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SimpleIndex

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    • GENERAL INFO
      • Getting Started
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    • –
      • Document Classification
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SimpleIndex lets you run any SimpleIndex job as a Windows service for fully unattended processing. This is particularly useful for high-volume, high-demand applications where scanned images are coming from many remote workstations, as well as small and large implementations utilizing network scanners or digital copiers. In server mode, images are saved to a “hot folder” on the server where they are processed automatically. SimpleIndex performs barcode recognition, OCR and other indexing tasks and exports formatted files to storage and database servers.

Server processing licenses may be added to any version of SimpleIndex. Unattended processing is possible without a server license, but a user must be logged on to the workstation for it to execute. Windows services run automatically when the computer is booted up, even if nobody is logged on. You must have a Server license to run SimpleIndex on Windows Server operating systems.

SimpleIndex Servers can run multiple jobs on different schedules on the same server, or run multiple instances of the same job simultaneously to take advantage of multiple CPUs.

Server Processing

  • Run multiple jobs on different schedules
  • Run multiple copies of the same job for parallel processing and increased throughput
  • Server licenses can be purchased in 1 Million Page per Year increments as an add-on to any workstation license
  • Unlimited page barcode processing license available with Advanced Barcode Server
  • Server processing compatible with Windows 7 or above and all Windows Server versions

Indexing Solutions with Barcode Recognition

Monday, 14 November 2022 by Simple Software

Barcode recognition is the most efficient way to capture index data printed on documents. If you are unfamiliar with the use of barcodes in document scanning, you can learn more about barcodes in our Barcode Scanning Guide, but if you want to know more about barcode use with SimpleSoftware products, read on.
Your browser does not support the video tag.

Some documents already have key information in barcode format on them. In many cases adding a barcode to a document is as simple as changing or adding a font. Adding barcodes to new documents is preferable as all the index data is on the document at the time it is created and in a format that can be read with near 100% accuracy.

As an alternative to placing barcodes on the individual documents, it is possible to print out a barcode cover page and place it on the file before it is scanned. The SimpleCoversheet application was designed to make this easy by providing a simple interface for selecting index values and printing a standard coversheet that contains these values in barcode format.

Barcode recognition can also be useful when you have documents with a variable number of pages that will all receive the same index values. If it is not possible to generate an indexed coversheet for these at the time they are created, a generic barcode coversheet can be used to separate the scanned images into multi-page files, one for each document. A second process can then be used to index these images one file at a time instead of one page at a time, greatly increasing throughput.

Barcode Recognition Features

With SimpleIndex Barcode you can:

  • Read barcodes printed on scanned paper documents
  • Read barcodes embedded in PDF files
  • Automatically rename files based on barcodes
  • Export barcode data to CSV file or any database
  • Separate multi-page documents with cover pages
  • Recognize 2D formats like PDF417, DataMatrix, Aztec and QR Code
  • Recognize 30 different 1D barcode formatsCode 39, Codabar, UPC, Code 128, EAN 13, 2 of 5, etc.
  • Recognize postal barcodes like Planet, PostNet, Royal Post and Australian Post
  • Lookup barcode values in a database for additional data
  • Complete list of document scanning & indexing features

With SimpleCoversheet you can:

  • Create barcode coversheets for use with SimpleIndex and other scanning applications
  • Print barcodes on Avery label templates that can be applied to documents
  • Affordably enable every employee to print barcodes
  • Create coversheets that allow SimpleIndex to automatically index and file documents
  • Enable scanning and indexing from MFPs, network scanners and digital copiers
  • Perform “mail merge” with barcodes to print many coversheets at once
  • Supports many 1D and 2D barcode formats

