Simple Software products are activated online by entering a serial number in the downloadable demo and verifying the license with our server.
First you must order SimpleIndex from our online store or one of our Authorized Dealers. Click Here to order now.
SimpleSoftware professional services will be happy to design and configure your first scanning and indexing process free with the purchase of Annual Maintenance. We will do this online using GotoMeeting web conferencing software so you can learn to setup and use the software as we work. We will even do the setup during the demo period, with no charge if you decide not to buy!
Basic setup and training takes about an hour for most jobs. More complicated workflows involving database lookups and exports, dynamic OCR data capture and other advanced features are not included with maintenance. Our professional services division will be happy to assist you with these at a competitive hourly rate.
Contact Us and we will help you with any installation and registration of any of the Simple products.
SimpleIndex Specifications
SimpleIndex 9 Specifications
- Windows 10 32- or 64-bit edition, Windows 8 32- or 64-bit edition and Windows 7 32- or 64-bit edition
- Windows Server 2008 R2, Windows Server 2012, Windows Server 2016, Windows Server 2019
- A computer with a 2 GHz Intel Pentium or higher, or equivalent processor, 3 GHz recommended
- 4 GB of memory (RAM), 8 GB recommended
- 2.8 GB total hard drive space for all components
- WIA, TWAIN or ISIS scanner driver
- Web access needed for online activation
How do I download and utilize TaxStacker after purchasing?
The TaxStacker system is based on a custom set-up in the SimpleIndex software and consists of the “Tax Stacker.sic” Job Configuration file and the “TaxStacker.mdb” database.
To use the TaxStacker system after purchasing follow the instructions below.
- Follow the SimpleIndex download, installation and activation instructions.
- Download the “TaxStacker.zip” file from the link provided with your confirmation email, which includes the Job Configuration File and Database.
- Create a Windows folder in the location of your choosing called “TaxStacker”
- Copy the “TaxStacker.zip” file to to the “TaxStacker” folder that was just created and unzip the contents directly to this folder.
- Create a folder called “Input” within the “TaxStacker” folder.
- Put any tax documents and image files that you would like to process with the TaxStacker system in the “Input” folder.
- Run the “Tax Stacker.sic” Job Configuration file within SimpleIndex to process any files contained within the “Input” folder.
Error in Scanning Batch 743
If you get an error that says “Error in Scanning Batch. 743 – Unable to create or activate a new instance of ‘Simple.FileEditor.Client.ImageViewer’.” after running previous batches successfully then the SimpleIndex Windows Layout is corrupt.
To resolve locate this folder in Windows Exporer/My Computer:
C:\Users\<Windows User Name>\AppData\Local\Simple_Folder
(<Windows User Name> = Windows user currently logged into the computer that is receiving this error)
Then delete this folder and reopen SimpleIndex.
Start up issues with SimpleIndex
If you have any sort of errors or issues or software crashes or glitches when opening SimpleIndex during the Windows splash screen it is due to a permissions issue with connecting to our licensing files.
You can resolve this issue in most cases by one of the following methods.
- Disable all antivirus. In a corporate environment the antivirus settings my not be available to the user so contact IT to verify it has been disabled.
- Run the program as Administrator
- Verify that the user that is logged into Windows to operate SimpleIndex has full permissions permissions for the “C:\ProgramData\Simple Software” folder and the “Computer\HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\SimpleIndex” registry folder.
- Reinstall the software.
- If after confirming all of the steps above and the issue still persists a log from the Process Monitor needs to be sent to SimpleIndex Support with it enabled while opening SimpleIndex.
How to activate SimpleQB?
Activation Instructions
SimpleQB Option A – New SimpleQB Installation:
If you are installing SimpleQB on the Windows computer for the first time first download SimpleIndex from one of the following SimpleIndex Download Installation links below.
SimpleQB Download Link for use with SimpleIndex v9
SimpleQB Download Link for use with SimpleIndex v8
Once the SimpleQB software has been downloaded install the software from the downloaded installation file.
Open SimpleQB from your Windows Start menu.
Enter your Serial Number into the “Enter Serial Number to Activate” field in the Activation Window.
Click the Activate button to activate the license.
You will receive a confirmation that the license was properly activated and your license type will be displayed next to the “License Type:” section of the Activation Window.
SimpleQB Option B – SimpleQB Installed on Computer Not Connected to the Internet:
If you would like to install SimpleQB on a computer that doesn’t have an internet connection an Offline Activation will need to be done.
First fully install the SimpleQB software without activation.
Open SimpleQB from your Windows Start menu.
