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SimpleIndex

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SimpleIndex gives you an affordable, automated way to populate custom metadata tags when migrating documents to SharePoint. SimpleIndex uses a variety of methods to extract data, including zone OCR, barcode recognition, mark recognition (OMR) and text pattern matching. The data is assigned to index fields that correspond to the custom columns in your SharePoint document library. The extracted values can be reviewed and corrected if necessary before uploading.

Uploading individual documents to SharePoint is easy. The hard part is migrating thousands of files and tagging them with custom metadata that can be used for fast, precise searching and sorting.

Without metadata, only the filename is used for searching scanned documents. OCR can be used to enable text searching of images, but there are several limitations to text searches:

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

Advantages of the SimpleIndex SharePoint migration solution include:

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

SimpleIndex SharePoint Migration tool automatically identifies relevant metadata from document text and uploads processed documents to SharePoint with all custom field and column values populated. Works with all file types and SharePoint document libraries.

Features

Monday, 14 November 2022 by Simple Software
SimpleIndex is the perfect solution for small business and departments looking to manage their files from a single interface, developers who don’t want to reinvent the wheel and large companies with many locations looking to decentralize their scanning. SimpleIndex organizes scanned images and electronic documents into a single document management database your employees can access
1-Click ProcessingBatch ScanningDocument Capture SolutionDocument Numbering SystemDocument ScanningFull Text IndexingOCROffice PDF Document Indexingon-prem OCRon-site OCRPaperless OfficePersonal Document ManagementScanned Document IndexingSharePoint MigrationSunshine Software OCRTWAIN & ISIS ScanningXSLT Data Conversion Software
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How to connect to a SharePoint Online site that uses multi-factor authentication

Thursday, 30 September 2021 by Alex Stewart
Please refer to the Wiki Documentation for the complete SharePoint reference. SimpleIndex does not support multi-factor authentication to connect to a SharePoint Online site that implements it. If your admin has set up 2-step verification for your organization you’ll need to generate an app password so the app can connect to Office 365. Once you have an app password,
SharePoint MigrationSharePoint Scanning
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Reset SharePoint Login Information

Wednesday, 11 December 2019 by Alex Stewart
Please refer to the Wiki Documentation for the complete SharePoint reference. The first time you run a SimpleIndex Job Configuration that uploads to SharePoint it will ask for your SharePoint User Name and Password. Once you enter this it saves this information and doesn’t ask for it again. If you need to change the User Name or Password for
SharePoint MigrationSharePoint Scanning
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How to Fix SharePoint Login Issues

Thursday, 21 November 2019 by Alex Stewart
Please refer to the Wiki Documentation for the complete SharePoint reference. If login issues occur when connecting to SharePoint or it continually prompts for a login please try this solution. Instructions:
SharePoint MigrationSharePoint Scanning
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Troubleshooting SharePoint Permissions Issues

Monday, 29 July 2019 by Simple Software
Please refer to the Wiki Documentation for the complete SharePoint reference. The problem was being caused by the fact that the root site on the server did not grant the users read access. For example, imagine they are trying to upload to: ” http://server/sites/mysite/test.pdf “ The user has full permissions on mysite, but if they try to access http://server/ they get
SharePoint MigrationSharePoint Scanning
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SharePoint Managed Metadata

Monday, 29 July 2019 by Simple Software
Please refer to the Wiki Documentation for the complete SharePoint reference. If a SharePoint user has a Managed Metadata column that they need to set the value for in SimpleIndex, the value they must use is the unique ID for that metadata value, not the value itself. SharePoint 2010  To find the unique ID, go to a document library that uses the managed metadata
SharePoint MigrationSharePoint Scanning
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Can SimpleIndex integrate with Microsoft SharePoint?

Wednesday, 28 February 2018 by dwilder
Please refer to the Wiki Documentation for the complete SharePoint reference. Any document processed with SimpleIndex can be uploaded directly to your SharePoint document library, and any custom columns or metadata tags can be set automatically using the SimpleIndex index field values. Find out more at our SharePoint Document Scanning page. Integrated custom metadata is only supported
Document Management SoftwareFront End ScanningServer OCRSharePoint MigrationSharePoint Scanning
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  • Published in SharePoint Integration
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Organize Office Documents with Text Parsing

Tuesday, 23 January 2018 by Simple Software
This video shows the Sort My Documents sample job included with the SimpleIndex trial download. It shows how you can organize office documents automatically by parsing the file’s text for relevant metadata and keywords. You can then use those keywords to tag documents with metadata and create standardized folders and filenames. First we sort Word
Document ClassificationFull Text IndexingMS OfficeOffice PDF Document IndexingOffice PDF Text ProcessingOffice to PDFPaperless OfficeSearchSharePoint MigrationSharePoint ScanningText Processing
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SharePoint Document Scanning

Tuesday, 03 October 2017 by Simple Software
SimpleIndex gives you an affordable, automated way to populate custom metadata tags when migrating documents to SharePoint. SimpleIndex uses a variety of methods to extract data, including zone OCR, barcode recognition, mark recognition (OMR) and text pattern matching. The data is assigned to index fields that correspond to the custom columns in your SharePoint document library. The extracted values can be reviewed and
Front End ScanningOCR Scanningon-prem OCRon-site OCRScanning SoftwareSharePoint MigrationSharePoint ScanningSunshine Software OCR
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Bar Codes Barcode Recognition Software Automatic Indexing Software Aztec and QR Code</li> <li>Recognize 30 different 1D barcode formatsCode 39 Barcode Printing 1-Click Processing Batch Scanning Archive Email to PDF a generic barcode coversheet can be used to separate the scanned images into multi-page files 2 of 5 Bates Numbering Software Barcode OCR accessability Barcode Reading Software Automatic PDF Separation Business Process Automation Bar Code Scanning Automatic Data Capture Checkbox Recognition Bar Code Printing

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SimpleIndex Applications

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