OCR Form Processing

Capture data from scanned forms or PDFs with OCR and save it to CSV, XML or any SQL database. Automate PDF forms by capturing data from filled-in forms or filling in blank PDF forms from any data source.

SimpleIndex 12 and a new SimpleIndex.com

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The biggest release in years: fully optional AI that reads what a template cannot, a new Workflow Manager, and one license that now runs the whole suite. Version 12 is a free upgrade if your annual support is current. Not sure if your maintenance is current? Contact us and we’ll confirm your current renewal status.
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SimpleIndex 12 is Here!

The biggest release in years, SimpleIndex 12 brings AI document analysis through three cloud providers, a single Professional license now runs all five companion applications, the products install and activate without administrator rights. Some other major new features are: Get the full list of new features and fixes in the SimpleIndex 12 Release Notes. Renew
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Newsletter – SimpleIndex 12 Is Coming – Including a Price Change

Early notice, no surprises SimpleIndex 12 ships on September 10, 2026, and it is a substantial release – big enough that we are adjusting our pricing alongside it. We would rather you heard that from us now than discovered it on an invoice later. So: here is what is coming, what it will cost, and
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SimpleIndex Tips & Tricks – Turn Any Smartphone into a Field Scanner for SimpleIndex

Mobile Capture Meets Desktop Power: A SimpleIndex Google Drive Workflow What do you do when field staff, remote workers, or team members on the go need to process paper documents, but don’t have access to a desktop scanner? While SimpleIndex is a desktop powerhouse for batch OCR, indexing, and data extraction, you don’t need a
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SimpleIndex Tips & Tricks – Canvassing and Political Surveys Processing

The Clipboard is Back: Why Paper Canvassing Wins in Local Campaigns (and How to Automate the Data Entry) It’s election season, and campaigns are hitting the pavement. While consultants push for mobile canvassing apps, any field organizer knows the reality: apps crash, devices die, and volunteers – especially older ones – frequently rebel against new
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Health Claims OCR Tips – Elevating Your Health Claims Processing

Health Claims OCR: Mastering Complex Medical & Dental Forms Processing Managing healthcare claims can feel like a constant battle against complex layouts, low-quality scans, and strict data validation requirements. Manual data entry is a massive bottleneck that delays reimbursement, ties up billing staff, and increases costly filing errors. This month, we are focusing on how
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SimpleIndex Tips & Tricks – OCR Document Separation

OCR Document Separation Streamline Your Workflow with OCR Document Separation In a previous newsletter, we shared one of our favorite low-tech, high-efficiency hacks: OMR Document Separation. For teams dealing with highly variable, unstandardized paperwork, making a simple black mark with a felt pen on the first page of a new document is an incredibly fast
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SimpleIndex Tips & Tricks – Database Integration – Unprecedented Control of Database Interactions

SimpleIndex built-in Database Autofill – Automatic Indexing Using Existing Data Did you know SimpleIndex offers Unprecedented Control of Database Interactions? Unlike “closed” systems that trap your data in a proprietary silo, SimpleIndex was built for open interoperability. It doesn’t just scan files; it talks directly to your custom programs and existing workflows. By mapping index fields directly
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SimpleIndex Tips & Tricks – Creating PDFs from XML or JSON Data

Fill out forms or create human-readable PDFs from electronic transactions More and more transactions that used to be document-centric are now taking place electronically using XML or JSON structured data files. However, the archives for these transactions may still use document management tools. For example, Accounts Payable Invoices may be sent as data files for
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SimpleIndex Tips & Tricks – Document Separation

OMR Document Separation Fast, accurate document separation without barcode separator sheets A unique but lesser-known feature of SimpleIndex is the ability to separate documents with Optical Mark Recognition (OMR). Many document capture applications have OMR, but few use that capability to do document separation. It offers a huge opportunity to save on document preparation costs
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SimpleIndex Tips & Tricks Handprint Recognition

Did you know that SimpleIndex can read handwriting? Now you do! SimpleIndex 11.4 gives you the option to read all kinds of handwriting. This can be done with both the FineReader and the AWS Textract OCR engines. FineReader works best with forms that have letter boxes or combs to ensure that they are filled out
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Automatic Form Alignment

Big improvements to OMR and Zone OCR in SimpleIndex 11.4 If you have tried to do checkbox recognition with scanned forms, you are probably aware of how sensitive they are to any minor differences in the image. This is especially the case if they are not all scanned on the same device. Any shifting or
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SimpleIndex 11 – More Than “Just an Update”

We almost switched to Roman Numerals, it’s that big of a deal The most significant update in years, SimpleIndex 11 introduces major new features like handwriting recognition and email processing, while optimizing existing features to dramatically improve processing speeds for large batches and files. Some more major new features are: Get the full list of new features and fixes on the SimpleIndex Wiki.
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SimpleIndex 11.4 Release Notes

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
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Take control of Sales Tax exemption forms

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
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SimpleIndex 10.1 with Textract!

Current details: Amazon Textract in SimpleIndex 12 → 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
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Language Pack for Standard/Tesseract OCR

Please refer to the Wiki Documentation for the complete Global Settings Wizard reference. All versions of the SimpleIndex software include OCR with the Standard/Tesseract OCR engine. The SimpleIndex download only includes a limited set of languages with the installation. If the language you would like to OCR with SimpleIndex isn’t one of the languages included then you can download
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Process Monitor/ProcMon Instructions

Please refer to the Wiki Documentation for the complete Processing and User Interface reference. In some cases there will be errors with SimpleIndex or issues without errors that are too general to get the information needed to fix the issue easily. When this happens a very detailed log is needed to determine what exact processes
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Languages Supported in SimpleSoftware OCR Engines

Please refer to the Wiki Documentation for the complete Languages reference. SimpleSoftware OCR engines are using two different systems for language support. In the end languages supported by your OCR is based on your version of SimpleIndex installed, any addons (SimpleIndex Server, SimpleCoversheet, and so on) do not add any additional language support. All SimpleSoftware products have Tesseract 3.02
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How to activate SimpleExport?

Please refer to the Wiki Documentation for the complete SimpleExport reference. 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.
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