User interface and processing workflow questions. Using the built-in viewer. Navigating batches. Manual indexing options.
Can the original image filename be used as part of the output filename?
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.
- Published in Export, Import, Indexing & UI
Why are the Image File Name, Mouse Action and/or Save Index buttons are not visible on the main window?
Please refer to the Wiki Documentation for the complete Settings Wizard reference.
There are 2 possible causes for this.
First, if your screen is set to a low resolution (less than 1024×768) there is not enough room on the screen to display all the controls. A high resolution display is recommended for scanning because it lets you see more of the page at once. Use the Display Settings in your Control Panel to adjust your screen resolution.
The second cause for this problem is if the Display Fields setting on the Index tab is set too high. SimpleIndex will attempt to display the number of fields set here, even if they do not fit on the screen. Lower this number until all the controls you need are displayed.
- Published in Indexing & UI
When I move to another page and move back, the information I typed is lost. What is happening?
Please refer to the Wiki Documentation for the complete Index Field Settings reference.
This behavior is by design. You must click the “Save Index” button in order to save the changes you make to index fields. This allows you to easily undo mistakes.
The “Save Index” button can be hit by simply pressing Enter on your keyboard while indexing. This will save your index data and advance to the next page automatically. This is the most efficient way to perform key indexing since the hands don’t have to leave the keyboard.
The “Save All” button can be used to save all the files in the batch with their current index values. This is the equivalent of clicking “Save Index” over and over until the last page is reached.
- Published in Indexing & UI
Can you skip to a specific page or file within a batch?
Please refer to the Wiki Documentation for the complete Batch Processing reference.
The Grid feature lets you browse the documents in the batch and jump to a specific file. Click the Grid check box in the upper-right corner of the application to display the grid. Double-click on a row to display the corresponding file.
- Published in Indexing & UI
Is there a way to save the images when a batch is canceled?
Please refer to the Wiki Documentation for the complete Batch Processing reference.
At certain points a batch will need to be cancelled before it is complete. In this case you can save the images from the batch, but not the indexes that have been done so far in the batch. When cancelling the batch (File>End Job or Ctrl+N) or closing the software in the middle of the batch a prompt will appear asking to Save the images to the Backup Folder. Upon clicking Yes the files will be saved to the Backup Folder.
The Backup Folder is set per Job Configuration by going to the File menu, selecting Job Settings Wizard, going to the File Input step and expanding Advanced File Input Settings. The Backup Folder will allow you to navigate to the folder you would like to use by clicking “Set…” or by typing the path into the field. This is the folder that the files will go when the batch is cancelled. The files will go to a sub-folder with the name of the folder as the date and time the batch was started.
To start a new batch with these files go to the File menu and select Resume Job. Navigate to the Backup Folder and then open the batch folder and select the files.
The “Backup all input files” checkbox will save the files that were imported from the Input folder to the Backup Folder. The “Move invalid files to backup folder” checkbox will move any files with a Missing field to the Backup Folder.
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- Published in Import, Indexing & UI
How do you configure the Autofill feature?
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 in automatically with the data from this lookup. The result is a document database with many different possible search fields, of which only one needed to be entered during scanning.
You can use one, two or three index fields as the key values to extract data from your data source. These index fields can be any of the various types of manual and automatic fields. Once the fields are matched the lookup information will get filled in to the Autofill Index fields.
Instructions
- Navigate to the Indexing & File Naming step in the Job Options Wizard under the File menu.
- Create an Index field(s) in SimpleIndex that will be used for the key matching value(s), which will pull the information from the database. This Index field can be any Type other than Autofill.
- Click the “Autofill Settings…” button on the top right.
- Select the “Datasource:” configured in the Database step in the drop down or click the “New Data Source…” button to create a new connection.
- Click the Load button, which loads the data from the database.
- Select the Table or View that the data is in in the “Table or View:” drop down.
