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Relying on the old filing cabinet filled with paper documents is becoming more and more of burden. Your competition knows that electronic document management brings cost down and streamlines their operations. Are you ready to break away from the paper and get your document management solution in place? Great! That’s our specialty.PDF Form Read Write Data

The phrase “document management” is rather broad and can apply to a variety of scenarios depending on the needs (and size) of the business. In some instances we are talking about a system that merely gives us an efficient way to scan paper and save it out in an orderly, intuitive structure. Other times, we need to bring in search and viewing capabilities that are all handled inside a single piece of software. Likewise we may be working with more than just digital versions of paper files, such as MS Office documents, CAD drawings and graphics files. We can even run into the need for advanced features like document lifecycle management and workflow. These features are especially important when regulations such as HIPAA and Sarbanes-Oxley apply, to keep prying eyes away from critical information, and to limit liability by removing old docs once they’ve passed their business or regulatory prime.

Mobile Document Capture via Google Drive & SimpleIndex

Tuesday, 11 August 2026 by Simple Software
Overview While SimpleIndex operates as a desktop application, mobile team members and field operators often need to process physical documents when away from a traditional desktop scanner. By integrating the mobile scanning capabilities of Google Drive with SimpleIndex, organizations can convert any smartphone into a mobile capture workstation. Documents scanned on a mobile device automatically
1-Click ProcessingDatabaseDocument AutomationDocument Capture SolutionDocument ImagingDocument Management Software (Personal Document Management)OCR (Optical Character Recognition)Office PDF Text Processingoffline OCRon-prem OCRon-site OCROne-time payment OCRPDF BookmarkingScanning SoftwareSelf-hosted OCRSubscription free OCRSunshine OCR (Sunshine Software)TWAIN & ISIS Scanning
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SimpleIndex AI Job Assistant | Automated Job File Builder

Thursday, 30 July 2026 by Simple Software
SimpleIndex AI Job Configuration Assistant Welcome to the SimpleIndex AI Assistant. Enter your workflow requirements below – such as splitting PDFs by barcode, setting up OCR zones, or exporting to a database to generate custom .sic job file configurations instantly using AI. Attention! If you are using ads blockers on your browser that may prevent
1-Click ProcessingAI Document AnalysisAI Job AssistantCommand-LineDatabaseDocument AutomationDocument Capture SolutionDocument ImagingDocument Management Software (Personal Document Management)MS OfficeOCR (Optical Character Recognition)Office PDF Text Processingoffline OCRon-prem OCRon-site OCROne-time payment OCRPDF BookmarkingRPA (Robotic Process Automation)Scanning SoftwareSelf-hosted OCRSubscription free OCRSunshine OCR (Sunshine Software)TWAIN & ISIS Scanning
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Canvassing and Political Surveys Processing

Thursday, 16 July 2026 by Simple Software
The Clipboard is Back: Why Paper Canvassing Wins in Local Campaigns (and How to Automate the Data Entry) Go to any modern political campaign seminar, and they will tell you that paper is dead. They’ll insist every volunteer needs to download a specialized canvassing app to log voter responses in real time. But anyone who
1-Click ProcessingCommand-LineDatabaseDocument AutomationDocument Capture SolutionDocument ImagingDocument Management Software (Personal Document Management)MS OfficeOCR (Optical Character Recognition)Office PDF Text Processingoffline OCRon-prem OCRon-site OCROne-time payment OCRPDF BookmarkingRPA (Robotic Process Automation)Scanning SoftwareSelf-hosted OCRSubscription free OCRSunshine OCR (Sunshine Software)TWAIN & ISIS Scanning
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OCR vs. LLM: You Don’t Need AI for That!

Monday, 11 August 2025 by aaron
OCR vs LLM for document capture: accuracy, benchmarks, cost and data privacy, and the few jobs where a language model is worth paying for.
Document AutomationDocument Capture SolutionDocument ClassificationDocument Management Software (Personal Document Management)Hybrid OCRLLM OCROCR (Optical Character Recognition)on-prem OCRon-site OCR
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AI and SimpleIndex

