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SimpleIndex

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    • –
      • Document Classification
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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!

Instant Integration With Any Application

Monday, 14 November 2022 by Simple Software

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
1-Click Processing, Bar Code Scanning, Command Line Interface, Database, Document Automation, Document Imaging, Front End Scanning, OCR, Office PDF Document Indexing, RPA, TWAIN & ISIS Scanning
1-Click ProcessingBar Code ScanningCommand Line InterfaceDatabaseDocument AutomationDocument ImagingFront End ScanningOCROffice PDF Document IndexingRPATWAIN & ISIS Scanning
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Affordable Document Management

Monday, 14 November 2022 by Simple Software

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.

Affordable Document Management Solutions with SimpleIndexThe most basic solution uses Windows folders and filenames to organize and find documents on a shared network drive or synced to a cloud storage platform.

SimpleIndex lets you use index field values to create folders and filenames automatically, automating the process with barcodes, OCR and database lookups where possible.

You can also use SimpleIndex with SimpleSearch to create a keyword-searchable database that lets you find and view documents based on one or more index values.

There are several advantages to using SimpleSearch instead of Windows folders:

  • Find documents based on specific keywords or phrases
  • Drop-down lists to select possible keyword values
  • Use “And” and “Or” logic to search multiple field values
  • Search the full text of OCR’d documents, Office and PDF files
  • Search results are returned instantly
  • Quickly browse through all matching files, even if they are in different folders
  • Integrated file viewer with zoom, annotation, print and email functions
  • Index data stored in a database and can be re-used for reporting and other applications

Integration with Third Party Document Management

SimpleIndex is able to integrate with Enterprise Document Management Systems using a variety of integration methods.

  • SharePoint integration is built directly into SimpleIndex.
  • Cloud Storage platforms like Google Drive, Box and OneDrive can be integrated via sync apps.
    Output standardized and organized folders and filenames. Full-text search for Office and PDF files.
  • Popular document management systems like Digitech PaperVision and ImageSilo, Computhink Contentverse, Laserfiche, and others are supported out-of-the-box using SimpleExport to create custom import files.
  • Integration with many other systems can be done via the default CSV data file format.
  • If a custom import file format is required, SimpleExport can be configured to produce it.

Lowering the Cost of Document Management

automate data entry for affordable document management

Many small businesses are going digital with their documents. However, many also find that the document management systems available are too complex, expensive, or labor-intensive to be practical in a small office.

SimpleIndex was designed to solve this problem by removing many of the costly and cumbersome “gotchas” that make practical implementation of these systems impossible.

Here are some of the ways SimpleIndex saves you money:

  • Standalone scanning, indexing & retrieval license starts at $500.
  • No limitations on processing volume (“click charges”).
  • Files are stored in standard formats using logical folders and filename structures
  • Exported files can be synced any cloud storage platforms
  • Key data is embedded in the file names and metadata tags to ensure they can be found without a third party database or app
  • SimpleView provides both free and low-cost options to browse, search and view exported documents.
  • SimpleSearch provides a client/server document management system with index field and full-text search for a minimal cost per workstation.
  • SimpleIndex integrates with any custom database, allowing you to use existing infrastructure or free/open source database platforms instead of buying expensive licenses.
  • SimpleIndex integrates seamlessly with most document and content management systems available on the market today. Leverage the low cost and enhanced feature of SimpleIndex as an alternative front-end for migrating documents to your DMS.
  • SimpleIndex uses OCR, barcode recognition, database lookups and advanced pattern matching algorithms to automate the indexing and filing of captured documents. Combined with its streamlined workflow, SimpleIndex gives the highest level of automation you can get in this price range.

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?
Contentverse, Document Automation, Document Management Software, Paperless Office, PaperVision, PDF Archive Scanning Software, QuickBooks Document Management, Search, Server OCR, SharePoint Scanning, SimpleView
ContentverseDocument AutomationDocument Management SoftwarePaperless OfficePaperVisionPDF Archive Scanning SoftwareQuickBooks Document ManagementSearchServer OCRSharePoint ScanningSimpleView
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Automated Processing & 1-Click Interface

