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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.

SimpleIndex 11 – More Than “Just an Update”

Friday, 03 October 2025 by Simple Software
We almost switched to Roman Numerals, it’s that big of a deal The most significant update in years, SimpleIndex 11 introduces major new features like handwriting recognition and email processing, while optimizing existing features to dramatically improve processing speeds for large batches and files. Some more major new features are: Get the full list of new features and fixes on the SimpleIndex Wiki.
1-Click ProcessingAutomatic Indexing SoftwareDatabaseDocument AutomationDocument IndexingInvoice OCROCR (Optical Character Recognition)OCR Form Processingon-prem OCRRecords ManagementScanning SoftwareSearchable PDF OCRZone OCR
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SimpleIndex 11.4 Release Notes

Friday, 05 September 2025 by Simple Software
SimpleIndex 11.4 new version, adds major new features like an easy option to customize what emails need to be processed from email boxes by setting dates and subfolders and automatically updating them each time these emails are processed. Additionally, ChatGPT integration was added. This allows you to extract index values and text from any document
1-Click ProcessingAutomatic Indexing SoftwareDatabaseDocument AutomationDocument IndexingInvoice OCROCR (Optical Character Recognition)OCR Form Processingon-prem OCRRecords ManagementScanning SoftwareSearchable PDF OCRZone OCR
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Take control of Sales Tax exemption forms

Monday, 14 November 2022 by Simple Software
Exemption certificates, filed and sent.
1-Click ProcessingDatabase AutofillDocument IndexingDocument Management Software (Personal Document Management)Fill & Read PDF FormsOCR (Optical Character Recognition)OCR Form ProcessingOffice PDF Text Processingoffline OCRon-prem OCRon-site OCROne-time payment OCRPDF Archive Scanning SoftwarePDF BookmarkingPDF Data Extraction SoftwarePDF Document ScanningRecords ManagementSearchSearchable PDF OCRSelf-hosted OCRSubscription free OCRSunshine OCR (Sunshine Software)
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Affordable Document Management

Monday, 14 November 2022 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 basic solution uses Windows folders and filenames to organize and
ContentverseDocument AutomationDocument Management Software (Personal Document Management)Laserficheoffline OCRon-prem OCRon-site OCROne-time payment OCRPaperless OfficePaperVisionPDF Archive Scanning SoftwareQuickBooks Document ManagementRecords ManagementSearchSelf-hosted OCRSharePoint Scanning & MigrationSimpleViewSubscription free OCRSunshine OCR (Sunshine Software)
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Database Integration

Monday, 07 November 2022 by Simple Software
One key fills every field.
CSVDatabaseDatabase AutofillDocument AutomationDocument IndexingDocument Management Software (Personal Document Management)Document RetrievalMS AccessODBCon-prem OCRon-site OCROracleRecords ManagementServer ProcessingSharePoint Scanning & MigrationSQL ServerSunshine OCR (Sunshine Software)Workflow ManagerXSLT
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SimpleIndex 10.1 with Textract!

Monday, 16 May 2022 by aaron
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
Amazon TextractAutomatic Data CaptureAutomatic Indexing SoftwareFill & Read PDF FormsInvoice OCRInvoice Scanning SoftwareMetadataOCR (Optical Character Recognition)OCR Form ProcessingPDF Data Extraction SoftwareRecords Management
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Language Pack for Standard/Tesseract OCR

Monday, 01 November 2021 by Alex Stewart
Please refer to the Wiki Documentation for the complete Global Settings Wizard reference. All versions of the SimpleIndex software include OCR with the Standard/Tesseract OCR engine. The SimpleIndex download only includes a limited set of languages with the installation. If the language you would like to OCR with SimpleIndex isn’t one of the languages included then you can download
Invoice OCROCR (Optical Character Recognition)OCR Form ProcessingOCR ScanningRecords ManagementTesseract OCRZone OCR
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Remove Service in Windows 10 When Not Working in SimpleIndex Server Dialog

Thursday, 01 July 2021 by Alex Stewart
Please refer to the Wiki Documentation for the complete Unattended Processing reference. Option 1 – Command Option 2 – Registry
Records ManagementServer ProcessingUnattended
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Set Job Timeout on Server Processing Job Configurations

Tuesday, 08 December 2020 by Alex Stewart
Please refer to the Wiki Documentation for the complete Unattended Processing reference. Certain Job Configurations when running as a service will stop in the middle of processing the batch. There won’t be an error in the Windows Event Viewer or in the SimpleIndex Processing Log that indicate what the issue. This can be fixed in many cases by setting
Records ManagementSearchable PDF OCRUnattended
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Languages Supported in SimpleSoftware OCR Engines

