Office PDF Document Indexing

SimpleIndex uses the existing text of Microsoft Office documents (Word, Excel, PowerPoint, etc.) and PDF files to extract data using RegEx patterns and database keyword matching. Scanned PDF files are converted to text with OCR. Automatically assign metadata and upload to any document management system.

What is Document Imaging?

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. Other document imaging terms include automatic imaging software, best digital imaging software, best imaging software, desktop imaging software, digital document imaging, digital imaging software, document imaging download, document imaging PDF, document imaging processing, document imaging products, document imaging software, document imaging solution, document imaging solutions, document imaging systems, document imaging technologies, document imaging technology, document imaging tools, image to database, imaging resource, imaging scanning software, imaging software companies, imaging software download, imaging software for windows, imaging solution, scanner imaging software, scanning and imaging, scanning imaging, and software for
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Index With Non-Latin Character Sets

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
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Skip to Blank Index on Save Index

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 is hit then do the following.​

Go into the Configuration XML and set it from False to True


<SKIP_TO_NEXT_BLANK>true</SKIP_TO_NEXT_BLANK>

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Check and Repair All PDF Files

You can set SimpleIndex to assume that it needs to check every PDF file and fix it.

Go to this location in the Windows Registry:

Computer\HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\SimpleIndex\Misc

Create a New String Value called “FixAllPDF” and set the value to 1

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Keep Pages in Original Order when Bookmarking

If you want to keep all the pages in the same order that they were imported, even though they all go with different bookmarks then do the following.

1.  Open the configuration in Notepad.
2.  Search for <BOOKMARK_PAGE_ORDER>
3.  Change this line from “false” to “true”:  <BOOKMARK_PAGE_ORDER>true</BOOKMARK_PAGE_ORDER>
4.  Save and close.

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Is it possible to search for and retrieve documents with Windows desktop search?

Windows Search works great with SimpleIndex because all index data can be saved to the folder and file names as well as the file properties, and OCR text can be saved to hidden layers in PDF files. Windows Search will read all of these elements when building its index and will return any matching files when you search. Using Windows Search on a file server allows for instantaneous searching across terabytes of documents and text for all of the users on your network. IFilters allow Windows Search to search within file contents. Here are three popular PDF IFilters that will enable text searching for PDF files: Foxit PDF IFilter (commercial) TET PDF IFilter (free/commercial) Adobe PDF IFilter (32-bit / 64-bit) (free) If you have issues with PDF text searching in Windows 10, this article has detailed instructions for resolving PDF IFilter issues: https://fixedit.itxpress.biz/2018/07/05/searching-pdfs-in-windows-10/

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Is there a way to just use part of a bar code or OCR value? For example, extract “50” from the value “124450”

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 field. By adding the [5,2] you tell SimpleIndex to start at the 5th character (5) and take 2 characters from the value (50).

Find out more about barcode scanning on our Barcode Scanning Guide and read up on Optical Character Recognition on the SimpleOCR scanning solutions guide.

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How do you select what types of files to process?

You can tell SimpleIndex what types of files it should process and which file types to ignore. This is done by clicking “Job Options” On the “Batch” tab you will find a field labeled “Input file types or mask”. These are the file types that SimpleIndex will input files from. The default types are: TIF,PDF,JPG,GIF,BMP,DOC,XLS,PPT,DOCX,XLSX,PPTX,VSD,DWG,AVI,MP3 To process all files, enter * SimpleIndex will ignore any file whose extension does not appear on the list. In SimpleIndex 6 or above you can enter file masks to filter input files. Some examples are: abc*.pdf (PDF files starting with “abc”) ab??ef.* (All files starting with “ab”, 2 characters and “ef”) It is possible to have some file types open automatically in their default application. This can be done by inserting a pipe “|” into the list. Any file types after the pipe will be opened in their default application. For example: TIF,PDF,JPG|WAV,M

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How do you configure a field to select from a list of possible values?

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

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Can the values of 2 or more fields be combined in a single field?

Set the Type for the field that you want to store the combinded 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%

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How do you configure OCR to read index information from MS Office or PDF documents?

MS Office and PDF files generated by software or PDF printer drivers already have the text you need to recognize in the file. Scanned documents need to use OCR to read text from an image of the page. With Office and PDF files, SimpleIndex can just read the text, which is much faster and accurate than image OCR. To recognize index fields from the document text, first create OCR fields on the Index tab as you would normally. Next, on the Zones & OCR options tab, check the “Use Full Page OCR for this Field” option for each OCR field. This tells SimpleIndex to process the existing file text. If the index value is a unique pattern of digits or list of possible values, use Template or Dictionary matching to locate the value within the text. Please see the manual for details on Template and Dictionary matching. If the value appears in a specific location in each file, coordinates can be used to locate it. When processing text, the X, Y, Width and Height settings correspond to

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Why does the word “MISSING” show up in filenames and index fields when the field is blank?

“MISSING” is what SimpleIndex puts for any field value used as a filename or folder name and is left blank by defualt.

You can change this to whatever you want it to say when a field value is left blank. To do this go to “Job Options” then to the “Index” Tab now click “Advanced Options”. In the middle of the window you will see a box labeled “Use this value whe a field is empty” just change “DEFAULT” to whatever you want (including leaving it blank) and click OK. Now the next time you have a blank field value for a filename or folder name it will have your new message.
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How do I configure the output folder and file naming scheme?

Use the Folder and Filename check boxes on the Index tab in the Job Options 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.

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Automatic Indexing Using Existing Data

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
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MS Office & PDF Text Parsing

Office Videos | PDF Video The template and dictionary matching capabilities of SimpleIndex‘s OCR function can be used to extract index information from the text of existing MS Office and PDF files, or any file with an accompanying TXT file. SimpleIndex® will search the document for matches on unique patterns and value lists, then index the document with the matching data. Zone coordinates can be set to limit the search area to pre-defined regions on standard forms. The result is a fully automated indexing and renaming process for all your electronic documents! Using existing text, SimpleIndex can index and rename hundreds of files each minute and achieve perfect accuracy. These files can then be quickly searched with SimpleIndex Retrieval, SharePoint and Google search engines, or uploaded into your company’s document/content management system or custom business applications. Enhanced Text Parsing & PDF Support MS Office and PDF text parsing features are now included in
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Features

SimpleIndex is the perfect solution for small business and departments looking to manage their files from a single interface, developers who don’t want to reinvent the wheel and large companies with many locations looking to decentralize their scanning. SimpleIndex organizes scanned images and electronic documents into a single document management database your employees can access on their desktops. SimpleIndex takes the labor out of document imaging by providing powerful barcode recognition and OCR search algorithms that can find index values no matter where they are on the page. By providing these essential automations for a reasonable price, we make document management affordable for anyone. The most unique automation is our OCR template and dictionary matching search algorithms. This lets you find information like date, customer name, invoice number and other information on documents with different layouts. These can even be applied to the text in Office documents and PDF fi
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