Enter your Serial Number into the “Enter Serial Number to Activate” field in the Activation Window.
Click the “Offline Activation” button.
Click OK in the “SimpleQB Offline Activation” window, which asks you to call or email for an Offline Activation.
Select the license version that you ordered in the “SimpleQB Version” drop down.
Then either call (865) 637-8986 option 2 or email support@simpleindex.com with the Authorization Request Code. We will the provide you with the Activation Key.
Enter the Activation Key and then click the Offline Activation button.
Maintenance is optional, but covers tech support and upgrades for the software. Please consider purchasing maintenance if you haven’t already. Please refer to Simple Software Maintenance Agreement for more information.
How to activate SimpleExport?
Activation Instructions
SimpleExport Option A – New SimpleIndex Installation:
If you are installing SimpleExport 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 installation process you will be asked to enter your Serial Code or Serial Codes.
Single Serial Code:
Multiple Serial Codes (separate with a comma):
After you have entered your Serial Code(s) click Next to move through the installation process.
Once the installation is complete you will receive the following Window:
SimpleExport Option B – SimpleExport Already Installed:
If you have already installed the SimpleExport software then all you need to do is Activate the demo.
Open SimpleExport from your Windows Start menu.
Enter your Serial Number into the “Enter Serial Number to Activate” field in the Activation Window.
Click the Activate button to activate the license.
You will receive a confirmation that the license was properly activated and your license type will be displayed next to the “License Type:” section of the Activation Window.
SimpleExport Option C – SimpleExport Installed on Computer Not Connected to the Internet:
If you would like to install SimpleExport on a computer that doesn’t have an internet connection an Offline Activation will need to be done.
First fully install the SimpleExport software without activation.
Open SimpleExport from your Windows Start menu.
Enter your Serial Number into the “Enter Serial Number to Activate” field in the Activation Window.
Click the “Offline Activation” button.
Click OK in the “SimpleExport Offline Activation” window, which asks you to call or email for an Offline Activation.
Select the license version that you ordered in the “SimpleExport Version” drop down.
Then either call (865) 637-8986 option 2 or email support@simpleindex.com with the Authorization Request Code. We will the provide you with the Activation Key.
Enter the Activation Key and then click the Offline Activation button.
Maintenance is optional, but covers tech support and upgrades for the software. Please consider purchasing maintenance if you haven’t already. Please refer to Simple Software Maintenance Agreement for more information.
How to activate SimpleView?
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 installation process you will be asked to enter your Serial Code or Serial Codes.
Single Serial Code:
Multiple Serial Codes (separate with a comma):
After you have entered your Serial Code(s) click Next to move through the installation process.
Once the installation is complete you will receive the following Window:
SimpleView Option B – SimpleView Already Installed:
If you have already installed the SimpleView software then all you need to do is Activate the demo.
Click the SimpleView icon from the SimpleIndex software or from your Windows Start menu.
Enter your Serial Number into the “Enter Serial Number to Activate” field in the Activation Window.
Click the Activate button to activate the license.
You will receive a confirmation that the license was properly activated and your license type will be displayed next to the “License Type:” section of the Activation Window.
SimpleView Option C – SimpleView Installed on Computer Not Connected to the Internet:
If you would like to install SimpleView on a computer that doesn’t have an internet connection an Offline Activation will need to be done.
First fully install the SimpleView software without activation.
Click the SimpleView icon from the SimpleIndex software or from your Windows Start menu.
Enter your Serial Number into the “Enter Serial Number to Activate” field in the Activation Window.
Click the “Offline Activation” button.
Click OK in the “SimpleView Offline Activation” window, which asks you to call or email for an Offline Activation.
Select the license version that you ordered in the “SimpleView Version” drop down.
Then either call (865) 637-8986 option 2 or email support@simpleindex.com with the Authorization Request Code. We will the provide you with the Activation Key.
Enter the Activation Key and then click the Offline Activation button.
Maintenance is optional, but covers tech support and upgrades for the software. Please consider purchasing maintenance if you haven’t already. Please refer to Simple Software Maintenance Agreement for more information.
How to activate SimpleCoverSheet?
SimpleCoversheet Option A – New SimpleIndex Installation:
If you are installing SimpleCoversheet 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 installation process you will be asked to enter your Serial Code or Serial Codes.
Single Serial Code:
Multiple Serial Codes (separate with a comma):
After you have entered your Serial Code(s) click Next to move through the installation process.
Once the installation is complete you will receive the following Window:
SimpleCoverhseet Option B – SimpleCoversheet Already Installed:
If you have already installed the SimpleCoversheet software then all you need to do is Activate the demo.
