Microsoft SharePoint document scanning and metadata indexing. Automatically capture scanned images and electronic files like PDF and MS Office, automatically extract data, organize the files and upload them to the relevant SharePoint document libraries.
I have a duplex scanner. How to set up SimpleIndex to scan two sided documents automatically?
Friday, 11 August 2023
Please refer to the Wiki Documentation for the complete Scanning reference. Simplex versus Duplex scanning is a function of your scanner driver. SimpleIndex uses both TWAIN and ISIS drivers. ISIS drivers are faster for high-speed scanners and are preferred. To configure duplex on an ISIS scanner: 1 Select “Use ISIS Driver” from the Scan menu if it is
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Affordable Document Management
Monday, 14 November 2022
SimpleIndex® is a great solution for small businesses and departments that need a quick and affordable way to scan, organize and view documents. SimpleIndex provides a wide variety of retrieval options, many of which require no special software to find and view documents. The most basic solution uses Windows folders and filenames to organize and
Database Integration
Monday, 07 November 2022
Unprecedented Control of Database Interactions Open database integration is a powerful feature of SimpleIndex® that furthers interoperability with custom programs. Instead of using a proprietary database, SimpleIndex allows you to map index fields to cells in any database table. It can be configured to create new records, update existing ones, or retrieve them for viewing.
How to connect to a SharePoint Online site that uses multi-factor authentication
Thursday, 30 September 2021
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,
Reset SharePoint Login Information
Wednesday, 11 December 2019
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
How to Fix SharePoint Login Issues
Thursday, 21 November 2019
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:
Troubleshooting SharePoint Permissions Issues
Monday, 29 July 2019
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 Managed Metadata
Monday, 29 July 2019
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
Can SimpleIndex integrate with Microsoft SharePoint?
Wednesday, 28 February 2018
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
- Published in SharePoint Integration
How do I export index data to a database?
Wednesday, 28 February 2018
Please refer to the Wiki Documentation for the complete Export reference. 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
- Published in Database & Retrieval, Export
Is it possible to have the scanned image itself added to a database and not just the image path?
Wednesday, 28 February 2018
Please refer to the Wiki Documentation for the complete Database reference. 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,
- Published in Database & Retrieval, Export
What scanners are compatible with SimpleIndex? How do I find a list?
Wednesday, 28 February 2018
Please refer to the Wiki Documentation for the complete Scanning reference. SimpleIndex is compatible with any device that has a TWAIN or ISIS driver. This includes virtually all makes and models of scanner, as well as many specialty scanners, digital cameras and other devices. In the few instances when a scanner has a proprietary driver, it can
- Published in TWAIN & ISIS Scanning
How do you configure full text searching in Retrieval mode?
Wednesday, 28 February 2018
Please refer to the Wiki Documentation for the complete Database Settings reference. 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
- Published in Database & Retrieval, OCR
I know nothing about databases. Can I still use the database and Retrieval Mode features?
Wednesday, 28 February 2018
Yes! We’ve made it simple to create a database that you can use to store index information and perform searches with SimpleIndex Retrieval Mode. Once you have configured a SimpleIndex job to scan and store documents on your network, use these steps to create a database to store index information for searching: Go to the
- Published in Database & Retrieval
How do I configure SimpleIndex to scan documents?
Wednesday, 28 February 2018
First make sure that you scanner’s TWAIN and/or ISIS driver (found on the included CD or manufacturer website) is installed and that the scanner shows up in the ‘Printers and Scanners’ section of the ‘Control Panel’ in Windows. On the SimpleIndex Settings Wizard step of the Job Settings Wizard set the Input Type to Scanner
- Published in Indexing & UI, TWAIN & ISIS Scanning
Organize Office Documents with Text Parsing
Tuesday, 23 January 2018
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
Scanning & Document Migration for SharePoint
Friday, 12 January 2018
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
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