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.

Troubleshooting SharePoint Permissions Issues

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 permission denied. Even though the user can upload to mysite, they cannot upload with SimpleIndex because the client objects require permission on the root site.

Granting the users at least read access to the root site at http://server/ resolves the issue.​

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SharePoint Managed Metadata

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 column and view the documents in Datasheet view. The unique ID is the part before the semicolon in that column. In the example below, the ERM Classification of “Electric Deal Tickets” has an actual value of “1”. You will need to have a document with each possible value in order to get all the values this way. If there are a great number of possible values, it is possible to use a script to download them or to pull them directly from the SharePoint database. SharePoint 2013 & Office365 For SharePoint 2013 and Office365 you need to use the GUID identifier for the taxonomy term.To get the actual value for a managed metadata term, you can use the Uniq
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Can SimpleIndex integrate with Microsoft SharePoint?

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 in SharePoint 2010 and above, including SharePoint Online / Office 365. Microsoft .NET 3.5 and the SharePoint 2010 Client Object Model are required and must be installed separately in version 7. Version 8 includes a download option in the Global Settings Wizard. Version 8.4 and above include them automatically. Version 7 users can Download the SharePoint 2010 Client Object Model here. To configure SharePoint export, go to the Advanced Options screen in your Job Options and enter the URL of your document library in the SharePoint Document Library URL setting. The easiest way to integrate with SimpleIndex is to simply map a network drive to the SharePoint document library and set you

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Features

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 on their desktops. SimpleIndex takes the labor out of document imaging by providing powerful barcode recognition and OCR search algorithms that can find index values no matter where they are on the page. By providing these essential automations for a reasonable price, we make document management affordable for anyone. The most unique automation is our OCR template and dictionary matching search algorithms. This lets you find information like date, customer name, invoice number and other information on documents with different layouts. These can even be applied to the text in Office documents and PDF fi
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