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  • Simple Software Knowledge Base - Article

Image and PDF files and metadata export to CSV, XML, database or document management system.

Exclude Index Field from Index Log

Tuesday, 29 December 2020 by Alex Stewart
Please refer to the Wiki Documentation for the complete Index & Batch Logging reference. Many times when outputting a Log file via CSV, XML, TXT, etc. there will be index fields that are required in the Job Configuration, but not desired to be output in the Index Log. In those cases those fields can be excluded from the Index
Automatic Indexing SoftwareFile IndexingFull Text IndexingOffice PDF Document IndexingScanned Document Indexing
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Connect SimpleIndex to FTP Site

Monday, 03 August 2020 by Alex Stewart
Please refer to the Wiki Documentation for the complete Distributed Capture reference. SimpleIndex can import or export files that need to be or have been processed from an FTP site, but it requires that the FTP site be configured as a Windows Drive Letter. Configuring an FTP site as a Windows Drive Letter isn’t included in Windows, so third
Remote Capture
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Export Issues and Missing Images after Export

Tuesday, 16 June 2020 by Alex Stewart
Please refer to the Wiki Documentation for the complete Export Settings reference. If you are having issues with the files not exporting properly or you have missing images in the export folder that should have been saved, then a registry key needs to be added to correct this. This registry key changes the export process from the faster process
Automatic Indexing SoftwareFile IndexingImage ScanningScanned Document Indexing
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InstaDocs for SAGE Integration

Wednesday, 11 September 2019 by Alex Stewart
If you have the InstaDocs add-on for SAGE that allows you to search for and retrieve documents in the SAGE system, then it is possible to have SimpleIndex directly output to the InstaDocs folder system. If this is done when SimpleIndex outputs the images they will show up as searchable files immediately from InstaDocs. To
SAGE
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Disable StopFile

Monday, 29 July 2019 by Simple Software
Please refer to the Wiki Documentation for the complete File Input Settings reference. If you have many different users running SimpleIndex on different computers saving to the same Output folder, the STOPFILE from one can cause another user to not be able to export to the folder while the original user is outputting to the folder. In this case
File Indexing
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Keep Pages in Original Order when Bookmarking

Monday, 29 July 2019 by Simple Software
If you want to keep all the pages in the same order that they were imported, even though they all go with different bookmarks then do the following. 1.  Open the configuration in Notepad.2.  Search for <BOOKMARK_PAGE_ORDER>3.  Change this line from “false” to “true”:  <BOOKMARK_PAGE_ORDER>true</BOOKMARK_PAGE_ORDER>4.  Save and close.
Office PDF Document IndexingOffice PDF Text ProcessingOffice to PDFPDFPDF Archive Scanning SoftwarePDF Barcode RecognitionPDF BookmarkingPDF Data Extraction SoftwarePDF FormsUnattended Processing
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Do Not Combine Pages to 1 Bookmark

Monday, 29 July 2019 by Simple Software
Please refer to the Wiki Documentation for the complete PDF Bookmarking reference. If you want to keep pages in bookmarks separate instead of combining them into a single bookmark when the same bookmark value is found in several interspersed images in the batch do the following: 1.  Open the Job Configuration file in Notepad.2.  Search for this value:  <BOOKMARK_PDF1>3.  Enter
PDFPDF Archive Scanning SoftwarePDF Bookmarking
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MISSING file move with multiple files

Monday, 29 July 2019 by Simple Software
​Please refer to the Wiki Documentation for the complete File Output Settings reference. If you want to move the MISSING files from the Output folder to another folder and create multiple MISSING files then use this script for the .bat file: ren “C:\Users\dgraves.META\Desktop\Folder1\Missing.pdf” Missing-%date:~10,4%%date:~7,2%%date:~4,2%_%time:~0,2%%time:~3,2%.PDF  Move “C:\Users\dgraves.META\Desktop\Folder1\Missing*.pdf” “C:\Users\dgraves.META\Desktop\Folder2” This will rename the file to MISSING-DATE_TIME and then move it to another
File Indexing
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Is it possible to search for and retrieve documents with Windows desktop search?

Wednesday, 28 February 2018 by dwilder
Please refer to the Wiki Documentation for the complete Searchable PDF reference. Windows Search works great with SimpleIndex because all index data can be saved to the folder and file names as well as the file properties, and OCR text can be saved to hidden layers in PDF files. Windows Search will read all of these elements
ContentverseDocument Management SoftwareDocument RetrievalFile IndexingMicrosoft Word Data ExtractionOffice PDF Document IndexingOffice PDF Text ProcessingPaperless OfficePaperVisionPDF Archive Scanning SoftwareQuickBooks Document ManagementSearchServer OCRText ProcessingUnattended Processing
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  • Published in Database & Retrieval, Export, Office PDF Text Processing
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How do I use the Media Wizard to create searchable DVDs or thumb drives?

