SimpleIndex Walkthrough

What Is SimpleIndex?

How SimpleIndex processes scans, copies, and electronic files to extract and export data to databases, servers, emails, and other applications

SimpleIndex is a tool to organize your documents automatically, whether they are scanned or digital.

It provides the advanced OCR automation features of enterprise-class software, with an interface and workflow that is optimized for the desktop user.

It can work as a standalone document manager, or a capture front-end to any app, database or cloud storage solution.

What Makes SimpleIndex Different?

Document capture applications fall into 3 main categories — Desktop, Enterprise and SDKs. SimpleIndex is a hybrid of all three.

Desktop scanning and OCR software require you to manually organize your files, which adds many hours of extra work over time, even if you only scan a few documents a week.

Enterprise solutions are designed to distribute documents to multiple servers and operators and keep hundreds of working batches in a queue, with all the extra setup time and license costs associated with them. (If they’ll even sell you a permanent license!)

APIs and SDKs make you re-invent the wheel. While you have direct integration with your app, any capabilities and UIs you want to have need to be coded. 

SimpleIndex puts powerful Enterprise automation and integration features into app that is designed and priced for desktop users.

The SimpleIndex command line interface lets IT and information workers who aren’t programmers integrate scanning, OCR and data capture into third party apps and RPA Bots.

How Does SimpleIndex Work

SimpleIndex's Streamlined platform makes importing, processing, and exporting easier than ever

SimpleIndex is designed around a single batch processing model, performing all the stages of the document capture workflow in one sequence of steps.

These steps are:

  • Import (scan or read existing files)
  • Process (cleanup, OCR, barcode recognition)
  • Index (QC review images and OCR, assign index field values)
  • Export (save documents and index data to files and/or database)

SimpleIndex is designed to quickly scan and index a single batch by performing each stage automatically in sequence, without the operator having to click extra buttons or launch a different application. This design makes SimpleIndex much faster and easier to use, while lowering setup complexity and cost.

SimpleIndex replaces the series of individual commands required by some applications with a single “Run Job” button. This one click executes all the user-configured settings and batch steps.

SimpleIndex Jobs

Each type of document has different parameters for each processing stage that are used to capture and file the images. In SimpleIndex, a particular set of these parameters is called a Job. 

When configuring a job, you must specify how you want SimpleIndex to perform each of the processing stages from Import to Export. When a job is executed, SimpleIndex automatically launches all the processing stages in sequence according to the settings you specify.

The settings for a job are saved to a SimpleIndex Configuration File (*.sic). Any configuration file can be launched from Windows Explorer by double-clicking its icon just like any saved document. Doing this will start SimpleIndex and execute the job automatically.

Jobs can even be configured to perform all indexing automatically and hide the SimpleIndex user interface altogether. You can run them interactively while you work in other applications, or run them unattended on a server.

SimpleIndex Document Classify, Invoice Search, Invoices to Quickbook, Patents, and Scan to Searchable Documents Files

Processing the Sample Jobs

The best way to get started with SimpleIndex is to check out the sample configuration files that come with the trial download. These sample configurations demonstrate some of the key features of SimpleIndex and provide a starting point for configuring various types of jobs.

Several online videos are available to guide you through this process, or you can schedule an online demo and have us show you personally!

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Different ways to Buy SimpleIndex

SimpleSoftware offers different ways of acquiring SimpleIndex. There are basic Workstations licenses of SimpleIndex, but there are also Concurrent License allows sharing or floating of licenses among multiple users and SimpleIndex Subscriptions that allow monthly payments. 

Different OCR projects require different OCR features. SimpleSoftware offers several OCR packages to satisfy your OCR needs. There is a Standard SimpleIndex for basic OCR projects. There is an OCR version that includes ABBYY FineReader OCR Engine with many new features. And there is a PRO version of SimpleIndex that adds many Cloud ICR features.

You can learn more about the difference between available ways to acquire different versions of SimpleIndex here.

You can also download SimpleIndex pricelist.

RTFM (Read The Fantastic Manual)

The Simple Software Wiki has extensive documentation and how-to guides for all of the features and usage scenarios, all in a Wiki format that lets you get additional information and context for any topic when you need to know more.

Core concepts and features have their own pages, with links to all of the settings and user interface options that relate to each one. Related training videos are embedded as well.

Learn More:

Scan, file, and process document data quickly and efficiently with Simple Software's tailored OCR automation and one-click processing that fits your unique business needs
Use SimpleIndex OCR to convert scanned and digital images to searchable PDF files for automated sorting, filing, and export to applications such as Word, Excel, PowerPoint, etc.
Automatically and accurately convert scanned and digital documents with simple and complicated tables to PDF files, Excel, Google Sheets, CVS, and other spreadsheet formats with Simple Software's advanced document management suite including Abbyy FineReader, Simple Index, SimpleView, SimpleSearch, SimpleSend, SimpleExport, SimpleCoversheet, and AI components
SimpleIndex OCR automation analyzes, classifies, verifies, and exports digital data into searchable documents that can be stored and processed in a variety of SQL applications
Simple Software's Document management OCR (Optical Character Recognition) uses smart machine-learning and AI (artificial intelligence) methods to convert handwritten and digital text and image data into machine-readable text, allowing users to search, index, and organize large volumes of document data
Simultaneously recognize, analyze, and export large volumes of documents and digital data with SimpleIndex batch OCR (Optical Character Recognition) for processes dealing with large volumes of documents, such as digitizing paper and scanned archives or processing document data in a document management system
SimpleIndex Server enterprise OCR lets users automatically perform optical character recognition on thousands of documents at a time, scaling to meet the demands of the large volumes of document conversions and processes tailored to the user's specifications
SimpleIndex OCR data capture technology and page layout analysis automatically identifies common invoice data elements (vendor, date, amount, invoice number, line item data, etc.) to automate data entry, eliminate errors, automate retrieval, match POs (Purchase Orders), validate quantities and prices, automate electronic document management and storage

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