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SimpleIndex

SimpleIndex

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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  • Simple Software Knowledge Base - Article

Scanned Document Indexing with SimpleIndexScanned Document Indexing

Use SimpleIndex to automate the process of assigning keyword index values to scanned documents and minimize data entry, keystrokes, and errors. SimpleIndex uses dynamic OCR with complex pattern matching to find index values anywhere on a page and/or bar codes to index scanned documents automatically.

Once captured, structured data can be used to populate a database, document management system, SharePoint, and other repositories.

SimpleIndex can simultaneously process MS Office, PDF, text, HTML and other files using the same pattern matching technology. If the file already has text, SimpleIndex uses it for increased speed and accuracy, falling back on OCR for images and scanned document indexing.

Download document scanning and OCR software.

Exclude Index Field from Index Log

Tuesday, 29 December 2020 by Alex Stewart

Many times when outputting a Log file via CSV, XML, TXT, etc. there will be index fields that are required in the Job Configuration, but not desired to be output in the Index Log. In those cases those fields can be excluded from the Index Log with a “~” character at the end of the Index Field Name.

To do this go into the Job Options/Job Settings Wizard, go to the Index tab/step, find the Index field that you want to exclude from the Index Log and add this to the end of the field name: ~

EX. The original Index Name is “OCR Text” and that field should be excluded from the Index Log, so it doesn’t appear. This field should be changed to “OCR Text~”.

Automatic Indexing SoftwareFile IndexingFull Text IndexingOffice PDF Document IndexingScanned Document Indexing
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Export Issues and Missing Images after Export

Tuesday, 16 June 2020 by Alex Stewart

If you are having issues with the files not exporting properly or you have missing images in the export folder that should have been saved, then a registry key needs to be added to correct this. This registry key changes the export process from the faster process that SimpleIndex uses by default, to a slower export process that will avoid these issues.

Instructions:
1. Search for “regedit” on your computer.
2. Navigate to this folder in the Registry Editor window: Computer\HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\SimpleIndex\Misc
3. In the right pane of the Registry Editor window Right Click and select New>String Value
4. Set the name of the file to this: EnableAtalaExport
5. Double click on the “EnableAtalaExport” registry key, set the Value to “0” (Zero) and click OK.

Automatic Indexing SoftwareFile IndexingImage ScanningScanned Document Indexing
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Large documents (>500 pg) Slow to Process – Workaround

Thursday, 06 February 2020 by Cary Wiedman

When working with PDF image files containing a high number of pages (typically in excess of 500, but can vary by file and PC running the job) SimpleIndex may run into performance issues as it attempts to hold all of those pages in memory and perform the requested operations (full-text OCR in particular can tax a system in these circumstances).

A workaround in this scenario is to convert the large PDF to a folder of smaller PDFs files that can be managed more easily. In order to minimize the impact on production and tax the user(s) with extra steps, you can use a third-party splitting tool that can be called from the Command Line. One such option that has worked well is PDFSplitter from CoolUtils

One way to automate this process is to use PDFSplitter’s command line ability in conjunction with SimpleIndex’s Pre-processing function. For simplicity let’s consider a 600 page PDF with a filename generated at the time of scanning using indexes provided on a coversheet or keyed by an operator. The goal now is to take that large file and perform a full-text conversion on it.

Our SimpleIndex job, Full Page OCR.sic let’s say, launches and before getting to work calls PDFSplitter from the Pre-processing step with a command such as

PDFSplitter.exe C:\Images\Smith – John – Medical History.pdf C:\Images\Pages\ -cp 100

PDFSplitter will run and break that document every 100 pages creating 6 PDFs in the folder C:\Images\Pages. It maintains the original filename, simply adding “001-100” and so on to the name. After PDFSplitter is complete the Full Page OCR job begins its process and, given that the original filename is still part of the split files’ naming schema, it can produce one full-text PDF in the final output folder.

Automatic Indexing SoftwareCommand Line InterfaceCommand-LineFile IndexingOffice PDF Document IndexingOffice PDF Text ProcessingPDFPDF FormsScanned Document Indexing
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How to activate SimpleView?

