SimpleIndex automates complex document workflows with the goal of minimizing the number of times the user must interact with the app. In many cases the whole process can be executed automatically, so the user just needs to click a single button to start it off. Server processing let’s your 1-click job configurations run fully unattended.

SimpleIndex 1-click scanning and indexing is enabled with its command line interface. SimpleIndex job files can be saved and opened just like a Word document. When you open a job file, SimpleIndex begins processing a new batch automatically. Scanning, processing (OCR, barcodes, database autofill, etc) and export happen in sequence with no further input from the user.

For unattended processing, the command line interface lets you use Windows services and scheduled tasks to automate OCR, barcode recognition and database export tasks.

The Command Line Interface also allows SimpleIndex to be integrated with custom software applications with minimal to no programming required.

  • Field values, processing folders and other settings can be passed as command line parameters
  • Any SimpleIndex option can be set using XML job files
  • Database export links processed files to your app automatically
  • Control application behavior (display window, exit after processing, etc.)
  • Pre-Process and Post-Process features can execute other command line applications at start and end of batch

Features

SimpleIndex All-In-One Scanning ToolSimpleIndex 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 files to organize these files automatically and attach them to a database.

SimpleCoversheet Barcode Indexing CoversheetsThe SimpleCoversheet barcode printing application lets anyone in your company print bar-coded coversheets with all the information needed to identify a document. This is perfect for scanning with a centralized scanner or networked digital copier. SimpleIndex can then be configured to process these documents automatically without any user intervention whatsoever!

This level of automation is provided by SimpleIndex‘s command line interface. All the settings related to scanning or searching documents can be saved to “Job Files”, which can be saved to an icon and launched with a click of the mouse or a single line of code. These jobs can be configured to scan documents, read barcodes and OCR, generate folders and filenames and upload the index information to a database in a single step.

It is simply not possible to find an easier, faster way to process your documents!

Key Features and Recent Enhancements

    • SimpleIndex Standard has Tesseract OCR and DTK Barcode engines. These provide good recognition on clean originals.
    • SimpleIndex Professional adds FineReader OCR and Accusoft Barcode. These are able to recognize hard-to-read text and bar codes, and improve overall speed and accuracy.
    • Process existing text in PDF files and MS Office documents in all versions.
  • OCRConvert Images to Text with OCR
    • Pro version includes ABBYY® FineReader Engine for faster, more accurate OCR
    • Searchable PDF output
    • Clipboard / Screen Shot OCR
    • Point-Click OCR – Click on text to send it to an index field
    • Enhanced OCR Options – match against other indexes, skip OCR on files with existing text
    • Support for international character sets using Unicode
  • Bar Code RecognitionDocument bar code recognition
    • Multi-engine Barcode voting to boost accuracy (Professional version)
    • Support for most 2D barcodes in all versions
    • User-defined Barcode delimiter – no longer restricted to “|” for parsing multi-index barcodes
    • Pro version includes Accusoft barcode engine for better barcode recognition
    • Find/Replace characters in barcodes for matching or autofill
  • TWAIN and ISIS ScanningTWAIN and ISIS document scanning
    • TWAIN support in all versions. ISIS support available as an add-on or in Pro version.
    • Improved real-time image processing
    • Multiple scan windows when using ISIS
    • Scan directly to a network folder (processing occurs during scan)
  • Desktop Processing
    • Selectively reprocess files
    • Run multiple copies of SimpleIndex simultaneously
    • Save any image region to a separate file for signature capture, etc.
  • Server Processing
    • Run multiple jobs on different schedules
    • Run multiple copies of the same job for parallel processing and increased throughput
    • Server licenses can be purchased in 1 Million Page per Year increments as an add-on to any workstation license
    • Unlimited page barcode processing license available with Advanced Barcode Server
    • Server processing compatible with Windows 7 or above and all Windows Server versions
  • PDF HandlingMS Office and PDF text parsing software
    • Support for reading and writing password protected PDF files
    • Convert MS Office, HTML, XML and images to PDF before processing
    • Searchable PDF output
    • Native PDF Viewer – no dependence on 3rd party software
    • PDF Auto-repair – attempts correction of bad PDF files
  • Indexing
    • Return MD5 hash values
    • Configure default values for empty fields
    • Export to XML
    • Edit Fixed Fields – make changes to auto-generated indexes
  • SharePoint IntegrationDocument scanning and indexing for SharePoint
    • Compatible with all versions of SharePoint and SharePoint Online
    • Append to or replace existing files in SharePoint
    • Automatically match index fields to SharePoint columns to populate data

Website Resources

SimpleIndex.com is full of information and interactive content to help you learn what you need to know to implement SimpleIndex in your organization.

