SIGN IN YOUR ACCOUNT TO HAVE ACCESS TO DIFFERENT FEATURES

Login with Google
FORGOT YOUR PASSWORD?

FORGOT YOUR DETAILS?

AAH, WAIT, I REMEMBER NOW!
QUESTIONS? CALL: 865-637-8986
  • LOGIN

SimpleIndex

  • LEARN MORE
    • GENERAL INFO
      • Getting Started
      • How To Scan Documents
      • Barcode Scanning Guide
      • Searching & Viewing
      • Sunshine Software
      • News & Updates
      • Schedule a Consultation
    • FEATURES
      • Streamlined Interface
      • Automated & 1-Click Processing
      • TWAIN and ISIS Scanning
      • Zone OCR and Dynamic OCR
      • Handwriting Recognition Software
      • Amazon Textract OCR and ICR
      • Screenshot OCR
      • Document Classification
      • Database Integration
    • –
      • PDF & MS Office Text Parsing
      • Email Document Processing
      • Barcode Recognition
      • Optical Mark Recognition
      • Match Documents to Existing Data
      • Required Documents Check
      • Imprinting & Watermarking
      • SharePoint Document Scanning
      • AI and SimpleIndex
  • SOLUTIONS
    • General
      • All-In-One Scanning & Sorting Tool
      • Affordable Document Management
      • Instant Integration
      • Network Scanners & Copiers
      • Remote Document Capture
      • Reduce Click Charges for Data Capture
      • Compare with Other Solutions
    • Feature Demos
      • Zone OCR with Template Matching
      • PDF Text Processing
      • Organize Office Documents
      • Automatic Image Splitting
      • Amazon Textract OCR and ICR
      • Full-Page OCR & Multi-User Workflow
      • PDF Form Filling with XML & RPA
      • AP to QuickBooks Online with RPA
      • CRM Integration with RPA
    • Marketplace
      • Sales Tax Exemption Forms OCR
      • Invoice Processing
      • Automatic Web Image Optimization
      • Material Safety Data Sheets (MSDS) Indexing
      • Patent ID and Title Extraction OCR
      • Federal Tax Returns
      • Mortgage & Loan Documents
  • SUITE
    • SimpleCoversheet – Print Bar Codes
    • SimpleExport – Data File Converter
    • SimpleView – Search, View & Edit
    • SimpleQB – QuickBooks Integrator
    • SimpleOCR – Freeware OCR
    • Buy Suite Apps
  • DOWNLOAD
  • SHOP
    • COMPARE VERSIONS
    • SIMPLEINDEX
      • Workstation License
      • Concurrent License
      • Subscription License
    • SIMPLEINDEX SERVER
    • SOLUTIONS
      • LoanStacker
      • Material Safety Data Sheets (MSDS) Indexing OCR
      • Patent ID and Title Extraction OCR
      • Sales Tax Exemption Forms OCR
      • SimpleInvoice
      • TaxStacker Add-on for SimpleIndex
    • ADDONS AND EXPANSIONS
    • MAINTENANCE & CONSULTING
    • MANAGE SUBSCRIPTIONS
    • FIND A DEALER
      • Dealer Locator
      • Become a Dealer
    • CONTACT SALES
  • SUPPORT
    • WIKI HELP
    • KNOWLEDGE BASE
    • SIMPLEINDEX UNIVERSITY
    • PRIVACY POLICY
    • CONTACT SUPPORT
    • NEWSLETTER
    • SCHEDULE A CONSULTATION
  • My Account
    • MANAGE SUBSCRIPTIONS
    • Downloads
    • Register Account
    • Login
  • MY CART
    No products in cart.
  • Home
  • Simple Software Knowledge Base - Article
  • Page 2

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.

What is “Match & Attach” mode?

Wednesday, 28 February 2018 by dwilder
if you have a large backfile of documents that you want to scan and link to records in an existing database
DatabaseDatabase AutofillDocument AutomationDocument RetrievalMS AccessMySQLODBCOracleServer OCRSQL ServerWorkflow
Read more
  • Published in Database & Retrieval, Export
No Comments

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 or values entered by the user or extracted with SimpleIndex. Blank index fields are then filled
DatabaseDatabase AutofillDocument AutomationDocument RetrievalMS AccessMySQLODBCOracleServer OCRSQL ServerWorkflow
Read more
  • Published in Database & Retrieval, Indexing & UI
No Comments

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: Go to the
DatabaseDocument RetrievalMS AccessMySQLODBCOracleServer OCRSharePoint ScanningSQL ServerWorkflow Software
Read more
  • Published in Database & Retrieval
No Comments

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
Automatic Data CaptureDocument Management SoftwareScanning SoftwareServer OCRSharePoint Scanning
Read more
No Comments
  • 1
  • 2

Search

Connect with Us!







=



Search Knowledge Base

Recent KB Articles

  • SimpleIndex Standard Workstation
  • SimpleIndex Tips & Tricks - Database Integration - Unprecedented Control of Database Interactions
  • SimpleIndex OCR Concurrent
  • SimpleIndex OCR Workstation
  • SimpleIndex Professional Workstation
  • Compare SimpleIndex
  • SimpleCoversheet - Barcode Coversheet Printer
  • SimpleSearch Workstation Viewer

Feature Cloud

accessability Bates Numbering Software Aztec and QR Code</li> <li>Recognize 30 different 1D barcode formatsCode 39 Bar Code Printing Barcode Reading Software Automatic PDF Separation Archive Email to PDF a generic barcode coversheet can be used to separate the scanned images into multi-page files Bar Codes 1-Click Processing Barcode Recognition Software 2 of 5 Barcode OCR Bar Code Scanning Automatic Indexing Software Barcode Printing Checkbox Recognition Automatic Data Capture Business Process Automation Batch Scanning

Online Support Options

Check our Wiki Help, Knowledge Base and Training Videos, or Contact Support if you still need Help

How to Buy

Solutions start at just $500! Buy SimpleIndex online or from an Authorized Dealer in your area.

Authorized Dealers

Authorized DealersSimpleIndex is a great addition to any system integrator's product line. Become an Authorized Dealer.

Get a Web Demo

Get a free online demo with a scanning specialist who can configure SimpleIndex on your computer remotely.
Sign up for a demo now!

Download a Trial

SimpleIndex Trial30-day trial downloads are available for all Simple Software applications.
Download Now!

SimpleIndex Applications

SimpleIndex Applications Packaged apps built with SimpleIndex.
SimpleInvoice for AP
Sales Tax Manager
Mortgage LoanStacker
MSDS and Patents
SimpleIndex

© 2026 Meta Enterprises, LLC | Knoxville, Tennessee | A Family Owned Company
© 2026 SimpleSoftware | Consulting Services in the Field of Software as a Service

TOP
SimpleIndex
Manage Cookie Consent
We use cookies to optimize our website and our service.
Functional cookies Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
  • Manage options
  • Manage services
  • Manage {vendor_count} vendors
  • Read more about these purposes
View preferences
  • {title}
  • {title}
  • {title}
});