Wednesday, 04 September 2019 by Simple Software

Activation Instructions

SimpleView Option A – New SimpleIndex Installation:

If you are installing SimpleView on the Windows computer for the first time first download SimpleIndex from the SimpleIndex Demo Installation Link.

Once the SimpleIndex software has been downloaded install the software from the downloaded installation file.

During the installation process you will be asked to enter your Serial Code or Serial Codes.

Single Serial Code:

Multiple Serial Codes (separate with a comma):

After you have entered your Serial Code(s) click Next to move through the installation process.

Once the installation is complete you will receive the following Window:

SimpleView Option B – SimpleView Already Installed:

If you have already installed the SimpleView software then all you need to do is Activate the demo.

Click the SimpleView icon from the SimpleIndex software or from your Windows Start menu.

Enter your Serial Number into the “Enter Serial Number to Activate” field in the Activation Window.

Click the Activate button to activate the license.

You will receive a confirmation that the license was properly activated and your license type will be displayed next to the “License Type:” section of the Activation Window.

SimpleView Option C – SimpleView Installed on Computer Not Connected to the Internet:

If you would like to install SimpleView on a computer that doesn’t have an internet connection an Offline Activation will need to be done.

First fully install the SimpleView software without activation.

Click the SimpleView icon from the SimpleIndex software or from your Windows Start menu.

Enter your Serial Number into the “Enter Serial Number to Activate” field in the Activation Window.

Click the “Offline Activation” button.

Click OK in the “SimpleView Offline Activation” window, which asks you to call or email for an Offline Activation.

Select the license version that you ordered in the “SimpleView Version” drop down.

Then either call (865) 637-8986 option 2 or email support@simpleindex.com with the Authorization Request Code.  We will the provide you with the Activation Key.

Enter the Activation Key and then click the Offline Activation button.

Maintenance is optional, but covers tech support and upgrades for the software. Please consider purchasing maintenance if you haven’t already. Please refer to Simple Software Maintenance Agreement for more information.

Automatic Indexing SoftwareFile IndexingOffice PDF Document IndexingOffice PDF Text ProcessingPDFPDF FormsScanned Document Indexing
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How to activate any Add-on or Upgrade to SimpleIndex?

Friday, 30 August 2019 by Simple Software

SimpleIndex Add-on Option A – New SimpleIndex Installation:

If you are installing SimpleIndex on the Windows computer for the first time first download SimpleIndex from the SimpleIndex Demo Installation Link.

Once the SimpleIndex software has been downloaded install the software from the downloaded installation file.

During the installation process you will be asked to enter your Serial Code or Serial Codes.

Single Serial Code:

Multiple Serial Codes (separate with a comma):

After you have entered your Serial Code(s) click Next to move through the installation process.

Once the installation is complete you will receive the following Window:

When you click Finish you will receive the Global Settings Wizard window to configure the general settings for SimpleIndex on the installed computer.

Move through the prompts to configure the Global Settings Wizard.  Once complete you will receive a confirmation that the License was properly activated before the software opens.

SimpleIndex Add-on Option B – SimpleIndex Already Installed:

If you have already installed the SimpleIndex software then all you need to do is Activate the demo.

Click the SimpleIndex icon on your desktop or from your Windows Start menu.

Once SimpleIndex is open go to the Help menu and Select Activate/Transfer License.

Enter your Serial Number into the “Enter Serial Number to Activate” field in the Activation Window.

Click the Activate button to activate the license.

You will receive a confirmation that the license was properly activated and your license type will be displayed next to the “License Type:” section of the Activation Window.

SimpleIndex Add-on Option C – SimpleIndex Installed on Computer Not Connected to the Internet:

If you have installed SimpleIndex on a computer that doesn’t have an internet connection an Offline Activation will need to be done.

First fully install the SimpleIndex software without activation.

Once it has been fully installed click the SimpleIndex icon on your desktop or from your Windows Start menu.