KB Articles for Barcode Recognition

  • Turn On Replacement Characters for Barcodes
  • Regular Expression (RegEx) - Syntax or Type
  • Autonumber Increment Value
  • What are some other terms for Bar Code Scanning Software?
  • Can SimpleIndex read bar codes from existing PDF files?
  • I cannot recognize PDF417 or QR Code bar codes. What does "Advanced "Only" mean?
  • Can I split TIFF or PDF files based on barcodes as a separator and also name the file with the barcode value?
  • Will SimpleIndex read multiple barcodes on a page and save the value to the appropriate index field?
  • Is there a way to just use part of a bar code or OCR value? For example, extract "50" from the value "124450"
  • How can I delete the barcode or blank page cover/separator sheet that I don't need to save?
1-Click Processing, Bar Code Scanning, Barcode Printing, Barcode Recognition Software, Command Line Interface, CSV, File Indexing, Patch Code, PDF, PDF417, QR Code, Scanning Coversheet, Scanning Software, SimpleCoversheet, Unattended, Unattended Processing, Watermark PDF Files, Workflow Software
1-Click ProcessingBar Code ScanningBarcode PrintingBarcode Recognition SoftwareCommand Line InterfaceCSVFile IndexingPatch CodePDFPDF417QR CodeScanning CoversheetScanning SoftwareSimpleCoversheetUnattendedUnattended ProcessingWatermark PDF FilesWorkflow Software
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Document Classification

Monday, 14 November 2022 by Simple Software

An essential first step to processing mixed batches with many types of documents is classification. Document Classification methods quickly sort documents by type using key content and layout attributes to identify them.

The most popular document classification systems are advanced AI-based machine learning algorithms that automatically learn how to classify documents based on samples and user feedback. These systems are very powerful but also very expensive. Only large organizations processing millions of pages each year can afford these enterprise solutions.

SimpleIndex naturally has a simpler way to do classification based on keyword patterns in the document text. Simply create a list of document types and assign one or more unique keywords or phrases that will only appear in that document type to each. Logical operators for AND, OR and NOT prevent false matches by requiring multiple keywords for matching or excluding documents that contain certain phrases.

Keyword-based classification works for the vast majority of applications at a fraction of the cost of AI classification.

After classification, SimpleIndex can automatically launch separate document indexing workflows for each document type found in the classified batch. This is especially useful when documents have different metadata requirements or business workflows associated with them.

Document Classification Wiki Guide – how to configure and run classification workflows in SimpleIndex.

OCR, Office PDF Document Indexing, Workflow, Workflow Software
OCROffice PDF Document IndexingWorkflowWorkflow Software
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Automated Processing & 1-Click Interface

Monday, 14 November 2022 by Simple Software

SimpleIndex® 1-click scanning and indexing is enabled with its command line interface. SimpleIndex job files can be saved and opened just like a Word document. When you open a job file, SimpleIndex begins processing a new batch automatically. Scanning, processing (OCR, barcodes, database autofill, etc) and export happen in sequence with no further input from the user.

For unattended processing, the command line interface lets you use Windows services and scheduled tasks to automate OCR, barcode recognition and database export tasks.

The Command Line Interface also allows SimpleIndex to be integrated with custom software applications with minimal to no programming required.

  • Field values, processing folders and other settings can be passed as command line parameters
  • Any SimpleIndex option can be set using XML job files
  • Database export links processed files to your app automatically
  • Control application behavior (display window, exit after processing, etc.)
  • Pre-Process and Post-Process features can execute other command line applications at start and end of batch

Unattended Server-Based Processing

SimpleIndex lets you run any SimpleIndex job as a Windows service for fully unattended processing. This is particularly useful for high-volume, high-demand applications where scanned images are coming from many remote workstations, as well as small and large implementations utilizing network scanners or digital copiers. In server mode, images are saved to a “hot folder” on the server where they are processed automatically. SimpleIndex performs barcode recognition, OCR and other indexing tasks and exports formatted files to storage and database servers.

Server processing licenses may be added to any version of SimpleIndex. Unattended processing is possible without a server license, but a user must be logged on to the workstation for it to execute. Windows services run automatically when the computer is booted up, even if nobody is logged on. You must have a Server license to run SimpleIndex on Windows Server operating systems.

SimpleIndex Servers can run multiple jobs on different schedules on the same server, or run multiple instances of the same job simultaneously to take advantage of multiple CPUs.

Integrate SimpleIndex in your Custom Application

Are you a developer looking for an easy scanning interface to use with your custom database application? Then SimpleIndex is the perfect solution for you!

With SimpleIndex, you can easily package pre-configured scanning and indexing settings for distribution with your application. SimpleIndex‘s command-line interface allows you to pre-set some or all of the index values for each batch, or even to hide the SimpleIndex GUI altogether. SimpleIndex can also interface directly with your database, inserting or updating index values and associating them with the images you scan. With SimpleIndex, you won’t have to write a separate import routine to get the new information into your database.

