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General configuration and how-to articles for SimpleIndex.

How do you train the OCR engine for better accuracy?

Wednesday, 28 February 2018 by dwilder
Training has been removed with version 7 due to the addition of the ABBYY FineReader OCR engine.
ABBYY FineReaderInvoice OCROCR (Optical Character Recognition)OCR Form ProcessingOCR ScanningScreen Scraping OCRScreenshot OCRSearchable PDF OCRTWAIN Scanning SoftwareZone OCR
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  • Published in OCR
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How do you configure full text searching in Retrieval mode?

Wednesday, 28 February 2018 by dwilder
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
DatabaseDocument IndexingDocument Management Software (Personal Document Management)Document RetrievalFull Text IndexingMS AccessMySQLOCR (Optical Character Recognition)OCR Form ProcessingOCR ScanningODBCOffice PDF Text ProcessingOraclePaperless OfficePDF Archive Scanning SoftwarePDF Data Extraction SoftwareQuickBooks Document ManagementRecords ManagementSearchSearchable PDF OCRServer ProcessingSharePoint Scanning & MigrationSQL ServerText ProcessingZone OCR
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  • Published in Database & Retrieval, OCR
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Can you skip to a specific page or file within a batch?

Wednesday, 28 February 2018 by dwilder
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.
Batch ScanningDocument Indexing
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  • Published in Indexing & UI
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How do you configure OCR to read index information from MS Office or PDF documents?

Wednesday, 28 February 2018 by dwilder
SimpleIndex can just read
Fill & Read PDF FormsMicrosoft Word Data ExtractionMS OfficeOffice PDF Text ProcessingOffice to PDFPaperless OfficePDF Archive Scanning SoftwarePDF Barcode RecognitionPDF Data Extraction SoftwarePDF Document ScanningSearchable PDF OCRText Processing
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  • Published in OCR, Office PDF Text Processing
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Is there a way to save the images when a batch is canceled?

Wednesday, 28 February 2018 by dwilder
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
Batch ScanningDocument Scanning
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  • Published in Import, Indexing & UI
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How do you create searchable CDs or DVDs that you can distribute royalty-free?

Wednesday, 28 February 2018 by dwilder
Please refer to the Wiki Documentation for the complete Settings Wizard reference. This feature is included in SimpleIndex at no additional cost and is called the Media Wizard. The Media Wizard is located in the “Send” file menu and is called Media Wizard. It allows you to burn your images, indexes, a database and a free SimpleSearch
Document Retrieval
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  • Published in Database & Retrieval
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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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I finished scanning and found a page that did not get scanned or was scanned incorrectly. How can I correct this?

Wednesday, 28 February 2018 by dwilder
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
Batch ScanningDocument ScanningScanning Software
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  • Published in Indexing & UI, TWAIN & ISIS Scanning
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Can I change the default folder that is displayed when opening job files?

Wednesday, 28 February 2018 by dwilder
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
Document Indexing
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  • Published in Indexing & UI, Licensing & Installation
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Can I prevent users from changing the Job Options?

Wednesday, 28 February 2018 by dwilder
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
Document Indexing
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  • Published in Indexing & UI, Licensing & Installation
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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 SoftwareDocument IndexingFile IndexingKeyword IndexingMetadataOffice PDF Text ProcessingPDF 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 SoftwareBates StampingDocument Numbering SystemImprinting & WatermarkingTIFF PDF Annotations
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  • Published in Export, Imprinting & Watermarking
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How do I connect to an SQL Server database?

Wednesday, 28 February 2018 by dwilder
SimpleIndex has the ability to export, query or autofill from an SQL database.  This allows you to upload data that is indexed with SimpleIndex to a table or view, search against the database or pull information from the database based on a key value. Insert New Data Search Existing Data Autofill Based on Key Values
DatabaseDatabase AutofillSQL Server
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  • Published in Database & Retrieval
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How do I connect to an existing Access database?

Wednesday, 28 February 2018 by dwilder
SimpleIndex has the ability to export, query or autofill from an Access database.  This allows you to upload data that is indexed with SimpleIndex to a table or query, search against the database or pull information from the database based on a key value. Insert New Data Open the Job Settings Wizard and go to
DatabaseDatabase AutofillMS AccessODBC
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  • Published in Database & Retrieval
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License Activation Instructions for Simple Software Products

Wednesday, 28 February 2018 by dwilder
Simple Software products are activated online by entering a serial number in the downloadable demo and verifying the license with our server. First you must order SimpleIndex from our online store or one of our Authorized Dealers.
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  • Published in Licensing & Installation, LoanStacker, SimpleCoversheet, SimpleExport, SimpleQB, SimpleSend, SimpleView
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How do I automatically delete blank pages from duplex documents?

Wednesday, 28 February 2018 by dwilder
This is done using the Minimum File Size drop down in the Blank Page Deletion section of the Image Enhancement step of the Job Settings Wizard. This setting uses the image file size in bytes to determine which files are blank pages. In this box you would put the number of bytes for the threshold
Batch ScanningDistributed ScanningDocument ScanningFast ScanningFront End ScanningImage ScanningISIS DriverScanning SoftwareTWAIN & ISIS Scanning
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  • Published in TWAIN & ISIS Scanning
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How can I use barcodes or blank pages as Document Separators.

Wednesday, 28 February 2018 by dwilder
th
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 can I improve recognition rates for my OCR fields?

Wednesday, 28 February 2018 by dwilder
There are several things you can do to improve accuracy for OCR. Scan at 300dpi, black & white for best results. Adjust the scan settings to remove background noise and improve the definition of characters. For Zone OCR, field recognition can often vary based on the surrounding white space and text in the zone. Try
Clipboard OCRInvoice OCROCR (Optical Character Recognition)OCR Form ProcessingOCR ScanningScreen Scraping OCRScreenshot OCRSearchable PDF OCRTWAIN Scanning SoftwareZone OCR
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  • Published in OCR
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I know nothing about databases. Can I still use the database and Retrieval Mode features?

Wednesday, 28 February 2018 by dwilder
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
DatabaseDocument RetrievalMS AccessMySQLODBCOracleRecords ManagementServer ProcessingSharePoint Scanning & MigrationSQL Server
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  • Published in Database & Retrieval
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