Image of the SimpleIndex Shortcut Icon

Once SimpleIndex is open go to the Help menu and select Activate/Transfer License.

Enter your Serial Number into the “Enter Serial Number to Activate” field in the Activation Window.

Click the “Offline Activation” button.

Click OK in the “SimpleIndex Offline Activation” window, which asks you to call or email for an Offline Activation.

Select the license version that you ordered in the “SimpleIndex Version” drop down.

Then either call (865) 637-8986 option 2 or email support@simpleindex.com with the Authorization Request Code.  We will the provide you with the Activation Key.

Enter the Activation Key and then click the Offline Activation button.

Maintenance is optional, but covers tech support and upgrades for the software. Please consider purchasing maintenance if you haven’t already. Please refer to Simple Software Maintenance Agreement for more information.

Automatic Indexing SoftwareFile IndexingOCROffice PDF Document IndexingOffice PDF Text ProcessingPDFPDF FormsScanned Document IndexingScanning Software
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What is Document Imaging?

Wednesday, 31 July 2019 by aaron

Document Imaging was the more commonly used term in the early days of document scanning and OCR and refers to any system used to replicate documents used in business. It evolved from the microfilm days where it was referred to as Document Image Management.

Document Imaging allows for the scanning of paper documents, as well as the processing of files saved electronically. These files are then named and saved for later searching.

Other document imaging terms include automatic imaging software, best digital imaging software, best imaging software, desktop imaging software, digital document imaging, digital imaging software, document imaging download, document imaging PDF, document imaging processing, document imaging products, document imaging software, document imaging solution, document imaging solutions, document imaging systems, document imaging technologies, document imaging technology, document imaging tools, image to database, imaging resource, imaging scanning software, imaging software companies, imaging software download, imaging software for windows, imaging solution, scanner imaging software, scanning and imaging, scanning imaging, and software for imaging.

Automatic Data CaptureAutomatic Indexing SoftwareDocument AutomationDocument ClassificationDocument ImagingDocument Management SoftwareDocument ScanningImage ScanningKeyword IndexingOffice PDF Document IndexingPersonal Document ManagementQuickBooks Document ManagementRequired Documents AuditingScanned Document IndexingWorkflow
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Enable Post-Process when Input Folder is Empty

Monday, 29 July 2019 by Simple Software

When you have multiple Job Configurations running in tandem with the Post-Process command line running one after there other there can be occasions where a Job Configuration earlier in the chain doesn’t have any images in the Input folder. When this happens a prompt occurs that must be clicked to proceed to the the next Job Configuration. When running unattended this can cause issues when the process stops for this prompt. This can be turned off in the Job Configuration’s XML settings.

Instructions for suppressing prompt to continue when Input folder is empty:

  1. Right click on the Job Configuration file that you would like to suppress the prompt on and select Open With>Notepad
  2. Search the XML settings text open in Notepad for this term:
    <POSTPROCEMPTY>
  3. Set the value between from “True” to “False”. It should look like this:
    <POSTPROCEMPTY>False</POSTPROCEMPTY>
  4. Save and close the file.
File IndexingScanned Document IndexingWorkflow
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Index With Non-Latin Character Sets

Monday, 29 July 2019 by Simple Software

By default SimpleIndex uses the ANSI character set to display and edit captured OCR data, index field values and full-text OCR. This works for all languages based on the Latin alphabet (English, French, Spanish, German, etc.)

To index documents in other languages like Chinese, Japanese, Russian, Arabic and other non-Latin alphabets, set the default character set using this registry key. If the key is not set correctly then Unicode text will show up as ??????????.

Use Notepad to edit the “Charset” value from the sample setting below and save it to a .reg file. Then double-click the .reg file to install (Administrator privileges required).

You can download the .reg file here but you still need to edit in Notepad to set the Charset value before installing.

If you are on a 32-bit operating system be sure to remove the extra “\WOW6432Node” from the registry path.

[HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\SimpleIndex\Misc]
“Charset”=”1”

Charset NameCharset Value
ANSI_CHARSET (Latin)0
DEFAULT_CHARSET1
SYMBOL_CHARSET2
SHIFTJIS_CHARSET (Japanese)128
HANGUL_CHARSET (Korean)129
GB2312_CHARSET (Simplified Chinese)134
CHINESEBIG5_CHARSET (Chinese)136
GREEK_CHARSET (Greek)161
TURKISH_CHARSET (Turkish)162
HEBREW_CHARSET (Hebrew)177
ARABIC_CHARSET (Arabic)178
BALTIC_CHARSET (Baltic)186
RUSSIAN_CHARSET (Russian)204
THAI_CHARSET (Thai)222
EE_CHARSET238
OEM_CHARSET255

The full list of values is at https://msdn.microsoft.com/en-us/library/cc194829.aspx.

Automatic Data CaptureAutomatic Indexing SoftwareFile IndexingFull Text IndexingKeyword IndexingMetadataMicrosoft Word Data ExtractionOffice PDF Document IndexingPDF Data Extraction SoftwareScanned Document Indexing
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Skip to Blank Index on Save Index

Monday, 29 July 2019 by Simple Software

If you would like to have SimpleIndex automatically go to the next page with a blank field and highlight that field when the Save Index button or Enter a change to the XML text of the Job Configuration is needed. This can be useful to quickly move to the next document that has a blank Index field.

Instructions to set Skip to Blank index on Save Index:

  1. Right click on the Job Configuration file that you would like to suppress the prompt on and select Open With>Notepad
  2. Search the XML settings text open in Notepad for this term:
    <SKIP_TO_NEXT_BLANK>
  3. Set the value between from “False” to “True”
    <SKIP_TO_NEXT_BLANK>True</SKIP_TO_NEXT_BLANK>
  4. Save and close the file.
File IndexingKeyword IndexingOffice PDF Document IndexingScanned Document Indexing
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Max List Size

Monday, 29 July 2019 by Simple Software

If you have a field that has a list and it loads very slowly then the size of the list that it loads needs to be limited.

You first open the Registry or regedit.  Then you find this location:  Computer\HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\SimpleIndex\Misc

Then you right click in the space to the right and select New>String Value

Then you name this new entry this:  MaxListSize

Then you double click on it and set the size of the list that it loads.  We suggest somewhere between 1000 and 5000

Automatic Indexing SoftwareFile IndexingKeyword IndexingMetadataScanned Document Indexing
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Is SimpleIndex for Windows only? I’m a Mac user.

Wednesday, 28 February 2018 by dwilder

Unfortunately SimpleIndex is for Windows only. This is true of most high speed document scanning applications, due to the fact that most document scanners only have Windows drivers.

However, SimpleIndex can output to databases and file shares on a Mac server. The fact that it does not have its own proprietary file system and database makes it a very good choice for Mac networks, since only the scanning workstation needs to be a PC.

Likewise, many users have reported great success running Parallels or Bootcamp on their Mac to allow the use of a Windows OS

Automatic Indexing SoftwareFile IndexingOCROffice PDF Document IndexingOffice PDF Text ProcessingPDFPDF FormsScanned Document IndexingScanning Software
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  • Published in Licensing & Installation
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How much do Simple Software products cost?

Wednesday, 28 February 2018 by dwilder

Click here for the latest pricing and online ordering information. You can also purchase full service solutions from one of our Authorized Dealers.

Click here for a PDF version of the price list and a feature matrix that shows which features are included in each version.

All applications are activated online by entering a serial number in the demo. The serial is emailed to you once your order is processed.

Automatic Indexing SoftwareFile IndexingOCROffice PDF Document IndexingOffice PDF Text ProcessingPDFPDF FormsScanned Document IndexingScanning SoftwareUnattended Processing
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  • Published in Licensing & Installation, LoanStacker, SimpleCoversheet, SimpleExport, SimpleQB, SimpleSend, SimpleView
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Is there a way to just use part of a bar code or OCR value? For example, extract “50” from the value “124450”

Wednesday, 28 February 2018 by dwilder

To do this example, create a barcode field (Field 1 for example) and a 2nd field with type “Fixed”. In the template for the 2nd field, enter %FIELD1[5,2]% to get “50” from “124450”.

