PDF Form Filler

SimpleIndex Tips & Tricks – Turn Any Smartphone into a Field Scanner for SimpleIndex

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

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

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

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

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

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

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

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

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