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File Indexing with SimpleIndex

SimpleIndex can assign index field metadata to any type of file, not just scanned documents.

Any common images like TIFF, JPEG, GIF and PNG can be displayed, as well as PDF files and MS Office documents. Other file types can be displayed in the embedded browser or automatically opened in their native applications.

Screen scraping and OCR can be used to capture index data from third party applications automatically.

Download document scanning and OCR software.

Prompt Before Appending with Identical Filename

Thursday, 26 January 2023 by Alex Stewart
In some cases files will be exported from a batch with the same name as another file in the same output folder. In these cases it might be best to name the file with a different filename, instead of having SimpleIndex append to the existing file. This option will allow the software to prompt the
Document IndexingFile Indexing
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Order of Import

Tuesday, 15 November 2022 by Alex Stewart
Please refer to the Wiki Documentation for the complete File Input Settings reference. SimpleIndex imports files in alphabetical order based on the filename. When importing files that start with an A-Z letter in the filename the ordering is obvious. This can be a bit more confusing when importing files that start with numbers. When importing these file names: 1,
Document IndexingFile Indexing
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Enable Post-Process when Input Folder is Empty

Monday, 29 July 2019 by Simple Software
Please refer to the Wiki Documentation for the complete Advanced Settings reference. When you have multiple Job Configurations running in tandem with the Post-Process command line running one after there other there can be occasions where a Job Configuration earlier in the chain doesn’t have any images in the Input folder. When this happens a prompt occurs that must
Document IndexingFile IndexingScanned Document IndexingWorkflow Manager
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Index With Non-Latin Character Sets

Monday, 29 July 2019 by Simple Software
Please refer to the Wiki Documentation for the complete Languages reference. By default SimpleIndex uses the ANSI character set to display and edit captured OCR data, index field values and full-text OCR. This works for all languages based on the Latin alphabet (English, French, Spanish, German, etc.) To index documents in other languages like Chinese, Japanese, Russian, Arabic and
Automatic Data CaptureAutomatic Indexing SoftwareDocument IndexingFile IndexingFull Text IndexingKeyword IndexingMetadataMicrosoft Word Data ExtractionOffice PDF Text ProcessingPDF Data Extraction SoftwareScanned Document Indexing
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Skip to Blank Index on Save Index

Monday, 29 July 2019 by Simple Software
Please refer to the Wiki Documentation for the complete Index & Batch Logging reference. If you would like to have SimpleIndex automatically go to the next page with a blank field and highlight that field when the Save Index button or Enter a change to the XML text of the Job Configuration is needed. This can be useful to
Document IndexingFile IndexingKeyword IndexingOffice PDF Text ProcessingScanned Document Indexing
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Forward Blank Index Fields

Monday, 29 July 2019 by Simple Software
Please refer to the Wiki Documentation for the complete Index Fields reference. To turn on the carry Forward when you blank out an index field do the following: 1.  Right click on the configuration file and open with Notepad or another text editor. 2.  Search for this XML value:  FORWARD_BLANK 3.  Set the value to true
Document IndexingFile IndexingKeyword Indexing
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Max List Size

Monday, 29 July 2019 by Simple Software
Please refer to the Wiki Documentation for the complete File Output Settings reference. If you have a field that has a list and it loads very slowly then the size of the list that it loads needs to be limited. You first open the Registry or regedit.  Then you find this location:  Computer\HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\SimpleIndex\Misc Then you right click in the space
Automatic Indexing SoftwareDocument IndexingFile IndexingKeyword IndexingMetadataScanned Document Indexing
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MISSING file move with multiple files

Monday, 29 July 2019 by Simple Software
​Please refer to the Wiki Documentation for the complete File Output Settings reference. If you want to move the MISSING files from the Output folder to another folder and create multiple MISSING files then use this script for the .bat file: ren “C:\Users\dgraves.META\Desktop\Folder1\Missing.pdf” Missing-%date:~10,4%%date:~7,2%%date:~4,2%_%time:~0,2%%time:~3,2%.PDF  Move “C:\Users\dgraves.META\Desktop\Folder1\Missing*.pdf” “C:\Users\dgraves.META\Desktop\Folder2” This will rename the file to MISSING-DATE_TIME and then move it to another
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How do I limit the number of files pulled from the input folder?