%FIELD1% would get the entire value for Field #1, the barcode field. By adding the [5,2] you tell SimpleIndex to start at the 5th character (5) and take 2 characters from the value (50).

Find out more about barcode scanning on our Barcode Scanning Guide and read up on Optical Character Recognition on the SimpleOCR scanning solutions guide.

Automatic Data CaptureAutomatic Indexing SoftwareBar Code ScanningBar CodesBarcode OCRBarcode Reading SoftwareBarcode Recognition SoftwareClipboard OCRDocument ImagingDocument ScanningImage ScanningInvoice OCRKeyword IndexingOCROCR Form ProcessingOCR ScanningOffice PDF Document IndexingPDF Barcode RecognitionPDF417QR CodeQuickBooks Document ManagementScanned Document IndexingScreen Scraping OCRScreenshot OCRTWAIN Scanning SoftwareZone OCR
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  • Published in Bar Codes, OCR, Office PDF Text Processing
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If it possible for index values to be keyed twice to ensure accuracy (double-key verification)?

Wednesday, 28 February 2018 by dwilder

There are two ways to do double-key verification in SimpleIndex.

When there is one operator, simply configure 2 index fields with the same name. The index value can only be saved if the 2 fields match.

If there are multiple operators, you can accomplish the same thing using “Database Update Mode”. The first user keys the value, and that is saved in the database to Field 1. The 2nd user uses a configuration that has two fields with the same name–one that reads the value from Field 1 and another that is mapped to Field 2 (initially blank). The 2nd user keys the value into Field 2 and will only be allowed to save it if the value matches Field 1.

We recommend contacting our professional services department before attempting to setup double-key verification in a multi-user environment, as this is one of the more complicated configurations that SimpleIndex supports.

Automatic Indexing SoftwareScanned Document Indexing
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  • Published in Indexing & UI
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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.

Automatic Indexing SoftwareCSVDatabaseDatabase AutofillDocument AutomationDocument RetrievalFile IndexingKeyword IndexingMetadataMS AccessMySQLODBCOffice PDF Document IndexingOracleScanned Document IndexingServer OCRSharePoint ScanningSQL ServerWorkflowWorkflow Software
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  • Published in Indexing & UI
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Can the values of 2 or more fields be combined in a single field?

Wednesday, 28 February 2018 by dwilder

Set the Type for the field that you want to store the combinded value to “Fixed”.

In the template setting for that field, you can enter the keyword %FIELD#% (where # is the field number) and the keyword will be replaced with the value of the designated field when it is saved.

For example, to combine your first 2 fields into third, inserting a comma between them, set the template for field 3 to:
%FIELD1%,%FIELD2%

Automatic Indexing SoftwareFile IndexingFull Text IndexingKeyword IndexingMetadataMicrosoft Word Data ExtractionOffice PDF Document IndexingPDF Data Extraction SoftwareScanned Document Indexing
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  • Published in Indexing & UI
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Why does the word “MISSING” show up in filenames and index fields when the field is blank?

Wednesday, 28 February 2018 by dwilder
“MISSING” is what SimpleIndex puts for any field value used as a filename or folder name and is left blank by default.

You can change this to whatever you want it to say when a field value is left blank. To do this go to the Job Settings wizard under the File menu, go to the Advanced Settings step and expand Advanced Indexing Options.   The value is set to DEFAULT, which puts the word “MISSING” when the index field is blank.  Any text can be put in this field to use a different value than “MISSING”.

Related Links

  • SimpleIndex Wiki – Advanced Settings
Automatic Indexing SoftwareFile IndexingKeyword IndexingMetadataOffice PDF Document IndexingPDF Data Extraction SoftwareScanned Document Indexing
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  • Published in Export, Indexing & UI
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How do I configure the output folder and file naming scheme?

