Organize, search, view and annotate scanned documents.
Unfortunately SimpleIndex is for Windows only. This is true of most high speed document scanning applications, due to the fact that most document scanners only have Windows drivers.
However, SimpleIndex can output to databases and file shares on a Mac server. The fact that it does not have its own proprietary file system and database makes it a very good choice for Mac networks, since only the scanning workstation needs to be a PC.
Likewise, many users have reported great success running Parallels or Bootcamp on their Mac to allow the use of a Windows OS
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.
SimpleQC is now SimpleView with many enhancements. In a nutshell it is designed to let you quickly browse folders containing multi-page TIFF or PDF documents. The two main uses for this are:
1 Review scanned documents for Quality Control
Occasionally a scanned document will be too light or too dark to be read. This can happen quite often with some types of paper. Use SimpleView to find these pages quickly and rescan them. You can also correct page order, rotation, skew, etc.
2 Use as a document viewer
SimpleIndex and other scanning applications create folders and files on your hard drive or network to store documents. Use SimpleView to quickly browse image thumbnails by folder and filename. Auto-rotate, enhance and OCR images as needed.
SimpleView is different from other thumbnail viewers because:
-It loads multi-page TIFF files very quickly
-It displays thumbnails for files as well as pages within multi-page files on the same screen
-It has many functions for document QC such as auto-selecting even and odd pages or files for rotation, rescan pages
-It displays thumbnails for PDF files and displays them in the Acrobat viewer
-With Acrobat Standard or Pro you can enable editing & signing of PDF files
-Viewing of office documents and electronic formats are also available
Any document processed with SimpleIndex can be uploaded directly to your SharePoint document library, and any custom columns or metadata tags can be set automatically using the SimpleIndex index field values.
Find out more at our SharePoint Document Scanning page.
Integrated custom metadata is only supported in SharePoint 2010 and above, including SharePoint Online / Office 365. Microsoft .NET 3.5 and the SharePoint 2010 Client Object Model are required and must be installed separately in version 7. Version 8 includes a download option in the Global Settings Wizard. Version 8.4 and above include them automatically. Version 7 users can Download the SharePoint 2010 Client Object Model here.
To configure SharePoint export, go to the Advanced Options screen in your Job Options and enter the URL of your document library in the SharePoint Document Library URL setting.
The easiest way to integrate with SimpleIndex is to simply map a network drive to the SharePoint document library and set your Output folder to use this drive. SimpleIndex will create folders and name files automatically using your job settings.
In this configuration, only the Title tag is set. You can also use SimpleIndex‘s file property feature to set EXIF tags (images) or PDF file properties for the Title, Subject, Author and Keywords tags.
One thing to remember when configuring SimpleIndex jobs for SharePoint is the extra restrictions on filenames in SharePoint. For a detailed list please visit SharePoint File Name Restrictions. When using the integrated SharePoint feature with SharePoint 2010 these invalid characters are automatically replaced when exporting.
There are also several inexpensive or free applications that allow you to upload documents processed with SimpleIndex to SharePoint. These can be useful when you have a slow connection and need the files to upload in the background without slowing down production. Here are two of them:
If your SharePoint integration has requirements not met by these solutions, our Professional Services department will be able to design a SharePoint interface to meet your specifications.
Windows Search works great with SimpleIndex because all index data can be saved to the folder and file names as well as the file properties, and OCR text can be saved to hidden layers in PDF files. Windows Search will read all of these elements when building its index and will return any matching files when you search.
Using Windows Search on a file server allows for instantaneous searching across terabytes of documents and text for all of the users on your network.
IFilters allow Windows Search to search within file contents.
Here are three popular PDF IFilters that will enable text searching for PDF files:
- Foxit PDF IFilter (commercial)
- TET PDF IFilter (free/commercial)
- Adobe PDF IFilter (32-bit / 64-bit) (free)
If you have issues with PDF text searching in Windows 10, this article has detailed instructions for resolving PDF IFilter issues:
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.