SimpleIndex Applications in Your Industry

PDF brochures outlining some of the applications for SimpleIndex in various industries.

SimpleIndex Feature Highlights

Links to more information on the major features of SimpleIndex.

The Simple Software Imaging Suite

These applications enhance and expand the functionality of SimpleIndex by providing barcode printing, automatic uploading, quality control and direct integration with popular applications like QuickBooks.

Software Catalog

Top Features

The following is a list of the Top 25 major document capture features of SimpleIndex, in no particular order.

New versions History

Simple Software is always working on updating and upgrading. Here you can find change log for SimpleIndex.

Learn More:

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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 condition.

Eaqsily automate tax forms processing with SimpleIndex

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.

Comes with automatically fillable PDF Sales Tax Exemption Forms from Every State

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
Indexing Customer Sales Tax Certificates

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
Filling out all state certificates with a single entry to send to vendor

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!

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
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Reduce Click Charges for Data Capture

If you operate a high-volume scanning department or service bureau, chances are you use software like Kofax to scan and index documents for your clients. If you do then you are well aware of the high cost of click charges and the inevitable mad rushes to purchase additional clicks at the end of a peak volume month.

There are some scanning jobs that need the multi-user batching and indexing features of these systems, but many do not. SimpleIndex® can help you save big on click charges by supplementing your primary scanning infrastructure, letting you perform smaller, less complex jobs in a separate workflow.

Many data capture and forms processing applications charge for every page you process, even if all the data being read is only on the first page. Starting SimpleIndex 9, you can automatically send a copy of the first page from each exported file to a separate folder for data processing, helping you avoid unnecessary processing time and license costs.

Jobs like these can be easily processed with SimpleIndex:

  • Simple scan-to-file with no indexing
  • All indexing is done via bar codes or database lookup
  • No custom export or API integration is required

The following scenarios usually require a more robust solution:

  • Multi-user workflows
  • Complex data extraction and forms processing
  • Direct application integration with APIs

Basically, SimpleIndex is great for 1-2 user workflows where a single user performs the whole scanning and indexing process, or where one person scans and another indexes on a separate workstation. When more than 2 users are required to keep up with indexing volume then it makes more sense to use a system designed for multiple users.

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

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Instant Integration With Any Application

SimpleIndex® provides a great alternative to “reinventing the wheel” using a document imaging SDK to implement scanning in your custom application. SimpleIndex uses a command line interface to enable developers to execute customized scanning workflows from another application. This lets you take advantage of SimpleIndex‘s TWAIN/ISIS scanning, zone OCR, barcode recognition and database export features without having to re-code them all yourself.

Whether you are an IT consultant creating an application for internal company use or a software developer looking to add scanning features to your application, SimpleIndex provides the easiest solution available.

To use SimpleIndex as a scanning front-end for your application, simply:

  • Create a SimpleIndex job file configured to scan, index and save files the way you want
  • (Optional) configure the database export to create/update document records in your DB
  • Use a “Shell” command to execute the job file from your program

When you execute the job file from your program, SimpleIndex will scan, read barcodes, OCR zones, etc. and organize the documents into the folders and filenames your program requires. The database export can be configured to add or update records in your database with information captured from the documents as well as the image file path or binary data. Index values can be passed from your program to SimpleIndex via the command line. The whole process can be configured to run minimized so the user never even sees the SimpleIndex screen.

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 Integration

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Indexing Solutions with Barcode Recognition

Barcode recognition is the most efficient way to capture index data printed on documents. If you are unfamiliar with the use of barcodes in document scanning, you can learn more about barcodes in our Barcode Scanning Guide, but if you want to know more about barcode use with SimpleSoftware products, read on.

Some documents already have key information in barcode format on them. In many cases adding a barcode to a document is as simple as changing or adding a font. Adding barcodes to new documents is preferable as all the index data is on the document at the time it is created and in a format that can be read with near 100% accuracy.

