Automating Document Capture
Once you have decided the best way to organize, store and retrieve your documents, the next part of the planning stage is to find the most efficient way to scan these documents and associate them with the correct index field values. Creating an efficient scanning and indexing process will save you countless hours of labor over the life of your project.
The two main methods for automating indexing are barcode recognition and Optical Character Recognition (OCR). Barcode recognition is faster and more accurate, but your documents must contain a barcode on the document or a cover page for this to work. OCR is able to read printed data directly from the page, which means most documents can be processed as-is. However there are many conditions that can affect the practicality of OCR that is discussed in this section.
If your index data already exists in another database, SimpleIndex has two features that can make use of this data to automate processing. The Index Autofill feature lets you enter one key field that is used in a database lookup to retrieve matching values and fill in the remaining index fields automatically. SimpleIndex also has the ability to pre-set index values using the Command Line Interface and have a scanned document receive these indexes automatically.
- Using Bar Code Recognition
- Using OCR
- Using Index Autofill
- Using Pre-Indexed Batches
- Unattended Processing
- PDF Processing
- Distributed Capture
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