Classes are Always in Session!
The University of SimpleSoftware is an online course catalog of short video lessons designed to teach the features of the SimpleSoftware applications. This lets you quickly learn how to implement the features you need for your application, without sitting through long explanations of functions you will never use.
Want a live instructor? Any of the courses in our catalog can be taken live via GotoMeeting. Up to 10 people may attend an online class, and a knowledgeable instructor will answer any questions you have. Please Contact Us to schedule a live classroom session.
Current Videos
SimpleIndex software has been in development for more then two decades. While the core product has remained the same, the interface has evolved. The videos are being updated, but some still depict an earlier version of the SimpleIndex menus. The concepts and features shown are still relevant and applicable to the latest version. Bear with us as we migrate our library to reflect the latest toolset.
First Steps
Here are videos explaining the basic steps of setting up and using SimpleIndex software.
SimpleIndex - Getting Started
In this video we are starting with the basics; how to create your very first job (aka configuration). What job settings need to be filled in? How do you run your first job and what folder structure would you need?
Help: Getting Started
SimpleIndex - Automating Indexing with OCR
The second in the Getting Started series where look at adding automation to SimpleIndex jobs. In this video we're using OCR to read information off the pages and use it for file and folder naming.How to create your very OCR Indexing job (configuration)?
Processing Existing Files with SimpleIndex
This course will show you the variety of ways to process existing single and multi-page TIFF and PDF files with SimpleIndex, and which import settings are required for other features like OCR and Barcode Recognition to work.
Introduction OCR and Barcode Recognition
Demonstrates the use of OCR and Barcode Recognition to automate the indexing of scanned images. Overview of OCR and Barcode terminology, uses and limitations.
Help: Bar Code Recognition
Job Configuration Basics
Selecting an input source; setting the output location; folder/file naming schemes; manual index fields.
Help: File Menu, Settings Wizard
How to Activate and Transfer Simple Software Licenses
How to activate your Simple Software serial number(s) transferring a license to another computer, performing an offline activation.
Help: Licensing & Activation
Output Options: Getting the format, folder, and filename you want
Provides a detailed look at output file formats, single versus multi-page files, page numbering, folder and file naming schemes.
Help: File Output Settings
Duplicate Page Detection
Most applications to detect duplicate files will only detect exact copies of a digital file. They use something similar to the %FILEHASH% Fixed Field to generate a unique "fingerprint" value for each file that can be used to quickly detect any exact copies.
Help: Duplicate Page Detection
Amazon Textract integration into SimpleIndex
The Textract integration feature enables the Amazon AWS Textract OCR engine, that has the ability to read unconstrained print and scripted handwriting with surprisingly good accuracy.
Help: Cloud OCR, Cloud Storage
Creating OCR Configurations
Takes a look under the hood of the Zone OCR sample job to see how it is configured. Learn to draw OCR zones and create basic templates.
Help: Global Settings Wizard , OCR
Creating Barcode Configurations
Takes a look under the hood of the Barcode sample job to see how it is configured. Learn to configure Barcode fields. Tips on how to use templates and zones to eliminate stray barcodes.
Help: Advanced Settings, Settings Wizard
Adding Tables and Line Items
Let's make processing Invoices easier by adding of Tables and Line Items with AWSInvoices.
Help: Table, Columns To Rows
Legacy Videos
SimpleIndex OCR software has being developed for more then two decades. And while the core of it remained the same the interface have been changing. Legacy Videos were made with the previous versions of SimpleIndex and are showing job processes with the older versions of interface.
Getting Started with SimpleIndex
The SimpleIndex approach to batch scanning; installing and running for the first time; using the sample jobs; options available to operator during processing.
Help: Getting Started
One-Click Processing
Introduces the Pre-Index Batch option and demonstrates its use with manual indexing, barcodes and launching from an icon.
Help: Pre-Index
Operator Training: Scanning and Indexing
Focuses on how to use SimpleIndex from the operator's point of view. Navigating the SimpleIndex application. Options available during batch processing. Shortcuts for efficient scanning and indexing.
Deleting Blank Pages and Improving the Quality of Scanned Images
Demonstrates the use of Blank Page Removal, Automatic Rotation, Deskew, Despeckle and Invert image processing functions used to improve the legibility of images.
