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.

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

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

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

SimpleIndex can just read
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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 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
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How do I configure the output folder and file naming scheme?

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
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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
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Organize Office Documents with Text Parsing

This video shows the Sort My Documents sample job included with the SimpleIndex trial download. It shows how you can organize office documents automatically by parsing the file’s text for relevant metadata and keywords. You can then use those keywords to tag documents with metadata and create standardized folders and filenames. First we sort Word
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PDF Text Processing Demo

This sample job demonstrates the PDF text processing capabilities of SimpleIndex by extracting the Document Number, Date, Document Type, Customer and Total from a number of documents without OCR, by processing the text layer of PDF files. Computer-generated PDF files, such as those created using PDF printer drivers, already contain digitized text. SimpleIndex reads the
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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
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