Click the SimpleCoversheet icon from the SimpleIndex software or from your Windows Start menu.
Enter your Serial Number into the “Enter Serial Number to Activate” field in the Activation Window.
Click the Activate button to activate the license.
You will receive a confirmation that the license was properly activated and your license type will be displayed next to the “License Type:” section of the Activation Window.
SimpleCoversheet Option C – SimpleCoversheet Installed on Computer Not Connected to the Internet:
If you would like to install SimpleCoversheet on a computer that doesn’t have an internet connection an Offline Activation will need to be done.
First fully install the SimpleCoversheet software without activation.
Click the SimpleCoversheet icon from the SimpleIndex software or from your Windows Start menu.
Enter your Serial Number into the “Enter Serial Number to Activate” field in the Activation Window.
Click the “Offline Activation” button.
Click OK in the “SimpleCoverSheet Offline Activation” window, which asks you to call or email for an Offline Activation.
Select the license version that you ordered in the “SimpleCoversheet Version” drop down.
Then either call (865) 637-8986 option 2 or email support@simpleindex.com with the Authorization Request Code. We will the provide you with the Activation Key.
Enter the Activation Key and then click the Offline Activation button.
How to activate any Add-on or Upgrade to SimpleIndex?
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 Demo Installation Link.
Once the SimpleIndex software has been downloaded install the software from the downloaded installation file.
During the installation process you will be asked to enter your Serial Code or Serial Codes.
Single Serial Code:
Multiple Serial Codes (separate with a comma):
After you have entered your Serial Code(s) click Next to move through the installation process.
Once the installation is complete you will receive the following Window:
When you click Finish you will receive the Global Settings Wizard window to configure the general settings for SimpleIndex on the installed computer.
Move through the prompts to configure the Global Settings Wizard. Once complete you will receive a confirmation that the License was properly activated before the software opens.
SimpleIndex Add-on Option B – SimpleIndex Already Installed:
If you have already installed the SimpleIndex software then all you need to do is Activate the demo.
Click the SimpleIndex icon on your desktop or from your Windows Start menu.
Once SimpleIndex is open go to the Help menu and Select Activate/Transfer License.
Enter your Serial Number into the “Enter Serial Number to Activate” field in the Activation Window.
Click the Activate button to activate the license.
You will receive a confirmation that the license was properly activated and your license type will be displayed next to the “License Type:” section of the Activation Window.
SimpleIndex Add-on Option C – SimpleIndex Installed on Computer Not Connected to the Internet:
If you have installed SimpleIndex on a computer that doesn’t have an internet connection an Offline Activation will need to be done.
First fully install the SimpleIndex software without activation.
Once it has been fully installed click the SimpleIndex icon on your desktop or from your Windows Start menu.
Once SimpleIndex is open go to the Help menu and select Activate/Transfer License.
Enter your Serial Number into the “Enter Serial Number to Activate” field in the Activation Window.
Click the “Offline Activation” button.
Click OK in the “SimpleIndex Offline Activation” window, which asks you to call or email for an Offline Activation.
Select the license version that you ordered in the “SimpleIndex Version” drop down.
Then either call (865) 637-8986 option 2 or email support@simpleindex.com with the Authorization Request Code. We will the provide you with the Activation Key.
Enter the Activation Key and then click the Offline Activation button.
Workstation Activation in the Concurrent Serial Number Field
If you are getting really weird activations errors where it says the license has already been activated the client has probably put the Workstation serial code in the Concurrent spot that is in the Wizard.
To fix this go to the registry (regedit) here:
HLM\Software\Wow6432Node\SimpleIndex\Registration
Then delete the key called Serial
SimpleIndex License Server URL
Many corporate networks block traffic to all websites by default unless they have been specifically granted access. This is especially true in server environments.
If you are having licensing issues with SimpleIndex not having access/permission through the internet to activate the software online then this access needs to be granted by your corporate IT network managers.
This is the specific website URL that the activation server must access:
https://www.simpleindex.com/Authorize4/ChekPointService.asmx
You can just grant access to the full SimpleIndex.com domain as well.
For concurrent licenses it is necessary for the machine to be able to activate online. For workstation licenses you can work around this by doing a one-time Offline Activation instead. To do this click the Offline Activation button on the Activation screen and follow the instructions in the dialog box.
Is SimpleIndex for Windows only? I’m a Mac user.
Unfortunately SimpleIndex is for Windows only. This is true of most high speed document scanning applications, due to the fact that most document scanners only have Windows drivers.
