SimpleIndex is a great front-end for any Records Management solution since it automates the capture of index fields and metadata from all types of documents and uses it to file them automatically.

SimpleIndex Scan To Database is designed to streamline the single-user scanning workflow employed by most desktop scanners. SimpleIndex lets you define the entire scanning process from beginning to end, then execute the steps in that workflow automatically. This minimizes user training and interruptions for input during the scanning process.

Open database integration is a powerful feature of SimpleIndex and one that furthers its interoperability with custom programs. Instead of using a proprietary database, SimpleIndex allows you to map its index fields to cells in any database table. It can be configured to create new records, update existing ones or retrieve them for viewing. Using these three basic database functions, SimpleIndex is able to interface with and operate on any database.

SimpleIndex offers export to XML files, as well as the SimpleExport module. It makes it possible to integrate with any third party database, application, or document management systems (DMS) that accepts an XML or text file import.

Simplendex features “Match and Attach” mode, which combines the power of the Autofill feature with the ability to update existing records in your database. This lets you “attach” images to existing database records by “matching” them with values from SimpleIndex.

How do I delete an image and it’s database entry?

If your Job Settings Wizard configuration’s of Database mode setting is set to “Update Existing Records”, the database record and the image will be deleted when you delete an image from a batch. The Table Name must be an updateable query or table and you must have sufficient permissions for both the database record and the file.

You cannot delete files with SimpleSearch. To enable retrieval users to change indexes, rename or delete files, use a SimpleIndex Standard license.

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Can SimpleIndex integrate with Microsoft SharePoint?

Any document processed with SimpleIndex can be uploaded directly to your SharePoint document library, and any custom columns or metadata tags can be set automatically using the SimpleIndex index field values. Find out more at our SharePoint Document Scanning page. Integrated custom metadata is only supported in SharePoint 2010 and above, including SharePoint Online / Office 365. Microsoft .NET 3.5 and the SharePoint 2010 Client Object Model are required and must be installed separately in version 7. Version 8 includes a download option in the Global Settings Wizard. Version 8.4 and above include them automatically. Version 7 users can Download the SharePoint 2010 Client Object Model here. To configure SharePoint export, go to the Advanced Options screen in your Job Options and enter the URL of your document library in the SharePoint Document Library URL setting. The easiest way to integrate with SimpleIndex is to simply map a network drive to the SharePoint document library and set you
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Is it possible to search for and retrieve documents with Windows desktop search?

Windows Search works great with SimpleIndex because all index data can be saved to the folder and file names as well as the file properties, and OCR text can be saved to hidden layers in PDF files. Windows Search will read all of these elements when building its index and will return any matching files when you search. Using Windows Search on a file server allows for instantaneous searching across terabytes of documents and text for all of the users on your network. IFilters allow Windows Search to search within file contents. Here are three popular PDF IFilters that will enable text searching for PDF files: Foxit PDF IFilter (commercial) TET PDF IFilter (free/commercial) Adobe PDF IFilter (32-bit / 64-bit) (free) If you have issues with PDF text searching in Windows 10, this article has detailed instructions for resolving PDF IFilter issues: https://fixedit.itxpress.biz/2018/07/05/searching-pdfs-in-windows-10/
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How do I export index data to a database?

There are a variety of ways to connect to your database. Detailed instructions are provided in the Manual (check the Help menu). Here is a brief overview of the steps involved: -Create a job configuration to scan and index files -On the database tab, set the “Database Mode” to “Insert New Records” -To use ODBC, enter the data source name or file in Data Source -To connect directly, select your database type under “Select a Data Source” and click Start. A series of dialogs will prompt you for database connection information. -Select destination Table or View and click Reload -For each index field, select the corresponding database field that will receive that field value -The “Output File Field” will receive the path to the exported file Once you have created records in your database in “Insert” mode, you can change to “Retrieve and View Records” and use SimpleIndex or SimpleSearch to search and view the files.
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Is the document Search/Retrieval and View functions available in SimpleIndex or available only with the SimpleSearch add-on module?

All of the search functions can be used with any SimpleIndex license. SimpleSearch is only needed to enable searching from other workstations.

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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 a field to select from a list of possible values?

List fields are populated using a text file or database field containing the values for that list. The text file scenario will be described first. To configure a list field, go to the Index tab in the Job Options. Create a list field by selecting “List” for the field type and give it a name. In the “List File/Field” setting for this field, put the full path or UNC to the text file containing the list or click “Set” to browse to the file. If you have not created a file, you can put the path where you want the file stored here and click the “Edit” button. This will open the file in Notepad; new files will prompt you to create them. On each line of the text file you will put one of the possible values that you want to be able to select from while you are indexing with SimpleIndex. You can copy this information from another source and paste it into the text file. Save the file in Notepad and close it. The List field is now configured! To use
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Is it possible to restrict user access to certain documents in Retrieval Mode?