- Select the key field from the database that will be used to match against to pull the other data from the other columns in the selected Table or View from the “Database Key Field 1:” drop down. If other index fields are required for matching the correct records select these in “Database Key Field 2:” and “Database Key Field 3:”
- Select the key index field from SimpleIndex that will be entered or extracted and used to match against the database in the “Index Key Field 1:” drop down. If other index fields are required for matching the correct records select these in the “Index Key Field 2:” and “Index Key Field 2:”, making sure that the correct SimpleIndex fields are linked to the correct database columns.
- Click Finish
- Create new Autofill index fields for each piece of additional data needed to be filled in based on the key field(s). The Template for each of the Autofill index fields should be the exact name of the column from the data source that should be filled.
By checking the “Allow manual input in Autofill fields” the users can edit the filled data manually. By checking “Automatically select first matching record” it will select the first record in the table that matches instead of asking which record should be used, when multiple records in the data source have the same data. By checking “Match on single Key Field” it will match on just one of the key fields, instead of requiring all key fields be match, when multiple key matching fields are used. By checking “Cascading List Mode” each autofill field is displayed as a drop down list populated by the records that match the key field(s) and each selection filters the next list for matching values.
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- Published in Database & Retrieval, Indexing & UI
I finished scanning and found a page that did not get scanned or was scanned incorrectly. How can I correct this?
Unfortunately scanners are never perfect and there is the potential for a pages to be missed or improperly scanned. This can bring up the need to fix this issue by inserting a scan in the batch or rescanning a page. This can easily be done with SimpleIndex.
Instructions for Inserting Missed Page
- Run a Batch with a Job Configuration without “Pre-Index Batch” checked
- Find the page in the batch that is immediately after the missed page
- Place the missing page(s) into the scanner
- Go to the Scan menu, select Insert and Scanned File In Batch
Instructions for Rescanning Page
- Run a Batch with a Job Configuration without “Pre-Index Batch” checked
- Find the page that was incorrectly scanned
- Place the improperly scanned page into the scanner
- Go to the Scan menu and select Rescan Page
Related Links
- Published in Indexing & UI, TWAIN & ISIS Scanning
Can I change the default folder that is displayed when opening job files?
When clicking the Open Job button or selecting Open in the File menu the Job Configuration file is opened. This defaults to c:\Images, but can be set per computer to open any folder including network and web based folders that show up in Windows File Explorer.
Instructions
- Go to the File menu and select Global Settings Wizard
- Select Advanced as the Setup Type
- Click Next to the Default Job Folder step
- Manually type the path or click “Browse…” and navigate to the desired folder
- Close and reopen SimpleIndex
If you chose Configure Advanced Settings on the first panel, you can also set default locations for Input, Output, Log, Backup, and Temp folders in the Default Data Folders step.
Related Links
- Published in Indexing & UI, Licensing & Installation
Can I prevent users from changing the Job Options?
In certain cases the SimpleIndex users should not have access to the Job Configuration settings, so the options for the Job Configuration cannot be changed. These Job Settings Wizard options can be locked, so they can only be accessed with the correct password.
Instructions
- Go to the File menu and select Global Settings Wizard
- Select Advanced as the Setup Type
- Click Next to the Security Settings Step
- Enter the desired password under Job Settings Password in both “Password” and “Confirm”
Once set the Job Configuration Wizard can’t be accessed on any Job Configurations on this computer without the password.
Other security options are also available in the Security Settings step such as disabling Print/Email/Export features and making annotations permanent
Related Links
- Published in Indexing & UI, Licensing & Installation
Is there a manual or other documentation?
Yes! SimpleIndex has a manual on the SimpleIndex Wiki, which has technical information about SimpleIndex and setting up the software.
You can also go to the SimpleIndex Wiki, by going to the Help menu and selecting Online Help or by pressing F1 with SimpleIndex open.
Prior to version 10, a help file is installed with the application and is available from the Help menu or F1 keyboard shortcut.
- Published in Indexing & UI, Licensing & Installation, LoanStacker, SimpleCoversheet, SimpleExport, SimpleQB, SimpleSend, SimpleView
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