Use SimpleIndex to automate the process of assigning keyword index values to scanned documents and minimize data entry keystrokes and errors. SimpleIndex uses OCR with complex pattern matching to find index values anywhere on the page, or use bar codes to index scanned documents automatically.
Once captured, structured data can be used to populate a database, document management system, SharePoint and other repositories.
SimpleIndex can simultaneously process MS Office, PDF, text, HTML and other files using the same pattern matching technology. If the file already has text it SimpleIndex uses it for increased speed and accuracy, falling back on OCR for images and scanned document indexing.
SimpleIndex 11.4 Release Notes
Friday, 05 September 2025
SimpleIndex 11.4 new version, adds major new features like an easy option to customize what emails need to be processed from email boxes by setting dates and subfolders and automatically updating them each time these emails are processed. Additionally, ChatGPT integration was added. This allows you to extract index values and text from any document
- Published in Release Notes
Patent ID and Title Extraction
Monday, 14 November 2022
To avoid manual data entry, pattern matching is used to automatically read the Patent ID Number and Title from any US patent application straight out of the box. This job configuration is available for free for SimpleIndex users from the link below. SimpleIndex Patents Demo Job Configuration Learn More:
Take control of Sales Tax exemption forms
Monday, 14 November 2022
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
Zone OCR and Dynamic OCR
Monday, 07 November 2022
Other document scanning applications in this price range use Zone OCR to obtain index data from the page. SimpleIndex improves upon this time-tested but limited model with its Dynamic OCR feature. Let’s look at the difference between the two methods: Zone OCR Zone OCR is used to read document indexes or tags from text on
Database Integration
Monday, 07 November 2022
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.
Exclude Index Field from Index Log
Tuesday, 29 December 2020
Please refer to the Wiki Documentation for the complete Index & Batch Logging reference. Many times when outputting a Log file via CSV, XML, TXT, etc. there will be index fields that are required in the Job Configuration, but not desired to be output in the Index Log. In those cases those fields can be excluded from the Index
Change the Font Size of Index Fields
Thursday, 03 December 2020
Please refer to the Wiki Documentation for the complete Index Fields reference. Index fields have a default 8 point font size, but this can be changed if required for visibility. You can change this by editing a registry file in the Registry Editor and set any font size you would like. To make this change follow these instructions
Export Issues and Missing Images after Export
Tuesday, 16 June 2020
Please refer to the Wiki Documentation for the complete Export Settings reference. If you are having issues with the files not exporting properly or you have missing images in the export folder that should have been saved, then a registry key needs to be added to correct this. This registry key changes the export process from the faster process
FastImport to Disable Automatic Processing During Import
Thursday, 27 February 2020
Please refer to the Wiki Documentation for the complete Fast Import Interface reference. SimpleIndex has a variety of processing functions that automatically happen behind the scenes when importing documents to improve the quality and functionality of the images and processing capabilities of the software. On some occasions these extra processing functions cause delays and conflicts or aren’t
Large Documents (>500 pages) are Slow to Process
Thursday, 06 February 2020
When working with PDF image files containing a high number of pages (typically in excess of 500, but can vary by file and PC running the job) SimpleIndex may run into performance issues as it attempts to hold all of those pages in memory and perform the requested operations (full-text OCR in particular can tax
How to activate SimpleView?
Wednesday, 04 September 2019
Please refer to the Wiki Documentation for the complete SimpleView Application reference. Activation Instructions SimpleView Option A – New SimpleIndex Installation: If you are installing SimpleView on the Windows computer for the first time first download SimpleIndex from the SimpleIndex Demo Installation Link.Once the SimpleIndex software has been downloaded install the software from the downloaded installation file. During the
How to activate any Add-on or Upgrade to SimpleIndex?
Friday, 30 August 2019
Please refer to the Wiki Documentation for the complete Licensing & Activation reference. SimpleIndex Add-on Option A – New SimpleIndex Installation: If you are installing SimpleIndex on the Windows computer for the first time first download SimpleIndex from the SimpleIndex Download Page. Once the SimpleIndex software has been downloaded install the software from the downloaded installation file. During the
TaxStacker: Sort & Classify Federal Tax Documents
Friday, 16 August 2019
This is a great way for accountants and tax preparers to organize complex tax returns in a way that makes it easy to find specific documents. It can also be used to ensure all required schedules and supporting documents are present in the finished return. Use our out-of-the-box TaxStacker configuration to automatically identify all the
Enable Post-Process when Input Folder is Empty
Monday, 29 July 2019
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
Disable StopFile
Monday, 29 July 2019
Please refer to the Wiki Documentation for the complete File Input Settings reference. If you have many different users running SimpleIndex on different computers saving to the same Output folder, the STOPFILE from one can cause another user to not be able to export to the folder while the original user is outputting to the folder. In this case
Skip to Blank Index on Save Index
Monday, 29 July 2019
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
