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SQL and ODBC database integration.

How do I delete an image and it’s database entry?

Wednesday, 28 February 2018 by dwilder
Please refer to the Wiki Documentation for the complete Global Settings Wizard  reference. If your Job Settings Wizard configuration’s of Database mode setting is set to “Update Existing Records”, the database record and the image will be deleted when you delete an image from a batch. The Table Name must be an updateable query or table
DatabaseDocument RetrievalMS AccessMySQLODBCOracleRecords ManagementSearchServer ProcessingSQL Server
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  • Published in Database & Retrieval
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Will your SimpleQB allow me to scan in old invoices or bank statements directly into QuickBooks?

Wednesday, 28 February 2018 by dwilder
purchase order
Invoice OCRQuickBooks Document ManagementQuickBooks Invoice ScanningSimpleWorkflow
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  • Published in Database & Retrieval, SimpleQB
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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 Management Software (Personal Document Management)Document 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 AccessMySQLODBCOracleRecords ManagementServer ProcessingSharePoint Scanning & MigrationSQL ServerWorkflow ManagerXMLXSLT
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  • Published in Database & Retrieval, Export
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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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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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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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