However, SimpleIndex can output to databases and file shares on a Mac server. The fact that it does not have its own proprietary file system and database makes it a very good choice for Mac networks, since only the scanning workstation needs to be a PC.
Likewise, many users have reported great success running Parallels or Bootcamp on their Mac to allow the use of a Windows OS
- Published in Licensing & Installation
How much do Simple Software products cost?
Click here for the latest pricing and online ordering information. You can also purchase full service solutions from one of our Authorized Dealers.
Click here for a PDF version of the price list and a feature matrix that shows which features are included in each version.
All applications are activated online by entering a serial number in the demo. The serial is emailed to you once your order is processed.
- Published in Licensing & Installation, LoanStacker, SimpleCoversheet, SimpleExport, SimpleQB, SimpleSend, SimpleView
On what versions of Windows does SimpleIndex run?
SimpleIndex will run on Windows 10, 8, 7, Vista, 2008 editions.
It would not run on Windows ME or NT.
SimpleIndex 8.3 and below are compatible with Windows XP, Server 2003 and Windows 2000.
- Published in Licensing & Installation
Is the document Search/Retrieval and View functions available in SimpleIndex or available only with the SimpleSearch add-on module?
All of the search functions can be used with any SimpleIndex license. SimpleSearch is only needed to enable searching from other workstations.
- Published in Database & Retrieval, Licensing & Installation
How do I transfer an existing SimpleIndex license to another computer?
You can move the license for any Simple Software product from one computer to another using the Transfer License feature.
If this is something you do frequently, there are Concurrent License options available that avoid the need to transfer the license each time you run the software on a new machine.
To transfer your license you must first deactivate the license on the currently activated computer:
1 Click on Activate/Transfer License from the Help menu
2 Select a Serial from the drop-down list
3 Click the Transfer button
4 Repeat for each Serial in the list
This will check in the license for each of these serial numbers, allowing them to be activated on another computer.
Download the demo to install on the new computer. Enter the serial number on the demo screen and click “Activate” to activate the new computer.
To activate or transfer offline, please contact Tech Support.
- Published in Licensing & Installation
My demo expired and I am not through evaluating. Can I extend the trial period?
To extend your demo for another 30 days, select “Extend Demo” from the “Version” drop-down list on the registration screen that is displayed when you launch the application. Follow the instructions on that screen to submit the Authorization Request Code for your demo extension. You can also refer to “How do I register/activate Simple Software Products?” in the Simple Software FAQ.
- Published in Licensing & Installation
Are installation and training options available for SimpleIndex?
SimpleSoftware professional services will be happy to design and configure your first scanning and indexing process free with the purchase of Annual Maintenance. We will do this online using GotoMeeting web conferencing software so you can learn to setup and use the software as we work. We will even do the setup during the demo period, with no charge if you decide not to buy!
Basic setup and training takes about an hour for most jobs. More complicated workflows involving database lookups and exports, dynamic OCR data capture and other advanced features are not included with maintenance. Our professional services division will be happy to assist you with these at a competitive hourly rate.
On-site installation and training is available from our Value-Added Resellers. Click here to find an Authorized Dealer near you.
Contact us to get a professional services quote for your project.
- Published in Indexing & UI, Licensing & Installation
How do I purchase, register and activate Simple Software products?
Simple Software products are activated online by entering a serial number in the downloadable demo and verifying the license with our server.
First you must order SimpleIndex from our online store or one of our Authorized Dealers. Click Here to order now.
We recommend to buy 1 Year of Maintenance for Simple Software products that includes upgrades and tech support from team of brilliant engineers! We will not provide support for our products if you are not current on your Maintenance contract. Please refer to Simple Software Maintenance Agreement for more information.
Once your order is processed you will be sent a serial number. In case of purchasing several licenses, only one Serial Number will be working immediately. Please give us 1-2 business days to activate the rest of them.
- Windows 10 32- or 64-bit edition, Windows 8 32- or 64-bit edition and Windows 7 32- or 64-bit edition
- Windows Server 2008 R2, Windows Server 2012, Windows Server 2016, Windows Server 2019
- A computer with a 2 GHz Intel Pentium or higher, or equivalent processor, 3 GHz recommended
- 4 GB of memory (RAM), 8 GB recommended
- 2.8 GB total hard drive space for all components
- WIA, TWAIN or ISIS scanner driver
- Web access needed for online activation
To activate choose which activation applies to you:
First time installation
Activating the Trial version
Option C – No Internet Connection (Offline Activation):
(Keep your Serial Code(s) safe, they can be used to reactivate the software or transfer to a different PC)
Installation Instructions
Option A – New SimpleIndex Installation:
If you are installing SimpleIndex 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 installation process you will be asked to enter your Serial Code or Serial Codes.
