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SimpleIndex - Document Scanning and OCR Recognition Software

SimpleIndex - Document Scanning and OCR Recognition Software

T (865) 637-8986
Email: info@simpleindex.com

SimpleIndex by SimpleSoftware
500 W Summit Hill Dr SW # 302, Knoxville, TN 37902

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  • Knowledge Base - Article

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?

Wednesday, 28 February 2018 by dwilder

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?

Wednesday, 28 February 2018 by dwilder

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 your Output folder to use this drive. SimpleIndex will create folders and name files automatically using your job settings.

In this configuration, only the Title tag is set. You can also use SimpleIndex‘s file property feature to set EXIF tags (images) or PDF file properties for the Title, Subject, Author and Keywords tags.

One thing to remember when configuring SimpleIndex jobs for SharePoint is the extra restrictions on filenames in SharePoint. For a detailed list please visit SharePoint File Name Restrictions. When using the integrated SharePoint feature with SharePoint 2010 these invalid characters are automatically replaced when exporting.

There are also several inexpensive or free applications that allow you to upload documents processed with SimpleIndex to SharePoint. These can be useful when you have a slow connection and need the files to upload in the background without slowing down production. Here are two of them:

SharePoint Upload Service

SharePoint 2010 Bulk Document Importer

If your SharePoint integration has requirements not met by these solutions, our Professional Services department will be able to design a SharePoint interface to meet your specifications.

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Is it possible to search for and retrieve documents with Windows desktop search?

Wednesday, 28 February 2018 by dwilder

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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  • Published in Database & Retrieval, Export, Office PDF Text Processing
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How do I export index data to a database?

Wednesday, 28 February 2018 by dwilder

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?

Wednesday, 28 February 2018 by dwilder

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?

Wednesday, 28 February 2018 by dwilder

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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  • Published in Database & Retrieval, Import
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How do you configure a field to select from a list of possible values?

Wednesday, 28 February 2018 by dwilder

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 a database field, your configuration must be connected to a database using the settings on the Database tab. Any fields defined as “List” on the Index tab that have a corresponding field mapped on the Database tab will use the unique values from that field to populate the list.

You can check “Only allow values in list” to disallow users from entering a value not in the list.

Once the List index field is configured properly you can select the values from a drop down after scanning that appear in the main SimpleIndex window while indexing. It also makes the field autofill the closest match from the list based on the characters that you type in that field.

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  • Published in Indexing & UI
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Is it possible to restrict user access to certain documents in Retrieval Mode?

Wednesday, 28 February 2018 by dwilder

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?

Wednesday, 28 February 2018 by dwilder

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 searches. The text entered must match the document text exactly.

ArchiveDatabaseDatabase & RetrievalDocument Management SoftwareExportFull Text IndexingIndexingIntegrationMS AccessMySQLOCROCR Form ProcessingOCR ScanningODBCOffice PDF Text ProcessingOraclePaperless OfficePDF Archive Scanning SoftwarePDF Data Extraction SoftwareQuickBooks Document ManagementRecords ManagementSearchSearchable PDF OCRServerSharePoint ScanningSQL ServerText ProcessingZone OCR
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  • Published in Database & Retrieval, OCR
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What is “Match & Attach” mode?

Wednesday, 28 February 2018 by dwilder

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?

Wednesday, 28 February 2018 by dwilder

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 Source” on the Database tab. It can be the path to an MDB file, an ODBC data source or OleDB connection string. Click “Set” to browse to an Access MDB file or type the connection string.

Once the data source is set, the drop-downs for the Table and Field names will be populated. Select the table or query that contains the data, then select the field in the database that will be used for lookup. Under “SimpleIndex Key Field 1” select the field you defined in the first step.

“Key Field 2” gives you the option to use 2 field values to perform the lookup if a single unique matching value doesn’t exist.

Click OK and go back to the Index tab.

Finally set the field type to “Autofill” on every field you want to populate from the database. In the “Template” for all the Autofill fields put the name of the corresponding database field that will be used to populate it.

Now when a value is entered for the key field, the Autofill fields will be filled in automatically from the database!

Cascading List Mode
Cascading List Mode is a powerful new feature introduced in 8.2 that lets you filter each list field by the values you select. For example, you could have lists for Vendor Name and Invoice Number, and when you select a Vendor from the list, the Invoice Number list will only show invoices from the selected vendor.

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I know nothing about databases. Can I still use the database and Retrieval Mode features?

Wednesday, 28 February 2018 by dwilder

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 wish to change field types on the Index tab to “List”. This will let the users select from a list of possible values for that field when searching.

Save this configuration to a different file and use it when searching. That’s it!

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Affordable Document Management

Wednesday, 17 January 2018 by Simple Software

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 phrases
  • Drop-down lists to select possible keyword values
  • Use “And” and “Or” logic to search multiple field values
  • Search the full text of OCR’d documents
  • Search results are returned instantly
  • Quickly browse through all matching files, even if they are in different folders
  • Integrated file viewer with zoom, annotation, print and email functions
  • Index data stored in a database and can be re-used for reporting and other applications

There are many ways to store and retrieve your documents using SimpleIndex. Click here to learn more about them.