SimpleIndex is a far better option to developing your own scanning interface from scratch. If your application needs to use advanced features like barcode recognition or dynamic OCR, SimpleIndex saves you hundreds of hours of development time. If you need to let users preview each image, rotate, clean-up, rescan or index as necessary, why reinvent the wheel?

SimpleIndex means it is no longer too costly or complicated to bundle a full scanning application with your custom software. Being a SimpleIndex reseller means big discounts on every copy you sell. Sign up now!

KB Articles for Automation, Command-Line and Server Processing

  • Features
  • Take control of Sales Tax exemption forms
  • Reduce Click Charges for Data Capture
  • Instant Integration With Any Application
  • Indexing Solutions with Barcode Recognition
  • Document Classification
  • Automated Processing & 1-Click Interface
  • Zone OCR and Dynamic OCR
  • Database Integration
  • Command Line Arguments
1-Click Processing, Command Line Interface, Command-Line, Database, Document Automation, Unattended, Unattended Processing, Workflow Software
1-Click ProcessingCommand Line InterfaceCommand-LineDatabaseDocument AutomationUnattendedUnattended ProcessingWorkflow Software
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Zone OCR and Dynamic OCR

Monday, 07 November 2022 by Simple Software

Many document scanning solutions use Zone OCR to obtain index data from the page.

SimpleIndex improves upon this time-tested but ultimately limited model with its Dynamic OCR feature.

Let’s look at the difference between the two methods:

Zone OCR

Zone OCR is used to read document indexes or tags from text on the page. It is a great way to automate the data entry associated with scanning documents.

However, there are several limitations to zone OCR that must be overcome:

  • Index information must be in the exact same place on every page
  • Documents shift and skew during scanning, causing the zones to not line up
  • If surrounding lines or text on the document are too close, they can encroach on the zone

Dynamic OCR

SimpleIndex overcomes these limitations by using Dynamic OCR technology to locate the desired text even when it moves around on the page. Our simplified version of Dynamic OCR works great for many types of documents at a fraction of the cost of other solutions.

  • Index information can appear anywhere on any page
  • Unwanted characters are automatically ignored
  • Find unique patterns of letters and numbers using Template Matching
    (Social Security #, Date, etc.)
  • Use Dictionary Matching to find a value from a list of possible values
    (Vendor Name, Document Type, etc.)

Download document scanning and OCR software.

Dynamic OCR Examples

In the video we see how SimpleIndex approaches a typical Zone OCR example. With SimpleIndex you can use large zones that give a wide margin for error. Template and Dictionary matching are then used to extract the 7-digit Account Number, 6-digit Order Number and Company Name. SimpleIndex discards the surrounding text and keeps the correct value.

Another common example is finding a unique identifier, for example a social security number, that could appear anywhere on the page. Simply enter the template ###-##-#### and SimpleIndex will search the full OCR text until it finds a match. Since only one social security number is likely to appear on the page, a match on this pattern is almost certainly the required value.

With dictionary matching, you can give SimpleIndex a list of possible values and it will automatically search the zone or page for each possible value until it finds a match.

Many dynamic forms processing applications can be implemented using these simple algorithms. This makes SimpleIndex far more versatile than other zone OCR solutions that require the index value to be in the exact same location on every page. Yet SimpleIndex costs only a fraction of the price!

SimpleIndex‘s dynamic forms processing can greatly speed up data entry by eliminating a good percentage of indexing work. For many this can put the labor cost of scanning within their reach.

MS Office Document OCR Text Parsing Video

Dynamic OCR can also be applied to MS Office and PDF files, creating a fully automated process for intelligently indexing and reorganizing electronic documents.

Amazon AWS Textract Cloud OCR Batch Processing

Amazon AWS Textract Cloud OCR

With Textract you can capture data from almost any type of form, including handwritten ones! Textract identifies labeled text anywhere on the document and returns the label text along with the corresponding value. Map the labels to index fields in SimpleIndex and you are ready to capture that data no matter where it appears on the page.

Textract uses machine learning with a huge model based on the billions of pages processed using Textract to provide the most accurate OCR and form field extraction solution available.

By default, Textract is only available as an API and requires custom coding to integrate it into your document workflows. SimpleIndex turns it into a fully-featured document batch document and data processing app that is ready to use out-of-the-box.

