Comma-delimited text files for document metadata.

Indexing Solutions with Barcode Recognition

Barcode recognition is the most efficient way to capture index data printed on documents. If you are unfamiliar with the use of barcodes in document scanning, you can learn more about barcodes in our Barcode Scanning Guide, but if you want to know more about barcode use with SimpleSoftware products, read on.

Some documents already have key information in barcode format on them. In many cases adding a barcode to a document is as simple as changing or adding a font. Adding barcodes to new documents is preferable as all the index data is on the document at the time it is created and in a format that can be read with near 100% accuracy.

As an alternative to placing barcodes on the individual documents, it is possible to print out a barcode cover page and place it on the file before it is scanned. The SimpleCoversheet application was designed to make this easy by providing a simple interface for selecting index values and printing a standard coversheet that contains these values in barcode format.

Barcode recognition can also be useful when you have documents with a variable number of pages that will all receive the same index values. If it is not possible to generate an indexed coversheet for these at the time they are created, a generic barcode coversheet can be used to separate the scanned images into multi-page files, one for each document. A second process can then be used to index these images one file at a time instead of one page at a time, greatly increasing throughput.

Barcode Recognition Features

With SimpleIndex Barcode you can:

  • Read barcodes printed on scanned paper documents
  • Read barcodes embedded in PDF files
  • Automatically rename files based on barcodes
  • Export barcode data to CSV file or any database
  • Separate multi-page documents with cover pages
  • Recognize 2D formats like PDF417, DataMatrix, Aztec and QR Code
  • Recognize 30 different 1D barcode formatsCode 39, Codabar, UPC, Code 128, EAN 13, 2 of 5, etc.
  • Recognize postal barcodes like Planet, PostNet, Royal Post and Australian Post
  • Lookup barcode values in a database for additional data
  • Complete list of document scanning & indexing features

With SimpleCoversheet you can:

  • Create barcode coversheets for use with SimpleIndex and other scanning applications
  • Print barcodes on Avery label templates that can be applied to documents
  • Affordably enable every employee to print barcodes
  • Create coversheets that allow SimpleIndex to automatically index and file documents
  • Enable scanning and indexing from MFPs, network scanners and digital copiers
  • Perform “mail merge” with barcodes to print many coversheets at once
  • Supports many 1D and 2D barcode formats

Learn More:

Scan, file, and process document data quickly and efficiently with Simple Software's tailored OCR automation and one-click processing that fits your unique business needs
Use SimpleIndex OCR to convert scanned and digital images to searchable PDF files for automated sorting, filing, and export to applications such as Word, Excel, PowerPoint, etc.
Automatically and accurately convert scanned and digital documents with simple and complicated tables to PDF files, Excel, Google Sheets, CVS, and other spreadsheet formats with Simple Software's advanced document management suite including Abbyy FineReader, Simple Index, SimpleView, SimpleSearch, SimpleSend, SimpleExport, SimpleCoversheet, and AI components
SimpleIndex OCR automation analyzes, classifies, verifies, and exports digital data into searchable documents that can be stored and processed in a variety of SQL applications
Simple Software's Document management OCR (Optical Character Recognition) uses smart machine-learning and AI (artificial intelligence) methods to convert handwritten and digital text and image data into machine-readable text, allowing users to search, index, and organize large volumes of document data
Simultaneously recognize, analyze, and export large volumes of documents and digital data with SimpleIndex batch OCR (Optical Character Recognition) for processes dealing with large volumes of documents, such as digitizing paper and scanned archives or processing document data in a document management system
SimpleIndex Server enterprise OCR lets users automatically perform optical character recognition on thousands of documents at a time, scaling to meet the demands of the large volumes of document conversions and processes tailored to the user's specifications
SimpleIndex OCR data capture technology and page layout analysis automatically identifies common invoice data elements (vendor, date, amount, invoice number, line item data, etc.) to automate data entry, eliminate errors, automate retrieval, match POs (Purchase Orders), validate quantities and prices, automate electronic document management and storage

KB Articles for Barcode Recognition

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Database Integration

Unprecedented Control of Database Interactions

Open database integration can be configured to interface with and operate on any database.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. Using these three basic database functions, SimpleIndex is able to interface with and operate on any database.

