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When your images are saved in one of the aforementioned document repositories, they need to have relevant keywords and data associated with them so they can be organized and found later when you need them. The most basic way to do this is using folders and filenames on your hard drive. More advanced document mangement solutions will let you assign specific labels to each document such as name, date, reference numbers and any other information you might want to use to find each file. They can also include integrated viewers, storage systems, security and records management functions.

So before you begin choosing a scanning solution, you need to think about what type of document repository you need and what information you will use to label and organize those file in that repository. Some things to consider when selecting a document repository are:

  • Who needs access to the documents? People on the office network, or people around
    the country or worldwide? Authorized users only or the general public? How many users?
  • What information technology resources are available to support this solution?
  • What is your budget?
  • What searching capabilities do you need?
  • What are the security, privacy or legal concerns of this application?

When deciding what data you want to use to find your documents, consider these questions:

  • How do people currently find this document? What information do they know about this file before they start looking for it?
  • Is the data printed on the page somewhere?
  • Is this data available in an existing database, Excel spreadsheet or XML file?
  • Are you creating these documents yourself? Can you add a barcode with the data you need somewhere on it?
  • Do you need to be able to search the contents of the document?
  • Do I need to be able to search on this value so badly that someone has to type it in on every document?

You can learn more about document scanning in our guide.

Transportation

Saturday, 05 September 2026 by Simple Software
Automatic Indexing SoftwareBarcode Recognition SoftwareDocument ImagingDocument IndexingDocument ScanningHandprint RecognitionOCR (Optical Character Recognition)on-prem OCRProof of DeliveryRequired Documents AuditingTransportation & Logistics
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Education

Saturday, 05 September 2026 by Simple Software
Transcripts from any school, read.
Automatic Indexing SoftwareDocument ImagingDocument IndexingDocument ScanningEducationHandprint RecognitionOCR (Optical Character Recognition)on-prem OCRQuickBooks Document ManagementRequired Documents Auditing
No Comments

Financial Services

Saturday, 05 September 2026 by Simple Software
A paper trail for every transaction.
Automatic Indexing SoftwareDocument ImagingDocument IndexingDocument ScanningFinancial ServicesHandprint RecognitionInvoice OCRLoan ProcessingOCR (Optical Character Recognition)on-prem OCRQuickBooks Document ManagementRequired Documents Auditing
No Comments

Legal

Saturday, 05 September 2026 by Simple Software
Case files, read, redacted and filed.
Automatic Indexing SoftwareBates StampingDocument ImagingDocument IndexingDocument ScanningHandprint RecognitionLegalLitigation SupportOCR (Optical Character Recognition)on-prem OCRRequired Documents Auditing
No Comments

Healthcare

Saturday, 05 September 2026 by Simple Software
Complete charts, on your own network.
Automatic Indexing SoftwareDocument ImagingDocument IndexingDocument ScanningHandprint RecognitionHealthcareHIPAA ComplianceOCR (Optical Character Recognition)on-prem OCRRequired Documents Auditing
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I have a duplex scanner. How to set up SimpleIndex to scan two sided documents automatically?

Friday, 11 August 2023 by Simple Software
Please refer to the Wiki Documentation for the complete Scanning reference. Simplex versus Duplex scanning is a function of your scanner driver. SimpleIndex uses both TWAIN and ISIS drivers. ISIS drivers are faster for high-speed scanners and are preferred. To configure duplex on an ISIS scanner: 1 Select “Use ISIS Driver” from the Scan menu if it is
Batch ScanningDocument ScanningFront End ScanningISIS DriverPDF Data Extraction SoftwareScanning SoftwareSharePoint Scanning & MigrationTWAIN & ISIS Scanning
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Features

Monday, 14 November 2022 by Simple Software
Document ScanningIntelligent Document ProcessingOCR (Optical Character Recognition)on-prem OCRScanned Document IndexingSunshine OCR (Sunshine Software)TWAIN & ISIS Scanning
No Comments

Stop/Turn Off Image Deletion when Blank is Recognized

Friday, 20 September 2019 by Alex Stewart
Please refer to the Wiki Documentation for the complete Autonumber reference. In certain cases you will need to be able to read that a page is blank, but not actually want to delete this page. This is especially useful if you want to use a page that isn’t completely blank as a document separator, where the page is always
Document Scanning
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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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In the middle of a batch that was scanned our computer is receiving an error, from that point to the end of the batch it’s not saved. Is this a SimpleIndex problem or windows?

Wednesday, 28 February 2018 by dwilder
This usually indicates an overload of the memory of the computer
Batch ScanningDocument Scanning
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  • Published in Fixes for Common Problems, Indexing & UI
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Is there a way to just use part of a bar code or OCR value? For example, extract “50” from the value “124450”

Wednesday, 28 February 2018 by dwilder
Please refer to the Wiki Documentation for the complete Bar Code Recognition reference. To do this example, create a barcode field (Field 1 for example) and a 2nd field with type “Fixed”. In the template for the 2nd field, enter %FIELD1[5,2]% to get “50” from “124450”. %FIELD1% would get the entire value for Field #1, the barcode
Automatic Data CaptureAutomatic Indexing SoftwareBar Code ScanningBar CodesBarcode OCRBarcode Reading SoftwareBarcode Recognition SoftwareClipboard OCRDocument ImagingDocument ScanningImage ScanningInvoice OCRKeyword IndexingOCR (Optical Character Recognition)OCR Form ProcessingOCR ScanningOffice PDF Text ProcessingPDF Barcode RecognitionPDF417QR CodeQuickBooks Document ManagementScanned Document IndexingScreen Scraping OCRScreenshot OCRTWAIN Scanning SoftwareZone OCR
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  • Published in Bar Codes, OCR, Office PDF Text Processing
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I have a scanner with Virtual ReScan (VRS) that is not scanning properly. How do I solve this issue?