Friday, 02 May 2025 by Simple Software
LLM OCR, only where OCR runs out.
1-Click ProcessingABBYY FineReaderAI Document AnalysisAmazon TextractBar Code ScanningCloud OCRCommand-LineDatabaseDocument AutomationDocument Capture SolutionDocument ImagingDocument Management Software (Personal Document Management)Hybrid OCRImprinting & WatermarkingIntelligent Document ProcessingLLM OCRMS OfficeOCR (Optical Character Recognition)Office PDF Text Processingoffline OCRon-prem OCRon-site OCROne-time payment OCRPDF BookmarkingPrivate AIRPA (Robotic Process Automation)Scanning SoftwareSelf-hosted OCRSubscription free OCRSunshine OCR (Sunshine Software)TWAIN & ISIS Scanning
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Take control of Sales Tax exemption forms

Monday, 14 November 2022 by Simple Software
Automatically fill and file sales tax forms Ben Franklin once noted, “…nothing is certain except death and taxes.” In the case of state sales taxes, they may be unavoidable, but managing your customers’ sales tax exemption forms and making sure you’ve sent current exemption certificates to your vendors doesn’t have to feel like a terminal
1-Click ProcessingDatabase AutofillDocument IndexingDocument Management Software (Personal Document Management)Fill & Read PDF FormsOCR (Optical Character Recognition)OCR Form ProcessingOffice PDF Text Processingoffline OCRon-prem OCRon-site OCROne-time payment OCRPDF Archive Scanning SoftwarePDF BookmarkingPDF Data Extraction SoftwarePDF Document ScanningRecords ManagementSearchSearchable PDF OCRSelf-hosted OCRSubscription free OCRSunshine OCR (Sunshine Software)
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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. The most basic solution uses Windows folders and filenames to organize and
ContentverseDocument AutomationDocument Management Software (Personal Document Management)Laserficheoffline OCRon-prem OCRon-site OCROne-time payment OCRPaperless OfficePaperVisionPDF Archive Scanning SoftwareQuickBooks Document ManagementRecords ManagementSearchSelf-hosted OCRSharePoint Scanning & MigrationSimpleViewSubscription free OCRSunshine OCR (Sunshine 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® 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.
CSVDatabaseDatabase AutofillDocument AutomationDocument IndexingDocument Management Software (Personal Document Management)Document RetrievalMS AccessODBCon-prem OCRon-site OCROracleRecords ManagementServer ProcessingSharePoint Scanning & MigrationSQL ServerSunshine OCR (Sunshine Software)Workflow ManagerXSLT
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SimpleIndex Specifications

Tuesday, 29 June 2021 by Simple Software
SimpleIndex 12 Specifications
Document Management Software (Personal Document Management)
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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
Automatic Data CaptureAutomatic Indexing SoftwareDocument AutomationDocument ClassificationDocument ImagingDocument Management Software (Personal Document Management)Document ScanningImage ScanningKeyword IndexingOffice PDF Text ProcessingQuickBooks Document ManagementRequired Documents AuditingScanned Document IndexingWorkflow Manager
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Multiple Sort Fields on Search

Monday, 29 July 2019 by Simple Software
Please refer to the Wiki Documentation for the complete Search reference. If you have a Search/Retrieval configuration that you want to have Sort by more than one column do the following. 1. Open the configuration pad in Notepad.2. Search for the option value <SORT_FIELD>3. Normally there is one value in the section that looks like this:  <SORT_FIELD>FIELD1</SORT_FIELD>4. Add the fields that
Document Management Software (Personal Document Management)Document RetrievalSearch
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Can SimpleIndex integrate with Microsoft SharePoint?

Wednesday, 28 February 2018 by dwilder
Please refer to the Wiki Documentation for the complete SharePoint reference. Any document processed with SimpleIndex can be uploaded directly to your SharePoint document library, and any custom columns or metadata tags can be set automatically using the SimpleIndex index field values. Find out more at our SharePoint Document Scanning page. Integrated custom metadata is only supported
Document Management Software (Personal Document Management)Front End ScanningRecords ManagementSharePoint Scanning & Migration
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  • Published in SharePoint Integration
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Is it possible to search for and retrieve documents with Windows desktop search?

Wednesday, 28 February 2018 by dwilder
Please refer to the Wiki Documentation for the complete Searchable PDF reference. Windows Search works great with SimpleIndex because all index data can be saved to the folder and file names as well as the file properties, and OCR text can be saved to hidden layers in PDF files. Windows Search will read all of these elements
ContentverseDocument IndexingDocument Management Software (Personal Document Management)Document RetrievalMicrosoft Word Data ExtractionOffice PDF Text ProcessingPaperless OfficePaperVisionPDF Archive Scanning SoftwareQuickBooks Document ManagementRecords ManagementSearchSearchable PDF OCRText Processing
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  • Published in Database & Retrieval, Export, Office PDF Text Processing
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How do I use the Media Wizard to create searchable DVDs or thumb drives?

