SIGN IN YOUR ACCOUNT TO HAVE ACCESS TO DIFFERENT FEATURES

Login with Google
CREATE AN ACCOUNT FORGOT YOUR PASSWORD?

FORGOT YOUR DETAILS?

AAH, WAIT, I REMEMBER NOW!

CREATE ACCOUNT

ALREADY HAVE AN ACCOUNT?

Login with Google

QUESTIONS? CALL: 865-637-8986
  • SIGN UP
  • LOGIN

SimpleIndex

  • LEARN MORE
    • GENERAL INFO
      • Getting Started
      • How To Scan Documents
      • Barcode Scanning Guide
      • Searching & Viewing
      • News & Updates
      • Schedule a Web Demo
    • FEATURES
      • Streamlined Interface
      • TWAIN and ISIS Scanning
      • Zone OCR and Dynamic OCR
      • Database Integration
      • Required Documents Check
      • Automated Processing & 1-Click Interface
      • SharePoint Document Scanning
    • –
      • Document Classification
      • PDF & MS Office Text Parsing
      • Barcode Recognition
      • Optical Mark Recognition
      • Match Documents to Existing Data
      • Imprinting & Watermarking
      • Screenshot OCR
  • SOLUTIONS
    • General
      • All-In-One Scanning & Sorting Tool
      • Affordable Document Management
      • Instant Integration
      • Network Scanners & Copiers
      • Remote Document Capture
      • Reduce Click Charges for Data Capture
    • Specific
      • Sales Tax Exemption Forms
      • Federal Tax Returns
      • Invoice Processing
      • Material Safety Data Sheets (MSDS)
      • Patent ID and Title Extraction
      • Mortgage & Loan Documents
    • Feature Demos
      • Zone OCR with Template Matching
      • Full-Page OCR & Multi-User Workflow
      • PDF Text Processing
      • Organize Office Documents
      • Integration with RPA Bots
      • Compare with Other Solutions
  • SUITE
    • SimpleCoversheet – Print Bar Codes
    • SimpleExport – Data File Converter
    • SimpleView – Search, View & Edit
    • SimpleQB – QuickBooks Integrator
    • SimpleOCR – Freeware OCR
    • Buy Suite Apps
    • Buy Suite Bundles
  • DOWNLOAD
  • SHOP
    • COMPARE VERSIONS
    • SIMPLEINDEX WORKSTATION
      • Machine License
      • Concurrent User
      • Subscription License
    • SIMPLEINDEX SERVER
    • SUITE APPLICATIONS
    • SUITE BUNDLES
    • MAINTENANCE & RENEWALS
    • FIND A DEALER
      • Dealer Locator
      • Become a Dealer
    • CONTACT SALES
  • SUPPORT
    • WIKI HELP
    • KNOWLEDGE BASE
    • SIMPLEINDEX UNIVERSITY
      • SimpleIndex University – 100 Series
      • SimpleIndex University – 200 Series
      • SimpleIndex University – 300 Series
    • PRIVACY POLICY
    • CONTACT SUPPORT
  • My Account
    • Downloads
  • MY CART
    No products in cart.
  • Home
  • Simple Software Knowledge Base - Article

What is “Match & Attach” mode?

Wednesday, 28 February 2018 by dwilder

Match & Attach mode lets you batch update multiple records in a database using the index data from your SimpleIndex job. For example, if you have a large backfile of documents that you want to scan and link to records in an existing database, you can use Match & Attach to find the corresponding record and set the Image Path field to the newly scanned file.

This allows documents to be indexed with a variety of information and then have it find a particular record based on up to three different key indexes in a data source.  It can then fill in additional data columns with indexed information along with the full text information, page count, batch ID and image path.

The Match & Attach uses the key field in the  “Autofill Settings…” in the Indexing & File Naming step of the Job Settings Wizard in the File menu.  Then fills the data into any blank columns for the record in the database and also changes any fields that are different.

Related Links

  • SimpleIndex Wiki – Match and Attach Records
DatabaseDatabase AutofillDocument AutomationDocument RetrievalMS AccessMySQLODBCOracleServer OCRSQL ServerWorkflow
Read more
  • Published in Database & Retrieval, Export
No Comments

Search

Contact Us Today!

=

Search Knowledge Base

Recent KB Articles

  • Database Export Error
  • SimpleIndex Not Autorunning Jobs
  • Prompt Before Appending with Identical Filename
  • Error in Program Load: 481 - Invalid Picture
  • Order of Import
  • How do I purchase, register and activate Simple Software products?
  • What are SimpleIndex Specifications?
  • License Activation Issues

Feature Cloud

Automatic Data Capture Invoice Scanning Software XSLT Data Conversion Software XSLT OMR Bar Code Scanning Required Documents Auditing Business Process Automation Barcode OCR Invoice OCR Screenshot OCR Optical Character Recognition RegEx OCR Database Autofill Read PDF Forms PDF Compression Server OCR TWAIN Command Line Interface MySQL Distributed Scanning ISIS Driver Scanned Document Indexing Watermark PDF Files Scanning Coversheet Scanning Software Full-Text Search MS Office Patch Code SharePoint Migration Workflow Image Scanning Imprinting ODBC SimpleSend Bar Codes Command-Line Barcode Recognition Software Automatic Indexing Software Mortgage Solution Bar Code Printing Batch Scanning PDF Data Extraction Software

Online Support Options

Check our Wiki Help, Knowledge Base and Training Videos, or Contact Support if you still need Help

How to Buy

Solutions start at just $500! Buy SimpleIndex online or from an Authorized Dealer in your area.

Authorized Dealers

Authorized DealersSimpleIndex is a great addition to any system integrator's product line. Become an Authorized Dealer.

Get a Web Demo

Get a free online demo with a scanning specialist who can configure SimpleIndex on your computer remotely.
Sign up for a demo now!

Download a Trial

SimpleIndex Trial30-day trial downloads are available for all Simple Software applications.
Download Now!

SimpleIndex Applications

SimpleIndex Applications Packaged apps built with SimpleIndex.
SimpleInvoice for AP
Sales Tax Manager
Mortgage LoanStacker
MSDS and Patents
SimpleIndex

© 2022 Meta Enterprises, LLC | Knoxville, Tennessee | A Family Owned Company
© 2022 SimpleSoftware | Consulting Services in the Field of Software as a Service

TOP
Manage Cookie Consent
We use cookies to optimize our website and our service.
Functional cookies Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
Manage options Manage services Manage vendors Read more about these purposes
View preferences
{title} {title} {title}
});