Wednesday, 28 February 2018 by dwilder
Please refer to the Wiki Documentation for the complete Send Menu reference. To enable the Media Wizard, you must first create a job configuration that exports index information to an Access database. Once you have scanned all the documents for the CD or DVD and attached them to the database, create a second job that uses “Retrieve
DatabaseDocument ManagmentDocument RetrievalExport
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  • Published in Database & Retrieval, Export
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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 AccessMySQLODBCOracleServer OCRSharePoint ScanningSQL ServerWorkflowWorkflow SoftwareXMLXSLT
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  • Published in Database & Retrieval, Export
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SimpleIndex creates output files with upper case file extensions but we use an UNIX-based fileserver which requires lower case file extensions. How can i change the output file extension from upper case to lower case (e.g. from .PDF to .pdf)?

Wednesday, 28 February 2018 by dwilder
Please refer to the Wiki Documentation for the complete Advanced Settings reference. In SimpleIndex 6, file extensions were changed to default to lower case so this should no longer be an issue. If you want to default back to upper case file extensions, you must edit the registry. Go to HKEY_LOCAL_MACHINE\Software\SimpleIndex\Misc Create a String value called “UpperCaseFileExtension”
File Indexing
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  • Published in 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
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,
DatabaseDocument RetrievalMS AccessMySQLODBCOracleSharePoint ScanningSQL ServerWorkflow Software
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  • Published in Database & Retrieval, Export
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When I use an Autonumber with single-page files, only the page number is shown in the filename and not the Autonumber.

Wednesday, 28 February 2018 by dwilder
This happens when the autonumber is in the same format as file page numbers. By default
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  • Published in Export
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Can the original image filename be used as part of the output filename?

Wednesday, 28 February 2018 by dwilder
Please refer to the Wiki Documentation for the complete File Output Settings reference. The input filename can be specified automatically by configuring a field of type “Filename”. The input file path may also be parsed by the SimpleIndex dictionary and template matching algorithms to extract data fields from the folder and file names.
File Indexing
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  • Published in Export, Import, 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 AccessMySQLODBCOracleServer OCRSQL ServerWorkflow
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  • Published in Database & Retrieval, Export
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Why does the word “MISSING” show up in filenames and index fields when the field is blank?

Wednesday, 28 February 2018 by dwilder
“MISSING” is what SimpleIndex puts for any field value used as a filename or folder name and is left blank by default. You can change this to whatever you want it to say when a field value is left blank. To do this go to the Job Settings wizard under the File menu, go to
Automatic Indexing SoftwareFile IndexingKeyword IndexingMetadataOffice PDF Document IndexingPDF Data Extraction SoftwareScanned Document Indexing
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  • Published in Export, Indexing & UI
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How can I configure SimpleIndex to perform bates stamping or page numbering for my images?

Wednesday, 28 February 2018 by dwilder
which puts the desired information electronically on the output images that are saved in your output folder. This is all done in SimpleIndex by clicking 'Options' then going to the 'Imprint' ta
Batch ScanningBates Numbering SoftwareDocument Numbering SystemTIFF PDF AnnotationsWatermark
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  • Published in Export, Imprinting & Watermarking
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Can SimpleIndex create searchable PDF Image+Text files with hidden text?

Wednesday, 28 February 2018 by dwilder
Yes, it can.  You can configure this setting in the Job Settings Wizard by going to the OCR step and checking “Enable full-page OCR”.  There are many settings in the OCR step that you can used to customize the output and recognition of images. SimpleIndex has two different OCR engines (Standard and Professional) that can
Full Text IndexingOCROCR Form ProcessingOCR ScanningOffice PDF Text ProcessingPDF Data Extraction SoftwareText ProcessingUnattended ProcessingZone OCR
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  • Published in Export, OCR, Office PDF Text Processing
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How do I configure the output folder and file naming scheme?

Wednesday, 28 February 2018 by dwilder
Use the Folder and Filename check boxes on the Indexing & File Naming step in the Job Settings Wizard to indicate whether field values will be used to generate subfolders or filenames. Any field with the Folder option checked will create nested subfolders for each value in the order the fields are listed. Any field
Automatic Data CaptureAutomatic Indexing SoftwareFile IndexingFull Text IndexingKeyword IndexingMetadataMicrosoft Word Data ExtractionOffice PDF Document IndexingPDF Data Extraction SoftwareScanned Document Indexing
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  • Published in Export
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