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 | 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.
Installation and Licensing[edit | edit source]
How to install, configure and license your workstation.
Installation[edit | edit source]
Installing SimpleIndex from the setup file.
Global Settings Wizard[edit | edit source]
Configuring a new workstation for the first time.
Licensing & Activation[edit | edit source]
License options and how to activate licenses.
Job Configuration[edit | edit source]
Creating jobs for scanning, document processing, OCR or retrieval.
Creating Jobs[edit | edit source]
Overview of steps that need to be configured when creating a new Job File.
Settings Wizard[edit | edit source]
Configure all Job File settings via the Settings Wizard.
Multiple Users[edit | edit source]
Additional details for creating multi-step, multi-user processing workflows.
Command Line Interface[edit | edit source]
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[edit | edit source]
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[edit | edit source]
User Interface[edit | edit source]
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
- Unattended Processing
- Command Line Interface
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[edit | edit source]
Bar code printing to automate scanning workflows.
SimpleExport[edit | edit source]
Convert Index Logs to any XML or text file format.
SimpleQB[edit | edit source]
Import transaction data into QuickBooks, or scan, search and view documents from the QuickBooks menu.
SimpleSend[edit | edit source]
Transfer documents via Secure FTP or E-Mail.
SimpleView[edit | edit source]
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.
For previous versions please see the Updates Newsfeed.
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.