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.
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 condition.
SimpleIndex has the power to recognize the forms you receive from customers and file them automatically so you can find them in seconds.
SimpleIndex also fills out sales tax exemption PDFs from every state to create a complete set of your forms ready for emailing to your vendors.
Link both processes to your customer and vendor data sources to streamline the process. Even without those lists, the state, certificate number and expiration recognize automatically, leaving you with the simple task of clicking on the customer name to file the document away.
You’ll never have to dig through old emails or piles of paper to make sure you have that exemption on file again!
When it’s time to send your vendors the proper state certificate to get your sales tax exemption, simply open up the Fill Vendor Form job, select the vendor, and all your state exemptions are filled out automatically and assembled into one PDF file suitable for framing emailing.
Manage your customer sales tax exemption forms:
- Scan customer sales tax exemption certificates submitted on paper
- Process e-mailed PDF sales tax exemption forms
- Use OCR or read the filled-in forms from PDF files to file them automatically
- Search and view customer tax forms in seconds
- Receive automatic e-mail notifications when exemptions expire
Fill out and e-mail vendor sales tax exemption forms:
- Standardized, fillable PDF sales tax forms for every state
- Select a vendor and fill in all the relevant name and address information automatically
- One click fills in every state form with both your company’s information and your vendor’s
- Packages saved to bookmarked PDF files and e-mailed to vendors
- Receive automatic e-mail notifications when exemptions expire
Find out more!
The sales tax management solution is available for free to SimpleIndex users!
Download SimpleIndex – Download the Sales Tax Jobs
Some initial setup is required, and we can help you out with that too. Our Professional Services department can have you up and running in just a couple of hours.
Please Contact Us to find out more about automating your sales tax time thieves with SimpleIndex!
Exclude Index Field from Index Log
Many times when outputting a Log file via CSV, XML, TXT, etc. there will be index fields that are required in the Job Configuration, but not desired to be output in the Index Log. In those cases those fields can be excluded from the Index Log with a “~” character at the end of the Index Field Name.
To do this go into the Job Options/Job Settings Wizard, go to the Index tab/step, find the Index field that you want to exclude from the Index Log and add this to the end of the field name: ~
EX. The original Index Name is “OCR Text” and that field should be excluded from the Index Log, so it doesn’t appear. This field should be changed to “OCR Text~”.
Change the Font Size of Index Fields
Index fields have a default 8 point font size, but this can be changed if required for visibility. You can change this by editing a registry file in the Registry Editor and set any font size you would like.
To make this change follow these instructions
- Close out of SimpleIndex entirely
- Open the Windows Registry by going to the Windows Search and searching for “RegEdit”
- Go to this location in the Registry Folder Tree: Computer\HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\SimpleIndex\Misc
- In this window you will see a key called “IndexFontSize”.
- Open this file and change the value to the font size you would like and then click OK.
- Close and reopen SimpleIndex to see the change in effect.
Large documents (>500 pg) Slow to Process – Workaround
When working with PDF image files containing a high number of pages (typically in excess of 500, but can vary by file and PC running the job) SimpleIndex may run into performance issues as it attempts to hold all of those pages in memory and perform the requested operations (full-text OCR in particular can tax a system in these circumstances).
A workaround in this scenario is to convert the large PDF to a folder of smaller PDFs files that can be managed more easily. In order to minimize the impact on production and tax the user(s) with extra steps, you can use a third-party splitting tool that can be called from the Command Line. One such option that has worked well is PDFSplitter from CoolUtils
One way to automate this process is to use PDFSplitter’s command line ability in conjunction with SimpleIndex’s Pre-processing function. For simplicity let’s consider a 600 page PDF with a filename generated at the time of scanning using indexes provided on a coversheet or keyed by an operator. The goal now is to take that large file and perform a full-text conversion on it.
Our SimpleIndex job, Full Page OCR.sic let’s say, launches and before getting to work calls PDFSplitter from the Pre-processing step with a command such as
PDFSplitter.exe C:\Images\Smith – John – Medical History.pdf C:\Images\Pages\ -cp 100
PDFSplitter will run and break that document every 100 pages creating 6 PDFs in the folder C:\Images\Pages. It maintains the original filename, simply adding “001-100” and so on to the name. After PDFSplitter is complete the Full Page OCR job begins its process and, given that the original filename is still part of the split files’ naming schema, it can produce one full-text PDF in the final output folder.
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 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.
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.
Document Imaging allows for the scanning of paper documents, as well as the processing of files saved electronically. These files are then named and saved for later searching.
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 imaging.
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 Name | Charset Value |
| ANSI_CHARSET (Latin) | 0 |
| DEFAULT_CHARSET | 1 |
| SYMBOL_CHARSET | 2 |
| 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_CHARSET | 238 |
| OEM_CHARSET | 255 |
The full list of values is at https://msdn.microsoft.com/en-us/library/cc194829.aspx.
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 a change to the XML text of the Job Configuration is needed. This can be useful to quickly move to the next document that has a blank Index field.
Instructions to set Skip to Blank index on Save Index:
- Right click on the Job Configuration file that you would like to suppress the prompt on and select Open With>Notepad
- Search the XML settings text open in Notepad for this term:
<SKIP_TO_NEXT_BLANK> - Set the value between from “False” to “True”
<SKIP_TO_NEXT_BLANK>True</SKIP_TO_NEXT_BLANK> - Save and close the file.
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
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
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/
- Published in Database & Retrieval, Export, Office PDF Text Processing
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
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,MP3,WMV,AVI
will cause SimpleIndex to display image files and open sound and video files in the default media player.
- Published in Import
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 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.
- Published in Indexing & UI
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