Wednesday, 28 February 2018 by dwilder

Use the Folder and Filename check boxes on the Indexing & File Naming step in the Job Settings Wizard to indicate whether field values will be used to generate subfolders or filenames. Any field with the Folder option checked will create nested subfolders for each value in the order the fields are listed. Any field with the Filename checked will have the values concatenated to form the filename.

For example, if Field 1 and Field 3 have the Folder option checked, and Field 2 and Field 3 have the Filename option checked, image filenames will be created in the format:

%OUTPUTFOLDER%\Field 1\Field 3\Field 2 – Field 3.tif

The Filename Separator option on the Advanced tab lets you change the ” – ” between the fields in the filename to anything you want.

Related Pages

  • SimpleIndex Wiki – File Naming Schema
  • SimpleIndex Wiki – Indexing & File Naming
Automatic Data CaptureAutomatic Indexing SoftwareFile IndexingFull Text IndexingKeyword IndexingMetadataMicrosoft Word Data ExtractionOffice PDF Document IndexingPDF Data Extraction SoftwareScanned Document Indexing
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  • Published in Export
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Automatic Indexing Using Existing Data

Wednesday, 24 January 2018 by Simple Software

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!

KB Articles for Automatic Indexing

  • Exclude Index Field from Index Log
  • Turn Off Prompts and Pop Ups on Job Configurations
  • Change the Font Size of Index Fields
  • Large documents (>500 pg) Slow to Process - Workaround
  • Regular Expression (RegEx) - Syntax or Type
  • Index With Non-Latin Character Sets
  • Skip to Blank Index on Save Index
  • Stop Autorun When Double Clicking Configuration
  • Autonumber Increment Value
  • Overlap of SimpleView Viewer in SimpleIndex Display
1-Click ProcessingAutomatic Data CaptureAutomatic Indexing SoftwareBarcode Recognition SoftwareDatabaseDatabase AutofillDocument AutomationFile IndexingFull Text IndexingKeyword IndexingMetadataMicrosoft Word Data ExtractionOCROffice PDF Document IndexingPDF Data Extraction SoftwareScanned Document IndexingScanning Software
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Barcode Scanning Guide

Saturday, 13 January 2018 by Simple Software

So you want to organize your documents using barcodes? That is an excellent idea! Not only will it improve the speed and accuracy of your document management workflow, but it is easier to set up than it sounds.

The guide is written to give you real information instead of marketing, but you can follow the links links to read about the relevant features of SimpleIndex and other document management solutions on ScanStore.

Other Useful Guides

  • How to Scan Documents
  • Scanners Guide
  • OCR Guide
  • ICR Guide
  • Data Capture Guide
  • Software Review

Scanning Guides? Ain’t nobody got time for that!

Read no further! Contact our experts and we’ll configure the whole scanning process for you remotely using the demo version of SimpleIndex!

Why use barcodes in document scanning?

There are many benefits to using barcodes while scanning your documents.

Traditional scanning methods require you to scan your documents in pre-separated batches and then manually name and organize the resulting files. Barcode scanning, on the other hand, allows you to scan multiple batches in a single stack and let the software automatically name and organize the files based on the embedded barcode information. This allows you to take full advantage of your automatic document feeding scanner. After all, what’s the point of paying for a high-speed scanner if your scanning speed bottlenecks at the processing stage?

As in OCR based document scanning software, barcode scanning software uses information on the scanned images themselves to name files and place them in the appropriate folders. However, OCR can sometimes incorrectly recognize certain words and phrases, especially when you are trying to scan at lower resolutions to reduce file size and scanning time. This results in having to perform validation and correction, which slows down the process. Barcodes condense all the necessary information in a format that is much easier for computers to decipher, even at lower resolutions, with almost 100% accuracy. This allows you to reduce file size and scanning time without the cost of additional validation and correction.

What is the difference between the various types of barcodes?

Barcodes come in many standards, but they can all be grouped into two general flavors:

1D (linear) barcodes and 2D (matrix) barcodes.

Linear barcodes are composed of parallel lines of varying widths and distances from each other, such as the UPC’s that are scanned from your purchases with a laser barcode reader at most stores.