Since there are no templates to configure or train, setup can be done in hours instead of days or weeks months required by other enterprise data capture solutions.

Pay-as-you-go pricing makes SimpleIndex with Textract the most affordable way to batch process forms for projects with less than 50,000 pages per year to process, especially if you need to read handwriting or have forms with many layout variations.

Wiki: How to configure AWS Textract OCR in SimpleIndex

Support for Regular Expressions

Use Regular Expressions to extract index data from OCR text, PDF and Office documents.

SimpleIndex OCR has a simple built-in template format, as well as support for Regular Expressions. Regular Expressions (RegEx for short) let you define complex search patterns to extract matching values from the text.  This greatly enhances the functionality of the dynamic OCR in SimpleIndex, making it capable of finding variable-length fields with no distinct pattern.

Regular Expressions are a commonly used in text parsing applications. The Perl programming language makes extensive use of RegEx, as do UNIX utilities like “grep”. Many programmers and IT personnel are already familiar with RegEx and can create complex expressions without specific training.

Click here for a reference guide to Regular Expressions

Download document scanning and OCR software.

New OCR Features in Version 10

SimpleIndex 10 includes major upgrades to the OCR and Bar Code engines 

  • Amazon Textract Cloud OCR option added, with settings for Text, Forms and Invoice & Receipt extraction.
  • FineReader Engine has been upgraded to version 11. Offers improved accuracy and speed when processing large documents.
  • Full-page OCR to Word (docx), Rich Text (rtf), Open Office (odt), Excel (xlsx), PowerPoint (pptx), ePub Zip (epub), FictionBook (fb2), HTML (htm), XML (xml), Alto XML (alto.xml).
  • MRC Compression for PDF files (Mixed Raster Content).
  • OCR language pack includes all available Tesseract languages including Hindi, Tamil, Arabic, Chinese, Thai, Vietnamese, Japanese, Korean, Indonesian, Hebrew and many more.

How to Configure SimpleIndex OCR

Our Wiki help has extensive information on how to configure OCR for various document and data capture scenarios.

  • Zone OCR read data in a specific location
  • Template matching to match unique patterns
  • Dictionary matching to match a list of possible values
  • OCR Options OCR job settings that apply to all fields
  • File Formats that can be output by OCR
  • Languages supported by OCR
  • FineReader versus Tesseract OCR engines
  • Searchable PDF with MRC compression
  • OCR to Field for point and click OCR during verification
  • Cloud OCR using Textract

Watch this Simple Software University training video to see how to configure and run an OCR job with SimpleIndex.

Download document scanning and OCR software.

 

KB Articles for Optical Character Recognition (OCR)

  • Language Pack for Standard/Tesseract OCR
  • Languages Supported in SimpleSoftware OCR Engines
  • What is Document Imaging?
  • Change the Dictionary Separator Value
  • Change the OCR Font or Type
  • Regular Expression (RegEx) - Syntax or Type
  • Autonumber Increment Value
  • I'm using full page OCR. The information is all appearing in the txt file but it is losing format about half way through. Data to the right is ending up at the end of the txt doc. Can this be fixed?
  • Is there a way to just use part of a bar code or OCR value? For example, extract "50" from the value "124450"
  • If I have a form which is filled manually by hand, can SimpleIndex read the data from it?
Automatic Data Capture, Batch Scanning, Document Classification, Document Imaging, File Indexing, Invoice OCR, OCR, Office PDF Text Processing, Optical Character Recognition, RegEx, Screenshot OCR, Search, Text Processing, Watermark PDF Files, Workflow Software, Zone OCR
Automatic Data CaptureBatch ScanningDocument ClassificationDocument ImagingFile IndexingInvoice OCROCROffice PDF Text ProcessingOptical Character RecognitionRegExScreenshot OCRSearchText ProcessingWatermark PDF FilesWorkflow SoftwareZone OCR
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Database Integration

Monday, 07 November 2022 by Simple Software

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 offers direct export to pre-formatted XML files, as well as the SimpleExport module that can output any XML schema or text file format.

SimpleExport makes it possible to integrate with any third party database, application, or document management systems (DMS) that accept 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.