 

Automatic Indexing Using Existing Data

Simple Index simplifies database processing by Indexing & autofilling existing dataSimpleIndex’s Autofill feature 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 key values entered by the user. Then blank index fields are automatically filled with the lookup data. After entering only one field, data autopopulates, resulting in a document database.

The key field may be typed by the user or 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.

 

Custom Code Extensions for Autofill and Export

Custom Autofill and Export functions extend functionality to use APIs and web services, allowing users to directly interface with any application to populate and export document data.Customized  Autofill and Export functions extend this functionality to use APIs and web services to populate or export index data when a direct database connection is not possible. This allows you to directly interface with any application to populate and export document data.

An example is our ChatGPT document analysis service, which uses the same extension interface to provide AI document analysis results that can be used for classification and natural language data extraction.

      

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.

XML and JSON Data Sources

SimpleIndex also has the ability to read data directly from XML and JSON files. Many document management and cloud storage platforms provide document metadata in XML and JSON files whenever you attempt to migrate data, along with corresponding files that may or may not have logical filenames. Use SimpleIndex to extract the data from these files, organize the documents, and migrate the metadata to a database or new document management platform.

Output to XML or Any Text Format

SimpleExport outputs to XML orany text file that is integratable with third-party databases

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.

Find Out More

Scan, file, and process document data quickly and efficiently with Simple Software's tailored OCR automation and one-click processing that fits your unique business needs
Use SimpleIndex OCR to convert scanned and digital images to searchable PDF files for automated sorting, filing, and export to applications such as Word, Excel, PowerPoint, etc.
Automatically and accurately convert scanned and digital documents with simple and complicated tables to PDF files, Excel, Google Sheets, CVS, and other spreadsheet formats with Simple Software's advanced document management suite including Abbyy FineReader, Simple Index, SimpleView, SimpleSearch, SimpleSend, SimpleExport, SimpleCoversheet, and AI components
SimpleIndex OCR automation analyzes, classifies, verifies, and exports digital data into searchable documents that can be stored and processed in a variety of SQL applications
Simple Software's Document management OCR (Optical Character Recognition) uses smart machine-learning and AI (artificial intelligence) methods to convert handwritten and digital text and image data into machine-readable text, allowing users to search, index, and organize large volumes of document data
Simultaneously recognize, analyze, and export large volumes of documents and digital data with SimpleIndex batch OCR (Optical Character Recognition) for processes dealing with large volumes of documents, such as digitizing paper and scanned archives or processing document data in a document management system
SimpleIndex Server enterprise OCR lets users automatically perform optical character recognition on thousands of documents at a time, scaling to meet the demands of the large volumes of document conversions and processes tailored to the user's specifications
SimpleIndex OCR data capture technology and page layout analysis automatically identifies common invoice data elements (vendor, date, amount, invoice number, line item data, etc.) to automate data entry, eliminate errors, automate retrieval, match POs (Purchase Orders), validate quantities and prices, automate electronic document management and storage

KB Articles for Database Integration

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How do I export index data to a database?

Please refer to the Wiki Documentation for the complete Export reference.

There are a variety of ways to connect to your database. Detailed instructions are provided in the Manual (check the Help menu). Here is a brief overview of the steps involved:

-Create a job configuration to scan and index files
-On the database tab, set the “Database Mode” to “Insert New Records”
-To use ODBC, enter the data source name or file in Data Source
-To connect directly, select your database type under “Select a Data Source” and click Start. A series of dialogs will prompt you for database connection information.
-Select destination Table or View and click Reload
-For each index field, select the corresponding database field that will receive that field value
-The “Output File Field” will receive the path to the exported file

Once you have created records in your database in “Insert” mode, you can change to “Retrieve and View Records” and use SimpleIndex or SimpleSearch to search and view the files.

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

Please refer to the Wiki Documentation for the complete Index & Batch Logging reference.

List fields are populated using a text file or database field containing the values for that list. The text file scenario will be described first.

To configure a list field, go to the Index tab in the Job Options. Create a list field 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.

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