As an alternative to placing barcodes on the individual documents, it is possible to print out a barcode cover page and place it on the file before it is scanned. The SimpleCoversheet application was designed to make this easy by providing a simple interface for selecting index values and printing a standard coversheet that contains these values in barcode format.

Barcode recognition can also be useful when you have documents with a variable number of pages that will all receive the same index values. If it is not possible to generate an indexed coversheet for these at the time they are created, a generic barcode coversheet can be used to separate the scanned images into multi-page files, one for each document. A second process can then be used to index these images one file at a time instead of one page at a time, greatly increasing throughput.

Barcode Recognition Features

With SimpleIndex Barcode you can:

  • Read barcodes printed on scanned paper documents
  • Read barcodes embedded in PDF files
  • Automatically rename files based on barcodes
  • Export barcode data to CSV file or any database
  • Separate multi-page documents with cover pages
  • Recognize 2D formats like PDF417, DataMatrix, Aztec and QR Code
  • Recognize 30 different 1D barcode formatsCode 39, Codabar, UPC, Code 128, EAN 13, 2 of 5, etc.
  • Recognize postal barcodes like Planet, PostNet, Royal Post and Australian Post
  • Lookup barcode values in a database for additional data
  • Complete list of document scanning & indexing features

With SimpleCoversheet you can:

  • Create barcode coversheets for use with SimpleIndex and other scanning applications
  • Print barcodes on Avery label templates that can be applied to documents
  • Affordably enable every employee to print barcodes
  • Create coversheets that allow SimpleIndex to automatically index and file documents
  • Enable scanning and indexing from MFPs, network scanners and digital copiers
  • Perform “mail merge” with barcodes to print many coversheets at once
  • Supports many 1D and 2D barcode formats

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 Barcode Recognition

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Automated Processing & 1-Click Interface

SimpleIndex® 1-click scanning and indexing is enabled with its command line interface. SimpleIndex job files can be saved and opened just like a Word document. When you open a job file, SimpleIndex begins processing a new batch automatically. Scanning, processing (OCR, barcodes, database autofill, etc) and export happen in sequence with no further input from the user.

For unattended processing, the command line interface lets you use Windows services and scheduled tasks to automate OCR, barcode recognition and database export tasks.

The Command Line Interface also allows SimpleIndex to be integrated with custom software applications with minimal to no programming required.

  • Field values, processing folders and other settings can be passed as command line parameters
  • Any SimpleIndex option can be set using XML job files
  • Database export links processed files to your app automatically
  • Control application behavior (display window, exit after processing, etc.)
  • Pre-Process and Post-Process features can execute other command line applications at start and end of batch

Unattended Server-Based Processing

SimpleIndex lets you run any SimpleIndex job as a Windows service for fully unattended processing. This is particularly useful for high-volume, high-demand applications where scanned images are coming from many remote workstations, as well as small and large implementations utilizing network scanners or digital copiers. In server mode, images are saved to a “hot folder” on the server where they are processed automatically. SimpleIndex performs barcode recognition, OCR and other indexing tasks and exports formatted files to storage and database servers.

Server processing licenses may be added to any version of SimpleIndex. Unattended processing is possible without a server license, but a user must be logged on to the workstation for it to execute. Windows services run automatically when the computer is booted up, even if nobody is logged on. You must have a Server license to run SimpleIndex on Windows Server operating systems.

SimpleIndex Servers can run multiple jobs on different schedules on the same server, or run multiple instances of the same job simultaneously to take advantage of multiple CPUs.

Integrate SimpleIndex in your Custom Application

Are you a developer looking for an easy scanning interface to use with your custom database application? Then SimpleIndex is the perfect solution for you!

With SimpleIndex, you can easily package pre-configured scanning and indexing settings for distribution with your application. SimpleIndex‘s command-line interface allows you to pre-set some or all of the index values for each batch, or even to hide the SimpleIndex GUI altogether. SimpleIndex can also interface directly with your database, inserting or updating index values and associating them with the images you scan. With SimpleIndex, you won’t have to write a separate import routine to get the new information into your database.

SimpleIndex is a far better option to developing your own scanning interface from scratch. If your application needs to use advanced features like barcode recognition or dynamic OCR, SimpleIndex saves you hundreds of hours of development time. If you need to let users preview each image, rotate, clean-up, rescan or index as necessary, why reinvent the wheel?

