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General configuration and how-to articles for SimpleIndex.

If I have a form which is filled manually by hand, can SimpleIndex read the data from it?

Wednesday, 28 February 2018 by dwilder
Please refer to the Wiki Documentation for the complete Handprint Recognition reference. SimpleIndex offers two kinds of ICR (Intelligent Character Recognition) for converting printed and script handwriting to text. The Cloud OCR feature enables the Amazon AWS Textract OCR engine, that has the ability to read unconstrained print and scripted handwriting with surprisingly good accuracy. The FineReader OCR engine offers handprint recognition designed for forms processing. it
Amazon TextractICROCR Form Processing
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  • Published in OCR
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When exporting to a database, I get the error “Multi-step operation generated errors”

Wednesday, 28 February 2018 by dwilder
or a text value that is longer than the maximum length of the f
DatabaseDocument RetrievalMS AccessMySQLODBCOracleSQL Server
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  • Published in Database & Retrieval
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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
Document IndexingDocument Numbering SystemFile Indexing
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  • Published in Export
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Acrobat PDF files will not display in SimpleIndex, and when I exit the program it crashes.

Wednesday, 28 February 2018 by dwilder
This is a known compatibility issue between the browser plug-ins for Acrobat 6 (Full) and Acrobat 7 (Reader). When both programs are installed on the same machine, and automatic updates are applied, registration for the browser plug-in is corrupted. Th
Document IndexingOffice PDF Text Processing
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  • Published in Fixes for Common Problems, Indexing & UI
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How do I burn a CD or DVD of images from SimpleIndex, and have my users be able to view them? Is that functionality available from a full SimpleIndex license or do I need to buy additional software?

Wednesday, 28 February 2018 by dwilder
This feature is included in SimpleIndex at no additional cost and is called the Media Wizard. The Media Wizard is located in the "Scan" file menu and is called Media Wizard. It allows you to burn your images, indexes, a database and a free SimpleSearc
Document RetrievalSimpleSend
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  • Published in Licensing & Installation
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How do I transfer an existing SimpleIndex license to another computer?

Wednesday, 28 February 2018 by dwilder
Please refer to the Wiki Documentation for the complete Licensing & Activation reference. You can move the license for any Simple Software product from one computer to another using the Transfer License feature. If this is something you do frequently, there are Concurrent License options available that avoid the need to transfer the license each time you
Concurrent Licensing
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  • Published in Licensing & Installation
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I accidentally clicked something and now I can’t see my image in SimpleIndex. What did I do and how can I fix it?

Wednesday, 28 February 2018 by dwilder
and in the middle of that sidebar are buttons that control the Mouse Action. By default the Mouse Action is set to Zoom In on the image so when you need to magnify something on an i
Document Indexing
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  • Published in Fixes for Common Problems, Indexing & UI
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Do you have sample jobs that I can run?

Wednesday, 28 February 2018 by dwilder
Please refer to the Wiki Documentation for the complete Getting Started reference. Yes! When you open SimpleIndex the Getting Started Guide pops up first. Near the bottom of that window you will find a link to several online video demonstrations. You can watch them in our SimpleIndex University section. The SimpleIndex software also includes configurations for sample
Document Indexing
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  • Published in Licensing & Installation
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How can I delete the barcode or blank page cover/separator sheet that I don’t need to save?

Wednesday, 28 February 2018 by dwilder
Please refer to the Wiki Documentation for the complete Bar Code Recognition reference. To delete any barcode page go into ‘Options’, to the ‘Barcode’ Tab and click the ‘Delete barcode page’ check box. Blank page deletion is done through the minimum file size threshold located in ‘Options’ in the ‘Batch’ Tab. The option is called ‘Min. File
Bar Code ScanningBar CodesBarcode OCRBarcode Printing (Bar Code Printing)Barcode Reading SoftwareBarcode Recognition SoftwarePDF Barcode RecognitionPDF417QR Code
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  • Published in Bar Codes, SimpleCoversheet
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How do you select what types of files to process?

