Main Page
The Simple Software Wiki is the new repository for online help and support articles, starting with the release of SimpleIndex 10 in 2022.
Planning[edit]
High-level overview of solution design considerations.
- Getting Started - What is SimpleIndex and how to use this wiki to learn about it.
- Designing Your Imaging Solution - Considerations to make before you start configuring your solution.
- Automating Document Capture - Ways to capture more data from documents and reduce manual data entry.
- Customization - Extend functionality and integrate with other systems.
Installation and Licensing[edit]
How to install, configure and license your workstation.
- Installation - Installing SimpleIndex from the setup file.
- Global Settings Wizard - Configuring a new workstation for the first time.
- Licensing & Activation - License options and how to activate licenses.
- Application Migration - Move SimpleIndex license from one computer to another.
Job Configuration[edit]
Creating jobs for scanning, document processing, OCR or retrieval.
- Creating Jobs - Overview of steps that need to be configured when creating a new Job File.
- Settings Wizard - Configure all Job File settings via the Settings Wizard.
- Multiple Users - Additional details for creating multi-step, multi-user processing workflows.
- Command Line Interface - Launch and run jobs from third party applications via the command line, passing index field values and other parameters to control how documents are indexed.
- Unattended Processing - Fully automate document processing using a hot folder configuration.
Processing and User Interface[edit]
Documentation from the operator point of view.
- Running Jobs
- User Interface
Key Features Reference[edit]
Jump to the configuration options for each of these key features.
- Scanning
- OCR
- Bar Code Recognition
- Database Integration
- Index Autofill
- Pre-Index Batch Jobs
- PDF Processing
- Imprinting
- Fixed fields and preset values
- Document Properties
- Distributed Capture
- Unattended Processing
- Command Line Interface
- Default Folders
- Keep Existing Folders and Filenames
- Duplicate Page Detection
- ChatGPT Document Analysis
Suite Applications[edit]
The Simple Software Document Management Suite contains several complimentary applications to help automate scanning and QC workflows, view documents and integrate with other applications.
- SimpleCoversheet - Bar code printing to automate scanning workflows.
- SimpleExport - Convert Index Logs to any XML or text file format.
- SimpleQB - Import transaction data into QuickBooks, or scan, search and view documents from the QuickBooks menu.
- SimpleSend - Transfer documents via Secure FTP or E-Mail.
- SimpleView - Browse, search and view documents stored in Folders & Filenames.
Release Notes[edit]
List of features and updates in each recent release with links to the updated documentation for each.
- SimpleIndex 11.1
- SimpleIndex 11
- SimpleIndex 10.1
- SimpleIndex 10
- SimpleIndex 9.2
- SimpleIndex 9.1
- SimpleIndex 9.0
For previous versions please see the Updates Newsfeed.
Technical Support[edit]
If you purchased SimpleIndex from one of our Authorized Dealers, they should be your first contact for any support issues. They will have first-hand knowledge of your particular implementation and any integrated applications you are working with.
Technical support requires a current Annual Maintenance contract. Please contact your Authorized Dealer or Order Maintenance from the SimpleIndex.com store.
- Knowledge Base for answers to common technical questions, how-to articles and miscellaneous options.
- University for guided training videos.
- Contact Support via e-mail, live chat or phone.
