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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]] ===
* [[Getting Started]] - What is '''SimpleIndex''' and how to use this wiki to learn about it.
=== [[Designing Your Imaging Solution]] ===
* [[Designing Your Imaging Solution]] - Considerations to make before you start configuring your solution.
=== [[Automating Document Capture]] ===
* [[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 ==
== Installation and Licensing ==
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How to install, configure and license your workstation.
How to install, configure and license your workstation.


=== [[Installation]] ===
* [[Installation]] - Installing '''SimpleIndex''' from the setup file.
=== [[Global Settings Wizard]] ===
* [[Global Settings Wizard]] - Configuring a new workstation for the first time.
=== [[Licensing & Activation]] ===
* [[Licensing & Activation]] - License options and how to activate licenses.
* [[Application Migration]] - Move '''SimpleIndex''' license from one computer to another.


== Job Configuration ==
== Job Configuration ==
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Creating jobs for [[scanning]], document processing, [[OCR]] or [[retrieval]].
Creating jobs for [[scanning]], document processing, [[OCR]] or [[retrieval]].


=== [[Creating Jobs]] ===
* [[Creating Jobs]] - Overview of steps that need to be configured when creating a new [[Job File]].
=== [[Settings Wizard]] ===
* [[Settings Wizard]] - Configure all [[Job File]] settings via the [[Settings Wizard]].
** [[Welcome Screen]]
** [[Scanner Settings]]
** [[File Input Settings]]
** [[Download Email Settings]]
** [[Image Enhancement]]
** [[PDF Processing Settings]]
** [[File Output Settings]]
** [[Database]]
** [[Indexing & File Naming]]
** [[Index Field Wizard]]
** [[OCR Options]]
** [[Barcode Options]]
** [[Index & Batch Logging]]
** [[Imprinting]]
** [[Advanced Settings]]
** [[Complete & Save Settings]]
* [[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 ==
== Processing and User Interface ==
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Documentation from the operator point of view.
Documentation from the operator point of view.


=== [[Running Jobs]] ===
* [[Running Jobs]]  
 
** [[Start Screen]]
* [[Start Screen]]  
** [[Batch Processing Stages]]
* [[Batch Processing Stages & Options]]  
** [[SimpleSearch Retrieval Jobs]]
* [[Running jobs in SimpleSearch]]
* User Interface
* [[Unattended Processing]]
** [[Toolbar Options]]
 
** [[Menu Options]]
=== User Interface ===
** [[Using the SimpleView Viewer]]
 
** [[Document Navigation]]
* [[Toolbar Options]]  
* [[Menu Options]]  
* [[Using the SimpleView Viewer]]


== Key Features Reference ==
== Key Features Reference ==
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* [[Imprinting]]
* [[Imprinting]]
* [[Fixed]] fields and preset values
* [[Fixed]] fields and preset values
* [[Document Properties]]
* [[Distributed Capture]]
* [[Unattended Processing]]
* [[Unattended Processing]]
* [[Command Line Interface]]
* [[Command Line Interface]]
* [[Default Folders]]
* [[Keep Existing Folders and Filenames]]
* [[Duplicate Page Detection]]
* [[ChatGPT]] Document Analysis


== Suite Applications ==
== Suite Applications ==
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The Simple Software Document Management Suite contains several complimentary applications to help automate scanning and QC workflows, view documents and integrate with other applications.
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]] ===
* [[SimpleCoversheet]] - Bar code printing to [[Automating Document Capture|automate scanning workflows]].
=== [[SimpleExport]] ===
 
=== [[SimpleQB]] ===
* [[SimpleExport]] - Convert [[Index Logs]] to any [[XML]] or text file format.
=== [[SimpleSend]] ===
 
=== [[SimpleView Application|SimpleView]] ===
* [[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 Application|SimpleView]] - Browse, [[search]] and view documents stored in [[Folders & Filenames]].


== Release Notes ==
== Release Notes ==
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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]]
* [[SimpleIndex 10.1]]
* [[SimpleIndex 10]]
* [[SimpleIndex 10]]
* [[SimpleIndex 9.2]]
* [[SimpleIndex 9.2]]
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* [[SimpleIndex 9.0]]
* [[SimpleIndex 9.0]]


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.

Open in Full Window

Planning[edit | edit source]

High-level overview of solution design considerations.

Installation and Licensing[edit | edit source]

How to install, configure and license your workstation.

Job Configuration[edit | edit source]

Creating jobs for scanning, document processing, OCR or retrieval.

Processing and User Interface[edit | edit source]

Documentation from the operator point of view.

Key Features Reference[edit | edit source]

Jump to the configuration options for each of these key features.

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.

Release Notes[edit | edit source]

List of features and updates in each recent release with links to the updated documentation for each.

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.
Retrieved from "https://www.simpleindex.com/wiki/index.php?title=Main_Page&oldid=2231"