SimpleIndex can read data from filled-in PDF forms and use it to index documents, export to CSV, XML or any database. SimpleIndex can also fill in blank PDF forms using data extracted from documents or contained within a database or Excel file.
This is a great way for accountants and tax preparers to organize complex tax returns in a way that makes it easy to find specific documents. It can also be used to ensure all required schedules and supporting documents are present in the finished return.
Use our out-of-the-box TaxStacker configuration to automatically identify all the forms and schedules that make up a U.S. federal income tax return. These can then be sorted into separate PDF files or combined into a single file that has bookmarks to indicate each section.
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:
Create a New String Value called “FixAllPDF” and set the value to 1
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.
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