SimpleIndex 7.0 MANUAL www.SimpleIndex.com Revised February, 2011 SimpleIndex Documentation - 2 - SimpleIndex Documentation Table of Contents 1 Introduction ......................................................................................................... 7 1.1 Welcome to SimpleIndex! ........................................................................................... 7 1.2 Conventions Used in This Manual .............................................................................. 7 1.3 Who Should Read This Manual? ................................................................................ 7 1.4 New Features in Version 7.......................................................................................... 7 1.5 Unique Features ......................................................................................................... 8 1.5.1 1-Click Processing ................................................................................................................... 8 1.5.2 Template & Dictionary Matching OCR .................................................................................... 8 1.5.3 MS Office and PDF Processing ............................................................................................... 8 1.5.4 Command Line Interface ......................................................................................................... 9 1.5.5 Document Presence Auditing .................................................................................................. 9 1.5.6 Distributed Document Capture ................................................................................................ 9 1.5.7 Open Database Integration ................................................................................................... 10 1.5.8 OMR and OCR Document Separation .................................................................................. 10 2 Designing Your Imaging Solution ................................................................... 11 2.1 SimpleSearch ............................................................................................................11 2.2 Using Windows Folders & Filenames ........................................................................12 2.3 Using a Document Management System ...................................................................13 2.4 Using a Database or Spreadsheet .............................................................................13 2.5 Custom Application Integration ..................................................................................15 2.6 Distributed Document Capture ...................................................................................16 2.6.1 Advantages of Distributed Capture ....................................................................................... 16 2.6.2 Implementation of Distributed Capture .................................................................................. 16 2.6.3 Centralized Administration of Job Configurations ................................................................. 17 3 Automating Document Capture ....................................................................... 18 3.1 Using Barcode Recognition .......................................................................................18 3.2 Using OCR ................................................................................................................19 3.3 Using Index Autofill ....................................................................................................19 3.4 Using Pre-Indexed Batches .......................................................................................20 4 Installing SimpleIndex ...................................................................................... 21 4.1 Running the SimpleIndex Installer Wizard .................................................................21 4.2 Installed Components ................................................................................................21 4.3 Upgrading from Previous Versions ............................................................................22 4.4 Uninstall Notes ..........................................................................................................22 4.5 Windows Vista/7/2008 Support ..................................................................................23 4.6 Running SimpleIndex for the first time .......................................................................23 4.6.1 Setup Type ............................................................................................................................ 23 4.6.2 Download Automatic Configuration ....................................................................................... 23 4.6.3 Basic Configuration Settings ................................................................................................. 24 4.6.4 Advanced Settings ................................................................................................................ 25 4.7 Demo/Registration Screen .........................................................................................27 5 Job Options ....................................................................................................... 28 5.1 Overview – How to Setup SimpleIndex Jobs .............................................................28 5.1.1 Processing Stages ................................................................................................................ 28 5.1.2 File Naming Schemes ........................................................................................................... 29 5.1.3 Linking Jobs ........................................................................................................................... 30 5.2 Job Settings Wizard ...................................................................................................31 5.3 Batch Options ............................................................................................................31 5.3.1 Folder Settings ...................................................................................................................... 32 5.3.2 Pre-Process and Post-Process ............................................................................................. 33 5.3.3 Image Processing .................................................................................................................. 33 - 3 - SimpleIndex Documentation 5.3.4 Input Options ......................................................................................................................... 34 5.3.5 Output Options ...................................................................................................................... 38 5.4 Index Options ............................................................................................................40 5.4.1 Pre-Index Batch ..................................................................................................................... 41 5.4.2 Number of Fields ................................................................................................................... 41 5.4.3 Index Field Parameters ......................................................................................................... 41 5.4.4 Autofill Settings ...................................................................................................................... 51 5.4.5 Other Indexing Options ......................................................................................................... 53 5.4.6 Autonumber Settings ............................................................................................................. 56 5.5 Barcode Options ........................................................................................................58 5.5.1 Barcode Engine ..................................................................................................................... 58 5.5.2 Barcode Types ...................................................................................................................... 59 5.5.3 Delete barcode page ............................................................................................................. 59 5.5.4 Require exact match on template.......................................................................................... 59 5.5.5 Require checksum ................................................................................................................. 59 5.5.6 Enhanced analysis ................................................................................................................ 59 5.5.7 Pages to Process .................................................................................................................. 60 5.5.8 Minimum Confidence ............................................................................................................. 60 5.5.9 Low Confidence Barcodes .................................................................................................... 60 5.5.10 Setting Barcode Coordinates ............................................................................................ 60 5.6 Zones & OCR Options ...............................................................................................60 5.6.1 Select Field to Edit ...............................................................................................................