 

Find Out More

  • Download or get an Online Demo
  • Database wiki page
  • Autofill wiki page
  • SimpleExport wiki page

Knowledge Base 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?
CSV, Database, Database Autofill, Document Automation, Document Management Software, Document Retrieval, File Indexing, MS Access, ODBC, Oracle, Server OCR, SharePoint Scanning, SQL Server, Workflow, Workflow Software, XSLT
CSVDatabaseDatabase AutofillDocument AutomationDocument Management SoftwareDocument RetrievalFile IndexingMS AccessODBCOracleServer OCRSharePoint ScanningSQL ServerWorkflowWorkflow SoftwareXSLT
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Command Line Sample

Monday, 29 July 2019 by Simple Software

When using the Simple Software products it can be beneficial to run the software from a command line script. With this you can run other Simple Software Job configurations or Windows Batch Files (.bat) or Task Manager or other command line methods automatically.

You can find sample formats of the command lines for Simple Software products below.

​SimpleIndex:
“C:\Program Files (x86)\SimpleIndex\SimpleIndex.exe” /c:”Path to job file”

SimpleSend:
“C:\Program Files (x86)\SimpleIndex\SimpleSend.exe” “Path to job file” /hide /run

SimpleQB:
“C:\Program Files (x86)\SimpleIndex\qb\SimpleQB.exe” “Path to job file” /hide /run

/hide and /run in the SimpleSend and SimpleQB examples above hide any windows from being displayed and automatically runs the process respectively.

1-Click ProcessingCommand Line InterfaceCommand-LineUnattendedUnattended ProcessingWorkflow Software
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Command Line to Auto-close SimpleIndex

Monday, 29 July 2019 by Simple Software

This is used to closed SimpleIndex after the job has been completed automatically. This can be useful if you only run one batch in SimpleIndex at a time and don’t need it after that batch is complete.

Instructions to Auto-close SimpleIndex when Batch is complete:

  1. Open the SimpleIndex Job Configuration that you would like to set to auto close when the batch is is complete.
  2. Open the Job Settings Wizard from the File menu.
  3. Go to the Advanced Settings step and expand Pre-Process & Post-Process options.
  4. In the Post-Process field put the following:
    taskkill -f -im simpleindex.exe
  5. Save the Job Configuration.

Alternate Intructions:

  1. Open the Job Options from the File menu
  2. In the Batch tab put the following in the “Post-Proc” field:
    taskkill -f -im simpleindex.exe
  3. Click OK and then Save from the File menu
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Fixes for Service not Correctly Running

Monday, 29 July 2019 by Simple Software

If the ​Service stops and isn’t running properly there can be a variety of different causes for this.  You can follow the procedures below to fix this in most cases.

Check Event Log, which is here:

Administrative Tools>Event Viewer>Windows Logs>Application 

Then select “Filter Current Log…” on the right

and in the “Event sources:” field drop down pick these:  SimpleIndex, SimpleIndex Service & SimpleIndexService (and anything else that says SimpleIndex) 

Look at the errors, which will tell you why it’s not working.  

Find the Temp folder for SimpleIndex and delete any batches that are there after stopping the Service in the SimpleIndex Service Control and Options Panel  

Clear Registry of the Temp Files

HKEY_USERS\(User ID for the User Running the Service)\Software\SimpleIndex\ 

Then delete the folders for the names of the Configurations that are not starting in the Service Control Panel

UnattendedWorkflow Software
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Using alternate database schemas

Monday, 29 July 2019 by Simple Software

In SQL Server, Oracle and MySQL (among others) user logons are associated with a default “schema” that determines which tables and views they can see.

Users may have access to other tables and views that aren’t in their schema. When connecting to the database these tables will show up in the list, but when you try to get the list of fields you get an “Invalid object reference” error.

To reference these tables, use [Schema].[Table] for the table name to explicitly reference the table.

You can also change the user’s default schema on the server to the one matching the table.

A third option is to create a view under the user’s default schema that selects the necessary records.

At the present time you cannot enter [Schema].[Table] in the wizard, so if you need to use this workaround configure the job in the wizard and modify the table name in the old job options screen.

DatabaseDatabase AutofillDocument RetrievalMS AccessMySQLODBCOracleSQL ServerWorkflow Software
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Service Configuration Paths

Monday, 29 July 2019 by Simple Software

The paths to the configuration files that are stored in the list in the Service Control and Options panel is located in the registry here:

HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Services\SimpleIndexService\Jobs

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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.