Wednesday, 28 February 2018 by dwilder
Please refer to the Wiki Documentation for the complete Batch Processing Stages reference. You can tell SimpleIndex what types of files it should process and which file types to ignore. This is done by clicking “Job Options” On the “Batch” tab you will find a field labeled “Input file types or mask”. These are the file types
File IndexingImage ScanningOffice PDF Text ProcessingOffice to PDF
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  • Published in Import
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My demo expired and I am not through evaluating. Can I extend the trial period?

Wednesday, 28 February 2018 by dwilder
Please refer to the Wiki Documentation for the complete Licensing & Activation reference. To extend your demo for another 30 days, select “Extend Demo” from the “Version” drop-down list on the registration screen that is displayed when you launch the application. Follow the instructions on that screen to submit the Authorization Request Code for your demo extension.
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  • Published in Licensing & Installation
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Are installation and training options available for SimpleIndex?

Wednesday, 28 February 2018 by dwilder
Please refer to the Wiki Documentation for the complete Installation reference. SimpleSoftware professional services will be happy to design and configure your first scanning and indexing process free with the purchase of Annual Maintenance. We will do this online using GotoMeeting web conferencing software so you can learn to setup and use the software as we work.
Document Indexing
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  • Published in Indexing & UI, Licensing & Installation
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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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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.
Document IndexingFile Indexing
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  • Published in Export, Import, Indexing & UI
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Can the values of 2 or more fields be combined in a single field?

Wednesday, 28 February 2018 by dwilder
Please refer to the Wiki Documentation for the complete Field types reference. Set the Type for the field that you want to store the combined value to “Fixed”. In the template setting for that field, you can enter the keyword %FIELD#% (where # is the field number) and the keyword will be replaced with the value of
Automatic Indexing SoftwareDocument IndexingFile IndexingFull Text IndexingKeyword IndexingMetadataMicrosoft Word Data ExtractionOffice PDF Text ProcessingPDF Data Extraction SoftwareScanned Document Indexing
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  • Published in Indexing & UI
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Why are the Image File Name, Mouse Action and/or Save Index buttons are not visible on the main window?

Wednesday, 28 February 2018 by dwilder
There are 2 possible causes for this. First, if your screen is set to a low resolution (less than 1024x768) 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 s
Document Indexing
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  • Published in Fixes for Common Problems, Indexing & UI
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Is it possible to restrict user access to certain documents in Retrieval Mode?

Wednesday, 28 February 2018 by dwilder
Please refer to the Wiki Documentation for the complete Database Mode reference. If the database you use to store index information has security access features, you can use these to manage access to documents with SimpleIndex retrieval mode. In your database, create user accounts and groups and assign them the appropriate permissions to records in your document
DatabaseDocument Management Software (Personal Document Management)Document RetrievalMS AccessMySQLODBCOraclePaperless OfficeRecords ManagementServer ProcessingSQL Server
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  • Published in Database & Retrieval
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How do you configure OMR fields for check box recognition?

Wednesday, 28 February 2018 by dwilder
Please refer to the Wiki Documentation for the complete Zone settings reference. SimpleIndex supports simple checkbox recognition function that will give a field the value “1” when the amount of black pixels exceeds the specified threshold for that zone and “0” if not. To configure a field for Optical Mark Recognition, select “OMR” for the field type
OMR (Optical Mark Recognition)
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  • Published in Optical Mark Recognition
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Some pages in my documents have unwanted barcodes that are being read. How can I exclude these from recognition?

Wednesday, 28 February 2018 by dwilder
Please refer to the Wiki Documentation for the complete Barcode Options reference. There are several methods for doing this. The fastest, most effective method is to enter a Template for your barcodes to ensure only barcodes that match a specific pattern will be used for that field. Unfortunately it is not always possible to define a template
Bar Code ScanningBar CodesBarcode OCRBarcode Reading SoftwareBarcode Recognition SoftwarePDF Barcode RecognitionPDF417QR Code
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  • Published in Bar Codes
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When I move to another page and move back, the information I typed is lost. What is happening?

Wednesday, 28 February 2018 by dwilder
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 inde
Document Indexing
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  • Published in Indexing & UI
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