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
  • Simple Software Knowledge Base - Article

Automatic Indexing Using Existing Data

The Autofill feature of SimpleIndex is an easy way to associate many index fields with one document without retyping data that already exists in another database. Autofill uses a database lookup to retrieve records that match a key value entered by the user. Blank index fields are then filled in automatically with the data from this lookup. The result is a document database with many different possible search fields, of which only one needed to be entered during scanning.

The key field may be typed by the user, or it may be read from the document automatically using barcode recognition or OCR. The lookup is performed either when the user changes this field or when the index values are saved. If the lookup finds multiple matching records, the user will be notified and the first set of values will be used by default.

When used with pre-index batches, key information can be read automatically from barcodes or OCR and matched to database records with a single click. Search on up to 99 index fields without a single keystroke!

Assign keyword indexes to scanned documents and electronic files automatically with SimpleIndex.

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

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 SoftwareFile IndexingFull Text IndexingKeyword IndexingMetadataMicrosoft Word Data ExtractionOffice PDF Document IndexingPDF Data Extraction SoftwareScanned Document Indexing
Read more
No Comments

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
File IndexingKeyword IndexingOffice PDF Document IndexingScanned Document Indexing
Read more
No Comments

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
File IndexingKeyword Indexing
Read more
No Comments

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 SoftwareFile IndexingKeyword IndexingMetadataScanned Document Indexing
Read more
No Comments

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 IndexingOCROCR Form ProcessingOCR ScanningOffice PDF Document IndexingPDF Barcode RecognitionPDF417QR CodeQuickBooks Document ManagementScanned Document IndexingScreen Scraping OCRScreenshot OCRTWAIN Scanning SoftwareZone OCR
Read more
  • Published in Bar Codes, OCR, Office PDF Text Processing
No Comments

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 RetrievalFile IndexingKeyword IndexingMetadataMS AccessMySQLODBCOffice PDF Document IndexingOracleScanned Document IndexingServer OCRSharePoint ScanningSQL ServerWorkflowWorkflow Software
Read more
  • Published in Indexing & UI
No Comments

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 SoftwareFile IndexingFull Text IndexingKeyword IndexingMetadataMicrosoft Word Data ExtractionOffice PDF Document IndexingPDF Data Extraction SoftwareScanned Document Indexing
Read more
  • Published in Indexing & UI
No Comments

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 SoftwareFile IndexingKeyword IndexingMetadataOffice PDF Document IndexingPDF Data Extraction SoftwareScanned Document Indexing
Read more
  • Published in Export, Indexing & UI
No Comments

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 SoftwareFile IndexingFull Text IndexingKeyword IndexingMetadataMicrosoft Word Data ExtractionOffice PDF Document IndexingPDF Data Extraction SoftwareScanned Document Indexing
Read more
  • Published in Export
No Comments

Automatic Indexing Using Existing Data

Wednesday, 24 January 2018 by Simple Software
Automatic Indexing Using Existing Data The Autofill feature of SimpleIndex is an easy way to associate many index fields with one document without retyping data that already exists in another database. Autofill uses a database lookup to retrieve records that match a key value entered by the user. Blank index fields are then filled in
1-Click ProcessingAutomatic Data CaptureAutomatic Indexing SoftwareBarcode Recognition SoftwareDatabaseDatabase AutofillDocument AutomationFile IndexingFull Text IndexingKeyword IndexingMetadataMicrosoft Word Data ExtractionOCROffice PDF Document Indexingoffline OCRon-prem OCRon-site OCROne-time payment OCRPDF Data Extraction SoftwareScanned Document IndexingScanning SoftwareSelf-hosted OCRSubscription free OCRSunshine OCR
Read more
No Comments

Compare Leading Solutions

Tuesday, 07 November 2017 by dwilder
The best way to see how the SimpleIndex processing workflow compares to other leading desktop scanning solutions is to see the same process performed side-by-side in each program. Below are videos we recorded of the same batch of documents being scanned and indexed in Kofax Express™, Kodak Capture Pro™, PaperVision™ Capture Express and Office Gemini
Batch ScanningDatabaseDatabase AutofillDocument ImagingDocument ScanningFast ScanningFront End ScanningImage ScanningKeyword Indexingoffline OCRon-prem OCRon-site OCROne-time payment OCRPDFScanned Document IndexingSelf-hosted OCRSubscription free OCRSunshine OCRWorkflowZone OCR
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

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

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}
});