Monday, 02 December 2019 by Simple Software
Please refer to the Wiki Documentation for the complete Languages reference. SimpleSoftware OCR engines are using two different systems for language support. In the end languages supported by your OCR is based on your version of SimpleIndex installed, any addons (SimpleIndex Server, SimpleCoversheet, and so on) do not add any additional language support. All SimpleSoftware products have Tesseract 3.02
ABBYY FineReaderInvoice OCROCR (Optical Character Recognition)OCR Form ProcessingOCR ScanningRecords ManagementTesseract OCRZone OCR
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How to emulate Server behavior in the client

Monday, 04 November 2019 by aaron
Please refer to the Wiki Documentation for the complete Unattended Processing reference. Due to licensing restrictions, there are some functions in SimpleIndex that behave slightly differently when running in server mode than when running interactively. Mostly the only difference is in speed but sometimes it can be difficult to tell why output is different when running unattended. The biggest
Records ManagementServer ProcessingUnattended
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How do I delete an image and it’s database entry?

Wednesday, 28 February 2018 by dwilder
Please refer to the Wiki Documentation for the complete Global Settings Wizard  reference. 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
DatabaseDocument RetrievalMS AccessMySQLODBCOracleRecords ManagementSearchServer ProcessingSQL Server
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  • Published in Database & Retrieval
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Can SimpleIndex integrate with Microsoft SharePoint?

Wednesday, 28 February 2018 by dwilder
Please refer to the Wiki Documentation for the complete SharePoint reference. 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
Document Management Software (Personal Document Management)Front End ScanningRecords ManagementSharePoint Scanning & Migration
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Is it possible to search for and retrieve documents with Windows desktop search?

Wednesday, 28 February 2018 by dwilder
Please refer to the Wiki Documentation for the complete Searchable PDF reference. 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
ContentverseDocument IndexingDocument Management Software (Personal Document Management)Document RetrievalMicrosoft Word Data ExtractionOffice PDF Text ProcessingPaperless OfficePaperVisionPDF Archive Scanning SoftwareQuickBooks Document ManagementRecords ManagementSearchSearchable PDF OCRText Processing
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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
Please refer to the Wiki Documentation for the complete Export reference. 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
CSVDatabaseDocument Capture SolutionDocument RetrievalMS AccessMySQLODBCOracleRecords ManagementServer ProcessingSharePoint Scanning & MigrationSQL ServerWorkflow ManagerXMLXSLT
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  • Published in Database & Retrieval, Export
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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
Please refer to the Wiki Documentation for the complete SimpleSearch reference. All of the search functions can be used with any SimpleIndex license. SimpleSearch is only needed to enable searching from other workstations.
ContentverseDocument IndexingDocument Management Software (Personal Document Management)Document RetrievalPaperless OfficePaperVisionPDF Archive Scanning SoftwareQuickBooks Document ManagementRecords ManagementSearch
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  • Published in Database & Retrieval, Licensing & Installation
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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
Please refer to the Wiki Documentation for the complete Wizard Mode reference. 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
Document Management Software (Personal Document Management)Document RetrievalPaperless OfficePDF Archive Scanning SoftwarePDF Document ScanningRecords ManagementSearchTIFF Document Scanning
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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
Please refer to the Wiki Documentation for the complete Index & Batch Logging reference. 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
Automatic Indexing SoftwareCSVDatabaseDatabase AutofillDocument AutomationDocument IndexingDocument RetrievalFile IndexingKeyword IndexingMetadataMS AccessMySQLODBCOffice PDF Text ProcessingOracleRecords ManagementScanned Document IndexingServer ProcessingSharePoint Scanning & MigrationSQL ServerWorkflow Manager
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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
Please refer to the Wiki Documentation for the complete Database Mode reference. 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
DatabaseDocument Management Software (Personal Document Management)Document RetrievalMS AccessMySQLODBCOraclePaperless OfficeRecords ManagementServer ProcessingSQL Server
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  • Published in Database & Retrieval
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How do you configure full text searching in Retrieval mode?

Wednesday, 28 February 2018 by dwilder
Please refer to the Wiki Documentation for the complete Database Settings reference. 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
DatabaseDocument IndexingDocument Management Software (Personal Document Management)Document RetrievalFull Text IndexingMS AccessMySQLOCR (Optical Character Recognition)OCR Form ProcessingOCR ScanningODBCOffice PDF Text ProcessingOraclePaperless OfficePDF Archive Scanning SoftwarePDF Data Extraction SoftwareQuickBooks Document ManagementRecords ManagementSearchSearchable PDF OCRServer ProcessingSharePoint Scanning & MigrationSQL ServerText ProcessingZone OCR
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  • Published in Database & Retrieval, OCR
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