SIGN IN YOUR ACCOUNT TO HAVE ACCESS TO DIFFERENT FEATURES

Login with Google
FORGOT YOUR PASSWORD?

FORGOT YOUR DETAILS?

AAH, WAIT, I REMEMBER NOW!
QUESTIONS? CALL: 865-637-8986
  • LOGIN

SimpleIndex

  • LEARN MORE
    • GENERAL INFO
      • Getting Started
      • How To Scan Documents
      • Barcode Scanning Guide
      • Searching & Viewing
      • Sunshine Software
      • News & Updates
      • Schedule a Consultation
    • FEATURES
      • Streamlined Interface
      • Automated & 1-Click Processing
      • TWAIN and ISIS Scanning
      • Zone OCR and Dynamic OCR
      • Handwriting Recognition Software
      • Amazon Textract OCR and ICR
      • Screenshot OCR
      • Document Classification
      • Database Integration
    • –
      • PDF & MS Office Text Parsing
      • Email Document Processing
      • Barcode Recognition
      • Optical Mark Recognition
      • Match Documents to Existing Data
      • Required Documents Check
      • Imprinting & Watermarking
      • SharePoint Document Scanning
      • AI and SimpleIndex
  • SOLUTIONS
    • General
      • All-In-One Scanning & Sorting Tool
      • Affordable Document Management
      • Instant Integration
      • Network Scanners & Copiers
      • Remote Document Capture
      • Reduce Click Charges for Data Capture
      • Compare with Other Solutions
    • Feature Demos
      • Zone OCR with Template Matching
      • PDF Text Processing
      • Organize Office Documents
      • Automatic Image Splitting
      • Amazon Textract OCR and ICR
      • Full-Page OCR & Multi-User Workflow
      • PDF Form Filling with XML & RPA
      • AP to QuickBooks Online with RPA
      • CRM Integration with RPA
    • Marketplace
      • Sales Tax Exemption Forms OCR
      • Invoice Processing
      • Automatic Web Image Optimization
      • Material Safety Data Sheets (MSDS) Indexing
      • Patent ID and Title Extraction OCR
      • Federal Tax Returns
      • Mortgage & Loan Documents
  • SUITE
    • SimpleCoversheet – Print Bar Codes
    • SimpleExport – Data File Converter
    • SimpleView – Search, View & Edit
    • SimpleQB – QuickBooks Integrator
    • SimpleOCR – Freeware OCR
    • Buy Suite Apps
  • DOWNLOAD
  • SHOP
    • COMPARE VERSIONS
    • SIMPLEINDEX
      • Workstation License
      • Concurrent License
      • Subscription License
    • SIMPLEINDEX SERVER
    • SOLUTIONS
      • LoanStacker
      • Material Safety Data Sheets (MSDS) Indexing OCR
      • Patent ID and Title Extraction OCR
      • Sales Tax Exemption Forms OCR
      • SimpleInvoice
      • TaxStacker Add-on for SimpleIndex
    • ADDONS AND EXPANSIONS
    • MAINTENANCE & CONSULTING
    • MANAGE SUBSCRIPTIONS
    • FIND A DEALER
      • Dealer Locator
      • Become a Dealer
    • CONTACT SALES
  • SUPPORT
    • WIKI HELP
    • KNOWLEDGE BASE
    • SIMPLEINDEX UNIVERSITY
    • PRIVACY POLICY
    • CONTACT SUPPORT
    • NEWSLETTER
    • SCHEDULE A CONSULTATION
  • My Account
    • MANAGE SUBSCRIPTIONS
    • Downloads
    • Register Account
    • Login
  • MY CART
    No products in cart.
  • Home
  • Posts tagged "Document Management Software"

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.

OCR vs. LLM: You Don’t Need AI for That!

