Batch Convert Office Documents to PDF

If you have Microsoft Office or OpenOffice installed, you can use SimpleIndex to automatically convert MS Office documents to PDF files for archival. PDF files are better for archival than editable formats like Word and Excel. They can be annotated, encrypted, searched and viewed with free PDF readers.

There are many free applications that let you convert documents to PDF one at a time. SimpleIndex lets you convert thousands of files at once while it also extracts data from the text for indexing or data entry automation. This feature is ideal for migrating or archiving Office documents to SharePoint, document management systems and custom web applications.

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.

PDF form filling in SimpleIndex →

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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CRM Integration with RPA

Stop adding files to your customer records manually. That’s what robots are for! In this prior demo, SimpleIndex generates reader-friendly PDFs when given a fillable form and XML data. Now let’s look at how to efficiently upload these completed forms into our CRM’s corresponding customer records. These operations are possible because SimpleIndex generates a log
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PDF Form Filling, XML & RPA Integration

One filled PDF form for every record. SimpleIndex PDF form filling
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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
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SimpleIndex 10.1 with Textract!

Current details: Amazon Textract in SimpleIndex 12 → SimpleIndex 10.1 is now available, and it adds a huge new feature — Amazon Textract! The Cloud OCR License adds the Amazon AWS Textract Cloud OCR engine to SimpleIndex, unlocking a bunch of great new capabilities: The highest OCR accuracy of any available engine, using Amazon’s massive
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Large Documents (>500 pages) are Slow to Process

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
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How to activate SimpleView?

Please refer to the Wiki Documentation for the complete SimpleView Application reference. 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
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How to activate any Add-on or Upgrade to SimpleIndex?

Please refer to the Wiki Documentation for the complete Licensing & Activation reference. 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 Download Page. Once the SimpleIndex software has been downloaded install the software from the downloaded installation file. During the
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TaxStacker: Sort & Classify Federal Tax Documents

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
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Check and Repair All PDF Files

Please refer to the Wiki Documentation for the complete PDF reference. 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
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Keep Pages in Original Order when Bookmarking

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.
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Is SimpleIndex for Windows only? I’m a Mac user.

Please refer to the Wiki Documentation for the complete Installation reference. 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
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