan or index as necessary, why reinvent the wheel?
SimpleIndex means it is no longer too costly or complicated to bundle a full scanning application with your custom software. Being a SimpleIndex reseller means big discounts on every copy you sell. Sign up now!
KB Articles for Automation, Command-Line and Server Processing
- Take control of Sales Tax exemption forms
- Command Line Arguments
- Process Monitor/ProcMon Instructions
- Command Line Sample
- Command Line to Auto-close SimpleIndex
- Fixes for Service not Correctly Running
- Stop Autorun When Double Clicking Configuration
- Workstation Activation in the Concurrent Serial Number Field
- Using alternate database schemas
- Service Configuration Paths
Automatic Indexing Using Existing Data
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!
KB Articles for Automatic Indexing
- 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 pg) Slow to Process - Workaround
- 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
- Autonumber Increment Value
- Overlap of SimpleView Viewer in SimpleIndex Display
Streamlined Interface
The Fastest, Most Accurate Scanning Solution
Simple
KB Articles for Streamlined Interface
- Workstation Activation in the Concurrent Serial Number Field
- Command Line Sample
- Process Monitor/ProcMon Instructions
- Command Line Arguments
- Take control of Sales Tax exemption forms
- The All-In-One Scanning & Sorting Tool
- Full-Page OCR Indexing Demo
- Indexing Solutions with Barcode Recognition
- Automated Processing & 1-Click Interface
- Features
Database Integration
Unprecedented Control of Database Interactions
Open database integration is a powerful feature of SimpleIndex® and one that furthers its interoperability with custom programs. Instead of using a proprietary database, SimpleIndex allows you to map its 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 these three basic database functions, SimpleIndex is able to interface with and operate on any database.
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!
Output to XML or Any Text Format
SimpleIndex offers direct export to pre-formatted XML files, as well as the SimpleExport module that can output any XML schema or text file format.
SimpleExport makes it possible to integrate with any third party database, application, or document management systems (DMS) that accept an XML or text file import.
SimpleExport converts the index values from a SimpleIndex job to any output format through XSL Transformations (XSLT). You may use one of the built-in scripts to export to a pre-defined system or design your own. SimpleExport runs automatically after each batch is exported, or it can run as an unattended Windows service.
SimpleExport can also be used as a standalone application for automating XSLT transformations, converting CSV or TSV (delimited text files) to XML, converting images to base64 or integrating other scanning applications with third party software.
Match and Attach Mode
SimpleIndex features “Match and Attach” mode, which combines the power of the Autofill feature with the ability to update existing records in your database. This lets you “attach” images to existing database records by “matching” them with values from SimpleIndex.
With other systems you must create a temporary database and write a custom import to match the scanned images to existing records. When indexing with OCR or barcode recognition, the entire process can be accomplished with our 1-click interface.
Find Out More
Knowledge Base Articles for Database Integration
- Oracle database is slow to respond
- What is Document Imaging?
- Using alternate database schemas
- Multiple Sort Fields on Search
- Access Database Connection String
- How do I delete an image and it's database entry?
- Is it possible to search for and retrieve documents with Windows desktop search?
- Will your SimpleQB allow me to scan in old invoices or bank statements directly into QuickBooks?
- How do I use the Media Wizard to create searchable DVDs or thumb drives?
- How do I export index data to a database?