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Building a multi-step process in the Workflow Manager and running it start to finish without anyone driving it.

SimpleIndex 12 and a new SimpleIndex.com

Tuesday, 15 September 2026 by Simple Software
simpleindex-12-hero
The biggest release in years: fully optional AI that reads what a template cannot, a new Workflow Manager, and one license that now runs the whole suite. Version 12 is a free upgrade if your annual support is current. Not sure if your maintenance is current? Contact us and we’ll confirm your current renewal status.
AI Document AnalysisAI Job AssistantAutomatic Indexing SoftwareAzure Document IntelligenceCentralized LoggingCloud OCRConcordanceConcurrent LicensingDocument Question AnsweringDocuWareGoogle Document AIHybrid OCRInstall Without Admin RightsIntelligent Document ProcessingLaserficheLLM OCRLocal LLMOCR (Optical Character Recognition)OCR Form Processingon-prem OCROnBasePay Per Page OCRPerpetual LicensePrivate AIQuickBooks OnlineTesseract OCRWorkflow ManagerZoneless Extraction
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  • Published in Newsletter
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SimpleIndex 12 is Here!

Wednesday, 09 September 2026 by Simple Software
The biggest release in years, SimpleIndex 12 brings AI document analysis through three cloud providers, a single Professional license now runs all five companion applications, the products install and activate without administrator rights. Some other major new features are: Get the full list of new features and fixes in the SimpleIndex 12 Release Notes. Renew
AI Document AnalysisAI Job AssistantAutomatic Indexing SoftwareAzure Document IntelligenceCentralized LoggingCloud OCRConcordanceConcurrent LicensingDocument Question AnsweringDocuWareGoogle Document AIHybrid OCRInstall Without Admin RightsIntelligent Document ProcessingLaserficheLocal LLMOCR (Optical Character Recognition)OCR Form Processingon-prem OCROnBasePay Per Page OCRPerpetual LicensePrivate AIQuickBooks OnlineTesseract OCRWorkflow ManagerZoneless Extraction
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  • Published in Announcements, Release Notes
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Reduce Click Charges for Data Capture

Monday, 14 November 2022 by Simple Software
If you operate a high-volume scanning department or service bureau, chances are you use software like Kofax to scan and index documents for your clients. If you do then you are well aware of the high cost of click charges and the inevitable mad rushes to purchase additional clicks at the end of a peak
1-Click ProcessingAutomatic Data CaptureCloud OCRDatabaseDocument ClassificationDocument Imagingoffline OCRon-prem OCRon-site OCROne-time payment OCRPay Per Page OCRSelf-hosted OCRSubscription free OCRSunshine OCR (Sunshine Software)TWAIN & ISIS ScanningWorkflow Manager
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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
Intelligent Document ProcessingOCR (Optical Character Recognition)Office PDF Text Processingon-prem OCRon-site OCRServer ProcessingSunshine OCR (Sunshine Software)Workflow Manager
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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
1-Click ProcessingCommand Line InterfaceCommand-LineDatabaseDocument Automationon-prem OCRon-site OCRSearchable PDF OCRServer ProcessingSunshine OCR (Sunshine Software)UnattendedWorkflow Manager
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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® 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.
CSVDatabaseDatabase AutofillDocument AutomationDocument IndexingDocument Management Software (Personal Document Management)Document RetrievalMS AccessODBCon-prem OCRon-site OCROracleRecords ManagementServer ProcessingSharePoint Scanning & MigrationSQL ServerSunshine OCR (Sunshine Software)Workflow ManagerXSLT
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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
Automatic Data CaptureAutomatic Indexing SoftwareDocument AutomationDocument ClassificationDocument ImagingDocument Management Software (Personal Document Management)Document ScanningImage ScanningKeyword IndexingOffice PDF Text ProcessingQuickBooks Document ManagementRequired Documents AuditingScanned Document IndexingWorkflow Manager
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Enable Post-Process when Input Folder is Empty

Monday, 29 July 2019 by Simple Software
Please refer to the Wiki Documentation for the complete Advanced Settings reference. 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
Document IndexingFile IndexingScanned Document IndexingWorkflow Manager
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Continue with Post Process Command Line if Input Folder is Empty

Monday, 29 July 2019 by Simple Software
Please refer to the Wiki Documentation for the complete command line interface reference. When running multiple jobs in a row or chain with the Post Process Command Line it is possible that an earlier Job in the process won’t have any files. This will stop the Job before reaching the Post Process step and cause later jobs not to
Command Line InterfaceCommand-LineWorkflow Manager
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How do I export index data to a database?

Wednesday, 28 February 2018 by dwilder
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
CSVDatabaseDocument Capture SolutionDocument RetrievalMS AccessMySQLODBCOracleRecords ManagementServer ProcessingSharePoint Scanning & MigrationSQL ServerWorkflow ManagerXMLXSLT
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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
Please refer to the Wiki Documentation for the complete Index & Batch Logging reference. 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
Automatic Indexing SoftwareCSVDatabaseDatabase AutofillDocument AutomationDocument IndexingDocument RetrievalFile IndexingKeyword IndexingMetadataMS AccessMySQLODBCOffice PDF Text ProcessingOracleRecords ManagementScanned Document IndexingServer ProcessingSharePoint Scanning & MigrationSQL ServerWorkflow Manager
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  • Published in Indexing & UI
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What is “Match & Attach” mode?

Wednesday, 28 February 2018 by dwilder
if you have a large backfile of documents that you want to scan and link to records in an existing database
DatabaseDatabase AutofillDocument AutomationDocument RetrievalMS AccessMySQLODBCOracleRecords ManagementSQL ServerWorkflow Manager
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  • Published in Database & Retrieval, Export
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How do you configure the Autofill feature?

Wednesday, 28 February 2018 by dwilder
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 application. Autofill uses a database lookup to retrieve records that match a key value or values entered by the user or extracted with SimpleIndex. Blank index fields are then filled
DatabaseDatabase AutofillDocument AutomationDocument RetrievalMS AccessMySQLODBCOracleRecords ManagementSQL ServerWorkflow Manager
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  • Published in Database & Retrieval, Indexing & UI
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SimpleIndex Walkthrough

Tuesday, 23 January 2018 by Simple Software
What Is SimpleIndex? SimpleIndex is a tool to organize your documents automatically, whether they are scanned or digital. It provides the advanced OCR automation features of enterprise-class software, with an interface and workflow that is optimized for the desktop user. It can work as a standalone document manager, or a capture front-end to any app,
ABBYY FineReaderDatabaseDocument IndexingOCR (Optical Character Recognition)on-prem OCRon-site OCRScanning SoftwareSearchSunshine OCR (Sunshine Software)Workflow Manager
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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
Automatic Data CaptureBarcode Recognition SoftwareBatch ScanningCommand Line InterfaceDatabaseDocument AutomationDocument Capture SolutionDocument ClassificationDocument ImagingFast ScanningOCR (Optical Character Recognition)Office PDF Text Processingon-prem OCRon-site OCRRPA (Robotic Process Automation)Scanning SoftwareServer ProcessingSunshine OCR (Sunshine Software)TWAIN & ISIS ScanningUnattendedWorkflow Manager
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