Creating Jobs

Processing Stages

SimpleIndex is designed to process documents in the following stages, starting when the user clicks the Run Job button.

1. Import images from the Input folder or scan new images
3. Process images, performing PDF Processing, Auto-Rotate, OCR, Barcode Recognition, and Image Enhancement.
5. Manually review images and index values from OCR and Barcode Recognition. Manually enter index values that are not populated automatically.
7. Audit the batch (optional) to ensure all required documents are present and all index information is entered correctly.
9. Export the images and index information to the Output folder. Subfolders and filenames are determined by the File Naming Schema options you select.
   
   If enabled, Insert mode will create records in your database and populate them with the index values from this batch.
   
   Index, batch, and audit log files are written to the Log folder and log files/database records are created.

SimpleIndex is unique because it performs all the enabled stages sequentially without user intervention. Other programs require a separate command to initiate each step, slowing productivity in single-workstation environments. When you click the Run Job button, SimpleIndex scans, processes, and exports the images automatically according to your configuration settings.

An even greater degree of automation can be achieved if all of the index values can be automated through Barcodes, OCR, or the Command Line Interface. Using Pre-Indexed batches, you can skip step 3 and perform scanning, processing, and export without any user intervention whatsoever. This allows you to run SimpleIndex by just double-clicking the job file, or by launching it from another program.

When configuring SimpleIndex, keep these stages in mind and think about what your particular job requires at each step. This will help you make sense of the many options available to you.

File Naming Schemas

File Naming Schemas are how SimpleIndex turns values from Index Fields into Folders & Filenames.

See File naming schema

Linking Jobs

Many scanning tasks are better performed in separate stages. For example, a large scanning operation may need several scanners and indexers working together. This can be accomplished by configuring the scanners to scan images to an intermediate folder, from which the indexers would then pull files, index them, and produce the final output. Using this technique, a wide variety of imaging tasks can be accomplished.

The database features are also useful in linking jobs. Insert mode can be used by scanning workstations to create new records, and Update mode can be used by unattended barcode/OCR processes and by indexers to review and correct the index information.

Finally, the Pre-Process and Post-Process options allow you to run any program from a command line automatically at the beginning or end of each batch. This is perfect for converting input files or performing post-processes on the output files to transform them to any format you need. You can also use it to initiate a database import or FTP upload. Since you may launch any application, there is no limit to the possibilities.

Starting the Settings Wizard

Select New Job Configuration from the File menu, or click the New Job icon to start the wizard for a new job configuration.

To edit an existing job configuration in the wizard, select Job Settings Wizard from the File menu, or click the Wizard button on the Job Options screen.