Bringing Document Imaging to Everyone

The introduction of low-cost scanners and hard drive space has made many small businesses consider going digital with their documents. However, many find that the document management systems available are too complex and expensive to be practical in a small office. SimpleIndex was designed to solve this problem by removing many of the costly and cumbersome “gotchas” that make practical implementation of these systems impossible.

Here are some of the ways SimpleIndex saves you money:

    • Standalone scanning, indexing & retrieval license starts at $500.
    • Many companies offer affordable basic scanning solutions, but charge big for labor-saving features like barcode recognition and OCR that are necessary to make most scan jobs practical. SimpleIndex offers the complete package for $500.
    • No limitations on processing volume (“click charges”).
    • SimpleSearch provides a fully functional client/server document management system for minimal cost per workstation.
    • Create searchable CDs or DVDs for document distribution with no additional modules to buy or royalties to pay.
    • Files are stored in standard formats using logical folder and filename structures, allowing you to find documents without any special database or retrieval software just by browsing their folders. 20 years from now when no software exists that can read your document database, you will be glad you have this feature!
    • SimpleIndex integrates with any custom database, allowing you to use existing infrastructure or free database formats instead of buying expensive database licenses for your imaging users. This also allows direct integration with your custom business applications with little or no programming.
    • SimpleIndex integrates seamlessly with most document and content management systems available on the market today. Often this results in a much more streamlined input process for much lower cost than the interfaces provided with these systems.
    • The labor required to scan documents has been a huge barrier for small businesses. SimpleIndex includes advanced template matching and dictionary matching OCR algorithms that let you extract index information from anywhere on a document, providing an unprecedented level of automation. Instead of calling this “Dynamic Forms Processing”and charging you an extra $10,000, we include this for free with our OCR module.

KB Articles for Document Management

  • Oracle database is slow to respond
  • What is Document Imaging?
  • Using alternate database schemas
  • Multiple Sort Fields on Search
  • Access Database Connection String
  • How do I delete an image and it's database entry?
  • Is it possible to search for and retrieve documents with Windows desktop search?
  • Will your SimpleQB allow me to scan in old invoices or bank statements directly into QuickBooks?
  • How do I use the Media Wizard to create searchable DVDs or thumb drives?
  • How do I export index data to a database?
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Scanning & Document Migration for SharePoint

Friday, 12 January 2018 by Simple Software

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 with complex layouts often OCR poorly
  • OCR errors mean that you won’t always find all the files you are searching for
  • Cannot perform date range or number range searches
  • Cannot sort results by anything other than title and create/modified date

Advantages of the SimpleIndex SharePoint migration solution include:

  • Complete document imaging solution as well as electronic document migration
  • Advanced text pattern matching finds precise data in unstructured text
  • Parse folder and file paths to find metadata values
  • Unattended server processing mode available
  • Easy yet powerful alternative to managed metadata services
  • Far more features for the price than other SharePoint migration tools

KB Articles for SharePoint Migration

  • Reset SharePoint Login Information
  • SharePoint Login Issues
  • Troubleshooting SharePoint Permissions Issues
  • SharePoint Managed Metadata
  • Can SimpleIndex integrate with Microsoft SharePoint?
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Database Integration

Tuesday, 03 October 2017 by dwilder

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 during scanning.

The key field may be typed by the user, or it may be read from the document automatically using barcode recognition or OCR. The lookup is performed either when the user changes this field or when the index values are saved. If the lookup finds multiple matching records, the user will be notified and the first set of values will be used by default.

When used with pre-index batches, key information can be read automatically from barcodes or OCR and matched to database records with a single click. Search on up to 99 index fields without a single keystroke!

Output to XML or Any Text Format

SimpleIndex 8 offers export to XML files, as well as the SimpleExport module. SimpleExport makes it possible to integrate with any third party database, application, or document management systems (DMS) that accepts an XML or text file import.

SimpleExport converts the index values from a SimpleIndex job to any output format through XSL Transformations (XSLT). You may use one of the built-in scripts to export to a pre-defined system or design your own. SimpleExport runs automatically after each batch is exported, or it can run as an unattended Windows service.

SimpleExport can also be used as a standalone application for automating XSLT transformations, converting CSV or TSV (delimited text files) to XML, converting images to base64 or integrating other scanning applications with third party software.

Match and Attach Mode

SimpleIndex 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.

With other systems you must create a temporary database and write a custom import to match the scanned images to existing records. When indexing with OCR or barcode recognition, the entire process can be accomplished with our 1-click interface.

 

KB Articles for Database Integration

  • Oracle database is slow to respond
  • What is Document Imaging?
  • Using alternate database schemas
  • Multiple Sort Fields on Search
  • Access Database Connection String
  • How do I delete an image and it's database entry?
  • Is it possible to search for and retrieve documents with Windows desktop search?
  • Will your SimpleQB allow me to scan in old invoices or bank statements directly into QuickBooks?
  • How do I use the Media Wizard to create searchable DVDs or thumb drives?
  • How do I export index data to a database?
AutofillAutomationCSVDatabaseDatabase & RetrievalDocument Management SoftwareExportIndexingIntegrationMS AccessMySQLODBCOracleRecords ManagementServerSharePoint ScanningSQL ServerWorkflowXMLXSLT
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