Adobe Acrobat Portable Document Format processing.

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 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.

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Check and Repair All PDF Files

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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Do Not Combine Pages to 1 Bookmark

If you want to keep pages in bookmarks separate instead of combining them into a single bookmark when the same bookmark value is found in several interspersed images in the batch do the following: 1.  Open the Job Configuration file in Notepad.2.  Search for this value:  <BOOKMARK_PDF1>3.  Enter this directly above the line that has <BOOKMARK_PDF1> if its not already there:  <BOOKMARK_UNIQUE_LEVELS>-1</BOOKMARK_UNIQUE_LEVELS>4.  -1 is the default value and that means that no pages should be combined into one bookmark unless they fall in order.  0 means that the first bookmark level should be combined into one bookmark value and the rest should not.  1 means that the first and second bookmark levels should be combined and the rest should not be.  ETC.
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I have a scanner/copier that creates PDF and TIFF files and saves them to my file server. Can I use SimpleIndex to create a searchable CD/DVD from these files?

This feature is included in SimpleIndex at no additional cost and is called the Media Wizard.

The Media Wizard is located in the “Send” file menu and is called Media Wizard. It allows you to burn your images, indexes, a database and a free SimpleSearch viewer for just the CD or DVD. It also provides an easy way to get the maximum amount of information on the media that you want it on.

You set up the Media Wizard by pointing it to your image folder and database and you select the media that you would like to put it on. It then saves a file folder with all the files that you would need in the size of the media you are using in the location that you designate. You then burn these files using the burning application of your choice.

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

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

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Imprint, Endorse, or Bates Stamp Images Electronically

Many legal applications require documents to have a sequential number, called a bates stamp, printed in a specific location on each page. Usually this requires the purchase of a much more expensive scanner that has a built-in printer, called an imprinter or endorser to print the number on the pages as they are scanned. However, if documents are being submitted electronically, the bates stamp does not have to be physically printed on the page. SimpleIndex‘s Electronic Imprinting feature lets you apply the bates stamp to the images after they are scanned, saving you thousands on specialized scanning hardware. New in SimpleIndex v9.0 you can now apply image-based semi-transparent watermarks for PDF files to add logos, trademarks or backgrounds. Electronic imprinting is also useful for anyone looking to apply a page numbering scheme, scan date, copyright notice or any other text to document images as they are scanned. [widg-category-articles title='KB Articles for Imprinting & Wa
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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 a
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Patent ID and Title Extraction

To avoid manual data entry, pattern matching is used to automatically read the Patent ID Number and Title from any US patent application straight out of the box.

This job configuration is available for free for SimpleIndex users from the link below.

SimpleIndex Patents Demo Job Configuration

KB Articles for Patent ID and Title

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MSDS Material Safety Data Sheets Indexing

The MSDS (Material Safety Data Sheet) configuration for SimpleIndex is a preconfigured solution that uses the OCR and database matching functionality of the SimpleIndex scanning and indexing software to automatically scan, name, and organize MSDS pages into your chosen database and folder structure of searchable PDF files. The MSDS configuration is an out-of-the-box solution that requires minimal configuration to get started. It comes with everything you need to index most common MSDS styles. The Vendor, Product Name, and CAS Number fields are identified with OCR and verified to a comprehensive database, while Description, EC Number, and Registration Date fields are autofilled based on the identified CAS Numbers. Please Contact Us to find out more about the MSDS configuration for SimpleIndex!

KB Articles for MSDS

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SimpleInvoice Invoice Processing Solution

SimpleInvoice is a preconfigured solution that 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. SimpleInvoice requires minimal configuration to get started. It comes with everything you need to index most common invoice styles. The customer and vendor lists, as well as your particular Purchase Order and Invoice number styles, can be customized for your company. Use SimpleInvoice to: Automatically receive and enter invoices in your accounting software, especially QuickBooks Create full-text searchable invoice files Create an organized filing system for archiving invoices Quickly find specific invoices based on vendor, date, invoice number and other index fields Please Contact Us to find out more about SimpleInvoice!
Template Autofill This featu
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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. Your browser does not support the video tag. 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 cove
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PDF Invoice OCR Demo

This 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. Your browser does not support the video tag.

FAQ Related to PDF Invoice

Coming Soon
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Compare Leading Solutions

The best way to see how the SimpleIndex processing workflow compares to other leading desktop scanning solutions is to see the same process performed side-by-side in each program. Below are videos we recorded of the same batch of documents being scanned and indexed in Kofax Express™, Kodak Capture Pro™, PaperVision™ Capture Express and Office Gemini DiamondVision™. In each one we configured the software to perform the same tasks: Scan a batch of 10 pages Capture a 7-digit account number using Zone OCR Correct any fields that fail to recognize Use a database lookup to populate additional index fields Export the batch to PDF files Using our standard benchmark batch* we recorded the following processing times: SimpleIndex: 0:45 Kodak Capture Pro: 1:50 Kofax Express: 2:20 PaperVision Capture Desktop: 3:00 DiamondVision: 3:20 As you will see in the videos below, SimpleIndex provides the most efficient scanning and indexing workflow of any major document capture application. SimpleIndex™ [vi

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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 the document with the matching data. Zone coordinates can be set to limit the search area to pre-defined regions on standard forms. The result is a fully automated indexing and renaming process for all your electronic documents! Using existing text, SimpleIndex can index and rename hundreds of files each minute and achieve perfect accuracy. These files can then be quickly searched with SimpleIndex Retrieval, SharePoint and Google search engines, or uploaded into your company’s document/content management system or custom business applications. Enhanced Text Parsing & PDF Support MS Office and PDF text parsing features are now included in
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