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SimpleIndex

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  • Posts tagged "Metadata"

Automatically identify key information needed to tag documents with metadata for searching. Apply metadata to file properties, Title, Subject, Author, Keywords and Description tags in PDF files, MS Office documents and NTFS file system properties. Read and write EXIF data in image files. Populate metadata in SharePoint and other content management systems.

SimpleIndex 10.1 with Textract!

Monday, 16 May 2022 by aaron
Amazon AWS Textract Cloud OCR Batch Processing

SimpleIndex 10.1 is now available, and it adds a huge new feature — Amazon Textract!

The Cloud OCR License adds the Amazon AWS Textract Cloud OCR engine to SimpleIndex, unlocking a bunch of great new capabilities:

  • The highest OCR accuracy of any available engine, using Amazon’s massive machine learning model
  • Handprint recognition, including unconstrained and cursive writing
  • Automatic form field extraction
  • Accounts Payable Invoices and Receipts extraction
  • Pay-as-you-go licensing

The form field extraction feature is pretty amazing. It locates any labeled field on the page and its corresponding value regardless of the page layout, even if the value is handwritten. It makes SimpleIndex able to do jobs that once required enterprise data capture software like Kofax, AnyDoc, or ReadSoft, but at a fraction of the price!

SimpleIndex works with your existing AWS account. For standard OCR it costs about $0.01 per page, for invoices and forms it is about $0.065 per page. This price can vary by region.

Download SimpleIndex 10.1

Wiki: How to configure and use Textract with SimpleIndex

Automatic Data CaptureAutomatic Indexing SoftwareInvoice OCRInvoice Scanning SoftwareMetadataOCROCR Form ProcessingPDF Data Extraction SoftwareRead PDF FormsServer OCR
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  • Published in Release Notes
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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 other non-Latin alphabets, set the default character set using this registry key. If the key is not set correctly then Unicode text will show up as ??????????.

Use Notepad to edit the “Charset” value from the sample setting below and save it to a .reg file. Then double-click the .reg file to install (Administrator privileges required).

You can download the .reg file here but you still need to edit in Notepad to set the Charset value before installing.

If you are on a 32-bit operating system be sure to remove the extra “\WOW6432Node” from the registry path.

[HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\SimpleIndex\Misc]
“Charset”=”1”

Charset NameCharset Value
ANSI_CHARSET (Latin)0
DEFAULT_CHARSET1
SYMBOL_CHARSET2
SHIFTJIS_CHARSET (Japanese)128
HANGUL_CHARSET (Korean)129
GB2312_CHARSET (Simplified Chinese)134
CHINESEBIG5_CHARSET (Chinese)136
GREEK_CHARSET (Greek)161
TURKISH_CHARSET (Turkish)162
HEBREW_CHARSET (Hebrew)177
ARABIC_CHARSET (Arabic)178
BALTIC_CHARSET (Baltic)186
RUSSIAN_CHARSET (Russian)204
THAI_CHARSET (Thai)222
EE_CHARSET238
OEM_CHARSET255

The full list of values is at https://msdn.microsoft.com/en-us/library/cc194829.aspx.

Automatic Data CaptureAutomatic Indexing SoftwareFile IndexingFull Text IndexingKeyword IndexingMetadataMicrosoft Word Data ExtractionOffice PDF Document IndexingPDF Data Extraction SoftwareScanned Document 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 to the right and select New>String Value

Then you name this new entry this:  MaxListSize

Then you double click on it and set the size of the list that it loads.  We suggest somewhere between 1000 and 5000

Automatic Indexing SoftwareFile IndexingKeyword IndexingMetadataScanned Document Indexing
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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 by selecting “List” for the field type and give it a name. In the “List File/Field” setting for this field, put the full path or UNC to the text file containing the list or click “Set” to browse to the file. If you have not created a file, you can put the path where you want the file stored here and click the “Edit” button. This will open the file in Notepad; new files will prompt you to create them.

On each line of the text file you will put one of the possible values that you want to be able to select from while you are indexing with SimpleIndex. You can copy this information from another source and paste it into the text file.
Save the file in Notepad and close it. The List field is now configured!

To use a database field, your configuration must be connected to a database using the settings on the Database tab. Any fields defined as “List” on the Index tab that have a corresponding field mapped on the Database tab will use the unique values from that field to populate the list.

You can check “Only allow values in list” to disallow users from entering a value not in the list.

Once the List index field is configured properly you can select the values from a drop down after scanning that appear in the main SimpleIndex window while indexing. It also makes the field autofill the closest match from the list based on the characters that you type in that field.