Monday, 11 August 2025 by aaron
AI and Large Language Models (LLMs) are the hot new trend when it comes to extracting data from documents, but don’t believe the hype! Most document-based workflows don’t need it, and are much more affordable without it. Let’s face it. Document scanning, PDF processing, and data capture applications are old and boring. Optical Character Recognition
Document AutomationDocument Capture SolutionDocument ClassificationDocument Management SoftwareOCRon-prem OCRon-site OCR
Read more
  • Published in Newsletter
No Comments

AI and SimpleIndex

Friday, 02 May 2025 by Simple Software
When it comes to automating the document processing workflow, it is impossible to avoid the question of AI. It is very hard to do anything nowadays without some use of AI-powered tools. Recent studies have shown that at least 40% of the average workday will soon be done by AI. AI is involved with OCR
1-Click ProcessingBar Code ScanningCommand-LineDatabaseDocument AutomationDocument Capture SolutionDocument ImagingDocument Management SoftwareImprintingImprinting & WatermarkingMS OfficeOCROffice PDF Text Processingoffline OCRon-prem OCRon-site OCROne-time payment OCRPDF BookmarkingRPAScanning SoftwareSelf-hosted OCRSubscription free OCRSunshine OCRTWAINTWAIN & ISIS Scanning
Read more
No Comments

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 Management SoftwareFile IndexingOCROCR Form ProcessingOffice PDF Document Indexingoffline OCRon-prem OCRon-site OCROne-time payment OCRPDFPDF Archive Scanning SoftwarePDF BookmarkingPDF Data Extraction SoftwarePDF FormsSearchSelf-hosted OCRServer OCRSubscription free OCRSunshine OCRUnattended Processing
Read more
No Comments

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 Softwareoffline OCRon-prem OCRon-site OCROne-time payment OCRPaperless OfficePaperVisionPDF Archive Scanning SoftwareQuickBooks Document ManagementSearchSelf-hosted OCRServer OCRSharePoint ScanningSimpleViewSubscription free OCRSunshine OCR
Read more
No Comments

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 Management SoftwareDocument RetrievalFile IndexingMS AccessODBCon-prem OCRon-site OCROracleServer OCRSharePoint ScanningSQL ServerSunshine Software OCRWorkflowWorkflow SoftwareXSLT
Read more
No Comments

SimpleIndex Specifications

Tuesday, 29 June 2021 by Simple Software
SimpleIndex 11 Specifications
Document Management Software
Read more
No Comments

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 SoftwareDocument ScanningImage ScanningKeyword IndexingOffice PDF Document IndexingPersonal Document ManagementQuickBooks Document ManagementRequired Documents AuditingScanned Document IndexingWorkflow
Read more
No Comments

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 SoftwareDocument RetrievalSearch
Read more
No Comments

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 SoftwareFront End ScanningServer OCRSharePoint MigrationSharePoint Scanning
Read more
  • Published in SharePoint Integration
No Comments

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 Management SoftwareDocument RetrievalFile IndexingMicrosoft Word Data ExtractionOffice PDF Document IndexingOffice PDF Text ProcessingPaperless OfficePaperVisionPDF Archive Scanning SoftwareQuickBooks Document ManagementSearchServer OCRText ProcessingUnattended Processing
Read more
  • Published in Database & Retrieval, Export, Office PDF Text Processing
No Comments

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 Management SoftwareDocument RetrievalFile IndexingPaperless OfficePaperVisionPDF Archive Scanning SoftwareQuickBooks Document ManagementSearchServer OCR
Read more
  • Published in Database & Retrieval, Licensing & Installation
No Comments

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 SoftwareDocument RetrievalPaperless OfficePDFPDF Archive Scanning SoftwareSearchServer OCRTIFF
Read more
  • Published in Database & Retrieval, Import
No Comments

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 SoftwareDocument RetrievalMS AccessMySQLODBCOraclePaperless OfficeServer OCRSQL ServerWorkflow Software
Read more
  • Published in Database & Retrieval
No Comments