Single Serial Code:
Multiple Serial Codes:
After you have entered your Serial Code(s) click Next to move through the installation process.
Once the installation is complete you will receive the following Window:
When you click Finish you will receive the Global Settings Wizard window to configure the general settings for SimpleIndex on the installed computer.
Move through the prompts to configure the Global Settings Wizard. Once complete you will receive a confirmation that the License was properly activated before the software opens.
Option B – SimpleIndex Demo Already Installed:
If you have already installed the SimpleIndex software then all you need to do is Activate the demo.
Click the SimpleIndex icon on your desktop or from your Windows Start menu.
Enter your Serial Number into the “Enter Serial Number to Activate” field in the Activation Window.
Click the Activate button to activate the license.
You will receive a confirmation that the license was properly activated and your license type will be displayed next to the “License Type:” section of the Activation Window.
Option C – No Internet Connection (Offline Activation):
If you have installed SimpleIndex on a computer that doesn’t have an internet connection an Offline Activation will need to be done.
First fully install the SimpleIndex software without activation.
Once it has been fully installed click the SimpleIndex icon on your desktop or from your Windows Start menu.
Enter your Serial Number into the “Enter Serial Number to Activate” field in the Activation Window.
Click the “Offline Activation” button.
Click No when you receive the Offline Activation window that asks “Have you received a license activation file yet (*.lic)?
Pick a location to save the Request File (*req) to that you can easily find.
Navigate to the folder you saved the Request File (*req) to and email it to us at info@simpleindex.com
We will then email you back the License File (*.lic) to the email address that you sent the Request File (*req) to. Save this file to a location on your computer that you can easily find.
Once you have this email and saved the License File (*.lic) reopen SimpleIndex again.
Enter your Serial Number into the “Enter Serial Number to Activate” field in the Activation Window.
Click the “Offline Activation” button.
Click Yes when you receive the Offline Activation window that asks “Have you received a license activation file yet (*.lic)?
Navigate to the folder you saved the License File (*.lic) to, select it and open it.
Close and reopen SimpleIndex and your software will be fully activated.
If online activation does not work, please call our support staff at +1 (865) 637-8986 to perform an offline activation.
Option C – No Internet Connection (Offline Activation – Pre SimpleIndex v9.2.50):
If you have installed SimpleIndex on a computer that doesn’t have an internet connection an Offline Activation will need to be done.
First fully install the SimpleIndex software without activation.
Once it has been fully installed click the SimpleIndex icon on your desktop or from your Windows Start menu.
Enter your Serial Number into the “Enter Serial Number to Activate” field in the Activation Window.
Click the “Offline Activation” button.
Click OK in the “SimpleIndex Offline Activation” window, which asks you to call or email for an Offline Activation.
Select the license version that you ordered in the “SimpleIndex Version” drop down.
Then either call (865) 637-8986 option 2 or email support@simpleindex.com with the Authorization Request Code. We will the provide you with the Activation Key.
Enter the Activation Key and then click the Offline Activation button.
If online activation does not work, please call our support staff at +1 (865) 637-8986 to perform an offline activation.
Related Links
- Published in Licensing & Installation, LoanStacker, SimpleCoversheet, SimpleExport, SimpleQB, SimpleSend, SimpleView
How are Simple Software products licensed?
All Simple Software products are licensed with three different license types:
- Workstation – Per computer license, with one license needed for each computer that runs the software.
- Concurrent – Shared license that can be installed on any number of computers, but only one computer at a time per license can run the software at a time.
- Subscription – Monthly cost with a 6 month minimum that uses the Concurrent license.
The demo version is “activated” online using a serial number generated for your organization. All licenses purchased for each application can be activated with the same serial or separate serials upon request. If there isn’t an internet connection or security blocks connection to the SimpleIndex license server and offline activation can be done.
The license can be transferred to another PC. Check out the FAQ for Activating and Transferring licenses for further details.
A Server Processing Add-on license is required when SimpleIndex is need to run automatically as a background process using the Windows Service. The Server Processing Add-on license can be added to any version of SimpleIndex to enable 1 million pages per year of unattended server processing. Additional server add-ons can be activated to add increments of 1M pages per year. There is also an Advanced Barcode Server Add-on license for running SimpleIndex as a Windows Service with an unlimited page count only for recognizing barcodes.
Click here for a PDF version of the price list and a feature matrix that shows which features are included in each version.
You can learn more about product activation here.
Related Links
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