Monday, 14 November 2022 by Simple Software

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

  • Features
  • Take control of Sales Tax exemption forms
  • Reduce Click Charges for Data Capture
  • Instant Integration With Any Application
  • Indexing Solutions with Barcode Recognition
  • Document Classification
  • Automated Processing & 1-Click Interface
  • Zone OCR and Dynamic OCR
  • Database Integration
  • Command Line Arguments
1-Click Processing, Command Line Interface, Command-Line, Database, Document Automation, Unattended, Unattended Processing, Workflow Software
1-Click ProcessingCommand Line InterfaceCommand-LineDatabaseDocument AutomationUnattendedUnattended ProcessingWorkflow Software
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Database Integration

Monday, 07 November 2022 by Simple Software

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

  • Download or get an Online Demo
  • Database wiki page
  • Autofill wiki page
  • SimpleExport wiki page

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?
CSV, Database, Database Autofill, Document Automation, Document Management Software, Document Retrieval, File Indexing, MS Access, ODBC, Oracle, Server OCR, SharePoint Scanning, SQL Server, Workflow, Workflow Software, XSLT
CSVDatabaseDatabase AutofillDocument AutomationDocument Management SoftwareDocument RetrievalFile IndexingMS AccessODBCOracleServer OCRSharePoint ScanningSQL ServerWorkflowWorkflow SoftwareXSLT
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FastImport to Disable Automatic Processing During Import

Thursday, 27 February 2020 by Alex Stewart

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:

  1. Close out of SimpleIndex entirely
  2. Open the Windows Registry by going to the Windows Search and searching for “RegEdit”
  3. Go to this location in the Registry Folder Tree: Computer\HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\SimpleIndex\Misc
  4. In the right section of the Registry window Right Click in the white space and select New>String Value
  5. Name the new key “FastImport”
  6. Open the “FastImport” Registry Key, set the value to “1” and then click OK
Automatic Data CaptureAutomatic Indexing SoftwareCommand Line InterfaceCommand-LineDocument AutomationFile IndexingUnattended Processing
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What is Document Imaging?

Wednesday, 31 July 2019 by aaron

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.

Automatic Data CaptureAutomatic Indexing SoftwareDocument AutomationDocument ClassificationDocument ImagingDocument Management SoftwareDocument ScanningImage ScanningKeyword IndexingOffice PDF Document IndexingPersonal Document ManagementQuickBooks Document ManagementRequired Documents AuditingScanned Document IndexingWorkflow
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Command Line to Auto-close SimpleIndex

Monday, 29 July 2019 by Simple Software

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:

  1. Open the SimpleIndex Job Configuration that you would like to set to auto close when the batch is is complete.
  2. Open the Job Settings Wizard from the File menu.
  3. Go to the Advanced Settings step and expand Pre-Process & Post-Process options.
  4. In the Post-Process field put the following:
    taskkill -f -im simpleindex.exe
  5. Save the Job Configuration.

Alternate Intructions:

  1. Open the Job Options from the File menu
  2. In the Batch tab put the following in the “Post-Proc” field:
    taskkill -f -im simpleindex.exe
  3. Click OK and then Save from the File menu
1-Click ProcessingCommand Line InterfaceCommand-LineDocument AutomationWorkflow Software
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Advanced Custom Settings

Monday, 29 July 2019 by Simple Software

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

Automatic Indexing SoftwareDocument Automation
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Workstation Activation in the Concurrent Serial Number Field

Monday, 29 July 2019 by Simple Software

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

1-Click ProcessingCommand Line InterfaceCommand-LineDocument Automation
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Autonumber Increment Value

Monday, 29 July 2019 by Simple Software

If you want to change the value of how much the Autonumber Increments each time from 1 to any number that you want then do the following:

1.  Right click on the configuration file and “Open With” any text editor, such as Notepad.
2.  Search for the following:
AUTONUMBER_COUNT
3.  Change the number in this entry to the amount that you want the Autonumber to Increment:
<AUTONUMBER_COUNT>1</AUTONUMBER_COUNT>
4.  Save the configuration file.

Automatic Data CaptureDocument Automation
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How do you configure a field to select from a list of possible values?

Wednesday, 28 February 2018 by dwilder

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.

Automatic Indexing SoftwareCSVDatabaseDatabase AutofillDocument AutomationDocument RetrievalFile IndexingKeyword IndexingMetadataMS AccessMySQLODBCOffice PDF Document IndexingOracleScanned Document IndexingServer OCRSharePoint ScanningSQL ServerWorkflowWorkflow Software
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  • Published in Indexing & UI
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What is “Match & Attach” mode?

