Designing Your Imaging Solution: Difference between revisions
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If you have not yet decided on a plan for how to organize your scanned images for later retrieval, you should take some time to consider the possible options. There are various ways to store your document images for later retrieval once they have been scanned with SimpleIndex. | If you have not yet decided on a plan for how to organize your scanned images for later retrieval, you should take some time to consider the possible options. There are various ways to store your document images for later retrieval once they have been scanned with SimpleIndex. | ||
== Ways to Store and Search Your Documents == | |||
* Use [[SimpleSearch]] to search and view documents. | * Use [[SimpleSearch]] to search and view documents. | ||
* Use [[folders & filenames]] to organize your files and [[SimpleView]] to browse, view, and edit them. | * Use [[folders & filenames]] to organize your files and [[SimpleView]] to browse, view, and edit them. | ||
* Use a [[Cloud Storage]] platform like Google Drive, Microsoft OneDrive or Box to store the organized [[folders & filenames]] for easy browsing in the cloud. [[Full-text]] data from [[OCR]] can also be indexed and searched. | |||
* Use Microsoft [[SharePoint]] for [[Cloud Storage]] with managed metadata, workflows and other collaboration features. SimpleIndex integrates directly with [[SharePoint]] and [[Index Fields]] can be used to set metadata values. | |||
* Use enterprise [[document management software]] for security, regulatory compliance, web viewing, workflow, and other features. | * Use enterprise [[document management software]] for security, regulatory compliance, web viewing, workflow, and other features. | ||
* Use a [[database or spreadsheet]] such as MS Access or Excel to import the index data and provide links to the stored document images. Clicking the links can open the image in a free viewer like Adobe Reader or Windows' built-in image viewer. | * Use a [[database or spreadsheet]] such as MS [[Access]] or [[Excel]] to import the index data and provide links to the stored document images. Clicking the links can open the image in a free viewer like Adobe Reader or Windows' built-in image viewer. | ||
* Integrate SimpleIndex directly with your custom application using the [[Command Line Interface]]. | * Integrate SimpleIndex directly with your custom application using the [[Command Line Interface]]. | ||
* Use tools like | * Use tools like [[Windows Search]] to find documents scanned to Windows folders. SimpleIndex sets [[document properties]] automatically, and [[OCR]] text can provide [[full-text search]] results. | ||
== Document Management with SimpleIndex Video == | |||
Video was recorded in a previous version of SimpleIndex. Refer to the wiki documentation for latest updates. | |||
<div class="center" style="width: auto; margin-left: auto; margin-right: auto;"><youtube>Gmb2zjBRklw</youtube></div> | |||
'''Up Next: [[Automating Document Capture]]''' | |||
Latest revision as of 18:21, 20 January 2022
If you have not yet decided on a plan for how to organize your scanned images for later retrieval, you should take some time to consider the possible options. There are various ways to store your document images for later retrieval once they have been scanned with SimpleIndex.
Ways to Store and Search Your Documents[edit | edit source]
- Use SimpleSearch to search and view documents.
- Use folders & filenames to organize your files and SimpleView to browse, view, and edit them.
- Use a Cloud Storage platform like Google Drive, Microsoft OneDrive or Box to store the organized folders & filenames for easy browsing in the cloud. Full-text data from OCR can also be indexed and searched.
- Use Microsoft SharePoint for Cloud Storage with managed metadata, workflows and other collaboration features. SimpleIndex integrates directly with SharePoint and Index Fields can be used to set metadata values.
- Use enterprise document management software for security, regulatory compliance, web viewing, workflow, and other features.
- Use a database or spreadsheet such as MS Access or Excel to import the index data and provide links to the stored document images. Clicking the links can open the image in a free viewer like Adobe Reader or Windows' built-in image viewer.
- Integrate SimpleIndex directly with your custom application using the Command Line Interface.
- Use tools like Windows Search to find documents scanned to Windows folders. SimpleIndex sets document properties automatically, and OCR text can provide full-text search results.
Document Management with SimpleIndex Video[edit | edit source]
Video was recorded in a previous version of SimpleIndex. Refer to the wiki documentation for latest updates.
Up Next: Automating Document Capture