DatabaseDocument RetrievalMS AccessMySQLODBCOracleSearchServer OCRSQL ServerWorkflow Software
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  • Published in Database & Retrieval
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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.

CSVDatabaseDocument Capture SolutionDocument RetrievalMS AccessMySQLODBCOracleServer OCRSharePoint ScanningSQL ServerWorkflowWorkflow SoftwareXMLXSLT
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  • Published in Database & Retrieval, Export
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Is it possible to have the scanned image itself added to a database and not just the image path?

Wednesday, 28 February 2018 by dwilder

Yes. Image files can be inserted into binary fields in Access, SQL Server, Oracle, MySQL and other databases.

Check the “Store files as binary objects” option on the Database tab and the “Output File Field” setting can be mapped to a binary field.

If using PDF, MS Office or other non-image files, use the File Type Field to store the file extension of the stored file.

SimpleSearch mode will let you view files stored using this method as well.

DatabaseDocument RetrievalMS AccessMySQLODBCOracleSharePoint ScanningSQL ServerWorkflow Software
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  • Published in Database & Retrieval, Export
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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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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.

DatabaseDocument Management SoftwareDocument RetrievalMS AccessMySQLODBCOraclePaperless OfficeServer OCRSQL ServerWorkflow Software
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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

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.

DatabaseDocument Management SoftwareDocument RetrievalFile IndexingFull Text IndexingMS AccessMySQLOCROCR Form ProcessingOCR ScanningODBCOffice PDF Text ProcessingOraclePaperless OfficePDF Archive Scanning SoftwarePDF Data Extraction SoftwareQuickBooks Document ManagementSearchServer OCRSharePoint ScanningSQL ServerText ProcessingUnattended ProcessingWorkflow SoftwareZone OCR
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  • Published in Database & Retrieval, OCR
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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. Go to the Database step in the Job Settings Wizard
  2. Click “New Data Source…”
  3. Select Default and then click Next
  4. Click Yes when asked to “Copy default database to config file folder and configure settings?”
  5. The database will be copied to the folder that the Job Configuration is saved in and the name of the database will be the same name as the Job Configuration with all of the fields in SimpleIndex

This creates a database and automatically links it to your SimpleIndex Job Configuration for uploading to or searching from.

Related Links

  • SimpleIndex.com – Database Integration
  • SimpleIndex Wiki – Database
  • SimpleIndex Wiki – Data Source
  • SimpleIndex Wiki – Database Mode
DatabaseDocument RetrievalMS AccessMySQLODBCOracleServer OCRSharePoint ScanningSQL ServerWorkflow Software
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  • Published in Database & Retrieval
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Network Scanners & Copiers

Tuesday, 30 January 2018 by Simple Software

Most digital copiers have the ability to scan a TIFF or PDF file to a shared folder on your network. However, getting an image with a recognizable filename and index fields you can search on is usually a labor intensive, if not impossible task. SimpleIndex with SimpleCoversheet provides a way for the whole office to organize documents they scan with your existing digital copiers.

SimpleIndex uses barcodes to automate the process of tagging and filing documents. This can be accomplished by embedding barcodes in the documents when they are printed, or by using SimpleCoversheet to create barcode index pages that are encoded with the filing data.

SimpleIndex can be configured to run fully unattended as a Windows service or scheduled task. It monitors the folder for new scanned files, reads the barcodes and files them accordingly. The key values from the barcodes are used to tell SimpleIndex when a new file starts, what folder to store the document in, what to name the file and other tags to use for searching.

The advantages of this approach to scanning are:

  • Use your existing digital copiers instead of buying dedicated scanners
  • The person creating the document is responsible for indexing it
  • Scan the document and forget it

KB Articles for Network Scanners & Copiers

  • Connect SimpleIndex to FTP Site
  • FastImport to Disable Automatic Processing During Import
  • Stop/Turn Off Image Deletion when Blank is Recognized
  • Disable StopFile
  • Continue with Post Process Command Line if Input Folder is Empty
  • Check and Repair All PDF Files
  • How do I limit the number of files pulled from the input folder?
  • Can SimpleIndex read bar codes from existing PDF files?
  • 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?
  • How do you select what types of files to process?
1-Click Processing, Bar Code Scanning, Barcode Recognition Software, Distributed Scanning, File Indexing, PDF, Scanning Coversheet, Unattended, Workflow Software
1-Click ProcessingBar Code ScanningBarcode Recognition SoftwareDistributed ScanningFile IndexingPDFScanning CoversheetUnattendedWorkflow Software
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Streamlined Interface

Tuesday, 23 January 2018 by Simple Software

Maximum Data, Minimum Clicks

As with any repetitive task, a few seconds saved scanning and filing a single document quickly adds up to dozens or hundreds of hours over the course of a long project or daily routine. The most import part of planning your document capture project is to find the most efficient way to file them correctly. Creating an efficient workflow will save you countless hours of labor over the life of your project.