SimpleIndex means it is no longer too costly or complicated to bundle a full scanning application with your custom software. Being a SimpleIndex reseller means big discounts on every copy you sell. Sign up now!

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 Automation, Command-Line and Server Processing

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Command Line Arguments

Please refer to the Wiki Documentation for the complete Command Line Interface reference.

In addition to running a particular SimpleIndex Job Configuration with a command line script, other features might be required. This could be stopping dialogs from turning on, suppressing dialog boxes or passing the input or output folder to the Job. Below you will find some of the commands that can be added to the standard command line that SimpleIndex uses.

Start with the traditional full command line to run SimpleIndex, which you can find here:

“C:\Program Files (x86)\SimpleIndex\SimpleIndex.exe” /c:”<Path to Job>”

In this example /c: is the command to direct what Job Configuration is used, but I have listed more below. Each new argument should be separated by a space.

  1. /q = Prevents certain dialog boxes from appearing that require a manual click.
  2. /s = Prevents other dialog boxes from appearing that require a manual click.
  3. /i: = Set the specific Input Folder you would like to import files from.
    EX. “C:\Program Files (x86)\SimpleIndex\SimpleIndex.exe” /c:”<C:\Images\Scan Files.sic>” /i:”C:\Images\Input”
  4. /o: = Set the specific Output Folder you would like to import files from.
    EX. “C:\Program Files (x86)\SimpleIndex\SimpleIndex.exe” /c:”<C:\Images\Scan Files.sic>” /i:”C:\Images\Output”
  5. /d:15 = Set Processing Log to highest level and turn on log output. This will turn on the Processing Log, without having to do it manually.
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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 are occurring when the issue happens and which processes are failing. This is done by using the Microsoft Process Monitor to log everything while running SimpleIndex.

The instructions for how to install and run the Process Monitor are below.

  1. Download the process monitor from Microsoft by clicking HERE and then clicking Download Process Monitor.
  2. Unzip the “ProcessMonitor.zip” file and save it to any location on the computer running SimpleIndex.
  3. Run the “Procmon.exe”
  4. Once the program opens go to the File Menu and uncheck “Capture Events”
  5. Go to the Edit menu and select “Clear Display”
  6. Go to the Filter Menu and select Filter
  7. Set the first drop down to Process Name
  8. Set the second drop down to Contains
  9. Type in “Simple” into the third field
  10. Click Apply then OK
  11. Go to the File Menu and check “Capture Events”
  12. Immediately run SimpleIndex with the process that is having the issue exactly as you normally would and let it run until the issue occurs.
  13. Once the issue occurs go back to the Process Monitor window and then to the File Menu and uncheck “Capture Events”
  14. Go to the File Menu and select save.
  15. Use all the defaults to save to a folder that you can easily access and name the file with today’s date.
  16. Send us this file for review.
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Command Line Sample

Please refer to the Wiki Documentation for the complete Command Line Interface reference.

When using the Simple Software products it can be beneficial to run the software from a command line script. With this you can run other Simple Software Job configurations or Windows Batch Files (.bat) or Task Manager or other command line methods automatically.

You can find sample formats of the command lines for Simple Software products below.

​SimpleIndex:
“C:\Program Files (x86)\SimpleIndex\SimpleIndex.exe” /c:”Path to job file”

SimpleSend:
“C:\Program Files (x86)\SimpleIndex\SimpleSend.exe” “Path to job file” /hide /run

SimpleQB:
“C:\Program Files (x86)\SimpleIndex\qb\SimpleQB.exe” “Path to job file” /hide /run

/hide and /run in the SimpleSend and SimpleQB examples above hide any windows from being displayed and automatically runs the process respectively.

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Command Line to Auto-close SimpleIndex

Please refer to the Wiki Documentation for the complete command line interface reference.

This is used to closed SimpleIndex after the job has been completed automatically. This can be useful if you only run one batch in SimpleIndex at a time and don’t need it after that batch is complete.

Instructions to Auto-close SimpleIndex when Batch is complete:

  1. Open the SimpleIndex Job Configuration that you would like to set to auto close when the batch is is complete.
  2. Open the Job Settings Wizard from the File menu.
  3. Go to the Advanced Settings step and expand Pre-Process & Post-Process options.
  4. In the Post-Process field put the following:
    taskkill -f -im simpleindex.exe
  5. Save the Job Configuration.