Wednesday, 28 February 2018 by dwilder

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

  • SimpleIndex Wiki – Match and Attach Records
DatabaseDatabase AutofillDocument AutomationDocument RetrievalMS AccessMySQLODBCOracleServer OCRSQL ServerWorkflow
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  • Published in Database & Retrieval, Export
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How do you configure the Autofill feature?

Wednesday, 28 February 2018 by dwilder

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

  1. Navigate to the Indexing & File Naming step in the Job Options Wizard under the File menu.
  2. 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.
  3. Click the “Autofill Settings…” button on the top right.
  4. Select the “Datasource:” configured in the Database step in the drop down or click the “New Data Source…” button to create a new connection.
  5. Click the Load button, which loads the data from the database.
  6. Select the Table or View that the data is in in the “Table or View:” drop down.
  7. 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:”
  8. 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.
  9. Click Finish
  10. 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

  • SimpleIndex.com – Automatic Indexing Using Existing Data
  • SimpleIndex.com – Invoice Processing with Full Page OCR
  • SimpleIndex Wiki – Autofill
  • SimpleIndex Wiki – Cascading List Mode
  • SimpleIndex Wiki – Data Source
  • SimpleIndex Wiki – Access
  • SimpleIndex Wiki – SQL
  • SimpleIndex Wiki – ODBC
DatabaseDatabase AutofillDocument AutomationDocument RetrievalMS AccessMySQLODBCOracleServer OCRSQL ServerWorkflow
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  • Published in Database & Retrieval, Indexing & UI
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The All-In-One Scanning & Sorting Tool

Tuesday, 30 January 2018 by Simple Software

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

The missing piece of the IT document management puzzle

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?
1-Click Processing, Bar Code Scanning, Command-Line, Database, Document Automation, Document Capture Solution, Document Imaging, Document Management Software, Imprinting, Imprinting & Watermarking, MS Office, OCR, Office PDF Text Processing, PDF Bookmarking, RPA, Scanning Software, TWAIN, TWAIN & ISIS Scanning
1-Click ProcessingBar Code ScanningCommand-LineDatabaseDocument AutomationDocument Capture SolutionDocument ImagingDocument Management SoftwareImprintingImprinting & WatermarkingMS OfficeOCROffice PDF Text ProcessingPDF BookmarkingRPAScanning SoftwareTWAINTWAIN & ISIS Scanning
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Indexing from Applications with Screen OCR

Monday, 29 January 2018 by Simple Software

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

  • What are SimpleIndex Specifications?
  • Regular Expression (RegEx) - Syntax or Type
  • Is there a way to just use part of a bar code or OCR value? For example, extract "50" from the value "124450"
  • How do you train the OCR engine for better accuracy?
  • How can I improve recognition rates for my OCR fields?
Database Autofill, Document Automation, OCR, Optical Character Recognition, RPA, Screen Scraping OCR, Screenshot OCR, Zone OCR
Database AutofillDocument AutomationOCROptical Character RecognitionRPAScreen Scraping OCRScreenshot OCRZone OCR
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Automatic Indexing Using Existing Data

Wednesday, 24 January 2018 by Simple Software

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
1-Click Processing, Automatic Data Capture, Automatic Indexing Software, Barcode Recognition Software, Database, Database Autofill, Document Automation, File Indexing, File Indexing, Full Text Indexing, Keyword Indexing, Metadata, Microsoft Word Data Extraction, OCR, Office PDF Document Indexing, PDF Data Extraction Software, Scanned Document Indexing, Scanning Software
1-Click ProcessingAutomatic Data CaptureAutomatic Indexing SoftwareBarcode Recognition SoftwareDatabaseDatabase AutofillDocument AutomationFile IndexingFull Text IndexingKeyword IndexingMetadataMicrosoft Word Data ExtractionOCROffice PDF Document IndexingPDF Data Extraction SoftwareScanned Document IndexingScanning Software
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Streamlined Interface

Tuesday, 23 January 2018 by Simple Software

Maximum Data, Minimum Clicks

As with any repetitive task, a few seconds saved scanning and filing a single document quickly adds up to dozens or hundreds of hours over the course of a long project or daily routine. The most import part of planning your document capture project is to find the most efficient way to file them correctly. Creating an efficient workflow will save you countless hours of labor over the life of your project.