Automatic Indexing SoftwareCSVDatabaseDatabase AutofillDocument AutomationDocument RetrievalFile IndexingKeyword IndexingMetadataMS AccessMySQLODBCOffice PDF Document IndexingOracleScanned Document IndexingServer OCRSharePoint ScanningSQL ServerWorkflowWorkflow Software
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  • Published in 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 the designated field when it is saved.

For example, to combine your first 2 fields into third, inserting a comma between them, set the template for field 3 to:
%FIELD1%,%FIELD2%

Automatic Indexing SoftwareFile IndexingFull Text IndexingKeyword IndexingMetadataMicrosoft Word Data ExtractionOffice PDF Document IndexingPDF Data Extraction SoftwareScanned Document Indexing
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  • Published in Indexing & UI
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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 the Advanced Settings step and expand Advanced Indexing Options.   The value is set to DEFAULT, which puts the word “MISSING” when the index field is blank.  Any text can be put in this field to use a different value than “MISSING”.

Related Links

  • SimpleIndex Wiki – Advanced Settings
Automatic Indexing SoftwareFile IndexingKeyword IndexingMetadataOffice PDF Document IndexingPDF 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 with the Filename checked will have the values concatenated to form the filename.

For example, if Field 1 and Field 3 have the Folder option checked, and Field 2 and Field 3 have the Filename option checked, image filenames will be created in the format:

%OUTPUTFOLDER%\Field 1\Field 3\Field 2 – Field 3.tif

The Filename Separator option on the Advanced tab lets you change the ” – ” between the fields in the filename to anything you want.

Related Pages

  • SimpleIndex Wiki – File Naming Schema
  • SimpleIndex Wiki – Indexing & File Naming
Automatic Data CaptureAutomatic Indexing SoftwareFile IndexingFull Text IndexingKeyword IndexingMetadataMicrosoft Word Data ExtractionOffice PDF Document IndexingPDF Data Extraction SoftwareScanned Document Indexing
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  • Published in Export
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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 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!

Learn More:

Scan, file, and process document data quickly and efficiently with Simple Software's tailored OCR automation and one-click processing that fits your unique business needs
Use SimpleIndex OCR to convert scanned and digital images to searchable PDF files for automated sorting, filing, and export to applications such as Word, Excel, PowerPoint, etc.
Automatically and accurately convert scanned and digital documents with simple and complicated tables to PDF files, Excel, Google Sheets, CVS, and other spreadsheet formats with Simple Software's advanced document management suite including Abbyy FineReader, Simple Index, SimpleView, SimpleSearch, SimpleSend, SimpleExport, SimpleCoversheet, and AI components
SimpleIndex OCR automation analyzes, classifies, verifies, and exports digital data into searchable documents that can be stored and processed in a variety of SQL applications
Simple Software's Document management OCR (Optical Character Recognition)  uses smart machine-learning and AI (artificial intelligence) methods to convert handwritten and digital text and image data into machine-readable text, allowing users to search, index, and organize large volumes of document data
Simultaneously recognize, analyze, and export large volumes of documents and digital data with SimpleIndex batch OCR (Optical Character Recognition) for processes  dealing with large volumes of documents, such as digitizing paper and scanned archives or processing document data in a document management system
SimpleIndex Server enterprise OCR lets users automatically perform optical character recognition on thousands of documents at a time, scaling to meet the demands of the large volumes of document conversions and processes tailored to the user's specifications
SimpleIndex OCR data capture technology and page layout analysis automatically identifies common invoice data elements (vendor, date, amount, invoice number, line item data, etc.) to automate data entry, eliminate errors, automate retrieval, match POs (Purchase Orders), validate quantities and prices, automate electronic document management and storage

KB Articles for Automatic Indexing

  • Exclude Index Field from Index Log
  • Turn Off Prompts and Pop Ups on Job Configurations
  • Change the Font Size of Index Fields
  • Large Documents (>500 pages) are Slow to Process
  • Regular Expression (RegEx) - Syntax or Type
  • Index With Non-Latin Character Sets
  • Skip to Blank Index on Save Index
  • Stop Autorun When Double Clicking Configuration
  • Autonumber Increment Value
  • Overlap of SimpleView Viewer in SimpleIndex Display
1-Click Processing, Automatic Data Capture, Automatic Indexing Software, Barcode Recognition Software, Database, Database Autofill, Document Automation, File Indexing, Full Text Indexing, Keyword Indexing, Metadata, Microsoft Word Data Extraction, OCR, Office PDF Document Indexing, offline OCR, on-prem OCR, on-site OCR, One-time payment OCR, PDF Data Extraction Software, Scanned Document Indexing, Scanning Software, Self-hosted OCR, Subscription free OCR, Sunshine OCR
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
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