SimpleIndex - Job Configuration Basics Video

Setting Up a Basic SimpleIndex Job: A Step-by-Step Guide

This guide covers the essential steps for configuring and running a basic job in SimpleIndex.

1. Input Type and Configuration Naming [00:41]

• Select the input type (e.g., "folder" for existing files).
• Name and save the configuration file.

2. Input Folder Selection [01:15]

• Define the input folder containing the files to be processed.
• Configure options like "keep input files" (for testing) and "split multi-page files" (for detailed PDF processing).

3. Image Enhancement (Optional) [02:54]

• SimpleIndex offers image enhancement features for scanned documents (straightening, despeckling, rotation).
• Note: Many modern scanners can handle these functions.

4. File Output Configuration [03:50]

• Set the output folder for processed documents.
• Choose the desired file type (PDF is the default).
• Configure options for handling existing files (append, create numbered files, or overwrite).

5. Indexing and File Naming [05:50]

• Add index fields (e.g., customer, invoice number, date).
• Configure field properties:
  • Make fields required.
  • Forward values to subsequent pages.
  • Use fields for file and folder naming conventions.

6. Log Folder (Optional) [11:24]

• Enable indexing logs (CSV or text files with index values per document).
• Enable batch logs (statistics about the processing batch).

7. Running a Basic Job [14:07]

• Run the configured job.
• Manually enter index values for each document.
• The system handles invalid characters in file names.

8. Output Verification [16:13]

• View the processed files in the output folder.
• Files are organized based on the configured naming conventions (e.g., by customer name with file names based on invoice number and date).

This guide covers the minimum requirements for a basic SimpleIndex job. More advanced features are discussed in other videos [00:30].