Organize Office Documents with Text Parsing
This video shows the Sort My Documents sample job included with the SimpleIndex trial download. It shows how you can organize office documents automatically by parsing the file’s text for relevant metadata and keywords. You can then use those keywords to tag documents with metadata and create standardized folders and filenames.
First we sort Word documents, Excel spreadsheets and PowerPoint presentations automatically using the SimpleIndex template and dictionary matching algorithms that match patterns and keywords in the parsed text.
Then the files are organized into folders and filenames using the Sales Rep, Customer, Document Type and Date values extracted from the text.
Organize Office Documents for Cloud Storage
Organize Office Documents for Document Management
In the video, we use SimpleSearch to search and view the sorted files. But you can just as easily use any third party document management system or custom database to perform keyword or full-text searching.
You can use the SimpleView embedded viewer to view Office documents, PDF files and images in a common interface. In the video we use the full version of Word, Excel, and PowerPoint to edit Office documents right from the search screen.
Find Out More
- Download or get an Online Demo
- MS Office Text Processing Features in SimpleIndex
- MS Office Features and Settings Wiki Pages
- OCR Features and Settings Wiki Pages
- OCR Software Guide on SimpleOCR
FAQ Related to Organizing Office Documents
- Take control of Sales Tax exemption forms
- Exclude Index Field from Index Log
- Change the Font Size of Index Fields
- Large documents (>500 pg) Slow to Process - Workaround
- How to activate SimpleView?
- How to activate any Add-on or Upgrade to SimpleIndex?
- What is Document Imaging?
- Index With Non-Latin Character Sets