Alternate Intructions:

  1. Open the Job Options from the File menu
  2. In the Batch tab put the following in the “Post-Proc” field:
    taskkill -f -im simpleindex.exe
  3. Click OK and then Save from the File menu
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Stop Autorun When Double Clicking Configuration

Please refer to the Wiki Documentation for the complete Settings Wizard reference.

SimpleIndex jobs can be launched from an icon, just like opening a Word document saved on your desktop. However when you do this the default behavior is to automatically run the job file once it opens in SimpleIndex. If you just want to open the job without running it, follow these instructions:

1.  Create a shortcut to the configuration by right clicking on the configuration file and selecting “Create shortcut”
2.  Right click on the Shortcut that was just created and saved and select “Properties”
3.  In the “Target” field put the following:
“C:\Program Files (x86)\SimpleIndex\SimpleIndex.exe” /c:”<Full Path to Configuration file>” /m

Example:

“C:\Program Files (x86)\SimpleIndex\SimpleIndex.exe” /c:”C:\Images\test.sic” /m

Run job manually from command line
Shortcut properties for manually running a job.

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Workstation Activation in the Concurrent Serial Number Field

Please refer to the Wiki Documentation for the Licensing & Activation reference.

If you are getting really weird activations errors where it says the license has already been activated the client has probably put the Workstation serial code in the Concurrent spot that is in the Wizard.


To fix this go to the registry (regedit) here:

HLM\Software\Wow6432Node\SimpleIndex\Registration

Then delete the key called Serial

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The All-In-One Scanning & Sorting Tool

SimpleIndex® has the ability to perform a wide variety of scanning and document organization tasks quickly and easily.

This makes it a must-have tool for IT departments and consultants who often need to:

The missing piece of the IT document management puzzle

With a cost and setup time that is negligible compared to other enterprise capture platforms, SimpleIndex makes sense even when your company already has one. For example:

The wide variety of scanning and indexing tasks you can do with SimpleIndex make it an incredibly useful tool to have in your arsenal.

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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 Document Management

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Network Scanners & Copiers

Most digital copiers have the ability to scan a TIFF or PDF file to a shared folder on your network. However, getting an image with a recognizable filename and index fields you can search on is usually a labor intensive, if not impossible task. SimpleIndex with SimpleCoversheet provides a way for the whole office to organize documents they scan with your existing digital copiers.

SimpleIndex uses barcodes to automate the process of tagging and filing documents. This can be accomplished by embedding barcodes in the documents when they are printed, or by using SimpleCoversheet to create barcode index pages that are encoded with the filing data.

SimpleIndex can be configured to run fully unattended as a Windows service or scheduled task. It monitors the folder for new scanned files, reads the barcodes and files them accordingly. The key values from the barcodes are used to tell SimpleIndex when a new file starts, what folder to store the document in, what to name the file and other tags to use for searching.

The advantages of this approach to scanning are:

  • Use your existing digital copiers instead of buying dedicated scanners
  • The person creating the document is responsible for indexing it
  • Scan the document and forget it

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 Network Scanners & Copiers

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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 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

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Full-Page OCR Indexing Demo

This sample job demonstrates the ability for SimpleIndex to convert scanned documents to searchable PDF files and extract index data from the OCR text. It also demonstrates the multi-user workflow capabilities.

Step 1 uses a full-page OCR process on each image.

Field data is extracted from the full-page text using template and dictionary matching algorithms.

This is done in Pre-Index mode to allow unattended processing.

Data is saved to a database so it can be reviewed and corrected in Step 2.

Step 2 uses Database Update mode to find images with missing index values and allow the user to manually enter the correct data.

Step 3 uses a SimpleSearch configuration to search and view the indexed images, including full text searches.

Find Out More

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

FAQ Related to Full-Page OCR

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Video Demos

These videos demonstrate several ways SimpleIndex® can automatically index different types of documents. If you are new to SimpleIndex, watching these videos is the easiest way to see what it can do. You can follow along using the sample files included in the SimpleIndex Trial.

The sample files are copied to your Configuration Folder when you run the SimpleIndex Trial for the first time. If you can’t find the samples, copy them with the Global Settings Wizard in the File menu.

