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The Simple Software Wiki is the new repository for online help and support articles, starting with the release of SimpleIndex 10 in 2022. | The Simple Software Wiki is the new repository for online help and support articles, starting with the release of '''SimpleIndex''' 10 in 2022. | ||
'''[https://www.simpleindex.com/wiki Open in Full Window]''' | '''[https://www.simpleindex.com/wiki Open in Full Window]''' | ||
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High-level overview of solution design considerations. | High-level overview of solution design considerations. | ||
* [[Getting Started]] - What is SimpleIndex and how to use this wiki to learn about it. | * [[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. | * [[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. | * [[Automating Document Capture]] - Ways to capture more data from documents and reduce manual data entry. | ||
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How to install, configure and license your workstation. | How to install, configure and license your workstation. | ||
* [[Installation]] - Installing SimpleIndex from the setup file. | * [[Installation]] - Installing '''SimpleIndex''' from the setup file. | ||
* [[Global Settings Wizard]] - Configuring a new workstation for the first time. | * [[Global Settings Wizard]] - Configuring a new workstation for the first time. | ||
* [[Licensing & Activation]] - License options and how to activate licenses. | * [[Licensing & Activation]] - License options and how to activate licenses. | ||
* [[Application Migration]] - Move SimpleIndex license from one computer to another. | * [[Application Migration]] - Move '''SimpleIndex''' license from one computer to another. | ||
== Job Configuration == | == Job Configuration == | ||
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* [[Running Jobs]] | * [[Running Jobs]] | ||
** [[Start Screen]] | ** [[Start Screen]] | ||
** [[Batch Processing Stages]] | ** [[Batch Processing Stages]] | ||
** [[SimpleSearch Retrieval Jobs]] | ** [[SimpleSearch Retrieval Jobs]] | ||
* User Interface | * User Interface | ||
** [[Toolbar Options]] | ** [[Toolbar Options]] | ||
** [[Menu Options]] | ** [[Menu Options]] | ||
** [[Using the SimpleView Viewer]] | ** [[Using the SimpleView Viewer]] | ||
** [[Document Navigation]] | ** [[Document Navigation]] | ||
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List of features and updates in each recent release with links to the updated documentation for each. | List of features and updates in each recent release with links to the updated documentation for each. | ||
* [[SimpleIndex 11.2]] | |||
* [[SimpleIndex 11.1]] | * [[SimpleIndex 11.1]] | ||
* [[SimpleIndex 11]] | * [[SimpleIndex 11]] | ||
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For previous versions please see the [https://www.simpleindex.com/news-updates/ Updates Newsfeed]. | For previous versions please see the [https://www.simpleindex.com/news-updates/ Updates Newsfeed]. | ||
== SimpleIndex Video == | |||
'''SimpleIndex''' is a constantly changing and updating software. Refer to the wiki documentation for latest updates. | |||
<div class="center" style="width: auto; margin-left: auto; margin-right: auto;"><youtube>https://youtu.be/Cxefcu3T5ko?si=qd5zwRgPFHW4T_hY</youtube></div> | |||
== Technical Support == | == Technical Support == | ||
If you purchased SimpleIndex from one of our [https://www.simpleindex.com/authorized-dealers/ 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. | If you purchased '''SimpleIndex''' from one of our [https://www.simpleindex.com/authorized-dealers/ 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 [https://www.simpleindex.com/authorized-dealers/ Authorized Dealer] or [https://www.simpleindex.com/product-category/support-maintenance/ Order Maintenance] from the SimpleIndex.com store. | Technical support requires a current [[Annual Maintenance]] contract. Please contact your [https://www.simpleindex.com/authorized-dealers/ Authorized Dealer] or [https://www.simpleindex.com/product-category/support-maintenance/ Order Maintenance] from the SimpleIndex.com store. | ||
Latest revision as of 15:27, 6 February 2024
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 | edit source]
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.
- High Volume Scanning - Designing optimal workflows for service bureaus and scanning departments.
- Customization - Extend functionality and integrate with other systems.
Installation and Licensing[edit | edit source]
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 | edit source]
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 | edit source]
Documentation from the operator point of view.
- Running Jobs
- User Interface
Key Features Reference[edit | edit source]
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 | edit source]
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 | edit source]
List of features and updates in each recent release with links to the updated documentation for each.
- SimpleIndex 11.2
- 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.
SimpleIndex Video[edit | edit source]
SimpleIndex is a constantly changing and updating software. Refer to the wiki documentation for latest updates.
Technical Support[edit | edit source]
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.