Indexing & File Naming
Back to Settings Wizard
Create and edit index field settings from this screen. Edit and preview output folder and file naming schemes. Configure indexing user interface settings.
Linked is a detailed description of how to configure the file naming schema.
Indexing and File Naming Training Video
Video was recorded in a previous version of SimpleIndex. Refer to the wiki documentation for latest updates.
Add, Remove, Duplicate and Edit Index Fields
Use the Index Field Wizard to Add, Remove, Duplicate or Edit index field settings.
Configure an Autofill data source to populate index fields from a database lookup.
When this option is checked, the user enters the Index fields before scanning, and these values are applied to all scanned images. This improves throughput for Single-Index batches and allows for completely automatic processing from the command line.
Don't Export if Required Field is Missing
If a live user is present during a pre-indexed batch process, this option will stop the export and let the user fill in any required fields that are blank. You should not check this option with jobs running unattended
Index Field Positions
Use the Up and Down buttons to change the order of the index fields. The order is important because folders and filenames are created in the order that the fields appear in this list.
The character or characters entered here are used to separate multiple field values in the image filename. If field1 and field2 have the Filename option selected, and the separator character is “_”, then the output file will be “field1_field2.tif”.
The field selected in this option is highlighted whenever a new image is displayed. If every field does not change with every image, selecting the field that changes most often will improve the speed of the indexing process.
You can also select None for the default field to prevent the cursor focus from returning to the index field after loading a new file. This makes it easier to quickly browse documents using the Grid view and mouse wheel.
This is the number of fields to display at one time. The scroll bar must be used to view fields above this number. Unless the screen resolution is very high, a maximum of 7-8 fields can be displayed before some options become obscured.
When you have many index fields, it may be useful to group them logically, so that related fields are displayed on the screen at the same time. Field grouping is accomplished by setting Display Fields to the number of fields in the largest group and using Unused field types for extra fields on each page.
Show Images While Processing
Displays images in the viewer as they are being processed. This can be helpful for quality review but will slow down performance with most jobs unless you are using OCR.
Show Index Grid After Processing
The Index Grid view is very useful for those reviewing documents after processing.
Check this box to display the Index Grid automatically, so users do not have to click the toolbar option to display it on each batch.
Go to first file on Save All
When this option is selected, clicking the Save All button will return the user to the first file in the batch before saving all index values. When unchecked, saving starts at the currently selected file and proceeds forward from there. This option was moved to the Advanced Settings step in the Advanced Indexing Options in v10.1.53
Next Step OCR Options