Help: Image Enhancement
Checkbox Recognition with OMR
How to recognize check boxes with Optical Mark Recognition. Drawing check box zones & setting pixel thresholds.
Index and Batch Logs
Introduces the Index log which can be used to import your files into a variety of document management systems, and the Batch log used to track productivity.
Help: Index & Batch Logging
Using the Fixed Field Type
The Fixed field can be used to automatically index using a variety of pre-set values such as the job name, computer ID, user ID, etc.. Fixed fields can also be used to combine values from other fields.
Help: Fixed, Field Type
Using the Autonumber Field Type
A variety of document separation and numbering tasks are performed using the Autonumber field. This course will show the use of blank page and barcode separator sheets as well as possible numbering available with the Autonumber field.
Help: Autonumber
Using the List Field Type
How to create a drop-down list for the user to select a field value from. Populating the list using a text file or database field.
Help: Field Type, Dictionary Matching
Using the Template Field Type
Using the Template field type to require the user to enter values that match a specific pattern.
Help: Template & Dictionary Matching OCR
Database Basics
Gives an overview of the Database options, which can be used to export this information directly to any database. How to use the default database to store index information.
Help: Database
The File Menu
Each of the options in the File Menu is reviewed, including saving SimpleIndex Job Configurations, running SimpleIndex Job Configurations, and accessing more advanced settings.
Help: File Menu
The Scan Menu
Each of the options in the Scan Menu is reviewed, including selecting your scanner, configuring your scanner, displaying scan dialogs, and adding new images to a batch.
Help: Scan Menu
The Process Menu
Each of the options in the Process Menu is reviewed, including reprocessing images, on the fly OCR, and using the Processing Log to get detailed information about what is running in each batch.
Help: Process Menu
The Index Menu
Each of the options in the Index Menu is reviewed, including saving indexes, manipulating lists, removing images, and adding images.
Help: Index Menu
The View Menu
Each of the options in the View Menu is reviewed, including changing the page viewing size, viewing images as thumbnails, viewing the grid, and access all the folders for the currently open configuration.
Help: View Menu
The Navigate Menu
Each of the options in the Navigate Menu is reviewed, including how to navigate between images and documents, as well as jumping straight to a specific document.
Help: Navigate Menu
Configuring Index Autofill
Autofill is one of the most powerful automation features in SimpleIndex. It uses your existing database to find the matching record and populate your index fields automatically. This course shows how to configure Autofill to work with your database.
Help: Autofill
The Send Menu
Each of the options in the Send Menu is reviewed, including emailing, printing, and exporting files, as well as how to create a searchable CD.
Help: Send Menu
Imprinting and Bates Stamping
Imprinting can be used to stamp images with a uniform label on every page. This is commonly used in Legal environments for Bates Stamping, where a sequential number is printed on every page.
Help: Imprinting
The Help Menu
Each of the options in the Help Menu is reviewed, including opening the manual, activating the software, upgrading, and contacting support.
Help: Help Menu
Dynamic OCR Techniques with Dictionary & Template Matching
Using the advanced OCR options like Strip Fixed Characters, find and replace characters, multiple template formats and Thesaurus Matching to standardize variations in spelling and correct common OCR errors.
Automatic Processing with Windows Service
How to use the SimpleIndex Service Controls to run a batch job at a specific time or on a regular interval to enable automatic background processing.
Help: Unattended Processing
Mouse Actions
Using the Mouse Action box to zoom in on the image, move the image, OCR to an index field, set an automatic zone, and annotate & crop images.
Help: Mouse Action
Annotations
A review of all of the image annotation capabilities to mark images electronically with stamps, highlights, outside images, web links, redactions, and more.
Help: Annotations
Using Windows Explorer Right-Click Menu Integration
Configure a job file to appear when you right-click on a folder in Windows Explorer, allowing you to process the files in that folder with the selected job.
Here: Folders & Filenames
Full-page OCR
How to enable automatic OCR to Word, HTML or Text during batch processing.
Help: Full-Page OCR
Advanced Log Formatting Options
The log file can be configured to output the field values in any order and in any delimited text file format. This allows SimpleIndex to create index files that are compatible with most document management systems.
Help: Index & Batch Logging