Matrix barcodes are usually square (though sometimes circular) arrangements of smaller squares, circles, or triangles, such as the QR codes that you can scan with your phone from many modern advertisements. Matrix barcodes can pack more information per unit of area than their linear counterparts, but not all software is designed to read them.

There are both advantages and disadvantages to using one standard over
another. In addition to the amount of information that can be stored and the
capability of your particular scanning software in deciphering it, some
standards have additional functions such as checksums, which automatically
validate whether or not the barcode was read correctly. A few common standards
used in the document scanning business are listed below:

  • 1D Barcode standards include:Codabar
    • 2 of 5
    • Code 39
    • Code 128
    • EAN 13
    • UPC
  • 2D Barcode standards include:
    • Aztec
    • DataMatrix
    • PDF417
    • QR Code

Where do you get barcodes for document scanning?

Now that you know a little bit about barcodes and why you should use them, you might be wondering how to apply them to your documents. There are a few different methods, depending on your situation.

If you can still edit the document, your best bet would be to use a special barcode font, which will allow you to type a string of characters or digits directly into a barcode format on your document using a regular keyboard. You can find many barcode fonts online for both download and purchase, with some that are purely decorative and others that match to a particular industry standard. We particularly recommend BarcodesInc.com as a source of a good free barcode font.

Often, files cannot be edited due to access, permission, or simply because they are already printed out. For instance, if you are scanning a backlog of files, it becomes difficult to add barcodes to the existing pages. Have no fear! You can still use barcode scanning by either applying barcode marked stickers, such as Avery lables, onto a blank area on the first page of each document or by printing out and inserting coversheets to separate the files.

With applications such as SimpleCoversheet, you can create one-off coversheets or link it up to a data source and automate creating a separator for every customer folder in your filing cabinet.

What scanner settings are best for barcode recognition?

While barcodes are naturally more accurate than text-based document management, there are still ways to ensure a higher degree of recognition. Resolution plays a part, and although barcodes are more forgiving than OCR, 300dpi is still the recommended resolution for the highest degree of accuracy. Likewise, since most barcodes encode information in the contrast between black and white areas of the page, bitonal (black-and-white) scanning is preferred over the anti-aliasing effects of greyscale and color scanning. You can also adjust the brightness and contrast options in your scanner settings to improve recognition on documents where the barcode is not being read.

What are the guidelines to ensure barcodes will be read?

The way barcodes are printed also has an effect on how easily they will be recognized. Coversheet software usually
has formatting standards built in to ensure that barcodes are printed in a way that can be recognized by scanning software.

There are both minimum and maximum sizes that barcodes can be scaled to while remaining useful – usually ranging between 80% – 200% of the suggested size. The suggested size varies by standard, but the most common width is around 1.5″. Keep in mind that there should also be at least a 0.3″ clean margin between the barcode edge and any other markings to avoid confusing the software.

The different barcode standards have varying amount of error correction built in, allowing for more and less compact barcodes with the same level of accuracy at equivalent scan settings. There are also error detection methods, such as check-sum, which act as redundancy checks by running the data through an algorithm and confirming that the result is equal to a small, easily recognized part of the barcode.

What are the limitations of reading barcodes?

As with any automated process, barcode recognition has some limitations. Different scanning applications use different barcode recognition engines, which are the prebuilt blocks of code that perform the actual recognition. As with any software, some of these engines are better and/or faster than others at the same job, and they vary in the types of barcodes that they can recognize. You must make sure that your scanning software has the capability of accurately recognizing the barcode standards you use.

Regardless of the software that you use, image quality will play a factor. While barcodes simplify the format that data is encoded in, reducing the margin for error, degraded barcode images can still cause the engine to incorrectly read the data encoded therein. Degradation can happen digitally or physically. Digital degradation can occur when an image is shrunk to a smaller resolution and then sized back up or when an image is copied too many times and thus accrues artifacts and other transcription errors. Physical degradation can occur when a printed barcode is smeared, worn, torn, or marked upon prior to scanning. Both of these alter the contrast and precise distances between parts of the barcode that determine the data that is encoded.

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