SimpleIndex is faster and easier because it is designed to perform all of the steps necessary to scan or import documents, process, verify and export them in one continuous workflow rather than requiring the user to click extra buttons each time to initiate the next step. When taken to the extreme, SimpleIndex is capable of performing all of these tasks automatically with just a single mouse click.

SimpleIndex does this by saving all of the settings for a document capture workflow to a file that can be opened just like an Office document. This file is configured by the administrator so the user doesn’t have to see any of the technical details. Very rarely does the operator need to be able to change, for instance, the export file format and file naming scheme. So why do some applications show you a complicated export settings screen every time you try to save a batch? It is this attention to detail that allows SimpleIndex to process the same batch 35-75% faster than its competitors.

SimpleIndex also has the ability to pre-set index values and run jobs using the Command Line Interface. More on this design feature can be found on our Getting Started page.

Index Automation Features

The two main methods for automating indexing are Barcode Recognition and Optical Character Recognition (OCR).

Barcode recognition is faster and more accurate, but your documents must contain a barcode on the document or a cover page for this to work.

OCR is able to read printed data directly from the page, which means most documents can be processed as-is. However it is not 100% accurate and usually requires some human review. Handwriting can be recognized as well, using the Cloud OCR option.

If your index data already exists in another database, SimpleIndex has features that can make use of this data to automate processing. The Index Autofill feature matches data read from barcodes or OCR to data in your database, verifying the correct value is read and populating additional search fields automatically.

Paper and Electronic Documents

Traditional document capture is focused on digitizing paper documents with a document scanner. However, more and more documents are living their best lives as native PDF and Word files, never once having to enter our physical realm.

SimpleIndex is designed to handle both scanned physical documents and electronic files in their native format seamlessly. The OCR function will use existing text from any PDF file or Office document when it is available, or automatically OCR scanned images when it isn’t.

Use the built-in SimpleView viewer to view most common file types, or use the PDF editor and word processor of your choice to provide full editing capabilities embedded right within the SimpleIndex application.

It can also simultaneously scan and import documents from a hotfolder into a single batch. So if, for example, you receive both paper and email invoices, you can process your day’s work all at once with just one click!

Using Pre-Indexed Batches

The Pre-Index Batch feature of SimpleIndex is what enables 1-click scanning and indexing, as well as command line and unattended processing.

Pre-indexing lets you set fixed values for index fields and apply them to a whole batch. These can be combined with automatic values from barcode recognition, OCR and Autofill to create fully automated batch processes that can be launched from your custom application, a desktop shortcut, scheduled server task or even linked to the scan button on your scanner.

KB Articles for Streamlined Interface

  • Features
  • Take control of Sales Tax exemption forms
  • Reduce Click Charges for Data Capture
  • Instant Integration With Any Application
  • Indexing Solutions with Barcode Recognition
  • Automated Processing & 1-Click Interface
  • Full-Page OCR Indexing Demo
  • Video Demos
  • Network Scanners & Copiers
  • The All-In-One Scanning & Sorting Tool
Automatic Data Capture, Barcode Recognition Software, Batch Scanning, Command Line Interface, Database, Document Automation, Document Classification, Document Imaging, Fast Scanning, OCR, Office PDF Text Processing, RPA, Scanning Software, Solution, TWAIN & ISIS Scanning, Unattended, Workflow, Workflow Software
Automatic Data CaptureBarcode Recognition SoftwareBatch ScanningCommand Line InterfaceDatabaseDocument AutomationDocument ClassificationDocument ImagingFast ScanningOCROffice PDF Text ProcessingRPAScanning SoftwareSolutionTWAIN & ISIS ScanningUnattendedWorkflowWorkflow Software
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Document Imaging ODBC Watermark Export CSV SimpleSend Optical Mark Recognition Business Process Automation TWAIN Invoice OCR Zone OCR PDF Data Extraction Software SimpleQB Automatic Data Capture Screenshot OCR ISIS Driver Office to PDF Scanning Software Invoice Scanning Software Barcode OCR PaperVision Front End Scanning Image Scanning Server OCR Clipboard OCR XSLT Data Conversion Software Text Processing MS Access Fast Scanning TWAIN & ISIS Scanning PDF417 1-Click Processing QR Code Distributed Scanning Remote Capture Unattended Automatic Indexing Software Watermark PDF Files OCR OCR Form Processing File Indexing Office PDF Document Indexing Scanned Document Indexing PDF Barcode Recognition Database Autofill

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