Wednesday, 28 February 2018 by dwilder
Please refer to the Wiki Documentation for the complete Send Menu reference. To enable the Media Wizard, you must first create a job configuration that exports index information to an Access database. Once you have scanned all the documents for the CD or DVD and attached them to the database, create a second job that uses “Retrieve
DatabaseDocument Management Software (Personal Document Management)Document RetrievalExport
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  • Published in Database & Retrieval, Export
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Is the document Search/Retrieval and View functions available in SimpleIndex or available only with the SimpleSearch add-on module?

Wednesday, 28 February 2018 by dwilder
Please refer to the Wiki Documentation for the complete SimpleSearch reference. All of the search functions can be used with any SimpleIndex license. SimpleSearch is only needed to enable searching from other workstations.
ContentverseDocument IndexingDocument Management Software (Personal Document Management)Document RetrievalPaperless OfficePaperVisionPDF Archive Scanning SoftwareQuickBooks Document ManagementRecords ManagementSearch
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  • Published in Database & Retrieval, Licensing & Installation
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I have a scanner/copier that creates PDF and TIFF files and saves them to my file server. Can I use SimpleIndex to create a searchable CD/DVD from these files?

Wednesday, 28 February 2018 by dwilder
Please refer to the Wiki Documentation for the complete Wizard Mode reference. This feature is included in SimpleIndex at no additional cost and is called the Media Wizard. The Media Wizard is located in the “Send” file menu and is called Media Wizard. It allows you to burn your images, indexes, a database and a free SimpleSearch
Document Management Software (Personal Document Management)Document RetrievalPaperless OfficePDF Archive Scanning SoftwarePDF Document ScanningRecords ManagementSearchTIFF Document Scanning
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  • Published in Database & Retrieval, Import
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Is it possible to restrict user access to certain documents in Retrieval Mode?

Wednesday, 28 February 2018 by dwilder
Please refer to the Wiki Documentation for the complete Database Mode reference. If the database you use to store index information has security access features, you can use these to manage access to documents with SimpleIndex retrieval mode. In your database, create user accounts and groups and assign them the appropriate permissions to records in your document
DatabaseDocument Management Software (Personal Document Management)Document RetrievalMS AccessMySQLODBCOraclePaperless OfficeRecords ManagementServer ProcessingSQL Server
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  • Published in Database & Retrieval
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How do you configure full text searching in Retrieval mode?

Wednesday, 28 February 2018 by dwilder
Please refer to the Wiki Documentation for the complete Database Settings reference. On the Database tab there dropdown in the lower portion of the panel for Full Text OCR Field. Put the name of the field that will store the full-text data there. This must be configured both for Insert and Retrieval mode configurations. The database field
DatabaseDocument IndexingDocument Management Software (Personal Document Management)Document RetrievalFull Text IndexingMS AccessMySQLOCR (Optical Character Recognition)OCR Form ProcessingOCR ScanningODBCOffice PDF Text ProcessingOraclePaperless OfficePDF Archive Scanning SoftwarePDF Data Extraction SoftwareQuickBooks Document ManagementRecords ManagementSearchSearchable PDF OCRServer ProcessingSharePoint Scanning & MigrationSQL ServerText ProcessingZone OCR
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  • Published in Database & Retrieval, OCR
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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
1-Click ProcessingBar Code ScanningBates StampingCommand-LineDatabaseDocument AutomationDocument Capture SolutionDocument ImagingDocument Management Software (Personal Document Management)Imprinting & WatermarkingMS OfficeOCR (Optical Character Recognition)Office PDF Text Processingoffline OCRon-prem OCRon-site OCROne-time payment OCRPDF BookmarkingRPA (Robotic Process Automation)Scanning SoftwareSelf-hosted OCRSubscription free OCRSunshine OCR (Sunshine Software)TWAIN & ISIS Scanning
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Scanning & Document Migration for SharePoint

Friday, 12 January 2018 by Simple Software
SimpleIndex gives you an affordable, automated way to populate custom metadata tags when migrating documents to SharePoint. SimpleIndex uses a variety of methods to extract data, including zone OCR, barcode recognition, mark recognition (OMR) and text pattern matching. The data is assigned to index fields that correspond to the custom columns in your SharePoint document
Automatic Data CaptureDocument Management Software (Personal Document Management)Records ManagementScanning SoftwareSharePoint Scanning & Migration
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