Wednesday, 28 February 2018 by dwilder
Please refer to the Wiki Documentation for the complete Scanning reference. Any time that you have a scanner with Virtual ReScan (VRS) you must pick Kofax VRS as the scanner instead of the scanner model itself. With VRS you assign the scanner to VRS and then anytime you pick Kofax VRS as the scanner in your scanning
Batch ScanningDocument ScanningFast ScanningFront End ScanningImage ScanningISIS DriverScanning SoftwareTWAIN & ISIS Scanning
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  • Published in TWAIN & ISIS Scanning
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How can I change from letter to legal size documents?

Wednesday, 28 February 2018 by dwilder
Please refer to the Wiki Documentation for the complete Scanning reference. This is done through the TWAIN or ISIS settings for your scanner. To access these settings select “Display Scanner Settings” from the “Scan” file menu. Next click the “Run Job” button and before the scanning process starts your scanners TWAIN or ISIS settings dialog box will
Batch ScanningDistributed ScanningDocument ScanningFast ScanningFront End ScanningImage ScanningISIS DriverPDF Archive Scanning SoftwareRemote CaptureScanning SoftwareTWAIN & ISIS Scanning
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  • Published in TWAIN & ISIS Scanning
No Comments

What scanners are compatible with SimpleIndex? How do I find a list?

Wednesday, 28 February 2018 by dwilder
Please refer to the Wiki Documentation for the complete Scanning reference. SimpleIndex is compatible with any device that has a TWAIN or ISIS driver. This includes virtually all makes and models of scanner, as well as many specialty scanners, digital cameras and other devices. In the few instances when a scanner has a proprietary driver, it can
Batch ScanningDistributed ScanningDocument Capture SolutionDocument ScanningFast ScanningFront End ScanningImage ScanningISIS DriverPDF Archive Scanning SoftwareRemote CaptureScanning SoftwareSharePoint Scanning & MigrationTWAIN & ISIS Scanning
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  • Published in TWAIN & ISIS Scanning
No Comments

Is there a way to save the images when a batch is canceled?

Wednesday, 28 February 2018 by dwilder
Please refer to the Wiki Documentation for the complete Batch Processing reference. At certain points a batch will need to be cancelled before it is complete.  In this case you can save the images from the batch, but not the indexes that have been done so far in the batch.  When cancelling the batch (File>End Job or
Batch ScanningDocument Scanning
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  • Published in Import, Indexing & UI
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I finished scanning and found a page that did not get scanned or was scanned incorrectly. How can I correct this?

Wednesday, 28 February 2018 by dwilder
Unfortunately scanners are never perfect and there is the potential for a pages to be missed or improperly scanned.  This can bring up the need to fix this issue by inserting a scan in the batch or rescanning a page.  This can easily be done with SimpleIndex. Instructions for Inserting Missed Page Run a Batch
Batch ScanningDocument ScanningScanning Software
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  • Published in Indexing & UI, TWAIN & ISIS Scanning
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How do I automatically delete blank pages from duplex documents?

Wednesday, 28 February 2018 by dwilder
This is done using the Minimum File Size drop down in the Blank Page Deletion section of the Image Enhancement step of the Job Settings Wizard. This setting uses the image file size in bytes to determine which files are blank pages. In this box you would put the number of bytes for the threshold
Batch ScanningDistributed ScanningDocument ScanningFast ScanningFront End ScanningImage ScanningISIS DriverScanning SoftwareTWAIN & ISIS Scanning
Read more
  • Published in TWAIN & ISIS Scanning
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How do I configure SimpleIndex to scan documents?

Wednesday, 28 February 2018 by dwilder
First make sure that you scanner’s TWAIN and/or ISIS driver (found on the included CD or manufacturer website) is installed and that the scanner shows up in the ‘Printers and Scanners’ section of the ‘Control Panel’ in Windows. On the SimpleIndex Settings Wizard step of the Job Settings Wizard set the Input Type to Scanner
Batch ScanningDistributed ScanningDocument Capture SolutionDocument ScanningFast ScanningFront End ScanningImage ScanningISIS DriverPDF Archive Scanning SoftwareRemote CaptureScanning SoftwareSharePoint Scanning & MigrationTWAIN & ISIS Scanning
Read more
  • Published in Indexing & UI, TWAIN & ISIS Scanning
No Comments

TWAIN and ISIS Scanning

Tuesday, 23 January 2018 by Simple Software
Scan from any document scanner
Batch ScanningDistributed ScanningDocument Capture SolutionDocument ScanningFast ScanningFront End ScanningImage ScanningISIS Driveron-prem OCRon-site OCRPDF Archive Scanning SoftwareRemote CaptureScanning SoftwareSharePoint Scanning & MigrationSunshine OCR (Sunshine Software)TWAIN & ISIS Scanning
No Comments

Barcode Scanning Guide

Saturday, 13 January 2018 by Simple Software
So you want to organize your documents using barcodes? That is an excellent idea! Not only will it improve the speed and accuracy of your document management workflow, but it is easier to set up than it sounds. The guide is written to give you real information instead of marketing, but you can follow the
Bar Code ScanningBarcode OCRBarcode Printing (Bar Code Printing)Barcode Reading SoftwareBarcode Recognition SoftwareBatch ScanningDocument Capture SolutionDocument ScanningFast ScanningFront End ScanningImage Scanningon-prem OCRon-site OCRPDF Archive Scanning SoftwarePDF Barcode RecognitionScanned Document IndexingScanning SoftwareSunshine OCR (Sunshine Software)TWAIN & ISIS Scanning
Read more
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