Customization: Difference between revisions
No edit summary |
No edit summary |
||
| (9 intermediate revisions by the same user not shown) | |||
| Line 1: | Line 1: | ||
SimpleIndex offers several ways to add customized functionality and system integrations to any document processing workflow. | SimpleIndex offers several ways to add customized functionality and system integrations to any document processing workflow. | ||
== Just Ask Us! == | == [https://www.simpleindex.com/contact-us/ Just Ask Us!] == | ||
Almost every feature in SimpleIndex started as a customer request. As a small developer, Simple Software is able to quickly implement new features and customizations that would not get consideration at larger firms. | Almost every feature in SimpleIndex started as a customer request. As a small developer, Simple Software is able to quickly implement new features and customizations that would not get consideration at larger firms. | ||
| Line 9: | Line 9: | ||
== [[Pre-Process]] and [[Post-Process]] == | == [[Pre-Process]] and [[Post-Process]] == | ||
The most basic customization involves the execution of a | The most basic customization involves the execution of a [[Command Line]] at the start or end of the document workflow. Use the [[Pre-Process]] and [[Post-Process]] settings to configure these. | ||
== [[Command Line Interface ]] == | |||
Control the execution of SimpleIndex [[jobs]], set [[index]] values from your application, change the [[input]] and [[output]] locations, or override any setting value using the [[Command Line Interface]]. | |||
== [[Autofill#Custom_Code_Autofill|Custom Code Autofill]] == | == [[Autofill#Custom_Code_Autofill|Custom Code Autofill]] == | ||
| Line 18: | Line 22: | ||
Upload processed files and data to any content management system, business application, cloud storage, etc. using a [[Export#Custom_Code_Export|Custom Code Export]]. | Upload processed files and data to any content management system, business application, cloud storage, etc. using a [[Export#Custom_Code_Export|Custom Code Export]]. | ||
== Job Settings Importer == | |||
Connect to a document management system to download existing Document Types and the corresponding [[Index Field]] lists, then add those to a template job that is configured to [[Export]] to that system. | |||
This tightly integrates SimpleIndex with the DMS and automates the process of creating SimpleIndex [[jobs]] to import these documents. You can also provide your own OEM branding to fully make it a part of your solution. | |||
Job Settings Importers show up in the ''Integrated Mode'' list on the [[Welcome Screen]] of the [[Job Settings Wizard]]. | |||
See the Custom Code Samples folder in the [[Sample Jobs]] for the interface prototype, or [https://www.simpleindex.com/contact-us/ Contact Us] for more information. | |||
== [[Robotic Process Automation]] == | |||
SimpleIndex easily integrates with any [https://www.simpleocr.com/rpa-ocr-robotic-process-automation/ Robotic Process Automation] solution using its [[Command Line Interface]]. You can also execute RPA bots from the [[Pre-Process]] and [[Post-Process]] commands. | |||
Using RPA, non-programmers are able to automate any series of commands that a human can do, going far beyond traditional macros and allowing integration with any system, even ones that don't provide APIs. | |||
== [[ChatGPT|ChatGPT Integration]] == | |||
If there is any data extraction task that SimpleIndex can't handle with [[Template]] and [[Dictionary]] matching [[OCR]], then ask [[ChatGPT]] to do it! Don't want to spend days writing scripts to parse data from unstructured text? Just send it to [[ChatGPT]] with the right AI prompt, and it will do all the thinking for you! | |||
== [[SimpleExport]] XSLT Data Formatter == | == [[SimpleExport]] XSLT Data Formatter == | ||
Use the [[SimpleExport]] application to transform [[Index Logs]] into any possible text file format using XSLT. | Use the [[SimpleExport]] application to transform [[Index Logs]] into any possible text file format using XSLT. | ||
Latest revision as of 14:25, 27 July 2023
SimpleIndex offers several ways to add customized functionality and system integrations to any document processing workflow.
Just Ask Us![edit | edit source]
Almost every feature in SimpleIndex started as a customer request. As a small developer, Simple Software is able to quickly implement new features and customizations that would not get consideration at larger firms.
Contact Us to discuss your specific requirements with our team and find out how easily we can make it happen!
Pre-Process and Post-Process[edit | edit source]
The most basic customization involves the execution of a Command Line at the start or end of the document workflow. Use the Pre-Process and Post-Process settings to configure these.
Command Line Interface [edit | edit source]
Control the execution of SimpleIndex jobs, set index values from your application, change the input and output locations, or override any setting value using the Command Line Interface.
Custom Code Autofill[edit | edit source]
Perform data lookups or text analysis using custom code. Standard Autofill requires a direct connection to the Database, but Custom Code Autofill can use any API, SDK, web service, etc. to populate index fields based on extracted values or analysis of the Full-Page OCR text.
Custom Code Export[edit | edit source]
Upload processed files and data to any content management system, business application, cloud storage, etc. using a Custom Code Export.
Job Settings Importer[edit | edit source]
Connect to a document management system to download existing Document Types and the corresponding Index Field lists, then add those to a template job that is configured to Export to that system.
This tightly integrates SimpleIndex with the DMS and automates the process of creating SimpleIndex jobs to import these documents. You can also provide your own OEM branding to fully make it a part of your solution.
Job Settings Importers show up in the Integrated Mode list on the Welcome Screen of the Job Settings Wizard.
See the Custom Code Samples folder in the Sample Jobs for the interface prototype, or Contact Us for more information.
Robotic Process Automation[edit | edit source]
SimpleIndex easily integrates with any Robotic Process Automation solution using its Command Line Interface. You can also execute RPA bots from the Pre-Process and Post-Process commands.
Using RPA, non-programmers are able to automate any series of commands that a human can do, going far beyond traditional macros and allowing integration with any system, even ones that don't provide APIs.
ChatGPT Integration[edit | edit source]
If there is any data extraction task that SimpleIndex can't handle with Template and Dictionary matching OCR, then ask ChatGPT to do it! Don't want to spend days writing scripts to parse data from unstructured text? Just send it to ChatGPT with the right AI prompt, and it will do all the thinking for you!
SimpleExport XSLT Data Formatter[edit | edit source]
Use the SimpleExport application to transform Index Logs into any possible text file format using XSLT.