Wednesday, 28 February 2018 by dwilder
Please refer to the Wiki Documentation for the complete batch processing reference. The Max File/Batch setting on the Batch Options tab lets you limit the number of files to process in each batch. In the wizard it can be found under the Advanced File Input Settings section.
File Indexing
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SimpleIndex creates output files with upper case file extensions but we use an UNIX-based fileserver which requires lower case file extensions. How can i change the output file extension from upper case to lower case (e.g. from .PDF to .pdf)?

Wednesday, 28 February 2018 by dwilder
Please refer to the Wiki Documentation for the complete Advanced Settings reference. In SimpleIndex 6, file extensions were changed to default to lower case so this should no longer be an issue. If you want to default back to upper case file extensions, you must edit the registry. Go to HKEY_LOCAL_MACHINE\Software\SimpleIndex\Misc Create a String value called “UpperCaseFileExtension”
File Indexing
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  • Published in Export
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When I use an Autonumber with single-page files, only the page number is shown in the filename and not the Autonumber.

Wednesday, 28 February 2018 by dwilder
This happens when the autonumber is in the same format as file page numbers. By default
Document IndexingDocument Numbering SystemFile Indexing
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How do you select what types of files to process?

Wednesday, 28 February 2018 by dwilder
Please refer to the Wiki Documentation for the complete Batch Processing Stages reference. You can tell SimpleIndex what types of files it should process and which file types to ignore. This is done by clicking “Job Options” On the “Batch” tab you will find a field labeled “Input file types or mask”. These are the file types
File IndexingImage ScanningOffice PDF Text ProcessingOffice to PDF
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How do you configure a field to select from a list of possible values?

Wednesday, 28 February 2018 by dwilder
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
Automatic Indexing SoftwareCSVDatabaseDatabase AutofillDocument AutomationDocument IndexingDocument RetrievalFile IndexingKeyword IndexingMetadataMS AccessMySQLODBCOffice PDF Text ProcessingOracleRecords ManagementScanned Document IndexingServer ProcessingSharePoint Scanning & MigrationSQL ServerWorkflow Manager
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Can the original image filename be used as part of the output filename?

Wednesday, 28 February 2018 by dwilder
Please refer to the Wiki Documentation for the complete File Output Settings reference. The input filename can be specified automatically by configuring a field of type “Filename”. The input file path may also be parsed by the SimpleIndex dictionary and template matching algorithms to extract data fields from the folder and file names.
Document IndexingFile Indexing
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  • Published in Export, Import, Indexing & UI
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Can the values of 2 or more fields be combined in a single field?

Wednesday, 28 February 2018 by dwilder
Please refer to the Wiki Documentation for the complete Field types reference. Set the Type for the field that you want to store the combined value to “Fixed”. In the template setting for that field, you can enter the keyword %FIELD#% (where # is the field number) and the keyword will be replaced with the value of
Automatic Indexing SoftwareDocument IndexingFile IndexingFull Text IndexingKeyword IndexingMetadataMicrosoft Word Data ExtractionOffice PDF Text ProcessingPDF Data Extraction SoftwareScanned Document Indexing
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Why does the word “MISSING” show up in filenames and index fields when the field is blank?

Wednesday, 28 February 2018 by dwilder
“MISSING” is what SimpleIndex puts for any field value used as a filename or folder name and is left blank by default. You can change this to whatever you want it to say when a field value is left blank. To do this go to the Job Settings wizard under the File menu, go to
Automatic Indexing SoftwareDocument IndexingFile IndexingKeyword IndexingMetadataOffice PDF Text ProcessingPDF Data Extraction SoftwareScanned Document Indexing
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  • Published in Export, Indexing & UI
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How do I configure the output folder and file naming scheme?

Wednesday, 28 February 2018 by dwilder
Use the Folder and Filename check boxes on the Indexing & File Naming step in the Job Settings Wizard to indicate whether field values will be used to generate subfolders or filenames. Any field with the Folder option checked will create nested subfolders for each value in the order the fields are listed. Any field
Automatic Data CaptureAutomatic Indexing SoftwareDocument IndexingFile IndexingFull Text IndexingKeyword IndexingMetadataMicrosoft Word Data ExtractionOffice PDF Text ProcessingPDF Data Extraction SoftwareScanned Document Indexing
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  • Published in Export
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