SimpleIndex is faster and easier because it is designed to perform all of the steps necessary to scan or import documents, process, verify and export them in one continuous workflow rather than requiring the user to click extra buttons each time to initiate the next step. When taken to the extreme, SimpleIndex is capable of performing all of these tasks automatically with just a single mouse click.

SimpleIndex does this by saving all of the settings for a document capture workflow to a file that can be opened just like an Office document. This file is configured by the administrator so the user doesn’t have to see any of the technical details. Very rarely does the operator need to be able to change, for instance, the export file format and file naming scheme. So why do some applications show you a complicated export settings screen every time you try to save a batch? It is this attention to detail that allows SimpleIndex to process the same batch 35-75% faster than its competitors.

SimpleIndex also has the ability to pre-set index values and run jobs using the Command Line Interface. More on this design feature can be found on our Getting Started page.

Index Automation Features

The two main methods for automating indexing are Barcode Recognition and Optical Character Recognition (OCR).

Barcode recognition is faster and more accurate, but your documents must contain a barcode on the document or a cover page for this to work.

OCR is able to read printed data directly from the page, which means most documents can be processed as-is. However it is not 100% accurate and usually requires some human review. Handwriting can be recognized as well, using the Cloud OCR option.

If your index data already exists in another database, SimpleIndex has features that can make use of this data to automate processing. The Index Autofill feature matches data read from barcodes or OCR to data in your database, verifying the correct value is read and populating additional search fields automatically.

Paper and Electronic Documents

Traditional document capture is focused on digitizing paper documents with a document scanner. However, more and more documents are living their best lives as native PDF and Word files, never once having to enter our physical realm.

SimpleIndex is designed to handle both scanned physical documents and electronic files in their native format seamlessly. The OCR function will use existing text from any PDF file or Office document when it is available, or automatically OCR scanned images when it isn’t.

Use the built-in SimpleView viewer to view most common file types, or use the PDF editor and word processor of your choice to provide full editing capabilities embedded right within the SimpleIndex application.

It can also simultaneously scan and import documents from a hotfolder into a single batch. So if, for example, you receive both paper and email invoices, you can process your day’s work all at once with just one click!

Using Pre-Indexed Batches

The Pre-Index Batch feature of SimpleIndex is what enables 1-click scanning and indexing, as well as command line and unattended processing.

Pre-indexing lets you set fixed values for index fields and apply them to a whole batch. These can be combined with automatic values from barcode recognition, OCR and Autofill to create fully automated batch processes that can be launched from your custom application, a desktop shortcut, scheduled server task or even linked to the scan button on your scanner.

KB Articles for Streamlined Interface

  • Features
  • Take control of Sales Tax exemption forms
  • Reduce Click Charges for Data Capture
  • Instant Integration With Any Application
  • Indexing Solutions with Barcode Recognition
  • Automated Processing & 1-Click Interface
  • Full-Page OCR Indexing Demo
  • Video Demos
  • Network Scanners & Copiers
  • The All-In-One Scanning & Sorting Tool
Automatic Data Capture, Barcode Recognition Software, Batch Scanning, Command Line Interface, Database, Document Automation, Document Classification, Document Imaging, Fast Scanning, OCR, Office PDF Text Processing, RPA, Scanning Software, Solution, TWAIN & ISIS Scanning, Unattended, Workflow, Workflow Software
Automatic Data CaptureBarcode Recognition SoftwareBatch ScanningCommand Line InterfaceDatabaseDocument AutomationDocument ClassificationDocument ImagingFast ScanningOCROffice PDF Text ProcessingRPAScanning SoftwareSolutionTWAIN & ISIS ScanningUnattendedWorkflowWorkflow Software
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