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 Management SoftwareDocument RetrievalFile IndexingFull Text IndexingMS AccessMySQLOCROCR Form ProcessingOCR ScanningODBCOffice PDF Text ProcessingOraclePaperless OfficePDF Archive Scanning SoftwarePDF Data Extraction SoftwareQuickBooks Document ManagementSearchServer OCRSharePoint ScanningSQL ServerText ProcessingUnattended ProcessingWorkflow SoftwareZone OCR
Read more
  • Published in Database & Retrieval, OCR
No Comments

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 ScanningCommand-LineDatabaseDocument AutomationDocument Capture SolutionDocument ImagingDocument Management SoftwareImprintingImprinting & WatermarkingMS OfficeOCROffice PDF Text Processingoffline OCRon-prem OCRon-site OCROne-time payment OCRPDF BookmarkingRPAScanning SoftwareSelf-hosted OCRSubscription free OCRSunshine OCRTWAINTWAIN & ISIS Scanning
Read more
No Comments

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 SoftwareScanning SoftwareServer OCRSharePoint Scanning
Read more
No Comments

Searching and Viewing Documents

Wednesday, 04 October 2017 by dwilder
If you have not yet decided on a plan for how to organize your electronic documents for later retrieval, you should take some time to consider the possible options. There are several ways to search and view documents processed with SimpleIndex® Use SimpleSearch to use keyword searches to find and view indexed documents Use SimpleView
ContentverseDocument ImagingDocument Management SoftwareDocument RetrievalFull Text Indexingon-prem OCRon-site OCRPaperless OfficePaperVisionPDF Archive Scanning SoftwarePersonal Document ManagementQuickBooks Document ManagementSearchSunshine Software OCRUnattended Processing
Read more
No Comments

Search

Connect with Us!

What is 7+4?


Search Knowledge Base

Recent KB Articles

  • SimpleIndex Download
  • SimpleIndex Professional Workstation
  • SimpleIndex Standard Workstation
  • SimpleIndex OCR Workstation
  • SimpleIndex Tips & Tricks - Document Separation
  • SimpleExport - Index Output Converter
  • SimpleIndex Standard Server 1M
  • Compare SimpleIndex

Feature Cloud

Automatic PDF Separation Checkbox Recognition Barcode Printing Bates Numbering Software Aztec and QR Code</li> <li>Recognize 30 different 1D barcode formatsCode 39 Barcode Reading Software Archive Email to PDF Batch Scanning 2 of 5 Barcode OCR Barcode Recognition Software a generic barcode coversheet can be used to separate the scanned images into multi-page files Automatic Data Capture 1-Click Processing Business Process Automation Bar Code Scanning Bar Code Printing accessability Automatic Indexing Software Bar Codes

Online Support Options

Check our Wiki Help, Knowledge Base and Training Videos, or Contact Support if you still need Help

How to Buy

Solutions start at just $500! Buy SimpleIndex online or from an Authorized Dealer in your area.

Authorized Dealers

Authorized DealersSimpleIndex is a great addition to any system integrator's product line. Become an Authorized Dealer.

Get a Web Demo

Get a free online demo with a scanning specialist who can configure SimpleIndex on your computer remotely.
Sign up for a demo now!

Download a Trial

SimpleIndex Trial30-day trial downloads are available for all Simple Software applications.
Download Now!

SimpleIndex Applications

SimpleIndex Applications Packaged apps built with SimpleIndex.
SimpleInvoice for AP
Sales Tax Manager
Mortgage LoanStacker
MSDS and Patents
SimpleIndex

© 2025 Meta Enterprises, LLC | Knoxville, Tennessee | A Family Owned Company
© 2025 SimpleSoftware | Consulting Services in the Field of Software as a Service

TOP
SimpleIndex
Manage Cookie Consent
We use cookies to optimize our website and our service.
Functional cookies Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
  • Manage options
  • Manage services
  • Manage {vendor_count} vendors
  • Read more about these purposes
View preferences
  • {title}
  • {title}
  • {title}
});