Customization

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Revision as of 08:18, 27 July 2023 by Aaron (talk | contribs)

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.

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 list, 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.

SimpleExport XSLT Data Formatter[edit | edit source]

Use the SimpleExport application to transform Index Logs into any possible text file format using XSLT.