- Insert to add new records to a database
- Update to find and edit existing records
- Retrieval for "select" queries to view data
- Match and Attach for updates that attach documents as binary objects
Select this option to disable the database interface.
Insert New Records
This option lets you populate the document database with new records for files processed by SimpleIndex.
Update Existing Records
Update mode configures SimpleIndex to import images to process, along with existing index data, from a database. Use it to allow Verification with Multiple Users or perform complex, multi-step Processing workflows.
Additional index data can be recognized during Processing and edited during Verification. Images can be added, modified or rescanned if necessary. Missing index data can be typed or read with OCR to Field.
There are several useful applications of the update feature of SimpleIndex:
- Quality control review & rescanning
- Verification of index values
- Unattended Processing
- Distribute indexing among multiple users
- Automatically rename existing image files using index values
- Search tool to find and view specific images with the option to edit values
Retrieve and View Records
Retrieval mode lets you find documents with keyword searches and view the matching files. Retrieval mode is used interchangeably with SimpleSearch. SimpleSearch is a retrieval-only license for SimpleIndex that allows only Retrieval mode configurations to be run.
To find documents, type the search criteria into the index fields and click the Search button.
Use Clear to start a new search.
Match and Attach Records
Match and Attach mode lets you associate scanned images with existing records in the database without recreating them or updating them one-at-a-time.
To use this mode, select a key field using the Autofill settings. This key field is used to lookup matching records in your database. When a batch is exported, a lookup is performed for each file. The matching record for that file is updated with the image file path and other data entered into SimpleIndex fields, leaving the rest of the data in the table intact.
This is the quickest method for image-enabling an existing database application. All you need to do is add a field for the image file, then configure the Match and Attach configuration that indexes documents based on unique values and fills in this field automatically.