Compare Major Scanning Solutions

Compare the SimpleIndex scanning and indexing workflow to 4 leading desktop document imaging applications–Kofax Express™, Kodak Capture Pro™, PaperVision™ Capture Express and Office Gemini DiamondVision™.

Compare SimpleIndex to the competition

University of SimpleSoftware

Extensive online training videos for the SimpleSoftware product line are available at the University of SimpleSoftware. Live versions of each class can also be scheduled with our support staff.

Visit the Simple Software University

Integrated Solutions Built with SimpleIndex

SimpleInvoice

Uses the OCR and dictionary matching functionality of the SimpleIndex scanning and indexing software to automatically scan, name, and organize incoming invoices into your chosen folder structure of searchable PDF files.

SimpleQB

Scan invoices, OCR the key data and automatically receive bills in QuickBooks accounting software. SimpleQB can transfer transaction data from SimpleIndex to QuickBooks, automating your scanning and data entry tasks simultaneously.

LoanStacker for Mortgages

Use OCR with a preconfigured dictionary file to recognize over 300 mortgage origination and closing documents. Automate scanning to popular mortgage applications like Calyx Point and EllieMae Encompass.

Find out more by going to LoanStacker.com.

SimpleIndex with Contentverse Document Management

SimpleIndex is the perfect front-end scanning tool for your document management system. These videos show several ways that SimpleIndex can be configured to automate document capture with the CompuThink Contentverse document management solution.

SharePoint Scanning

Automatically organize files and set custom column metadata in SharePoint 2010 using SimpleIndex index fields.

Screenshot OCR

Use screen captures to get index data from any application.

Patent ID and Title Extraction

Out-of-the-box configuration extracts the Patent ID Number and Title from any US patent application.

Zone OCR with Template Matching

This video shows the Zone OCR Invoice Processing sample job. Zone OCR is the traditional method for extracting index data from printed text that appears in a fixed location on every page.

The video also shows how Zone OCR is enhanced with SimpleIndex‘s Template Matching and Dictionary Matching features, giving you much more margin for error than other solutions.

Watch the Zone OCR Video

Document Barcode Recognition

This video shows how barcode recognition can be used with our 1-click processing feature to index files quickly, easily and accurately.

With a single click a batch of documents is imported, barcodes are recognized and files are exported to organized folders and filenames as well as a SimpleSearch document database.

In the second part of the video, a SimpleSearch configuration is used to search and view the files processed in the first part.

Watch the Barcode Recognition Video

PDF OCR Text Parsing

This video demonstrates the PDF OCR text processing capabilities of SimpleIndex by extracting the Document Number, Date, Document Type, Customer and Total from a number of Estimates and Invoices.

All of this information is read automatically using the existing text layer of a computer generated PDF, such as those created using PDF printer drivers. Template and dictionary matching algorithms are used to locate and extract the correct data values from the text.

Since the existing text is being used, OCR is not performed. This makes processing much faster and 100% accurate. OCR can be used to get text from scanned PDF files with no existing text.

Watch the PDF OCR Text Parsing Video

Sort and Index MS Office Documents

This video shows the Read My Documents sample configuration.

Word documents, Excel spreadsheets and PowerPoint presentations are automatically sorted using the SimpleIndex template and dictionary matching algorithms.

The files are reorganized using the Sales Rep, Customer, Document Type and Date extracted from the text.

SimpleSearch is then used to search and view the sorted files.

Watch the MS Office OCR Text Parsing Video

Full Page OCR Invoice Processing

This job configuration uses a 3-step process to automate the OCR processing. First, full-page OCR is performed on each image. Field data is extracted from the full-page OCR using template and dictionary matching algorithms. This is done in Pre-Index mode to allow unattended processing. Data is saved to a database so it can be reviewed and corrected in Step 2.

Step 2 uses Database Update mode to find images with missing index values and allows the user to manually enter the correct data.

Step 3 uses a SimpleSearch configuration to search and view the indexed images, including full text searches.

Watch the Full Page OCR Video

Running Jobs from an Icon

One of the most powerful features of SimpleIndex is its ability to be launched from a command line. This allows you to save job configurations to an icon that can be launched by double-clicking it. Processing can be fully automated so that it runs minimized in the taskbar and requires no user interaction whatsoever.

This video shows what happens when you run the various sample jobs in this way.

Watch the 1-Click Processing Video

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KB Articles for Optical Character Recognition

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