If the database you use to store index information has security access features, you can use these to manage access to documents with SimpleIndex retrieval mode.

In your database, create user accounts and groups and assign them the appropriate permissions to records in your document database.

In SimpleIndex, check the “Require Logon” option on the Logging tab to force the user to logon to the database using the accounts you created. When they search and view documents, they will only be able to access records that the corresponding database user has been assigned access to.

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How do you configure full text searching in Retrieval mode?

On the Database tab there dropdown in the lower portion of the panel for Full Text OCR Field. Put the name of the field that will store the full-text data there. This must be configured both for Insert and Retrieval mode configurations. The database field needs to be sufficient length to store the entire text of your document. Of course, the Insert Mode configuration must have “Enable Full Page OCR” checked to generate full text data from images. Text from MS Office documents, PDF files and existing OCR text files can be used without setting this option. When designing your Retrieval Mode configuration, create a Text field to use for full text search queries. On the Database tab, set the corresponding “Database Field Name” to the full text database field. When searching on your full text field, SimpleIndex finds the text you enter no matter where it appears in the document. It is able to match partial words. It does not perform boolean or natural language search
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What is “Match & Attach” mode?

Match & Attach mode lets you batch update multiple records in a database using the index data from your SimpleIndex job. For example, if you have a large backfile of documents that you want to scan and link to records in an existing database, you can use Match & Attach to find the corresponding record and set the Image Path field to the newly scanned file.

For details on how to configure Match & Attach mode, please refer to the manual.

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How do you configure the Autofill feature?

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 application. 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. To configure the Autofill feature first go to the Index tab and define the field that will be used to perform the lookup. Each value in this field should correspond to a single record in the database, usually defined as the “Primary Key”. This field can be any type, including Barcode and OCR for full automation. Next click “Configure Index Autofill” button. Here is where you will setup the database lookup. The “Match Data Source” is configured the same way as the “Data Sour
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I know nothing about databases. Can I still use the database and Retrieval Mode features?

Yes! We’ve made it simple to create a database that you can use to store index information and perform searches with SimpleIndex Retrieval Mode. Once you have configured a SimpleIndex job to scan and store documents on your network, use these steps to create a database to store index information for searching: 1. On the database tab, make sure “Create Generic Access DB” is selected in the drop-down and click “Start”. 2. Save the Access database in a location accessible to all SimpleIndex users. All the settings on this form will be filled in automatically after you save the database. 3. Change the “Database Mode” to “Insert New Records”. This means that when the job is run, new records will be added to the database as new files are processed. 4. Save the this configuration. 5. To create a configuration for searching and viewing, simply change the “Database Mode” setting to “Retrieve and View Records”. You may
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Affordable Document Management

SimpleIndex® is a great solution for small businesses and departments that need a quick and affordable way to scan, organize and view documents. SimpleIndex provides a wide variety of retrieval options, many of which require no special software to find and view documents. The most affordable solution uses Windows folders and filenames to organize and find documents on a shared network drive. SimpleIndex lets you use index field values to create folders and filenames automatically, automating the process with barcodes, OCR and database lookups where possible. Other applications force the user to create folders and name files manually, making ad-hoc document management too labor-intensive to be practical. You may also use SimpleIndex with SimpleSearch to create a keyword-searchable database that lets you find and view documents based on one or more index values. There are several advantages to using SimpleSearch instead of Windows folders: Find documents based on specific keywords or phr
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Scanning & Document Migration for SharePoint

SimpleIndex gives you an affordable, automated way to populate custom metadata tags when migrating documents to SharePoint. SimpleIndex uses a variety of methods to extract data, including zone OCR, barcode recognition, mark recognition (OMR) and text pattern matching. The data is assigned to index fields that correspond to the custom columns in your SharePoint document library. The extracted values can be reviewed and corrected if necessary before uploading.
Uploading individual documents to SharePoint is easy. The hard part is migrating thousands of files and tagging them with custom metadata that can be used for fast, precise searching and sorting. Without metadata, only the filename is used for searching scanned documents. OCR can be used to enable text searching of images, but there are several limitations to text searches: OCR cannot recognize any handwritten data Low quality scans or documents wit
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Database Integration

Unprecedented Control of Database Interactions Open database integration is a powerful feature of SimpleIndex® and one that furthers its interoperability with custom programs. Instead of using a proprietary database, SimpleIndex allows you to map its index fields to cells in any database table. It can be configured to create new records, update existing ones or retrieve them for viewing. Using these three basic database functions, SimpleIndex is able to interface with and operate on any database. 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
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