SQL and ODBC database integration.
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 and you must have sufficient permissions for both the database record and the file.
You cannot delete files with SimpleSearch. To enable retrieval users to change indexes, rename or delete files, use a SimpleIndex Standard license.
SimpleQB enables you to scan and link documents to QuickBooks transactions through a custom menu. When you have an invoice, purchase order, work order, bank reconciliation or other transaction open, simply click the Scan menu to scan a document and save it with that transaction.
To view the documents for a transaction, just click the View menu.
You can also use SimpleSearch to find and view documents scanned with SimpleQB without the QuickBooks interface.
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 and View Records” to search and view these files.
The media wizard will be enabled in the Send menu whenever you have this configuration file open. The sample configurations included with SimpleIndex demonstrate scanning and searching with an Access database. Microsoft Access is not required to create the database.
The media wizard will copy the Access database and all of the files in your Output folder to a temporary folder, along with the SimpleSearch configuration and Autorun files needed to search the files from a CD or DVD. Simply burn all the files in this folder to create the searchable disc.
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 “Database Mode” to “Insert New Records”
-To use ODBC, enter the data source name or file in Data Source
-To connect directly, select your database type under “Select a Data Source” and click Start. A series of dialogs will prompt you for database connection information.
-Select destination Table or View and click Reload
-For each index field, select the corresponding database field that will receive that field value
-The “Output File Field” will receive the path to the exported file
Once you have created records in your database in “Insert” mode, you can change to “Retrieve and View Records” and use SimpleIndex or SimpleSearch to search and view the files.